Walkabout Resources (ASX: WKT, Share Price: $0.069, Market Cap: $15m) is an emerging graphite play that has implemented measured exploration, project appraisal and growth strategies. It aims to fast-track production at its Lindi jumbo graphite project in Tanzania, whilst also filing applications for Prospecting Licences in Tanzania and Namibia. It has also expanded its commodity exposure into lithium.
Read MoreMetalicity (ASX: MCT, Share Price: $0.05, Market Cap: $22m) offers exposure to zinc, lithium and cobalt. It maintains the large and advanced Admiral Bay zinc project in Western Australia, along with its more recent acquisition of prospective lithium-tantalum tenements in Western Australia’s Pilbara region, host to some of the world’s largest hard-rock lithium and tantalum projects.
Read MoreEncouraging Initial Air-Core Results – Portfolio Stock (coverage initiated @ $0.023 in Oct 2016)
Read MoreMinotaur Exploration (ASX: MEP, Share Price: $0.075, Market Cap: $16m) is one of our most respected exploration plays – maintaining a strong and diverse portfolio of exploration projects, a well-credentialed exploration team, together with solid cash reserves and high-profile joint venture partners that ensure a high-level of exploration activity. It also maintains Sprott Group as a 12.63% shareholder.
Read MoreKibaran Resources (ASX: KNL) is one of our preferred graphite sector exposures, due to the highly measured and strategic approach being employed in order to achieve production status. Kibaran maintains aggressive exploration and appraisal activity with respect to all its various Tanzanian graphite projects, although its flagship Epanko project remains the current focus.
Read MoreOklo Resources (ASX: OKU, Share Price: $0.27, Market Cap: $60m) continues to enjoy significant and sustained success with respect to its gold exploration activities in western and southern Mali. Oklo maintains a portfolio of seven strategically-located projects, encompassing a total of 1,389 sq km. Ongoing results from air-core, RC and diamond drilling have returned robust, high-grade mineralisation.
Read MoreRimfire Mining (ASX: RIM, Share Price: $0.029, Market Cap: $27m) is a NSW gold exploration play that’s managed to fly under the radar of most investors, despite managing to sustain a measured exploration program on its flagship Fifield gold exploration project, with encouraging results. The negotiation of a major new farm-out JV deal with Canada’s New Gold underlines the project’s potential.
Read MoreWalkabout Resources (ASX: WKT, Share Price: $0.125, Market Cap: $15m) is an emerging graphite play that has implemented measured exploration, project appraisal and growth strategies. It aims to fast-track production at its Lindi jumbo graphite project in Tanzania, whilst also filing applications for Prospecting Licences in Tanzania and Namibia. It has also expanded its commodity exposure into lithium.
Read MoreCardinal Resources (ASX: CDV, Share Price: $0.33, Market Cap: $100m) has invested considerable amounts of time, energy and money in exploring, appraising and de-risking its Namdini project in Ghana to an acceptable level. The company has now embarked on important metallurgical test-work across the entire deposit, as it seeks to ascertain the best method of ore treatment and project commercialisation.
Read MoreRox Resources (ASX: RXL, Share Price: $0.015, Market Cap: $23m) is one of our most respected exploration plays, with three highly-prospective projects – its Fisher East nickel sulphide project in Western Australia, followed by two secondary projects – Reward zinc and Bonya copper projects, both situated within the Northern Territory. Importantly, there is strong activity occurring on all project fronts.
Read MoreWest African Resources (ASX: WAF, Share Price: $0.28, Market Cap: $135m) remains one of our favourite emerging African gold producers. Operating in Burkina Faso since 2007, it ranks as the largest ASX-listed acreage holder within the country and has accelerated its progress towards production status via aggressive exploration drilling, an enhanced gold resource position and positive PFS results.
Read MoreMetalicity (ASX: MCT, Share Price: $0.07, Market Cap: $32m) has a dual focus on both zinc and lithium. It has exposure to the large and advanced Admiral Bay zinc project in Western Australia, along with its more recent acquisition of prospective lithium-tantalum tenements in Western Australia’s Pilbara region, host to some of the world’s largest hard-rock lithium and tantalum projects.
