Genesis Minerals Limited - Result Slightly Softer, Foundations Being Laid
GMD’s 3Q24 result came in slightly softer than our expectations as lower UG material mined at Gwala combined with lower throughput.
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Australia Short Interest (Q1 2024): A Recap
Total short interest in Australia is A$34.46bn and has decreased by A$1.36bn since the start of the year. We look at the stocks with the largest...
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Red 5/Silver Lake: US$1.5bn Aussie Gold Merger
Currently trading slightly through terms. IF you can take down borrow cheaply on Red, look to go long SLR, short Red here. There could still be a...
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Silver Lake (SLR AU): Merger Terms Favour Red 5 (RED AU)
The merger terms are more favourable for RED shareholders than SLR shareholders, posing a risk for the vote. The merger may draw out rival suitors.
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Genesis Minerals Limited - 2Q24: Solid – Awaiting 5-Year Outlook in March
GMD produced a solid 2Q24 result – coming broadly in-line with our estimates despite a seismic event at Gwalia (proximal to the 1729 level).
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