junior resources

QEM - Newly listed vanadium

Mark Gordon

The recent listing of QEM Limited is well timed to capitalise on the resurgence of interest in vanadium, with V2O5 prices rising 6-fold to ~US30/lb since the US$/5lb lows of 2016,(which possibly points towards a structural change in the market over the longer term. Show More

Protean Energy - Vertically Integrated Vanadium

Mark Gordon

Protean Energy's strategy is to build a vertically integrated vanadium business, with the upstream including the 490 Mlb V2O5/18.4 Mlb U3O8 Daejon Vanadium-Uranium Deposit in South Korea, and with downstream activities concentrating on the commercialisation of the proprietary V-KOR vanadium redox flow battery stack technology and the development of a... Show More

Technology Metals - DFS underway at the Gabanintha Vanadium Project

Mark Gordon

Recent times have seen the price of vanadium pentoxide reach close to US$30/lb, six times its sub-US$5.00/lb lows of 2016, due to supply/demand imbalances which have led to inventories being steadily drawn down since 2010. A significant cause is disruptions in supply, particularly in China, with closure of iron ore... Show More

Liontown - Lithium's rising star

Mark Gordon

Recent times have seen Australia surpass Chile as the world's largest lithium producer, with production expected to continue to grow through ramping up of existing hard rock spodumene operations and new start-ups. This has been on the back of a number of recent discoveries, including the Pilgangoora deposits of Pilbara... Show More

Middle Island - Strong progress at Sandstone

Mark Gordon

Subsequent to our August 2018 Initiation, Middle Island has made significant progress at it's 537,000oz Sandstone Gold Project in WA. The Company is taking a staged, iterative approach to activities related to the strategy of restarting operations through the existing mill. Show More

Spitfire and Excelsior: 1 + 1 > 2

Mark Gordon

Spitfire Materials and Excelsior Gold, which have entered into a Merger Implementation Agreement, are a natural fit, with the key gold projects of the companies being less than 20km from each other, and close to the regional mining powerhouse of Kalgoorlie. The merger will bring in operational synergies, with the... Show More

Let the Good Times Roll

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

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Spitfire - Transformational gold strategy

Mark Gordon

With the planned merger with Aphrodite Minerals (due to be completed in early January, and with the Scheme Booklet now available), Spitfire is continuing the transformational strategy of becoming a significant Australian gold developer. Work by the Company, headed by the Pilbara team of John Young and Neil Biddle, has... Show More

Allegiance Coal – Low cost metallurgical coal

Mark Gordon

The Telkwa Metallurgical Coal Project, into which Allegiance is earning 90%, has the potential to produce PCI or SSCC metallurgical products at FOB costs of ~US$55/tonne, within the lowest 5% of the global seaborne trade, and thus providing a buffer against adverse price movements. The potential for a low-cost operation... Show More

Advanced Gold - NT - Vista Gold Corp

Mark Gordon

Vista Gold Corp, which is listed both on the TSX and NYSE American Exchanges under the ticker VGZ, is concentrating activities on the infrastructure rich Mt. Todd Gold Project near Katherine in the Northern Territory of Australia. The Company has owned Mt. Todd since 2006, and has approached the potential... Show More

Potential low cost near term WA gold production

Mark Gordon

Middle Island, run by seasoned and successful industry personnel, is one of several Western Australian gold explorers and developers looking at historically mined areas, commonly with a view to assessing the primary potential with historic operations concentrating on oxide mineralisation. Show More

Lithium Power International – Powering towards feasibility

Mark Gordon

Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t, and boding well for stocks in... Show More

WPG Resources - Turning around Challenger

Mark Gordon

WPG Resources has embarked on a turnaround and re-investment strategy at its 100% owned Challenger Gold Mine in South Australia. The Company is targeting improved underground performance, and increasing the mill throughput from 600,000tpa, initially to 700,000tpa and ultimately 800,000tpa, with a view to decreasing the AISC to below A$1,200/oz... Show More

Are rubies the new diamonds?

Mark Gordon

Most know the success story that diamonds have been, however this has only been a relatively recent phenomenon, with the success story really only starting in 1938 when De Beers, with a ready source of diamonds, commenced a concerted push to build a market. With the discovery of the Montepuez... Show More

An advanced ASX-listed lithium company

Mark Gordon

Lithium demand forecasts by several parties have been dramatically increased recently, driven largely by the expected growth in the use of electric cars driving demand for lithium-ion batteries. 2025 demand forecasts range between 500,000t and 1,000,000 LCE, multiples of the current demand of ~220,000t. Ideally placed to take advantage of... Show More

Australian Potash - High Margin Potash

Mark Gordon

Western Australia is one of the handful of jurisdictions globally that hosts salt lakes with brine chemistry suitable to produce the high value sulphate of potash fertiliser (commonly referred to as SoP) – current producers are in China, Tibet, the US and India. SoP has several advantages over the more... Show More

White Rock Minerals – High Grade Zinc

Mark Gordon

With the acquisition of 100% of the Red Mountain Zinc-Silver-Lead-Gold VMS in Alaska, White Rock Minerals is ideally placed to take advantage of the current and forecast strength in zinc markets. The Company has recently completed a JORC 2012 compliant Mineral Resource Estimate for Red Mountain, returning an overall resource... Show More

Junior and Mid-Cap Resources – Strong Investor Interest Continues

Mark Gordon

Despite a flat few months (and some EOFY selling), there continues to be strong investor interest and good value in the junior to mid-cap resources 18 months into the current cycle, particularly for those companies with quality management and projects. Gold is holding its ground at around US$1250/oz, and despite... Show More

Kairos Minerals – Drilling for Gold

Mark Gordon

Kairos Minerals has recently commenced a 6,500m aircore drilling programme at its Roe Hills Gold/Nickel Project, following up on very promising results from an initial reconnaissance programme that intersected broad zones of near surface gold mineralisation. Roe Hills is located over the under-explored southern portion of the Kurnalpi Greenstone Terrane... Show More