Read MoreI’ve provided assistance to independent research house, Independent Investment Research (IIR), with respect to the preparation of their latest ‘Blue Book’ – which provides investors with analysis of more than 50 small and mid-cap resources sector companies for consideration within their investment portfolios.
Read MoreThe gold price reaction in the wake of the Trump presidential victory has been bewildering. The so-called expert consensus that predicted a price surge to $1500 in a post-Trump world has evaporated and now been replaced with dire price predictions of a fall to $1,050.
Read MoreDrilling of New Lake Carey Targets – Portfolio Stock (coverage initiated @ $0.16 in Aug 2015)
Read MoreIt’s amazing that markets were so unprepared for the outcome, given the closeness of the polling right the way through the campaign, especially in the closing stages. Whilst the result might be considered a shock to some, it was hardly a surprise.
Read MoreAntipa Minerals (ASX: AZY, Share Price: $0.028, Market Cap: $30m) maintains a first-class acreage position within the mineral-rich Telfer province of Western Australia – a fact reflected in the lucrative agreement with mining behemoth Rio Tinto Exploration, which allows for Rio to spend up to $60 million on exploration and appraisal of Antipa’s Citadel gold and copper project within the Telfer region.
Read MoreOklo Resources (ASX: OKU, Share Price: $0.165, Market Cap: $40m) has enjoyed immediate success with respect to its gold exploration activities in western and southern Mali. The company has assembled a portfolio of seven strategically-located projects that encompass a total of 1,389 sq km. Results from initial air-core, RC and diamond drilling programs have returned spectacularly high-grade mineralisation.
Read MoreRox Resources (ASX: RXL, Share Price: $0.019, Market Cap: $23m) is one of our most respected exploration plays, with three highly-prospective projects – its Fisher East nickel sulphide project in Western Australia, followed by two secondary projects – Reward zinc and Bonya copper projects, both situated within the Northern Territory. Importantly, there is strong activity occurring on all project fronts.
Read MoreIncremental Oil & Gas (ASX: IOG, Share Price: $0.048, Market Cap: $9m) has managed to generate solid investor interest (particularly within the context of the out-of-favour oil sector) as a result of steady appraisal progress and efficiency drives on its key US oilfields. With strong local management expertise, the company is aiming to extract maximum operating efficiencies and profitability from its fields.
Read MoreOklo Resources (ASX: OKU, Share Price: $0.145, Market Cap: $32m) has enjoyed immediate success with respect to its gold exploration activities in western and southern Mali. The company has assembled a portfolio of seven strategically-located projects that encompass a total of 1,389 sq km. Results from initial air-core, RC and diamond drilling programs have returned spectacularly high-grade mineralisation.
Read MoreJORC 2012 Resources at Lake Carey – Portfolio Stock (coverage initiated @ $0.16 in Aug 2015)
Read MoreWest African Resources (ASX: WAF, Share Price: $0.41, Market Cap: $90m) remains one of our best-performing African gold producers. Operating in Burkina Faso since 2007, it ranks as the largest ASX-listed acreage holder within the country and has accelerated its progress towards production status via aggressive exploration drilling, an enhanced gold resource position and positive PFS results.
Read MoreGascoyne Resources (ASX: GCY, Share Price: $0.66, Market Cap: $167m) is one of our favourite emerging gold production plays, led by a vastly experienced board and management team with a strong blend of exploration, discovery and mining backgrounds. The company boasts a sizeable WA gold resource inventory of 2.05 million ounces – comprising three advanced projects on granted Mining Leases.
Read MoreSheffield Resources (ASX: SFX, Share Price: $0.62, Market Cap: $91m) is one of our few bulk commodity exposures. The company’s most important and advanced project at present is its world-class Thunderbird mineral sands project in Western Australia, which hosts a large, high-grade zircon-rich resource and where Sheffield is targeting first mineral sands production during 2017.
