$BKIRF : Zagorodniuk Signs Land Transfer MoU
Andriy Zagorodniuk has agreed to the transfer of 1,263 ha of land in return for comparable compensation, outlays for which have been computed in our recent evaluation of…
Tag: Investing
Key Gold Indicator Still Mired in Bear Country
The Grasberg-Saville Gold Rating (GSGR) spent its 10th week in bearish territory below 50 with little indication of respite (Actual Reading = 40). The Grasberg-Saville Weekly Gold Rating measures the…
$TGB : Florence Copper Project Low Level Analysis
Long-Term Price Case $3/lb. Cu Project Florence Copper Project Ownership 100% Estimated Indicated Resources 2.8B lbs. Average Annual Production 96.8M lbs. Recovery 99.9% Payable Product 2,517,480,000 lbs. LoM…
$MUX : Los Azules Low Level Analysis
Long-Term Price Case $4/lb. Cu, $1,700/oz. Au, $24/oz. Ag Project Los Azules Ownership 100% Estimated Indicated Resources 11,256,700,000 CuEq lbs. Average Annual Production 276.9M lbs. Recovery 91% Payable…
$SBGL : Sibanye-Stillwater Updated High Level Analysis
5 November 2019 Updated Global Reserve Model Discounted Global Gold Reserve Value * $3,704,036,400 Discounted Global 4PE Reserve Value ** $16,582,170,000 Discounted Global 4PE Reserve Value, Lonmin ***…
Key Gold Indicator Remains in Bearish Territory
The Grasberg-Saville Gold Rating (GSGR) spent its 8th week in bearish territory below 50. Nevertheless, the gold price remained fairly firm, which we perceive as generally bullish. The…
Early Q4 Updates
$IMPUY — We exited Impala Platinum Holdings at our target of $7 for a return of 150%. $FCUUF — We doubled our stake in Fission Uranium on 22…
Lights Out at Akouta
A closure plan for the mining complex near Arlit is now official. Orano’s board cited declining reserves. Minister of Mines, Hassane Barazé, cited untenable costs relative to a…
$BKIRF : Black Iron Inc. — Independent Economic Analysis
Long-Term Price Case $97.19/dmt Flagship Project Shymanivske Ownership 100% Shares Outstanding 235,360,000 Market Cap $11,178,000 Average Annual Production 7,065,000 dmt Recovery 98% Payable Product 141.3M dmt LoM 20…
$FCUUF : Fission Uranium — Independent Economic Analysis (U/G PFS Update)
U/G PFS, 23 September 2019 Long-Term Price Case $50/lb. U308 Flagship Project PLS (Triple R) Ownership 100% Mineral Reserves 81.4M lbs. Shares Outstanding 486,266,370 Market Cap $99,684,606 Average…
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