Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on ACACIA MINING PLC. We currently have 48 research reports from 5 professional analysts.
|21Apr17 07:00||PRN||Result of AGM|
|20Apr17 07:00||PRN||1st Quarter Results|
|18Apr17 07:00||PRN||Holding(s) in Company|
|03Apr17 12:14||PRN||Total Voting Rights|
|24Mar17 07:00||PRN||Update on the export of metallic mineral concentrates|
|21Mar17 16:51||PRN||Termination of Discussions with Endeavour Mining|
|17Mar17 09:17||PRN||Holding(s) in Company|
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ACACIA MINING PLC
ACACIA MINING PLC
Panmure Morning Note 20-04-2017
20 Apr 17
Acacia’s Q1 results confirm what we already know: operationally, things are going well. However, even with the impact of the ban on the export of metallic mineral concentrates in place, the strong gold price did insulate the company from what could have been a bad set of results. Given the continued uncertainty over the resumption of exports and the undoubted need for assumptions to rebase accordingly, we remain under review.
Panmure Morning Note 24-03-2017
24 Mar 17
Acacia has today provided an update on the implications arising from the Tanzanian Government’s ban of copper/gold concentrate exports by confirming an average daily loss of revenue at Buly and Buzwagi of more than $1 million per day. Acacia retain sufficient capacity on site to continue production beyond the end of April, but the company has confirmed an assessment of this situation will take place before this point. Given the uncertainty from this directive and the inevitable impact on our forecasts, we place Acacia under review until clarity can be provided.
SP Angel – Morning View
24 Mar 17
Acacia Mining (ACA LN) - Update on Tanzania’s concentrate export ban | Ariana Resources (AAU LN) – First gold-pour at Kiziltepe | China Africa Resources) (CAF LN) – name change to Pembridge Resources delayed due to technical legal issues | Golden Star Resources (GSC CN) – Stepping up the 2017 exploration programme | Lucapa Diamonds (LOM AU) –Mothae resource estimate | Medusa Mining (MML AU) – Fatality at Co-O gold mine
Panmure Morning Note 22-03-2017
22 Mar 17
Acacia Mining and Endeavour Mining confirmed merger talks have now ended with Endeavour claiming an inability to “create adequate value for Endeavour shareholders”, most likely, we believe, given the disappointing ruling from the Tanzanian government on copper-gold concentrate sales. We were positive on the merger and believed a credible London listed Pan-African producer capable of challenging Randgold, would have been established. We make no change to our Hold recommendation today, and expect the shares to be marked lower in early trade.
Forecasts updated: No rush.
17 Feb 17
We have undertaken a review of our estimates for Acacia Mining following the company’s FY2016 results. In this note we publish FY2019 estimates and update our relative valuation indicators. We maintain our Hold recommendation and reduce our target price marginally to 506p (509p).
19 Apr 17
We take a look at the supply and demand dynamics of the world’s largest diamonds. Less than 200 very large (>200 carat) gem quality diamonds have ever been found, yet 23 of these have been found in the past three years. This dramatic increase is being driven by a combination of the rapid increase in the number of billionaires and hence price and demand, combined with technological developments that have improved large diamond recovery and a certain amount of geological good luck.
Small Cap Breakfast
19 Apr 17
Global Ports Holding—Intention to float on Standard List. International cruise ports operator. Seeking $250m raise including $75m primary offer. Dorcaster—Schedule One Update. Admission now expected 3 May. RTO of Escape Hunt raising £14m at 135p Verditek— Intention to float on AIM. On Admission, the Company's subsidiaries will be involved in advanced solar photovoltaic, filtration and absorption technologies specialising in providing environmental services. Raising £3.5m. Admission in May. Eddie Stobart Logistics— Schedule 1. Admission expected 25 April but capital raising details TBC. ADES International Holding— Intends to join the Standard List in May raising up to $170m plus a vendor sale. Provider of offshore and onshore oil and gas drilling and production services in the Middle East and Africa. Admission expected in May. Tufton Oceanic Assets– Offer extended to 9 May to enable investors to complete further due diligence.