Latest Research

Alacer Gold (AQG.ASX) - Clearing the Deck

Argonaut’s Alacer Gold (ASX:AQG, TSX:ASR) valuation has been updated. A recent site visit in Turkey served as a timely reminder of the quality of AQG’s 80% owned Çöpler asset (increasing Resources and Reserves…

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GR Engineering (GNG.ASX) - Operational Update & Guidance

Despite $30m in EPC contracts awarded this half, operational and financial performance continues to be impacted by project delays. GNG’s FY12 guidance is for: Revenue of $150m - 155m; we were forecasting...

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Resource Services Sector Review - May 2012

Resource service stocks have fallen sharply in recent days, triggered by restrained comments from BHP Billiton & Rio Tinto, & compounded by negative news bites from elsewhere (in particular Europe & China) & an uninspiring budget...

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Imdex (IMD.ASX) - 3Q Update

In a Newsletter released late last week IMD.ASX provided some detail on unaudited 3Q12 financial performance: Revenue was $66.6m (inclusive of $4.4m from the DHS JV which is equity accounted), with contributions of...

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CST Mining (985.HK) - Monster US$505m Sale of Mina Justa

CST Mining (CST, 985.HK) announced the sale of its entire interest in 70% owned Mina Justa Copper Project in Peru to a subsidiary of Minsur, the 4th largest tin producer in the world and subsidiary of Peru’s largest conglomerate…

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