Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Equity Bottom-Up

<ul><li>The speaker discusses their interest in an intriguing South Australian undeveloped copper stock called Havilah (HAV)</li><li>The speaker shares their initial encounter with the company in 2022 and their impression of its potential value and optionality of assets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The speaker discusses their interest in an intriguing South Australian undeveloped copper stock called Havilah (HAV)The speaker shares their initial encounter with the company in 2022 and their impression of its potential value and optionality of assetsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh)

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/cygnus-metals-limited" target="_blank" data-smartkarma-citation="entities:30504:1" rel="noopener">Cygnus Metals (CY5 AU)</a> IE considers <a href="https://www.smartkarma.com/entities/central-asia-metals-plc" target="_blank" data-smartkarma-citation="entities:23521:1" rel="noopener">Central Asia Metals (CAML LN)</a>'s offer (0.06 CAML Shares per Cygnus share) fair and reasonable.</li>
<li>The key conditions are Cygnus shareholder (scheme), regulatory (Kazakhstan) and CAML shareholder (ordinary resolution) approvals.</li>
<li>Despite heated debates on retail forums, the scheme vote is low risk due to low retail ownership and significant irrevocables (28.63% of the outstanding shares). </li>
</ul>


The Cygnus Metals (CY5 AU) IE considers Central Asia Metals (CAML LN)'s offer (0.06 CAML Shares per Cygnus share) fair and reasonable.
The key conditions are Cygnus shareholder (scheme), regulatory (Kazakhstan) and CAML shareholder (ordinary resolution) approvals.
Despite heated debates on retail forums, the scheme vote is low risk due to low retail ownership and significant irrevocables (28.63% of the outstanding shares). 


Cygnus Metals (CY5 AU): Scheme Vote on 18 September

Materials Analyst/Strategist, Janus Analysis

Gaius King

Materials Analyst/Strategist

Janus Analysis

<ul>
<li>Iron Ore, we Hold our nerve</li>
<li>Lithium producers are a Hold</li>
<li>Lithium Explorers are a Sell</li>
<li>Palladium structural deficit continues to grow</li>
<li>Platinum surplus increasing</li>
<li>NdPr in structural deficit</li>
<li>China will continue to control LREE supply</li>
<li>Insufficient LREE supply will diminish global EV industry soon</li>
<li>Critical REEs (not all) readjusting to higher price plateaus</li>
</ul>


Iron Ore, we Hold our nerve
Lithium producers are a Hold
Lithium Explorers are a Sell
Palladium structural deficit continues to grow
Platinum surplus increasing
NdPr in structural deficit
China will continue to control LREE supply
Insufficient LREE supply will diminish global EV industry soon
Critical REEs (not all) readjusting to higher price plateaus


New J Hutton – Exploration Report (Weeks Ending 28/06/19)

Australia

Havilah Resources Limited is a mineral exploration company operating in Australia. The Company explores for gold and copper and other minerals through its projects which include the Mattaweara Project, Pematty Project and Parndana Project.

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Havilah Resources (HAV AU)

The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh)

The speaker shares a story about an interesting thinker's insights on value creation, sparked by the deal with Sandfire and involving a new...

Money of Mine

Cygnus Metals (CY5 AU): Scheme Vote on 18 September

Despite heated debates on retail forums, the scheme vote is low risk due to low retail ownership and significant irrevocables (28.63% of the...

Arun George

New J Hutton – Exploration Report (Weeks Ending 28/06/19)

Iron Ore, we Hold our nerve Lithium producers are a Hold Lithium Explorers are a Sell Palladium structural deficit continues to grow Platinum...

Gaius King

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