The team of seasoned research analysts at SCP Resource Finance provide insightful equity research on selected precious and energy transition metals mining companies.
Date
Issuer
Symbol
Sector
Title
Analyst
2024-04-26
Resolute
RSG (AU/LN)
Justin Chan
Resolute quarterly preview: We expect no surprises, US$65m FCF this year, slightly H2 weighted
Justin Chan
2024-04-26
Newcore
NCAU (CN)
Precious Metals
Enchi updated PEA hit US$371m (C$508m) NPV and 58% IRR; deep value against C$40m mcap
Justin Chan
2024-04-24
Predictive Discovery
PDI (AU)
Precious Metals
BC East emerges with near-mine ounces, opportunity to pair OP discoveries with UG to extend life
Justin Chan
2024-04-23
Reunion Gold
RGD (CN)
Precious Metals
G Mining C$875m share bid at SCPe ~0.2xNAV5%-spot; recommendation lifted to TENDER
Brandon Gaspar
2024-04-23
Magna Mining Inc
NICU (CN)
Energy Transition
Fully permitted ahead of surface bulk sample in 2Q24 with UG portal and test mining in 2H24
Brandon Gaspar
2024-04-23
G Mining
GMIN (CN)
Precious Metals
Mid-tier re-rate ahead: accretive deal puts world class Oko W asset in hands of top mine builder
Brandon Gaspar
2024-04-18
Reunion Gold
RGD (CN)
Precious Metals
Government support: Mineral Agreement lays runway to mine permitting in 1H25
Brandon Gaspar
2024-04-18
Li-FT Power
LIFT (CN)
Energy Transition
Critical mass: SCPe 51Mt @ 1.1% pit-constrained ‘already drilled’ in CY23; Echo target shaping up
Brandon Gaspar
2024-04-17
Aya Gold & Silver
AYA (CN)
Precious Metals
Boumadine MRE delivers 4.0Moz at 4.9g/t AuEq with potential for a district scale asset
Justin Chan
2024-04-17
O3 Mining
OIII (CN)
Precious Metals
Marban H infill hits shallow 2.5m @ 119g/t for potential grade sweetener in upcoming MRE
Brandon Gaspar
2024-04-17
Pan Global Resource
PGZ (CN)
Base & Bulk
Cañada Honda drilling returned best gold intercept to date with 11m @ 2.4g/t Au; step out continues
Justin Chan
2024-04-16
Silver Tiger Metals
SLVR (CN)
Precious Metals
18.7m @ 75.8g/t in previously modelled waste could see improvement on strip; PFS in 2H24
