Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on SERABI GOLD PLC. We currently have 9 research reports from 1 professional analysts.
|23Jan17 07:00||GNW||Fourth quarter update on Serabi's gold operations, reporting record annual production for 2016 and exceeding guidance|
|14Nov16 07:00||GNW||Serabi Gold plc : 3rd Quarter Results and Management's Discussion and Analysis|
|17Oct16 07:00||GNW||Serabi Gold plc :Third quarter update on gold operations at Palito and Sao Chico|
|20Sep16 08:00||GNW||Corporate Presentation at the Precious Metals Summit - September 2016|
|01Sep16 08:30||GNW||Serabi Gold plc : Total voting rights|
|19Aug16 13:00||GNW||FRATELLI INVESTMENTS LIMITED FILES EARLY WARNING REPORT|
Frequency of research reports
Research reports on
SERABI GOLD PLC
SERABI GOLD PLC
SP Angel – Morning View
23 Jan 17
Birimian Limited (BGS AU) – Birimian terminates $AUD 10.75m agreement with Shandong Mingrui Group for its Birimian lithium project | DiamondCorp (DCP LN) Suspended – DiamondCorp raises £1m | Edenville Energy (EDL LN) - Sinohydro partnership for Rukwa development | Kibo Mining (KIBO LN) – Integrated Bankable Feasibility Study for Mbeya Coal to Power Project | Petra Diamonds (PDL LN) - H1 Production results and trading update. | Serabi Gold (SRB LN) – Record 2016 gold production exceeds guidance
SP Angel – Morning View
14 Nov 16
Amur Minerals* (AMC LN) – Access road update | Aureus Mining (AUE LN) – Q3 Operational update | DiamondCorp (DCP LN) Suspended – Lace Diamond mine closed as storm causes production level to flood | Caledonia Mining (CMCL LN) – Looking for a 20% increase in gold production in 2017. | Metals Exploration* (MTL LN) – Equity placement | Serabi Gold (SRB LN) – Record Q3 gold production and increased 2016 guidance | Strategic Minerals* (SML LN) – Exploration of Australian gold and nickel projects
20 Feb 17
Hayward Tyler Group* (HAYT): Trading update and financial position (CORP) | Petra Diamonds (PDL): Interim results (BUY) | Gemfields* (GEM): Interim results (CORP) | Premaitha Health* (NIPT): Middle East momentum (CORP) | Sound Energy (SOU): Acquisition update and TE-8 well spud (HOLD) | Proactis* (PHD): Interim trading on track (CORP) | 7digital* (7DIG): Automotive contract win (CORP)
The Slide Rule
12 Jan 17
What is The Slide Rule? The Slide Rule has been designed to dramatically simplify the identification of the best companies in the UK small/mid-cap sector by making a quantitative assessment of the relative potential of each company. At its core, The Slide Rule aims to identify those companies that create genuine shareholder value through strong returns on capital and solid growth, but also present a value opportunity with the potential tailwind of earnings momentum. Companies are assessed within a Quality, Value, Growth and Momentum (QVGM) framework.
Opuama production restarts
21 Feb 17
Eland has confirmed the successful restart of exports from OML 40 through the new shipping alternative that it has implemented. Sales from the export terminal are expected imminently, re-establishing cash generation for Eland. Cash at YE16 was US$11.1m which has since reduced to US$5.9m, mainly reflecting initial operating expenses for the shipping alternative. While it is early days, Eland has demonstrated its ability to restart exports and production from OML 40 following the shut-down of the Forcados terminal a year ago. Production to date is averaging around 7kbd and we expect that to ramp up as Opuama operational performance improves. At US$55/bbl Brent, we estimate Eland is generating a net cash margin of around US$25/bbl. We reiterate our Buy recommendation and 95p per share Target Price.
Small Cap Breakfast
24 Feb 17
GBGI—Schedule One update from integrated provider of international benefits insurance. Raising £32m at 150p. Admission expected tomorrow. Anglo African Oil & Gas— Admission expected early March. Acquiring stake in producing near offshore field in the Republic of the Congo. Guinness Oil & Gas Exploration—Publication of prospectus. Seeking to raise £50m and invest in 15 exploration companies at launch, with plans to grow the portfolio to 30 positions during its lifetime. Issue closing 23 Feb.
Operating update and shareholder activism
15 Feb 17
December and January have seen the emergence of shareholder activism at Bowleven (BLVN), bringing its strategy and management into greater focus. Its largest shareholder (Crown Ocean Capital, COC) evolved from being a supportive shareholder to voting against a number of resolutions at the December AGM, to recently calling for the widespread removal of the board and a radically different company structure. Operationally, the company reports that a new development concept is under review by the stakeholders in Etinde, where production would be piped to existing gas processing facilities in Equatorial Guinea. Such a solution would (if approved) require significantly less capex and could be brought online relatively quickly vs other solutions (fertiliser, FLNG, gas to power). We leave our valuation largely unchanged, save for a revision to cash holding to reflect the recent operational update. Our new core NAV is 49p/share.