Whitman Howard - Bacanora Lithium (BCN) Precious Metals - Mark Mobius says switch into gold from Bitcoin

Report

Whitman Howard

Roger Bade

EUR 57.00 For Business Accounts Only

Precious Metals - Mark Mobius says switch into gold from Bitcoin

A weaker US dollar, uncertainty over US Federal Reserve membership, continuing fears over North Korea, fears over the costs of the hurricane season and a recommendation from a leading Emerging Market fund manager to switch out of Bitcoin into gold conspired to allow gold prices to breakout yesterday. Furthermore, precious metals have held the gains overnight.

08/09/2017 5 EN

Underlying

Bacanora Lithium

See profile

CA05634Q1054 Canada

Provider

Whitman Howard

Whitman Howard is an independent institutional stockbroking and investment banking business focused on servicing the needs of our corporate clients and institutional investor base.

The company began trading in 2011 with a team of highly experienced market professionals and the goal of building a leading capital markets business in an entrepreneurial environment.

See profile

Analysts

Roger Bade

Other Reports on these Companies

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

Fundamental Research

Feasibility Study Results in December to be a Catalyst for this Junior

EUR 18.36

November 25, 2019 November 25, 2019 14 EN

Whitman Howard

Millennial Lithium (ML-TSX-V) - My PEA's better than yours

The compliant Preliminary Economic Assessment (PEA) on their Pastos Grandes lithium brine project in Argentina is encouraging, although they are using a fancy average lithium carbonate equivalent (LCE) price assumption of US$13,500 per tonne ($/t). For a 25,000 tonnes per annum of LCE over 25 years, with a 3 year ramp up period, the up-front cost is $410m. Using $13,500/t for LCE, they estimate an after-tax Internal Rate of Return (IRR) of 23.4% and an after-tax Net Present Value (NPV) of $607m, assuming a 10% discount rate. The tax take was 31.6%.

EUR 57.00

February 1, 2018 February 1, 2018 7 EN

CORPORATE SPONSORED MATERIAL: Aggregated Micro Power* (AMPH LN, BUY, T/P 136p) - Initiation | The rise of a challenger utility

Aggregated Micro Power Holdings (AMPH) is emerging as a challenger utility presenting a unique investment opportunity. It is essentially an asset play offering exposure to a diverse stream of energy related revenues taking advantage of the fundamental changes in the UK energy sector as it strives to meet its legally binding CO2 emission targets. Revenues are forecast to grow from Â£19.7m in FY17 to Â£70m by FY21 and for EBITDA to reach Â£4m by FY21. In addition to earnings growth it is also creating value in the form of off-balance sheet â€˜deferred carryâ€™ interest. Combined, the earning...

June 4, 2018 June 4, 2018 13 EN

Harvey Robinson

Harvey Robinson

Actual Experience 2nd large scale deployment with 2nd Channel Partner

Actual Experience (Buy PT 450p) has announced that it has received another order for the full-scale deployment of its software within a large enterprise customer of another one of its four Channel Partners. We retain our Buy rating and 450p price target.

June 1, 2018 June 1, 2018 6 EN

Michael Campbell

Michael Campbell

UK Gambling - FOBT regulation bites

In our initiation report on UK Gambling on 11 December 2017, we referenced likely volatility in share prices as a result of the uncertainty surrounding B2 staking levels. UK media, citing the Chancellor is in favour of a Â£2 stake on B2 (FOBT) machines, and that the Treasury is close to a deal with the Department of Culture, Media and Sport (DCMS) and is seeking tax neutrality.

EUR 342.00

April 25, 2018 April 25, 2018 9 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Precious Metals - Mark Mobius says switch into gold from Bitcoin

Monthly LMI Update Independent Investment Research

Feasibility Study Results in December to be a Catalyst for this Junior

Millennial Lithium (ML-TSX-V) - My PEA's better than yours

CORPORATE SPONSORED MATERIAL: Aggregated Micro Power* (AMPH LN, BUY, T/P 136p) - Initiation | The rise of a challenger utility

Actual Experience 2nd large scale deployment with 2nd Channel Partner

UK Gambling - FOBT regulation bites

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe