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  • 03 Dec 19
Amur Minerals - Russian TEO status

On 4 November, Amur announced it had raised £1.2m (gross) via the issue of 70.6m shares at a price of 1.7p per share from an asset manager ‘specialising in natural resources’. This share issue is of material importance in advancing Amur towards completion of its mandatory Russian feasibility study (TEO) for its Kun-Manie nickel copper suphide project in Russia’s Far East. Due in December 2020, information included in the independently compiled TEO will also be incorporated in subsequent western feasibility study work.

Companies: Amur Minerals Corporation
  • 12 Nov 19
SP Angel . Morning View

Amur Minerals* (AMC LN) – Hydrological study update | Base Resources (BSE LN) – Presentation to TZMI Congress highlights transition at Kwale in Kenya | Bluejay Mining* (JAY LN) – Appointment of exploration manager | KEFI Minerals* (KEFI LN) – Encouraging drilling results at Hawiah | Orosur Mining* (OMI LN) – Sale of Uruguay assets | Renascor Resources* (RNU AU) – Renascor Siviour Graphite Project DFS demonstrates value | Scotgold Resources* (SGZ LN) BUY – Target Price 88p – Annual results

Companies: AMC BSE JAY KEFI OMI SGZ

  • 08 Nov 19
Amur Minerals raises £1.2mln and remains 'fully focused on completing DFS' for Kun-Manie
amur-minerals-raises-1-2mln-and-remains-fully-focused-on-completing-dfs-for-kun-manie
  • 04 Nov 19
SP Angel - Morning View

Amur Minerals* (AMC LN) 2.7p, Mkt Cap £21m – £1.2m equity raise | Anglo Asian Mining* (AAZ LN) 146p, Mkt Cap £166m – Q3 exploration update: new gold-copper mineralisation discovered | Bushveld Minerals* (BMN LN) 22.25p, Mkt Cap £268m – Bushveld prime the market for VRFB batteries with investment into Avalon takeover of RedT | Cora Gold* (CORA LN) 6.9p, Mkt Cap £8.9m – Summary of recent exploration work at Sanankoro | Georgian Mining Corporation (GEO LN) 1.175p, Mkt Cap £1.6m – Outotec to help modernise the Madneuli copper concentrator in Goergia | Rambler Metals & Mining* (RMM LN) 1.375p, mkt cap £18m – Drilling results from the Ming Mine | Shanta Gold (SHG LN) 8.6p, Mkt Cap £68m – $1.4m VAT refund

Companies: AMC AAZ bmn CORA GEO RMM SHG

  • 30 Sep 19
SP Angel . Morning View

Amur Minerals* (AMC LN) – Interim results – shift from exploration drilling to design and economic studies at Kun Manie | Aura Energy Limited* (AURA LN) – Annual Report | Beowulf Mining* (BEM LN) – Targets defined at Mitrovica in Kosovo | Bluejay Mining* (JAY LN) – Interims highlight progress made in shipping 42,000t bulk tonnage of high-grade ilmenite to Canada | Bushveld Minerals* (BMN LN) BUY – Valuation 80p – Bushveld enjoys strong sales in first half despite pullback in vanadium prices | Cora Gold* (CORA LN) – Extension of the Zone B mineralisation confirmed | KEFI Minerals* (KEFI LN) – Drilling starts at Hawiah | IronRidge Resources* (IRR LN) – Year-end results | Ormonde Mining* (ORM LN) – Interim results and Progress report on Barruecopardo | Phoenix Copper* - formerly Phoenix Global Mining (PXC LN) – Board appointment | Strategic Minerals* (SML LN) – R&D Grant received for Leigh Creek | Tri-Star Resources* (TSTR LN) – Interim results and project update | Vast Resources* (VAST LN) – Annual results (Apr YE): focus on Romania and Zimbabwe as funding completion nears

Companies: AMC AURA BEM JAY bmn CORA KEFI IRR ORM SML TSTR VAST

  • 23 Sep 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Russian TEO study update | Caledonia Mining (CMCL LN) – Non-executive director appointment | First Quantum Minerals (FQML CN) – Takeover speculation | Greatland Gold (GGP LN) – Drilling results from the Black Hills project | KEFI Minerals* (KEFI LN) – Update | Mkango Resources* (MKA LN) – Investment proposal for rare-earth magnet recycling | Power Metal Resources (POW LN) – Power Metals highlights potential for nickel sulphide discoveries | Premier African Minerals* (PREM LN) – Interim Chairman steps aside | Strategic Minerals* (SML LN) – Cobre Arbitration

