Company Profiles Reports
Pure Minerals Limited (ASX Code: PM1) - Nickel & Cobalt Specialty Chemical Project
Saturday, May 30, 2020Pure Minerals at A$0.019/sh would have
a market capitalization of A$16.1M. Our NPV for the NiCo plant ranges from A$47M using
the cycle price lows of the last three years to A$585M using cycle price highs over the last
three years.
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Hexagon Energy Materials Limited (ASX: HXG) - Advancing REE Downstream Processing, Looking to Commercialise new Technology with the Potential to Disrupt the Chinese Domination
Tuesday, February 11, 2020Our view is that Hexagon represents an excellent ‘ground-floor’ opportunity for investors to gain exposure to REE through a lower-risk, more commercially advanced business strategy than a typical upstream REE exploration/development play. The initial commercialisation strategy, targeting licencing the technology, will require relatively limited capital (and thus result in less dilution for shareholders), and will be located in North America
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Talisman Mining Limited (ASX: TLM) - Exploration - Copper/ Gold - Cobar, NSW - Healthy Balance Sheet
Monday, November 11, 2019Since rewarding shareholders with a A$0.22/share return of capital and fully franked dividend
from the sale of the 30% share in the Springfield JV to Sandfire Resources - Talisman Mining is now concentrating
exploration activities on the Cobar Basin.
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Navarre Minerals Limited (ASX: NML) - Gold - Victoria - Drilling Program To Commence - Highly Prospective Holdings
Monday, November 11, 2019Navarre is set to commence an expansive drilling program in the Stawell Corridor, which is expected to contribute towards Navarre’s first Mineral Resource.
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Altech Chemicals Limited (ASX: ATC, FRA: A3Y) - High Purity Alumina - Patented Acid Leach Process - German Partner - Malaysia
Monday, May 20, 2019Altech is now looking to finalise the equity portion of the expected remaining US$380 million finance requirements (which includes an allowance of US$100 million for working capital, debt service etc in addition to the estimated US$280 million remaining project capital costs) - this may include a sale of an equity stake at the Project level.
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