Discover the latest content that has just been published on Research Tree
Looking Ahead At The Next Week
Ironveld joined AIM in 2012 with Prospecting Rights over a vast 165km² area in the Bushveld, South Africa, with plans to mine magnetite iron ore as feedstock for its own pig iron plant. Since then, there has been a large JORC-resource delineated (2013), a cracking DFS (2014), mining licences secured, environmental approval gained, plus confirmation of power supply from Eskom - major milestones on the road to putting this project into production. All great news but in recent years Ironveld has be
Companies: Ironveld Plc
Bushveld Minerals* (BMN LN) – Ferro-vanadium prices jump another 10.9% in China
Greatland Gold (GGP LN) – Preparatory works approved at Havieron
Ironveld (IRON LN) – Results and placing
Power Metal Resources* (POW LN) – High-grade silver found at Silver Peak project
Companies: POW BMN GGP IRON
Umuthi Healthcare Solutions Plc, the technology led healthcare business focused on the distribution of pharmaceuticals and the provision of medical facilities in remote areas, seeking admission to the Standard Listing segment of the Official List
The Hut Group. Expected intention to float on the Main Market. THG is a vertically integrated digital-first consumer brands group, retailing its own brands in beauty and nutrition plus third party brands, via its proprietary technology platform to
Companies: JET2 KRPZ IRON DNL RBG MPAC AGY SENS TGP
Ironveld has signed a range of conditional financing agreements with Inclusive Investment Group (IIG) that mark a step change in its ability to advance its iron, vanadium and titanium project in the prolific Bushveld Complex of South Africa. The agreements will see IIG provide Ironveld with $3.2m in both debt and equity with IIG to take a stake of up to 46.8% in the company subject to certain shareholder approvals. This locks IIG in as a meaningful strategic partner and should allow Ironveld to
Asiamet Resources (ARS LN) - Logistics enhancements | Bushveld Minerals* (BMN LN) BUY – Valuation 92p – Conference presentation in South Africa highlights forecast growth of vanadium electrolyte demand | Kodal Minerals* (KOD LN) - ESIA Progress Report | IronRidge Resources* (IRR LN) - Aircore results from Cote d'Ivoire | Ironveld (IRON LN) – NED director resignation | Solgold* (SOLG LN) - Constitutional Court ruling in Ecuador
Companies: ARS BMN KOD ALL IRON SOLG
Freyherr International Group PLC the Medicinal Cannabis holding com pany established in 2016, is planning to list on the NEX exchange on the 13 August.
Companies: PHE THR ANG TEK BMK MRL EOG COG SIM IRON
Ironveld offers exposure to one of the world’s highest-grade undeveloped vanadium resources. Ironveld was initially conceived to focus on developing an iron project using electric arc smelting technology, based on a substantial resource of vanadium and titanium bearing magnetite (VTM) within South Africa’s Bushveld Complex. However, the market for iron has entered a soft period and with the present electrical power issues in South Africa, other business models have become more attractive. The pr
ARC Minerals* (ARCM LN) – Maiden Drilling confirms 25m over 1% Copper | Bacanora Lithium (BCN) – Correction - Genfeng signs agreement to buy 29.99% of Bacanora for £14.4m | Bluejay Mining* (JAY LN) – Disko-Nuussuaq exploration program highlights scale and potential for discovery | Bushveld Minerals* (BMN LN) - BUY – Valuation 90p – Vanadium rental / leasing structure to accelerate value creation. Vanadium forecasts adjusted. | Caledonia Mining (CMCL LN) – Quarterly dividend declared | Ironveld (
Companies: ARCM BCN JAY BMN CMCL IRON KRS OMI CNL PAN
Bushveld Minerals* (BMN LN) – BUY – Target Price 34.3p – Interim figures highlight cash generation of Vametco business as vanadium prices rise | Georgian Mining* (GEO LN) – Positive meetings with government indicate permit approval is due soon | Goldplat (GDP LN) – FY18 results | Fox Marble Holdings (FOX LN) – Interims | Ironveld (IRON LN) – Ironveld trial mining test samples for potential off-take partner
Companies: BMN GEO GDP FOX IRON
United Oil & Gas (UOG.L) an oil and gas exploration and development company brought to the Official List (Standard Segment) in July 2017 by way of a reverse takeover of Senterra Energy plc. No capital to be raised, expected market cap of £17m and expected 28 Feb
Techniplas –global producer and support services company providing highly engineered and technically complex components, making the supply chain to original equipment manufacturers more efficient. FYDec17 rev $515m.
Polemos, to be
Companies: ARCM ARIX IRON TENG MANO PCA PAT PTRO TEF
Circassia Pharma (CIR.L) - specialty pharmaceutical company focused on respiratory disease transferring from the Main Market. No funds being raised. Due 4 Feb.
Greenfields Petroleum (TSX-V:GNF) production focused company with operated assets in Azerbaijan seeking AIM dual listing including $60m private placement. Mkt cap $12.6m CAD. Expected late January 2019.