Companies: AMC CMCL GGP FM KEFI MKA POW PREM SML

  • 16 Sep 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Kun Manie project update | AfriTin Mining* (ATM LN) – Maiden JORC resource at Uis tin mine | Petra Diamonds (PDL LN) – Annual results for year to 30th June | Phoenix Copper* - formerly Phoenix Global Mining (PXC LN) – Interim results and project update for Empire oxide project | Savannah Resources* (SAV LN) – £5m fund-raising | Solgold* (SOLG LN) – Solgold helicopter accident in Ecuador kills two

Companies: AMC ATM PDL SAV SOLG

  • 27 Aug 19
SP Angel – Morning View

Adriatic Metals* (ADT AU) – Drilling results from Rupice | Amur Minerals* (AMC LN) – NED subscribes for £163k worth of shares at 2.2p | Kodal Minerals* (KOD LN) – Bougouni ESIA submitted | MOD Resources (MOD LN) – Public review of the T3 ESIA

Companies: AMC KOD MOD

  • 07 Aug 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Thomas Bowens joins Amur as Non-Executive Director | Cora Gold* (CORA LN) – Selin infill drilling results | Shanta Gold (SHG LN) – Singida funding update | Sirius Minerals (SXX LN) – Share collapse on failure to place $500m bond offering | W Resources (WRES LN) – La Parilla moving towards production from new concentrator | Wolf Minerals (WLFE LN) SUSPENDED – Liquidators selling spirals from Drakelands | Xpediator PLC (XPD.LN) – Withdrawal of forecasts and research coverage

Companies: AMC CORA SHG SXX WRES WLFE XPD

  • 26 Jun 19
SP Angel – Morning View

Anglo American (AAL LN) – De Beers diamond sales | Amur Minerals* (AMC LN) – 2018 results | Berkeley Energia Ltd (BKY LN) – Drilling for battery metals | IronRidge Resources* (IRR LN) | Spodumene reaffirmed as Ewoyaa dominant lithium project | KEFI Minerals* (KEFI LN) – Tulu Kapi update | MOD Resources (MOD LN) – Sandfire to acquire MOD Resources | Strategic Minerals* (SML LN) – £890,000 fund raising. | Thor Mining* (THR LN) – Gold assaying at Pilot Mountain | Tri-Star Resources* (TSTR LN) – 2018 results

Companies: AAL AMC BKY IRR KEFI MOD SML THR TSTR

  • 01 Apr 19
Amur Minerals - Kunning

On 26 February, Amur Minerals announced the long-awaited results of its updated pre-feasibility study (PFS) into its Kun-Manie project in Russia’s Far East. In contrast to previous studies, the PFS considered just two options, namely a toll smelt option and a low-grade matte option, and dispensed with the high-grade matte and refinery options. Both considered a c 6Mtpa mine operating for 15 years. For the toll smelt option, the PFS calculated an unfinanced NPV10 of US$614.5m and an IRR of 29.3% at a nickel price of US$8.00/lb (US$17,640/t). For the low-grade matte option, it calculated an unfinanced NPV10 of US$987.4m and an IRR of 34.7%.

Companies: Amur Minerals Corporation
  • 22 Mar 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Convertible loan update | Arkle Resources* PLC (ARK LN) – Name change to Arkle Resources PLC Formerly Connemara Mining* (CON LN) | Cora Gold* (CORA LN) – Sanankoro development roadmap | Mkango Resources* (MKA LN) – Talaxis investment condition met with release of Technical Report | Scotgold Resources* (SGZ LN) BUY – Target Price 57p – Interims

Companies: AMC ARK CORA MKA SGZ

  • 05 Mar 19
Amur Minerals - Gaining traction

On 26 February, Amur announced the long-awaited results of its updated pre-feasibility study (PFS) into its Kun-Manie project in Russia’s Far East. In contrast to previous studies, the PFS considered just two options, namely a toll smelt option and a low-grade matte option, and dispensed with the high-grade matte and refinery options. Detailed financial models are not yet available. However, both considered a 6Mtpa mining operation and results are comparable to those published by Edison in our note, Cobalt-plated nickel, published on 16 April 2018.

