Armadale Capital provided a project financing update on Monday and reported that they were making significant progress with financing discussions, post delivery of their DFS on their world class Mahenge Liandu high purity graphite project. Given the incredibly low Capex of $39m the company have lots of options on the table and reading the RNSContinue reading “Armadale – advancing financing under NDA !”
Category Archives: Uncategorized
Goldstone Resources it could be gold!
A few months back I decided I wanted some gold exposure, especially given the macro outlook. I found a little gold play that whilst it had been bumbling along for a while looked very promising. I wanted something that had a low market capitalisation but a lot of potential. Anyone who has been watching theContinue reading “Goldstone Resources it could be gold!”
Armadale Capital – Now it gets interesting…
Last week Armadale released their updated DFS. It was a re-work of the existing DFS to focus on higher grade mining in the first three years. What this does is lower the cost in the first three years bringing in higher cashflow which in turn can be used to payback any potential debt as partContinue reading “Armadale Capital – Now it gets interesting…”
Horizonte Minerals Research Note
Horizonte Minerals is the leading Nickel developer listed on the AIM market. They are currently developing two tier 1 nickel projects based in Brazil. The two combined projects return a mouth-watering $13bn in free cash flow (@18k/t Ni) and the company benefits from diversification with its first project Araguaia targeting the stainless steel market andContinue reading “Horizonte Minerals Research Note”
Armadale Capital Research Note
In this research note I cover Armadale Capital, emerging graphite producer in Tanzania. The company are developing a low cost, low Capex, high purity and high grade graphite project with robust economics. The company recently completed their DFS and plan to further optimise the DFS by mining high grade zones in earlier years Click hereContinue reading “Armadale Capital Research Note”
Fusion Antibodies Research Notes
I’m pretty new to the world of Pharma and like many others have been bowled over by the interest especially on the AIM market recently. The interest has been largely driven by the development of COVID-19 with a number of companies looking at vaccines and a variation of diagnostics and potential treatments. Fusion Antibodies offers aContinue reading “Fusion Antibodies Research Notes”