External broker reports(aggregated public sources), Ord Minnett

Ord Minnett

External broker reports(aggregated public sources)

Ord Minnett is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning and funds management. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<div><div><div><div><ul><li>A1M’s proposed ~A$36m scrip acquisition of DRM makes strategic sense to us given the synergistic benefits associated with Eloise.</li><li>To better understand the potential value this adds to A1M we have run a scenario where we incorporate the Jericho deposit into our Eloise valuation.</li><li>This scenario sees our mine life assumption increase to 10 years (prev. 6 years) with peak production of 24kt Cu pa (prev. ~12.5kt cu) and a commensurate ~16% reduction in operating unit costs.</li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

A1M’s proposed ~A$36m scrip acquisition of DRM makes strategic sense to us given the synergistic benefits associated with Eloise.To better understand the potential value this adds to A1M we have run a scenario where we incorporate the Jericho deposit into our Eloise valuation.This scenario sees our mine life assumption increase to 10 years (prev. 6 years) with peak production of 24kt Cu pa (prev. ~12.5kt cu) and a commensurate ~16% reduction in operating unit costs.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

AIC Mines Limited - A1M Begins Regional Consolidation Play...

AIC Mines Ltd

AIC Mines Limited - A1M Begins Regional Consolidation Play...