Companies: Amur Minerals Corporation
  • 26 Feb 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Kun Manie PFS estimates NPV10% at $615-987m and IRR of 29-35% for two production scenarios | Barrick Gold (GOLD US) – Barrick offer for Newmont may fail on Antitrust issues as did Goldfields vs Mincorco | Newmont Mining (NEM US) | Cora Gold* (CORA LN) – Zone A drilling results return wide higher grade intersections | Element 25 (E25 AU) – PFS metallurgical drilling update | Herencia Resources (HER LN) Suspended – Death spiral facility looks likely to cause delisting | Ormonde Mining* (ORM LN) – Progress report on Barruecopardo commissioning | Premium African Minerals (PREM LN) – Zulu lithium drilling programme | Scotgold* (SGZ LN) – Start of productio at Cononish guided for Q4/CY19

Companies: AMC NEM CORA HER ORM PREM SGZ

  • 22 Feb 19
SP Angel – Morning View

Amur Minerals* (AMC LN) – Access road capital reduced to $382k/km | Ariana Resources (AAU LN) – Kizilcukur bulk sampling | BlueRock Diamonds* (BRD LN) – Sale of diamonds | KEFI Minerals* (KEFI LN) - £1m equity placing | Vast Resources (VAST LN) – Termination of a convertible loan

Companies: AMC AAU KEFI VAST BRD

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Amur Minerals Corporation. We currently have 112 research reports from 4 professional analysts.

Open
N/A
Range Today
N/A
52 Week
1.68/4.05p
Daily Volume
N/A
# Shares
846.5m
Daily Liquidity
(0.64%)
Pension Liability
£0m
Enterprise Value
£16.5m
Market Cap
£16.1m
Latest PE (hist)
Div Yield

Latest News/RNS

(more news)
Date Source Announcement
02Dec19 07:00 RNS Issue of Equity
25Nov19 08:47 RNS Notice of Annual General Meeting
20Nov19 09:22 RNS-R Investor Event
18Nov19 13:47 RNS Repayment of Convertible Loan
13Nov19 07:00 RNS Results of shareholder analysis
12Nov19 07:00 RNS Hydrological Assessment Complete
04Nov19 07:00 RNS Issue of Equity
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  • 02 Dec 19
Hurricane Energy - Warwick West discovery

This morning Hurricane Energy announced the flow test results from its Warwick West well, which is the third and last well from the 2019 drilling campaign in the Greater Warwick Area (GWA). The well confirmed the discovery of 43° API light oil and tested at a stable flow rate of 1,300bod on natural flow with less than 0.5% of water being produced. Hurricane and Spirit Energy are evaluating the results of the 2019 drilling campaign and further technical analysis will determine both the potential for GWA to be a single accumulation and its volumetrics. Our risked valuation of Hurricane stands at 102.8p/share, with GWA tieback valued at 3.5p/share and GWA full field development at 21.6p/share. Hurricane shares are trading at 37.5p after dropping c 20% this morning. This implies the market is not attributing any value to the GWA full field, even though an oil discovery was observed.

Companies: Hurricane Energy
  • 21 Oct 19
Quarterly Research Outlook Autumn 2019

Following continued delays of a Brexit agreement, few sectors within the UK market have remained attractive to investors despite low valuations. One sector which has continued to outperform despite the political drama has been the UK video gaming sector (henceforth UK gaming), which we are fans of. We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector.

Companies: ABBY AMS ANX ARS ATYM AVON BLVN PIER BUR CGS CAML CDM CSRT TIDE CYAN DTG DEMG ELM EMR FPO FDEV GTLY GENL GHH GRI GEEC GKP HMI HAYD HEAD HILS HTG HUR IBPO IOG INDI JHD JOG KAPE KEYS KWS KCT KGH LAM LIT LOK MACF MANO MOD OXIG PCA PANR APP SRE PHC PMO RBW RMM RBGP REDD RSW RNO ROR SUS SCPA SEN SHG SOLG SOM SUMO TM17 INCE TWD TRAK TRI VNET VTC ZOO ZTF

  • 06 Dec 19
Cenkos: Salt Lake Potash Ltd -- Placing

Salt Lake has raised A$23.5m at A$0.70 from several new Australian institutional investors and existing institutional shareholders. Taurus has also extended the Stage 1 Facility by US$15m (A$22m) to US$45m ahead of the main Project Development Facility as Salt Lake complete documentation and satisfaction of conditions precedent for the main Project Development Facility. Whether the work is progressing quicker than expected or documentation is taking longer is unknown but Salt Lake are pushing forward to meet its Q4/20 target. The next key stage will be the main Project Development Facility being finalised.

Companies: Salt Lake Potash
  • 02 Sep 19
LIBERUM: Sylvania Platinum* - Results beat, Grasvally disposal but light on dividend

Sylvania has reported FY19 results (June Y/E) of $6.37/sh versus expectations of $5.95/sh due to a lighter tax expense than assumed. They have entered into a binding agreement to sell Grasvally for R115m ($7.6m at current FX), which should be settled in the next eight months.

