Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on SAVANNAH RESOURCES PLC. We currently have 73 research reports from 4 professional analysts.
|23Dec16 07:00||RNS||Issue of Share Options|
|22Dec16 07:00||RNS||7 Lithium Bearing Pegmatites Identified, Finland|
|13Dec16 07:40||RNS||Pre-development Programme Underway at Mutamba|
|13Dec16 07:02||RNS||New Presentation and Investor Evening Agenda|
|13Dec16 07:00||RNS||Ravene Drilling Programme Underway at Mutamba|
|28Nov16 07:01||RNS||Commences EM Surveys over Copper & Gold Targets|
|28Nov16 07:00||RNS||Exercise of Options|
Frequency of research reports
Research reports on
SAVANNAH RESOURCES PLC
SAVANNAH RESOURCES PLC
13 Dec 16
While most international markets are likely to be uneventful ahead of tomorrow's FOMC meeting decision, traders in London will this morning be cautiously watching the scheduled release of UK inflation data. Gilts have, of course, participated in the global sell off of government bonds as the world prepares itself for a Trump-inspired bout of reflation; but here the devaluation of Sterling resulting from Brexit injects a further complication for Mark Carney, with many surprised that to date a retail prices have yet to significantly spike upwards, a result that will be compounded further into 2017 should higher crude resulting from production cuts agreed with OPEC hold. The consensus forecast is for RPI to rise to 2.1% for November (up from 2.0% in October and 1.6% in June) and, while economists generally expect the Bank of England to permit the economy to 'run hot' for a period beyond its target figure, they will be gauging the likely date for rates to be hiked upward and the inevitable pressure this will impose on the economy, not least the highly sensitive housing market. Banks and financials were subject to a round of profit taking in the US overnight with the S&P500 sector down 0.9%, reflecting traders' concerns that the President-elect's proposals to revitalise the economy while apparently purposely raising tensions with China spells for a less than smooth transition. Industrials and infrastructure plays, however, managed to keep the Dow Jones in positive territory, although the NASDAQ was the biggest casualty amongst the main indices due to a sell-off of pharmaceutical and biotech issues. Asia remained quiet, with most regional bourses putting in just fractional movements despite China reporting stronger than expected Industrial Output, Fiscal Spending and Retail Sales data for November, leaving just the Nikkei to put in a reasonable performance on continuing Yen weakness relative to the US$. London this morning will see release of a swath of inflation data, including Consumer Prices, Retail Prices and Producer Prices, along with the House Price Index, while the Fed interest rate meeting commences today along with publication of the Redbook. UK corporates due to provide earnings or trading updates include Balfour Beatty (BBY.L), Bellway (BWY.L), Carpetright (CPR.L), Eurocell (ECEL.L) and Hunting (HTG.L). Markets will also remain sensitive to any confirmation of Exxon Mobil's CEO, Rex Tillerson, being appointed as Trump's new Secretary of State, while discussions continue amongst oil traders as to whether it is possible to police the recently agreed international production-cuts continue to promote scepticism as to whether the vaunted new target range of US$60 to US$70 is in fact possible. London is expected to open quietly this morning, with the FTSE-100 rising between 5 and 10 points in early trade.
28 Nov 16
"Oil is likely to hold the centre ground this week, with fears that the anticipated deal to trim almost 2% off global output might have fallen at the last hurdle. Cruse prices fell in Asia after Saudi Arabia said it would not meet with Russia ahead of the 171st meeting scheduled to take place on Wednesday in Vienna, suggesting it would not have discussions with non-OPEC members until a clear decision has been concluded within the Organisation itself. While some traders considered a successful outcome would be sufficient to spike prices into a new US$60 trading range, others speculated that such a level would simply encourage US shale produces to switch idle capacity back on, meaning that Saudi would find itself giving up share of the global market for real long-term benefit. On the other hand, failure to deliver some sort of deal in the near-term could well mean excess capacity and high inventories drive benchmark crude back to the US$30 range. Aware of the high stakes, the US$ weakened sharply during the Asian session, falling more than 1.6% against the Yen, as investors ran toward the safe-haven currency while cashing in on the rally powered by Donald trump’s election victory amid nervousness ahead of the raft of North American economic data due this week. Looking back to Friday, however, US equities rather half-heartedly notched up new record highs, as all three principal indices rose modestly to mark a third consecutive week of gains, as investors continued to weighed up the prospective equity boost that could be derived from lower corporation taxes in a higher inflationary environment as the long-run bull market in international bonds draws to a close. Asia, by comparison, ended mixed, with the Nikkei and ASX, not surprisingly the main casualties, with the former being hit by Yen appreciation on this export-led economy and the latter taking profits in anticipation of a disappointing outcome at this week’s OPEC meeting, while Chinese and Korean equities chose to ignore the international noise