Chaarat Gold Holdings—RTO, the Company intends to acquire Kapan Mining and Processing CJSC, which owns the Shahumyan medium-sized
Companies: LDG BONH KOD CCT IRON LOOP EMAN SWG PMI
Bushveld Minerals* (BMN LN) BUY – Target Price 87p – China to better enforce vanadium compliance | Cornish Lithium (Private Company) – Completion of further funding round | Ironveld (IRON LN) – Vanadium ore bulk sample delivered to potential off-taker | Kodal Minerals* (KOD LN) – Bougouni drilling results | LSC Lithium (LSC CN) – LSC Lithium enters definitive arrangement agreement to be acquired by Pluspetrol | Rio Tinto (RIO LN) – Q4 and 2018 production results highlight copper | Shanta Gold (S
Companies: BMN IRON KOD RIO SHG VAST
Kropz, an emerging plant nutrient producer with an advanced stage phosphate mining project in South Africa, a phosphate project in the Republic of Congo and exploration assets in Ghana, is looking to join AIM. Offer TBC, expected late Nov
Titon holdings—international manufacturer and supplier of ventilation systems and window and door hardware. No capital raise. Due 10 Dec. Mkt cap c.£22m.
Greenfields Petroleum (TSX-V:GNF) production focused company with operated assets in Azerbaijan seek
Companies: COIN VAST EUSP AMC DKL ROCK IRON KMK NUC LSAI
Research Tree provides access to ongoing research coverage, media content and regulatory news on Ironveld Plc.
We currently have 26 research reports from 5
Companies: Sylvania Platinum Ltd.
Despite a mixed 2021 – with Kounrad once again beating guidance but Sasa slightly missing targets owing to challenging ground conditions and lower grades – CAML enters 2022 in fine fettle with a strong balance sheet and all three of its metal products riding high. We are pleased to hear that the recent unrest in Kazakhstan has not impacted operations at Kounrad, and are encouraged that the transition to cut-and-fill mining at Sasa remains on schedule (which should see a much more stable operatin
Companies: Central Asia Metals Plc
Central Asia Metals (CAML LN) announced Q4 2021 copper output of 4.1kt, up 9% YoY and down 11% QoQ from a record Q3. Full year copper output was therefore 14kt, up 1% YoY. This underpins our record earnings forecast and we expect full year group EBITDA of US$138m. At Sasa, zinc and lead output were both down in the quarter meaning that full year output was modestly below guidance. Q4 zinc output of 5.1kt and lead production of 6.5kt were down 12% and 13% YoY respectively and 11% and 7% QoQ. Full
Phoenix copper today announces it has purchased the remainder of the production royalty over the Empire property (operated by Konnex Resources which is owned 80% by Phoenix Copper). It has purchased the remaining 1.25% Net Smelter Royalty (NSR) from Honolulu Corp for $0.45m. This is in addition to the 1.25% of the royalty from Honolulu it previously purchased (27.10.2021) as well as 1% of the 2.5% NSR payable to Mackay LLC for a total consideration in October 2021 of $1.3m. $0.8m has been pai
Companies: Phoenix Copper Ltd. (United Kingdom)
Phoenix copper today announces an update to its exploration drilling programme from Red Star in Idaho, adjacent to the Empire open pit resource. Polymetallic mineralisation was intersected in all of the seven RC holes drilled in late 2021 (876m) as Phoenix tried to delineate the boundaries of the magnetic zones. Notable intersections (not true width) were drill hole RS21-01 with 27.4m grading 0.7% copper, 0.8g/t gold and 39g/t silver from 38m depth, and drill hole RS21-02 with 36.6m grading 0.
Companies: Canadian Overseas Petroleum Limited
West Newton potential flow rate analysis
Companies: Union Jack Oil Plc
• Oil production has been averaging ~20,000 bb/d since January 12, 2022 with export routes, including the Northern Peruvian Pipeline, fully functional. From 16/12/2021 until 12/01/2022, production was constrained to ~5 mbbl/d to manage storage capacity and barge availability due to pump station 1 bottlenecks. This resulted in 4Q21 production of 10,147 bbl/d, below our expectations of 11,500 bbl/d. All these issues have now been resolved.
• The 8H and 9H wells continue to perform very well with p
Companies: PetroTal Corp.
Wressle pressure analysis results
We have aligned our forecasts with the guidance provided by i3 Energy and reiterate our 35p fair value estimate (see Table 1), of which 28p relates to the company's Canadian operations (unchanged).
Companies: i3 Energy Plc
We believe the narrative for the UK equity market remains very good. Some inflation appears embedded in markets and economic growth seems robust. We saw investors show caution into the end of 2021 and so have cash to deploy in our view. This has been corroborated by investor feedback we’ve had already this year. The UK equity market is materially cheaper than global equities on a relative basis so asset allocators have to be looking at UK equities while UK 2022 GDP growth is likely the best of t
Companies: AFM ANX AXL CYAN GLAN MODE OBI MATD SEN SOM WSG
Companies: Ferrexpo plc
Full year 2021 trading update
Companies: Hurricane Energy Plc
Companies: Atlantic Lithium Limited.
Ariana Resources (AAU LN) – 2021 production guidance exceeded
Atlantic Lithium* (ALL LN) formerly IronRidge* (IRR LN) – High-grade infill drilling results at Ewoyaa
BlueRock Diamonds* (BRD LN) – Wet season dampens Q1 outlook as mine ramps up production to new levels
Caledonia Mining* (CMCL LN) – Blanket mine achieves record gold production in 2021 to exceed production guidance
Petra Diamonds (PDL LN) – H1 ends on positive diamond industry outlook and strong prices
Rio Tinto (RIO LN) – 2021
Companies: CMCL AAU BRD PDL RIO ALL