Daily BriefsEnergy & Materials Sector

Daily Brief Energy/Materials: Gold Fields Ltd, Meta Materials, Perpetua Resources Corp and more

In today’s briefing:

  • Gold Fields Likely Won’t Be This Affordable Again
  • Working to Make Batteries Safer and More Efficient
  • Perpetua Resources Corp (PPTA) Update Note Filling the US Critical Minerals Supply Gap 08032023

Gold Fields Likely Won’t Be This Affordable Again

By Pearl Gray Equity and Research

  • Gold Fields Limited’s recent capitulation is likely overplayed and presents investors with a value gap.
  • Despite challenges such as Eskom power cuts, mine commissioning delays, and systemic risks in Ghana, Gold Fields’ production remains best-in-class and is growing exponentially.
  • Gold Fields Limited’s (NYSE:NYSE:GFI) pro-cyclical nature means that its more than 17% month-over-month capitulation is of no surprise, especially considering a concurrent decline in gold prices induced by a volatile global monetary policy environment.

Working to Make Batteries Safer and More Efficient

By Water Tower Research

  • Multiple solutions for the growing problem of battery safety. 
  • META is developing two technologies that can make lithium-ion batteries safer and reduce material needs to lower weight and increase range.
  • We highlight META’s NPORE® and NCORE™ technologies on the following pages.

Perpetua Resources Corp (PPTA) Update Note Filling the US Critical Minerals Supply Gap 08032023

By ACF Equity Research

  • Perpetua Resources Corp. (Nasdaq: PPTA; TSX: PPTA) is an Idaho based (Stibnite jurisdiction), gold-antimony-silver (Au-Sb-Ag) junior explorer/producer.   
  • ACF is releasing a aluation increase for PPTA based on milestones achieved since our initiation note. ACF identifies PPTA as a US national strategic asset (Sb) and best-in-class gold asset. 
  • PPTA is an ESG leader amongst junior miners. PPTA holds a unique antimony (Sb) reserve in the US and is positioned to be the only domestically mined source of Sb.

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