Materials Analyst/Strategist, Janus Analysis

Gaius King

Materials Analyst/Strategist

Accelerating Tomorrow’s Independent Research

Boost Research

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Equity Bottom-Up

<ul>
<li>Uranium Price has fallen 7% over the past two months</li>
<li>Actively looking for uranium short positions</li>
<li>Provide summarised watch list</li>
<li>Wisdom from Samuel Longhorne Clemens</li>
<li>
<a href="https://www.smartkarma.com/entities/27844" target="_blank" data-smartkarma-citation="entities:27844:1">Yellow Cake PLC (YCA LN)</a>, <a href="https://www.smartkarma.com/entities/17078" target="_blank" data-smartkarma-citation="entities:17078:1">Berkeley Energy (BKY AU)</a>, <a href="https://www.smartkarma.com/entities/25364" target="_blank" data-smartkarma-citation="entities:25364:1">Cameco Corp (CCO CN)</a>, <a href="https://www.smartkarma.com/entities/27734" target="_blank" data-smartkarma-citation="entities:27734:1">Kazatomprom Natsionalnaya At (KZAP KZ)</a>, <a href="https://www.smartkarma.com/entities/28004" target="_blank" data-smartkarma-citation="entities:28004:1">Jangada Mines PLC (JAN LN)</a>, <a href="https://www.smartkarma.com/entities/28005" target="_blank" data-smartkarma-citation="entities:28005:1">Europa Metals Ltd (EUZ LN)</a>, <a href="https://www.smartkarma.com/entities/10708" target="_blank" data-smartkarma-citation="entities:10708:1">Buxton Resources (BUX AU)</a>, <a href="https://www.smartkarma.com/entities/2564" target="_blank" data-smartkarma-citation="entities:2564:1">Musgrave Minerals (MGV AU)</a>, <a href="https://www.smartkarma.com/entities/18292" target="_blank" data-smartkarma-citation="entities:18292:1">Myanmar Metals (MYL AU)</a>, <a href="https://www.smartkarma.com/entities/13112" target="_blank" data-smartkarma-citation="entities:13112:1">Archer Exploration (AXE AU)</a>, <a href="https://www.smartkarma.com/entities/15927" target="_blank" data-smartkarma-citation="entities:15927:1">Canyon Resources (CAY AU)</a>, <a href="https://www.smartkarma.com/entities/4293" target="_blank" data-smartkarma-citation="entities:4293:1">Catalyst Metals (CYL AU)</a>, <a href="https://www.smartkarma.com/entities/14712" target="_blank" data-smartkarma-citation="entities:14712:1">Core Exploration (CXO AU)</a>, Exore Resources (ASX: ERX), <a href="https://www.smartkarma.com/entities/20213" target="_blank" data-smartkarma-citation="entities:20213:1">Stavely Minerals (SVY AU)</a>, <a href="https://www.smartkarma.com/entities/28006" target="_blank" data-smartkarma-citation="entities:28006:1">Tietto Minerals Ltd (TIE AU)</a>, <a href="https://www.smartkarma.com/entities/28007" target="_blank" data-smartkarma-citation="entities:28007:1">Horizonte Minerals PLC (HZM LN)</a>, Bellevue Gold (ASX: BGL), <a href="https://www.smartkarma.com/entities/14443" target="_blank" data-smartkarma-citation="entities:14443:1">Allegiance Coal (AHQ AU)</a>, First Au (ASX: FAU), <a href="https://www.smartkarma.com/entities/3189" target="_blank" data-smartkarma-citation="entities:3189:1">Base Resources (BSE AU)</a>, <a href="https://www.smartkarma.com/entities/19210" target="_blank" data-smartkarma-citation="entities:19210:1">Breaker Resources Nl (BRB AU)</a>  </li>
</ul>


Uranium Price has fallen 7% over the past two months
Actively looking for uranium short positions
Provide summarised watch list
Wisdom from Samuel Longhorne Clemens

