reports
- Dr Michael Green
Antipa Minerals - Initiation Report
The seeds of the unfurling Antipa Minerals story were sewn back in 2010-14 when the team took a big bet on the relatively neglected Paterson Province. Since then, more than 18Moz of gold and 4Mt of copper have been discovered in the Paterson, including Havieron (Greatland Gold) and Winu (Rio Tinto) - which has led to all the majors wanting a piece of the action. Antipa has a 5,100km² portfolio and has sensibly retained a 100% interest in the mineralisation under thinner cover, farming out a larg...
- Dr Michael Green
Blencowe Resources - DFC Update
US Development Finance Corporation (DFC) is providing a US$5 million grant to Blencowe, which will cover a significant portion of the Definitive Feasibility Study (DFS) costs. The DFC will also have the right of first refusal for the full project funding. Funding from such an important strategic partner opens the door for Blencowe to consider much bigger opportunities within the DFS (average production 150,000tpa), which could result in a far larger NPV and IRR. The DFC grant is only repayable i...
- Dr Michael Green
Pursuit Minerals - Initiation Report
Newly acquired tier 1 lithium play in the much coveted ‘Lithium Triangle’ of Latin America being swiftly moved up the valuation curve by a team with a proven track record. Pursuit Minerals Limited has explored a succession of metals in its quest for a project that would move the needle. This search is over following the successful recent acquisition of Trilogy Minerals, which has all the makings of potentially being a big winner within lithium brines. Trilogy has a large acreage on Rio Grande Sa...
- Dr Michael Green
Altona Rare Earths - Update
Altona Rare Earths moved from Aquis to the Main Market of the LSE on 9th June 2023, with a new ticker #REE. Board changes include the appointment of Cédric Simonet (previously COO) as CEO, Louise Adrian (previously Financial Controller) as CFO, and Simon Charles as a NED. Altona is entirely focused on its Rare Earths asset acquisition and development strategy in Africa and is currently preparing its maiden MRE and Scoping Study on the Monte Muambe REE project in Mozambique.
- Charles Archer
Power Metal Resources - Initiation Report
Power Metal Resources (POW) was admitted to trading on the AIM market over a decade ago. The resources explorer has acquired interests in multiple projects across three continents, covering ten metals including uranium, lithium, tungsten and gold. Despite difficult market conditions in H1 2023, the company has lined up a news-rich period that we believe could see the depressed share price bounce back. For context, POW shares have fallen by 50% year-to-date to just 0.715p, a fall of 79.3% from a ...
- Dr Michael Green
Kairos Minerals - Initiation Report
Kairos Minerals is an Australian exploration company targeting large-scale lithium and gold discoveries in Western Australia’s premier mining districts. The company’s focus is on the 100%-owned Pilbara gold Project, which includes the Mt York deposit, where Kairos holds a prominent and highly prospective land position at the centre of the rapidly emerging Pilbara gold district. At the same time, Kairos has pivoted towards attempting to unlock the vast potential of its highly prospective Lithium ...
- Dr Michael Green
Blencowe Resources - Initiation Report
Blencowe Resources PLC was listed as a cash shell on the LSE in 2019 at 4p per share, seeking a quality asset to trigger a Reverse Takeover (RTO). In a timely fashion, the management team masterminded the acquisition of a 100% interest in the Orom-Cross Graphite Project in Uganda. This project has been rapidly diamond drilled, delivering a JORC Resource of 25Mt @ 6.0% with only 1-2% of the expected resource drilled to date – there is plenty of upside to scale up the resource significantly with a...
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