Companies: Sylvania Platinum
  • 09 Dec 19
Unreliable assets revoke strategic plan

The crisis management plan is on and exploration hopes are now secondary. The group is revising its production guidance sharply for the next three years and will reassess its capital allocation (including divestments). The departures of both the CEO and the Exploration director hint that the recovery might be a long one for the group.

Companies: Tullow Oil
  • 06 Dec 19
Diversified Gas & Oil - Roadmap to Main Market

Diversified Gas and Oil (DGO) has announced the successful completion of its securitised financing arrangement with a 5% coupon and 10-year maturity. The company issued $200m in notes secured by c 22% working interest of certain upstream assets’ cash flows. DGO also announced its Q319 results delivering a 10% q-o-q increase in production to c 91kboed and hedge adjusted EBITDA of $64m. Since our previous note, the company has completed three acquisitions encompassing assets located near DGO operations and announced it is pursuing a move to the Premium segment of the Main Market of the London Stock Exchange. We update our valuation to 157.2p/share affected by a decrease in short-term gas price assumptions and lower production in H119 compared to our last note.

Companies: Diversified Gas & Oil
  • 02 Dec 19
Premier Oil

BIG-P development onstream

Companies: Premier Oil
  • 18 Apr 19
LIBERUM: Sylvania Platinum* - More value and more options

We recently attended a company site visit which highlighted that we have considerably undervalued the tail of Sylvania’s operations. Also, now that its host Samancor has grander ambitions, Sylvania too has possible growth opportunities.

Companies: Sylvania Platinum
  • 13 Nov 19
Q3: back to square one?

Double whammy for Tullow Oil, which has revised its production forecasted for FY19 for the third time and reports that its latest discoveries in Guyana are heavy crudes with a high sulphur content. While it is too soon to declare both discoveries are not commercially viable, this is a big disappointment, which triggered a sell-off in the stock.

Companies: Tullow Oil
  • 26 Nov 19
Oil prices help, but the best returns come from asset growth

This note takes a look at UK oil and gas sector equities from the supermajors down to the small cap E&Ps, the extent to which they outperform a simple bet on oil prices, and whether there are common characteristics that can allow investors to pick winners in the space. We conclude that outperformance is possible and has been achieved by numerous names in the last ten years, with the core hallmarks being asset base augmentation, either by progressing assets and/or via acquisition, and possessing the agency to achieve this. We also include profiles of the oil and gas stocks in our coverage.

Companies: BLVN GENL GEEC GKP HTG HUR IOG JOG LAM PANR PMO RKH SEN

  • 04 Dec 19
Coro Energy - Italian asset disposal and Bulu acquisition update

Coro Energy has provided an update on both the disposal of its non-core Italian assets and its Bulu PSC acquisition offshore East Java. Coro has entered into a conditional sale and purchase agreement with Zenith Energy for the disposal of its entire Italian portfolio for a consideration of £3.9m paid in new Zenith Energy shares. An initial consideration of £0.4m will be paid on completion of the deal and the rest is subject to certain production targets. Coro also announced the parties in the Bulu PSC continue to progress the transfer of the 42.5% participating interest in the PSC to Coro. With the acquisition not completed by the 2 December 2019 long-stop date due to a delay in receipt of approvals, the parties are now negotiating a further six-month extension.

Companies: Coro Energy
  • 09 Dec 19
Rockhopper Exploration

Abu Sennan sale update

Companies: Rockhopper Exploration
  • 10 Oct 19
The investment case of Rio Tinto

Even though iron ore prices have weakened materially since July 2019, Rio Tinto remains well-positioned to generate healthy cash flows and maintain its shareholder reward attractiveness.

Companies: Rio Tinto
  • 29 Oct 19
Q3: upstream impacted by weather, partly offset by a strong downstream

The results show positive contributions from Rosneft and all Downstream divisions, partly offsetting the Upstream division, which was down on lower prices and lower production. The release has been toned down by management, indicating that a dividend hike will not be likely in Q4 as the focus is on deleveraging. This is not surprising, in our view, since H2 had little room for improvement with the buy-back planned and we do not see this as a departure from the progressive dividend policy.

Companies: BP
  • 02 Dec 19
Allenby Capital TMT Update - 02.12.19 (BIRD.L, CPX.L, SWG.L)

Blackbird plc* (BIRD.L, 35p/£30.7m) | CAP-XX Ltd* (CPX.L, 3.7p/£12.0m) | Shearwater plc (SWG.L, 242p/£53.5m)

Companies: BIRD CPX SWG