Read MoreFinancial markets are in turmoil (and will likely be for weeks and even months) following the Brexit vote. It’s amazing that markets were so unprepared for the outcome, given the closeness of the polling right the way through the campaign. Whilst the result might be a shock to some, it was hardly a surprise.
Read MoreVisible gold at 175m depth at M1 South – Portfolio Stock (initial coverage @ $0.08 in Sep 2015)
Read MoreKibaran Resources (ASX: KNL, Share Price: $0.30, Market Cap: $55m) is one of our preferred graphite sector exposures, due to the highly measured and conservative approach being employed to achieve production status. Kibaran maintains aggressive exploration and appraisal activity with respect to its various Tanzanian graphite projects, although its flagship Epanko project remains the current focus.
Read MoreWho’d want to be an investor in this market right now?
Read MoreRox Resources (ASX: RXL, Share Price: $0.029, Market Cap: $34m) is one of our most respected exploration plays, with three highly-prospective projects – its Fisher East nickel sulphide project in Western Australia, followed by two secondary projects – the Reward zinc and Bonya copper projects, both situated within the Northern Territory. Importantly, there is strong activity happening on all project fronts.
Read MoreAntipa Minerals (ASX: AZY, Share Price: $0.031, Market Cap: $25m) maintains a first-class acreage position within the mineral-rich Telfer province of Western Australia – a fact reflected in the recent signing of an agreement with mining behemoth Rio Tinto Exploration, which allows for Rio to spend up to $60 million on Antipa’s Citadel gold and copper project within the Telfer region.
Read MoreMetalicity (ASX: MCT, Share Price: $0.066, Market Cap: $25m) is effectively a brand-new zinc/lithium play, following the acquisition of the large and advanced Admiral Bay zinc project in Western Australia during late 2014. The company has also acquired prospective lithium-tantalum tenements in Western Australia’s Pilbara region, host to some of the world’s largest hard-rock lithium and tantalum projects.
Read MorePilbara Minerals (ASX: PLS, Share Price: $0.66, Market Cap: $484m) is generating strong market interest and share price appreciation as a result of successful exploration, appraisal and pre-production activity on its Western Australian tantalum and lithium resource assets. The company’s key attraction is its low-risk exposure to lithium via its WA Pilgangoora project – a major component in high-tech applications.
Read MoreSt George Mining (ASX: SGQ, Share Price: $0.175, Market Cap: $34m) has captured the market’s attention over the past few weeks with the commencement of diamond drilling to test high-grade massive nickel-copper sulphide mineralisation at its Mt Alexander project in Western Australia. XRF analysis has revealed outstanding nickel grades of 6.7% – 10.9% and copper values from 1.24% – 5.85%.
Read MoreMinotaur Exploration (ASX: MEP, Share Price: $0.064, Market Cap: $14m) is one of our favoured exploration plays – as it maintains a strong and diverse portfolio of exploration projects, a well-credentialed exploration team, as well as solid cash reserves that ensure high-level exploration activity. It also recently welcomed the highly-regarded Sprott Group onto its share register with a 12.64% stake.
Read More“The interval between the decay of the old and the formation and establishment of the new constitutes a period of transition which must always necessarily be one of uncertainty, confusion, error, and wild and fierce fanaticism.” John C. Calhoun
Read MoreStrike Energy (ASX: STX, Share Price: $0.115, Market Cap: $96m) is our preferred ‘unconventional’ energy play. Strike’s sole focus is on defining the commercial viability and overall resource extent of its emerging Southern Cooper Basin Project, with the ultimate aim of delivering gas under long-term supply arrangements to growing and energy-starved markets in Eastern and Southern Australia.
Read More300-metre mineralised strike length at M1 South – Portfolio Stock (bought @ $0.08 in Sep 2015)
Read MoreGascoyne Resources (ASX: GCY, Share Price: $0.29, Market Cap: $60m) is a gold exploration and development company led by a vastly experienced board and management with a strong blend of exploration, discovery and mining backgrounds. The company has grown its resource inventory to 2.05 million ounces of gold in 3 advanced projects, all located on granted Mining Leases in Western Australia.
