Quiddity MV Jr Gold Miners Mar25 Rebalance Flows: 7 ADDs No DELETEs And $640mm Round Trip Flows
The MVIS Junior Gold Miner Index rebal was announced Friday. A couple of surprises and the DELETE missed because a drop in float. $320mm a side and...
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Pan African Resources - Tennant Creek acquisition
On 5 November, Pan African Resources (PAF) announced that it is to acquire privately owned Tennant Consolidated Mining Group (TCMG) in Australia’s...
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Pan African Resources - Analysing H224 and looking forward to FY25
Pan African Resources’ (PAF’s) FY24 results, announced on 11 September, were within 1% of our prior forecasts for both EPS (4.14c cf 4.17c) and...
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Pan African Resources - Hitting expectations
On 29 July, Pan African Resources (PAF) announced it had produced 186,039oz gold in FY24 at an all-in sustaining cost (AISC) of US$1,350/oz. This...
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Pan African Resources - An accounting storm in a legal teacup
This morning, Pan African announced that it may have been in technical breach of the net asset test when it paid out dividends to shareholders in...
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