Terra Studio
@TerraStudioHQ
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Leader in mineral resource project and company benchmarking. Tweets are not advice, DYOR. #mineral #metal #research #analysis #copper #gold #lithium #nickel
Australia
Joined April 2020
Affordability v Profitability: @MM8_Medallion #MM8 stands out! Hard to think that the development of Ravensthorpe #Gold Project (~$73m capex Dec-2024 Scoping Study) will not be funded: ✅ Ratio MC/Capex 4.7x ✅ Preliminary offers of up to $50m in debt financing ✅ MC > $330m
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While the EV/Resource of peers is marking a pause, the one from @KairosMinerals #KAI is catching up: +44% in 2 wks, tks to SP +38%. Plenty of room to join peers ➕denominator to grow with ✅ BIF ✅ drill program 30,000m, resource to 📈 ✅ cash balance $10m (+$10m due)
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The @KairosMinerals #KAI share price did "catch up" with the #gold price... but then gold moved up again! +45% in 2 weeks but more to come with: ⁉️ a very low EV/MRE: < 1/2 compared to peers ✅ strong geo continuity BIF ✅ large drilling program 30,000m ✅ strong cash: $20m #ASX
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The #gold price reaching new record highs makes wonders to the Share Price of @MM8_Medallion #MM8. So does the commitment towards production with the expected and confirmed order of a new secondary ball mill (a long lead item). Next SP catalyst: feasibility study in Oct #ASXnews
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and with $10m cash and $10m imminent from asset sale, there is no capital raising expected in the near future #KAI @KairosMinerals #gold
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If you simply consider the past correlation and leverage of the @KairosMinerals #KAI share price against the US$ #gold price, #KAI is due for a significant re-rating. #ASX #ASXnews #miningstocks #correlation #leverage
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The @MM8_Medallion #MM8 share price performance has been outstanding and according to a recent research report from Evolution Capital, the stock still has a few more bags to deliver with a 12-month target price of $0.86. Report https://t.co/al2e3fgMeA
#AAR #BC8 #BTR #MEK #RXL
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The @MM8_Medallion #MM8 share price performance has been outstanding and according to a recent research report from Evolution Capital, the stock still has a few more bags to deliver with a 12-month target price of $0.86. Report https://t.co/al2e3fgMeA
#AAR #BC8 #BTR #MEK #RXL
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Ideal setting for @brazil_mineral #BCM $BCM increasing share price 🚀, increasing volume🚀, increasing number of buyers 🚀 decreasing number of sellers 😎 supportive macro context ✚ superior #REE project economics 💰 $AXL $BRE $MEI $SGQ $VMM
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