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
The junior resources market is continuing the momentum that started in 2016. Although we saw the gold price, which has been one of the main drivers of the recovery in the sector, fall in the latter part of the year, it has now recovered and is trading back above US$1,200/oz.... Show More
Interview with CEO, Lindsay Reed, to discuss: Show More
The Potash West NL (PWN:AU) GLOSS quality score within the PortfolioDirect rating process has been raised. The critical change warranting the upgrade for the company developing the Dandaragan phosphate and potash deposits in Western Australia has been the doubling of the anticipated mine life to 40 years for an asset... Show More
More Potash West shares traded today than in any MONTH since 2011. The accompanying 40% price rise means someone is excited about this WA phosphate/potash mine developer. Fresh interest after a company roadshow this week still leaves its share price 80% below where it was exactly four years ago. Without... Show More
Potash West has a compelling investment case: pay $145 million ($9 million current market value and $136 million development capital) for a $60 million annual EBITDA stream for 40 years. The fundamentals of phosphate - the primary product of the company in the first phase of its development - are... Show More
Minbos Resources (ASX:MNB) is developing the high-grade Cacata rock phosphate project in Angola (13Mt at 26% P2O5) and has significantly changed their strategy and corporate structure over the past 12 months. Drill results and long sections indicate a significant portion of this resource has the potential to be Direct Shipping... Show More
