reports
- Sid Rajeev
A Potential M&A Target Trading at a Steep Discount – Valuation Report
Southern Silver Exploration Corp. boasts a portfolio featuring the Cerro Las Minitas (CLM) project in Mexico, with 303 Moz AgEq. A 2024 PEA shows a $931M NPV5% and 21% IRR, yet SSV trades at 6% of NPV—a 61% discount to peers. With high-grade silver, expansion potential via a 25,000 m drill program, and robust economics, SSV is a prime M&A target amid soaring gold/silver prices and rising M&A activity.
- Sid Rajeev
Lands $250M Offer, Almost Matching Our $255M Valuation
LITH is selling its 80% stake in the Arizaro project for $250M, with plans to return proceeds via a special dividend. Shares remain undervalued at a $145M MCAP. The company is spinning out its gold-copper assets into Kairos Gold and shifting focus to 11 lithium projects in Chile and Argentina. Key catalysts include the deal closing, Kairos spinout, and lithium exploration progress.
- Sid Rajeev
Commenced Production in Brazil, Advancing U.S. Graphite Strategy
ur latest report highlights South Star Battery Metals (STS.V | STSBF) and its advancements in graphite production. Key Takeaways from the Report: Santa Cruz Graphite Project (Brazil): Now in commercial production, with phase one capacity of 12 Kt/year and full permits for 50 Kt/year. BamaStar Project (Alabama): Aiming to establish a U.S.-based battery-grade graphite facility, with a recently completed PEA showing an NPV8% of US$1.6B and an IRR of 27%. Positioned to supply the graphite needs of...
- Sid Rajeev
Commencing Production Next Month / Trump Win May Propel Graphite Stock...
South Star Battery Metals Corp. (TSXV: STS / OTCQB: STSBF) is set to commence production next month at its Santa Cruz graphite project in Brazil, aiming for an annual output of 12,000 tonnes of flake graphite. The company has made significant strides since April 2023, including securing permits, entering sales agreements, and receiving funding from Sprott Resource Streaming and Royalty Corp. for its three-phase development plan. Additionally, their BamaStar project in Alabama has shown promisi...
- Sid Rajeev
Robust PFS Bolsters M&A Prospects - Lithium Chile Inc. (TSXV: LITH)
Lithium Chile Inc. (TSXV: LITH / OTCQB: LTMCF) has completed a robust Pre-Feasibility Study (PFS) for its Arizaro de Salar project in Argentina, significantly enhancing its M&A prospects. The study revealed a 26% increase in the project’s After-Tax Net Present Value (AT-NPV8%) to US$1.4 billion and a slight improvement in the After-Tax Internal Rate of Return (AT-IRR), based on a five-year average Lithium Carbonate Equivalent (LCE) price of US$21k/t. The PFS also confirmed the viability of Direc...
- Sid Rajeev
PEA Delivers 44% Higher NPV / Trading at a Substantial Discount - Sout...
Southern Silver Exploration Corp. (SSV) completed a new economic assessment (PEA) on its Cerro Las Minitas project in Mexico, showing strong potential profitability. The project has an after-tax net present value (NPV) of $501 million USD, but the company's stock price reflects only 12% of that value. This suggests the stock is undervalued. The company is looking at ways to advance the project and believes there's room for further resource discovery. SSV is also raising $3.5 million USD through ...
- Sid Rajeev
Hybridan Small Cap Feast - 25 Mar 24
25th March 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment object...
Hybridan Small Cap Feast - 26 Jan 24
26th January 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment obje...
- Sid Rajeev
- MarketLine Department
Starcore International Mines Ltd. - Mergers & Acquisitions (M&A), Part...
Summary Marketline's Starcore International Mines Ltd. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Starcore International Mines Ltd. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partners...
- Sid Rajeev
- Emily Liu
Hybridan Small Cap Feast 15-09-2023
Dish of the day Joiners: No joiners today. Leavers: No leavers today. What’s cooking in the IPO kitchen?** Announced ITF 12 July: Substrate Artificial Intelligence, an artificial intelligence company based in Spain that creates, buys and scales companies around AI in diverse sectors such as fintech, agritech, energy, human resources, and health, intends to join the Access Segment of the AQSE Growth Market. Admission delayed. Announced ITF 6 July: Blackpoint Biotech plc, a medical cannabinoids co...
- Sid Rajeev
- Ben Pirie
Mining Monthly: August Edition
What you need to know: • The precious metals markets held flat in August, following the solid performance in July; mining equities fell modestly. • M&A continued to be light in August, we believe this is primarily due to the lack of clarity regarding the direction of interest rates. • Safe-haven assets like gold and silver continue to look highly attractive with mining equities trading close to trough multiples, creating buying opportunities for when investment dollars flow back into the sector...
AGI. ALAMOS GOLD INC.
DPM. DUNDEE PRECIOUS METALS
DSLV E.S.I. ENVIRONMENTAL SENSORS INC.
EDG. ENDURANCE GOLD
FVI. FORTUNA SILVER MINES INC.
LUG LUNDIN GOLD
LUN LUNDIN MINING CORPORATION
MOZ MARATHON GOLD CORP.
NGQ NGEX RESOURCES INC
ESM.. EURO SUN MINING INC
AGI 1933 INDUSTRIES
TGIF IMPERIAL METALS CORP
III NGEX MINERALS
NGEX NGEX RESOURCES INC.
NGQ:CN ORLA MINING LTD.
OLA 1LIFE HEALTHCARE
ONEM ARTEMIS GOLD
ARTG KARORA RESOURCES INC
FVI AURA MINERALS - AURA33 BZ
KRR E2GOLD INC
AURA33 BZ TRIGON METALS INC.
ETU OMAI GOLD MINES CORP
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
MXR MAX RESOURCE CORP.
PML. PANORO MINERALS LTD.
NVX. NV GOLD CORP.
AZS AZURE MINERALS
WRP WESTERN PACIFIC RESOURCES CORP.
ECR. CARTIER RESOURCES
CORA CORA GOLD
KIDZ KIDOZ
FPX FPX NICKEL CORP.
KNC K9 GOLD
ROVR ROVER METALS CORP.
AUC GOLDPLAY MINING INC.
LN LONCOR GOLD INC
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