Yellow Cake PLC (YCA LN), Berkeley Energy (BKY AU), Cameco Corp (CCO CN), Kazatomprom Natsionalnaya At (KZAP KZ), Jangada Mines PLC (JAN LN), Europa Metals Ltd (EUZ LN), Buxton Resources (BUX AU), Musgrave Minerals (MGV AU), Myanmar Metals (MYL AU), Archer Exploration (AXE AU), Canyon Resources (CAY AU), Catalyst Metals (CYL AU), Core Exploration (CXO AU), Exore Resources (ASX: ERX), Stavely Minerals (SVY AU), Tietto Minerals Ltd (TIE AU), Horizonte Minerals PLC (HZM LN), Bellevue Gold (ASX: BGL), Allegiance Coal (AHQ AU), First Au (ASX: FAU), Base Resources (BSE AU), Breaker Resources Nl (BRB AU)  


New J Hutton – Exploration Report (Weeks Ending 22/03/19)

<ul>
<li>Coverage now expanded to 730 mining companies</li>
<li>Retain <a href="https://www.smartkarma.com/entities/4111" target="_blank" data-smartkarma-citation="entities:4111:1">Peel Mining Ltd (PEX AU)</a> as a Speculative Buy</li>
<li>Current drilling infill only</li>
<li>Est. A$4-4.5m cash with capital raising soon</li>
<li>Very solid geological genetic model honing future extensional exploration efforts </li>
<li>Expect maiden Resource computation to commence after next three hole assays released</li>
<li>
<a href="https://www.smartkarma.com/entities/6870" target="_blank" data-smartkarma-citation="entities:6870:1">Aeon Metals Ltd (AML AU)</a>, <a href="https://www.smartkarma.com/entities/27943" target="_blank" data-smartkarma-citation="entities:27943:1">Blackearth Minerals NL (BEM AU)</a>, <a href="https://www.smartkarma.com/entities/4823" target="_blank" data-smartkarma-citation="entities:4823:1">Boss Resources (BOE AU)</a>, <a href="https://www.smartkarma.com/entities/5672" target="_blank" data-smartkarma-citation="entities:5672:1">Centaurus Metals (CTM AU)</a>, <a href="https://www.smartkarma.com/entities/4293" target="_blank" data-smartkarma-citation="entities:4293:1">Catalyst Metals (CYL AU)</a>, <a href="https://www.smartkarma.com/entities/23854" target="_blank" data-smartkarma-citation="entities:23854:1">Amur Minerals (AMC LN)</a>, <a href="https://www.smartkarma.com/entities/24745" target="_blank" data-smartkarma-citation="entities:24745:1">Patagonia Gold (PGD LN)</a>, <a href="https://www.smartkarma.com/entities/9622" target="_blank" data-smartkarma-citation="entities:9622:1">Tyranna Resources (TYX AU)</a>, <a href="https://www.smartkarma.com/entities/1784" target="_blank" data-smartkarma-citation="entities:1784:1">Gladiator Resources (GLA AU)</a>, <a href="https://www.smartkarma.com/entities/12537" target="_blank" data-smartkarma-citation="entities:12537:1">King River Resources (KRR AU)</a>, <a href="https://www.smartkarma.com/entities/19897" target="_blank" data-smartkarma-citation="entities:19897:1">Vango Mining (VAN AU)</a>, <a href="https://www.smartkarma.com/entities/23527" target="_blank" data-smartkarma-citation="entities:23527:1">Hummingbird Resources (HUM LN)</a>, <a href="https://www.smartkarma.com/entities/17861" target="_blank" data-smartkarma-citation="entities:17861:1">Caravel Minerals (CVV AU)</a>, <a href="https://www.smartkarma.com/entities/27876" target="_blank" data-smartkarma-citation="entities:27876:1">Lefroy Exploration Ltd (LEX AU)</a>, <a href="https://www.smartkarma.com/entities/11276" target="_blank" data-smartkarma-citation="entities:11276:1">Millennium Minerals (MOY AU)</a>, <a href="https://www.smartkarma.com/entities/20445" target="_blank" data-smartkarma-citation="entities:20445:1">Northern Minerals (NTU AU)</a>, <a href="https://www.smartkarma.com/entities/5035" target="_blank" data-smartkarma-citation="entities:5035:1">Blackham Resources (BLK AU)</a>, <a href="https://www.smartkarma.com/entities/6148" target="_blank" data-smartkarma-citation="entities:6148:1">Avz Minerals (AVZ AU)</a>, <a href="https://www.smartkarma.com/entities/3572" target="_blank" data-smartkarma-citation="entities:3572:1">Orocobre Ltd (ORE AU)</a>, <a href="https://www.smartkarma.com/entities/23540" target="_blank" data-smartkarma-citation="entities:23540:1">Serabi Gold plc (SRB LN)</a>, <a href="https://www.smartkarma.com/entities/18065" target="_blank" data-smartkarma-citation="entities:18065:1">Paringa Resources (PNL AU)</a>, <a href="https://www.smartkarma.com/entities/16849" target="_blank" data-smartkarma-citation="entities:16849:1">Artemis Resources (ARV AU)</a>, <a href="https://www.smartkarma.com/entities/10093" target="_blank" data-smartkarma-citation="entities:10093">Centrex Metals (CXM AU)</a>, <a href="https://www.smartkarma.com/entities/27987" target="_blank" data-smartkarma-citation="entities:27987">Great Boulder Resources Ltd (GBR AU)</a>, <a href="https://www.smartkarma.com/entities/15163" target="_blank" data-smartkarma-citation="entities:15163">Superior Lake Resources (SUP AU)</a>, <a href="https://www.smartkarma.com/entities/27988" target="_blank" data-smartkarma-citation="entities:27988">Cora Gold Ltd (CORA LN)</a>, <a href="https://www.smartkarma.com/entities/27989" target="_blank" data-smartkarma-citation="entities:27989">European Metals Holdings Ltd (EMH LN)</a>, <a href="https://www.smartkarma.com/entities/27990" target="_blank" data-smartkarma-citation="entities:27990">Savannah Resources PLC (SAV LN)</a> , <a href="https://www.smartkarma.com/entities/27991" target="_blank" data-smartkarma-citation="entities:27991">IronRidge Resources Ltd (IRR LN)</a> 
<div></div>
</li>
</ul>