Read MorePilbara Minerals (ASX: PLS, Share Price: $0.37, Market Cap: $319m) is generating strong market interest and share price appreciation as a result of successful exploration, appraisal and pre-production activity on its Western Australian tantalum and lithium resource assets. The company’s key attraction is its low-risk exposure to lithium via its WA Pilgangoora project – a major component in high-tech applications.
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DOWNLOAD RESEARCH REPORTSecures binding contract with Tier-1 OEMUS based anode active project gathers momentumMagnis Energy Technologies (MNS.ASX) – MNS is planning an anode active facility in the US and recently announced a binding, yet conditional, contract for the supply of anode active with Tesla. The contract is for a minimum 17.5kt/year with an option to purchase another 17.5t/year. Conditions precedent carry a tight development timeframe, with first production scheduled for February 2025. Site selection is underway and co-locating with an OEM on a brownfields site makes sense. Long lead items have been ordered and detailed engineering and design is expected to commence soon. |
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December Quarterly Report: Q2 FY2023Looking past the rain – there’s a rainbow.TerraCom released their operating results for the December quarter FY2023 with operating metrics being in line with our forecasts. Unseasonal rains in both Australia and South Africa contributed to operational and logistical issues across all mines, however guidance for annual production at Blair Athol is unaffected and highlights the quality of TerraCom’s skills in operational management. We continue to like the stable operating metrics around the company’s Australian operations and see potential for the South African operations to benefit from increased management focus given the rationalisation of operations following the closure of the Ubuntu mine. Corporate Connects overall financials remain unchanged as does our target price of $1.35 share. We maintain our forecast for a fully franked quarterly dividend of 7.5c/share to be paid in the March and June quarters of FY2023. |
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DOWNLOAD RESEARCH REPORTHigh performance synthetic anode & cathode materials Building a US based materials supply chainNOVONIX (ASX:NVX) – is scaling a synthetic anode materials plant in the US and piloting nickel rich cathode material in Canada. Why? China is dominant and growing – 100% of global natural anode and 68% of synthetic anode is refined in China. In short, China controls the global midstream battery chain by controlling 60% of chemical refining, 87% of anode manufacturing, 61% of cathode manufacturing and 73% of battery manufacturing. It is global battery supply and price domination at scale. |
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DOWNLOAD RESEARCH REPORTAntisense Therapeutics (ANP) Taking a Quick Approach to Long COVIDThis report looks at the results of a collaborative study Antisense undertook which looked at the largest protein expression database in Long COVID-19 patients who experienced neurologic symptoms well after the primary or acute SARS-CoV-2 infection was considered over (Groups 1 & 2, with 48 subjects Group 2 comprising a single patient from a different clinical site). The symptoms and others experienced by such patients result in a highly significant amount of illness, possibly more than all primary SARS-CoV-2 infections i.e COVID-19. |
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DOWNLOAD RESEARCH REPORT4Q reveals more focus on profit and cash flow• LBY’s 4Q FY22 quarterly activities update showed continued solid growth in top line metrics, albeit slowing, with GMV of NZ$203m (+26% on pcp) and income of NZ$12.1m (+23% on pcp).
• Net Transaction Margin (NTM) disappointed at -0.5%, due to further increase in credit losses from 4.0% to 4.9% of GMV. However, new fraud and credit risk management tools have seen losses recover materially with NTM back to 1.2% in March and LBY is confident of further recovery in coming months.