and instead rallied on domestic factors. Away from Oil, Europe’s concentration this week will likely fall on both the Italian constitutional referendum, taking place on 4th December, and speculation on whether or not Francois Fillon’s appointment as leader of the centre-right, means that France is finally lining itself up for its own, long overdue, ‘Margaret Thatcher moment’ as he promises economic recovery and national renewal. The UK today can look forward to releases including the OECD Economic Outlook and CBI Services Sector survey. UK corporates due to release earnings or trading updates include Aberdeen Asset Management (ADN.L), Cerillion (CER.L), Rosslyn Data Technologies (RDT.L) and Sirius Real Estate (SRE.L). London is seen opening slightly weaker this morning, with the FTSE-100 expected to be 5 or more points lower in early trading. " - Barry Gibb, Research Analyst
16 Nov 16
"Just one week is far too short a time to gauge the true ramifications of a Trump presidency, but nevertheless a picture is being formed of a brave new world which potentially leads to a paradigm shift for global markets. The common themes are higher inflation, higher interest rates and a potential bonanza for certain US corporate sectors. Powering this will be Fiscal Easing (given that monetary policy globally has failed to translate into meaningful growth), Repatriation (of, perhaps, US$2tr+ cash ‘trapped’ offshore in US companies’ balance sheets) and more relaxed Financial Regulation (probably initially in the form of delay or amendment of the Dept. of Labour Fiduciary rule). Although clearly not the President-elect’s intention, some of the growth inspired by such reform will undoubtedly spill over into other global economies which, in turn, will find themselves pressured to adopt a ‘if you can beat ‘em, join ‘em’ approach for fear of otherwise being left behind. Indeed, this is almost certain to deepen the rifts that are already too painfully apparent across the EU, which will likely come to a head with the forthcoming Italian Referendum, followed by Germany and France’s own elections. For now, however, markets appear willing to continue buying into this scenario, with the overnight markets pointing sharply upwards once again. All principal US indices rose again, with the Dow Jones chalking up its fourth consecutive record close led by financials, while the NADSAQ was the strongest performer as tech investors finally began to welcome the idea of one-off 10% tax on overseas cash, considering opportunity for the surplus to either power expansion or simply be given back to shareholders. Asia followed suit rising across the board, led again by the Nikkei, whose analysts are increasingly speculating that Trump policies will effectively provide Japan with a route out of its ‘lower-for-longer’ economic rut. Against this, London looks set to turn positive once again this morning, with the FTSE-100 set to open up over 10 points during early trade. The UK will release its employment data today, along with the IEA’s World Energy Outlook publication. This afternoon, traders will review speeches from both the Fed’s Neel Kashkari and Patrick Harker for more signs of Yellen’s intention at the FOMC’s December meeting. Results or trading updates are also due from a good number of UK corporates, including Aggreko (AGK.L), Avon Rubber (AVON.L), Barratt Developments (BDEV.L), British Land (BLND.L), ICAP (IAP.L), Rolls Royce (RR..L) and Speedy Hire (SDY.L), while quarterlies are also due from US majors including Cisco Systems and Lowe’s. " - Barry Gibb, Research Analyst
GMP FirstEnergy ― UK Energy morning research package
06 Dec 16
Transglobe Energy (TGL CN); BUY, C$5.25: Homeward bound… back to Canada | Great Eastern Energy Corporation (GEEC LN) (not covered): Reserves update in India | BP (BP LN) (not covered): Acquiring interest in Tangguh in Indonesia | Exillon Energy (EXI LN) (not covered): Production update in Russia | Genel Energy (GENL LN); SPECULATIVE BUY, £2.60: Receipt of payment for Taq Taq export in Kurdistan | ExxonMobil (XOM US) (not covered): Relinquishing blocks in Kurdistan
19 Jan 17
Aggregated Micro Power* (AMPH): Funding for first peaking power plant project (CORP) | The Mission Marketing Group* (TMMG): Positive trading update (CORP) | Cello (CLL): Increasingly backed by, and leveraging, technology (BUY) | 4imprint (FOUR): Growth backed by strong cash flow continues (BUY) | Allergy Therapeutics (AGY): Positive trading update and market share gains drive upgrades (BUY) | Shanta Gold (SHG): Q4 operating results (BUY) | Sound Energy (SOU): Tendrara extended well test result (BUY) | Revolution Bars (RBG): Price target increase (BUY)
16 Jan 17
We take a look at the rankings of the various countries in Africa that have a significant exposure to mining. We take the Transparency International corruption rankings as our starting point and modify these for exceptional geology and for current UK government travel warnings. Ghana, Botswana and Namibia come out as our top three, with Eritrea, Kenya and Zimbabwe at the bottom of our rankings.
Small Cap Breakfast
19 Jan 17
SuperAwesome — The London based specialist in e-compliance is considering an IPO in its home town according to City A.M. Eco (Atlantic) Oil & Gas—TSX-V listed oil and gas exploration has announced its intention to float on AIM. Assets in Guyana and Namibia. Proposed £2m-£3m fundraise. Diversified Gas & Oil—According to LSE website first day of trading on AIM now expected for 30 January
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.