Coverage now expanded to 730 mining companies
Retain Peel Mining Ltd (PEX AU) as a Speculative Buy
Current drilling infill only
Est. A$4-4.5m cash with capital raising soon
Very solid geological genetic model honing future extensional exploration efforts 
Expect maiden Resource computation to commence after next three hole assays released

Aeon Metals Ltd (AML AU), Blackearth Minerals NL (BEM AU), Boss Resources (BOE AU), Centaurus Metals (CTM AU), Catalyst Metals (CYL AU), Amur Minerals (AMC LN), Patagonia Gold (PGD LN), Tyranna Resources (TYX AU), Gladiator Resources (GLA AU), King River Resources (KRR AU), Vango Mining (VAN AU), Hummingbird Resources (HUM LN), Caravel Minerals (CVV AU), Lefroy Exploration Ltd (LEX AU), Millennium Minerals (MOY AU), Northern Minerals (NTU AU), Blackham Resources (BLK AU), Avz Minerals (AVZ AU), Orocobre Ltd (ORE AU), Serabi Gold plc (SRB LN), Paringa Resources (PNL AU), Artemis Resources (ARV AU), Centrex Metals (CXM AU), Great Boulder Resources Ltd (GBR AU), Superior Lake Resources (SUP AU), Cora Gold Ltd (CORA LN), European Metals Holdings Ltd (EMH LN), Savannah Resources PLC (SAV LN) , IronRidge Resources Ltd (IRR LN) 




New J. Hutton Exploration Report (Weeks Ending 08/03/19)

