Valmec – Cheap given tailwinds

New ore sorting results by GL1 at Steinert’s Perth trialling facility has achieved improvement to high grade head feed. Previous sorting study results on lower grade material also generated positive results. GL1 has confirmed itRead more

Updated views on the sector and key picks post reporting season: A good year, despite challenges: Most companies provided positive updates through FY23 and share prices of companies on our list climbed on average 44%Read more

Ausgold’s recent Katanning (KGP) MRE update saw the project reach the +3Moz mark with a total MRE of 89Mt at 1.06g/t Au for 3.04Moz. The updated KGP MRE delivered a +400Koz increase in contained ouncesRead more

Corporate development challenges marred FY23. Worth holding as a beat up +200kozspa producer with $330M in the bank plus a fully developed growth asset taking 90,000m of drilling in FY24. To access the full reportRead more

The Great Fingall restart is the second mine approved for development in as many months, with an FID for the Big Bell expansion expected this quarter. The restarts and the expansion are necessitated for feedRead more