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DOWNLOAD RESEARCH REPORTSigns MOU with Ford Company – Kachi is now sold out!Lake Resources (LKE. ASX) – LKE has signed two non-binding MOU’s in the space of 10 days. Ford Company (Ford) has signed an MOU for ~25,000t/year and last week Hanwa, a Japanese commodity trader signed a MOU for up to 25,000t/year. Subject to execution, this is an amazing feat as Ford and Hanwa are prepared to enter into longer-term strategic partnerships with LKE. Commercial negotiations are still ongoing but are expected, especially if Ford & Hanwa inject new equity into LKE, to further de-risk the project financing & thus ensure LKE and Kachi are fully funded. |
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DOWNLOAD RESEARCH REPORTStrategic Vanadium-battery growth with Titanium & Iron earnings resiliencyTNG Ltd is an ASX-listed technology owner and developer of the world-class Mount Peake near-surface vanadiferous titanomagnetite deposit. To unlock value, TNG will concentrate ore from its central Northern Territory mine for processing through its patented TIVAN® process produce three premium quality revenue streams: hi-purity vanadium pentoxide (V2O5) for steel alloys and Vanadium Redox Flow batteries, a quality titanium pigment for paints and a premium steel input with >64%Fe iron ore fines. |
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Promising exploration and development update while SOP prices continue to riseTwo recent gravity surveys have considerably exceeded expectations and revealed potential for extensions to the existing MRE at Lake Throssell, plus a material growth opportunity at Lake Yeo. This reinforces the potential for a multi-decade, Tier-1 SOP production hub based around Lake Throssell. TMG is currently completing work towards the PFS due early 2023, including drilling to start in Q3 2022, evaporation trials and permitting activities. Results from these programs will support the PFS and any future resource upgrade. Benchmark SOP prices have risen to ~US$940/t due to recent geopolitical developments. The Oct 2021 Scoping Study assumed a SOP price of US$550/t and contained a sensitivity analysis showing every 10% increase in price drives a +$144m increase in the project NPV of $364m. The c.70% increase above the Scoping Study thus implies a project NPV of ~$1.4bn. |
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DOWNLOAD RESEARCH REPORTIncreasing our TargetDespite the lower realised oil and gas price, which fell by 5.4% and 19.7% respectively in August, Calima managed to show improvement in its key business metrics. We expect higher production in November due to the contribution by the new Thorsby wells which will be drilled in August/September which will see Calima meet its 2021 production guidance of 4,500 boe/d. |
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DOWNLOAD RESEARCH REPORTEmerging Financial Wealth Advisory GroupWT Financial Group Limited (WTL) is a growing diversified financial services company, founded in 2010 and listed on the Australian Stock Exchange (ASX) in 2015. Its advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives of WTL under its Wealth Today Pty Ltd (Wealth Today) and Sentry Group Pty Ltd (Sentry Group) dealer group operations. It has around 275 advisers across more than 200 financial advice practices Australia-wide. It also operates a direct-to-consumer operation under its Spring Financial Group brand. |
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DOWNLOAD RESEARCH REPORTImmutep Taking the Fight to CancerIn May 2021, Corporate Connect analyst Marc Sinatra published a comprehensive research report on ASX-listed biotech Immutep Ltd (ASX: IMM). So impressed was he with IMM that Corporate Connect felt it imperative that a follow-up report be released placing a valuation on the company, because the market was not seeing the vast potential of eftilagimod alpha (efti). This follow-up report has been released today. Using comparables, after adding cash back to their EV estimate and dividing by the total number of issued shares, Corporate Connect now places the fair value of an Immutep share at $A2.20. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaPayGroup (PYG) delivers multi-country BPO services and cloud SaaS HCM solutions, assisting companies to manage employees in multiple, complex jurisdictions. The company has many growth opportunities, including new clients, new jurisdictions, new products, partner expansion, and new revenue sources. PYG’s scalable business model allows operating leverage and with savings from in-housing third party technology, support margin expansion. |
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DOWNLOAD RESEARCH REPORTMarket leading lifelong learning platform technology company in Australia and SE AsiaOpenLearning (OLL) is a higher education technology company that operates a scalable online learning platform through a software-as-a-service (SaaS) business model and provides a global marketplace of high quality courses for learners of all levels. Its primary customers are education providers based in Australia and South-East Asia (primarily Malaysia). OLL started operations in Australia in 2012 and expanded to Malaysia in 2015, Singapore in 2018, and recently also Indonesia. |
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