<ul class="">
<li>
<a href="https://www.smartkarma.com/entities/6698" target="_blank" data-smartkarma-citation="entities:6698:1">Gold Road Resources (GOR AU)</a> Recommend BUY
</li>
<li>Gruyere JV (50/50) 91% complete, on schedule and budget</li>
<li>150koz pa Au attributable production to GOR, first bullion pour Q219</li>
<li>
Forecast EBIT $A74-84m pa, substantial cashflows starting Q419</li>
<li>
Price/EBIT ratio 8 to 9.1, A$44m cash - no debt</li>
<li>Own virtually the entire Yamarna Greenstone Belt (~ 6,500km2) </li>
<li>A$20m 2019 exploration budget - exceptional prospectivity</li>
<li>Corporate takeover target likely by <a href="https://www.smartkarma.com/entities/25109" target="_blank" data-smartkarma-citation="entities:25109:1">Gold Fields Ltd (GFI SJ)</a></li>
<li>
<a href="https://www.smartkarma.com/entities/10152" target="_blank" data-smartkarma-citation="entities:10152:1">Aura Energy Ltd (AEE AU)</a>, <a href="https://www.smartkarma.com/entities/4293" target="_blank" data-smartkarma-citation="entities:4293:1">Catalyst Metals (CYL AU)</a>, <a href="https://www.smartkarma.com/entities/20488" target="_blank" data-smartkarma-citation="entities:20488:1">Liontown Resources (LTR AU)</a>, <a href="https://www.smartkarma.com/entities/11276" target="_blank" data-smartkarma-citation="entities:11276:1">Millennium Minerals (MOY AU)</a>, <a href="https://www.smartkarma.com/entities/12743" target="_blank" data-smartkarma-citation="entities:12743:1">Southern Gold (SAU AU)</a>, <a href="https://www.smartkarma.com/entities/5124" target="_blank" data-smartkarma-citation="entities:5124:1">Azumah Resources (AZM AU)</a>, <a href="https://www.smartkarma.com/entities/10577" target="_blank" data-smartkarma-citation="entities:10577:1">Focus Minerals (FML AU)</a>, <a href="https://www.smartkarma.com/entities/14492" target="_blank" data-smartkarma-citation="entities:14492:1">Oklo Resources (OKU AU)</a>, <a href="https://www.smartkarma.com/entities/7940" target="_blank" data-smartkarma-citation="entities:7940:1">Red 5 Ltd (RED AU)</a>, <a href="https://www.smartkarma.com/entities/14062" target="_blank" data-smartkarma-citation="entities:14062:1">Troy Resources (TRY AU)</a>
</li>
</ul>



Gold Road Resources (GOR AU) Recommend BUY

Gruyere JV (50/50) 91% complete, on schedule and budget
150koz pa Au attributable production to GOR, first bullion pour Q219

Forecast EBIT $A74-84m pa, substantial cashflows starting Q419

Price/EBIT ratio 8 to 9.1, A$44m cash - no debt
Own virtually the entire Yamarna Greenstone Belt (~ 6,500km2) 
A$20m 2019 exploration budget - exceptional prospectivity
Corporate takeover target likely by Gold Fields Ltd (GFI SJ)

Aura Energy Ltd (AEE AU), Catalyst Metals (CYL AU), Liontown Resources (LTR AU), Millennium Minerals (MOY AU), Southern Gold (SAU AU), Azumah Resources (AZM AU), Focus Minerals (FML AU), Oklo Resources (OKU AU), Red 5 Ltd (RED AU), Troy Resources (TRY AU)



New J. Hutton Exploration Report (Week Ending 01/02/19)

Australia

Catalyst Metals Ltd. operates as a mineral exploration company. The Company explores for and mines molybdenum. Catalyst Metals serves customers in Australia.

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Catalyst Metals (CYL AU)

New J Hutton – Exploration Report (Weeks Ending 22/03/19)

Uranium Price has fallen 7% over the past two months Actively looking for uranium short positions Provide summarised watch list Wisdom from Samuel...

Boost Research

New J. Hutton Exploration Report (Weeks Ending 08/03/19)

Coverage now expanded to 730 mining companies Retain Peel Mining Ltd (PEX AU) as a Speculative Buy Current drilling infill only Est. A$4-4.5m cash...

Boost Research

New J. Hutton Exploration Report (Week Ending 01/02/19)

Gold Road Resources (GOR AU) Recommend BUY Gruyere JV (50/50) 91% complete, on schedule and budget 150koz pa Au attributable production to GOR,...

Boost Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)