Company Profiles Reports

Sheffield Resources Limited (ASX: SFX) - Mineral Sands - Offtake Agreements in Place - Funding & Permits Approved - WA
Monday, October 15, 2018
We have a current base case value of A$1.75/share for Sheffield, with the majority of this ascribed to our risked NPV8 valuation of Thunderbird. Our per share valuation is based on a share structure diluted for equity raised for the development of Thunderbird. The current deep discount in the value of Sheffield to the expected value of Thunderbird, that the Company or the Project make an attractive takeover or acquisition opportunity.
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Middle Island Resources (ASX: MDI) - Gold - Explorer - WA
Thursday, October 4, 2018
Material Progress at their Sandstone Project in WA. With an EV of only ~A$10 million, Middle Island is well leveraged to exploration and development success. Ongoing activities should provide steady news flow through the rest of 2018 and into 2019.
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Jaxsta Limited - Online Platform - Centralised Database of Official Music-related Information - Technology
Thursday, October 4, 2018
The platform seeks to provide access to the information that used to be provided in the “album jacket” that has been lost as a result of the digitalisation of music. Bell Potter were the Broker that engineered the reverse takeover of Mobilarm Limited.
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Liontown Resources Limited (ASX: LTR) - Lithium and Vanadium - Battery - WA/QLD
Thursday, October 4, 2018
Results to date from the three key projects, Kathleen Valley, Buldania and Toolebuc have been very encouraging, highlighting their prospectivity to host potentially economically viable mineralisation for both lithium and vanadium.
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Rimfire Pacific Mining NL (ASX: RIM) - Diversified Exploration Portfolio
Monday, May 14, 2018
The results of work to date, including the discovery of Sorpresa, confirm the quality of this under explored tenement package; the Project also contains the right rocks of the right age to support the porphyry and associated mineralisation potential.
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