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Terra Studio Profile
Terra Studio

@TerraStudioHQ

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Following
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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
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@TerraStudioHQ
Terra Studio
17 days
The mineral resources is booming again with a number of IPO in the pipeline. #ASX #gold #silver #copper #rareearths #metals #minerals #IPOAlert
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@TerraStudioHQ
Terra Studio
23 days
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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@TerraStudioHQ
Terra Studio
26 days
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 (+$10m due)
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@TerraStudioHQ
Terra Studio
1 month
Thanks to the acquisition of the Radio Gold Mine offering a potential quick #gold production restart, the @WINMetals #WIN share price is waking up to the parabolic US$ #gold price. #ASX #ASXnews
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@TerraStudioHQ
Terra Studio
1 month
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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@TerraStudioHQ
Terra Studio
1 month
What a stunning share price performance from @MM8_Medallion #MM8! and its market capitalisation is still relatively modest compared to peers. #ASX #ASXnews #gold #AAR #BC8 #BTR #MEK #RXL
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@TerraStudioHQ
Terra Studio
1 month
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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@TerraStudioHQ
Terra Studio
1 month
As #gold reaches new highs, companies are⬇️cut-off grade. @KairosMinerals #KAI EV/MRE has opportunity to catch up with peers. Even more evident if one considers lower MRE c/o grade (0.3 g/t or 0.4 g/t Au v 0.5 g/t Au announced) in line with peers. #ASX #AZY #AAR #AUC #BGD #MAU
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@TerraStudioHQ
Terra Studio
2 months
and with $10m cash and $10m imminent from asset sale, there is no capital raising expected in the near future #KAI @KairosMinerals #gold
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@TerraStudioHQ
Terra Studio
2 months
If you simply consider the past correlation and leverage of the @KairosMinerals #KAI share price against the US$ #gold price, #KAI is due for a significant re-rating. #ASX #ASXnews #miningstocks #correlation #leverage
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@TerraStudioHQ
Terra Studio
2 months
According to prices from #ILU), #rutile prices decreased by 20% over last 2 years , while #ilmenite x2 => bodes well for future development of @McLarenMinerals #MML deposit, well endowed #ilmenite, main source of TiO2, essential for pigment production.
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@TerraStudioHQ
Terra Studio
2 months
28 Aug: @MM8_Medallion based on the updated Sulphide MRE for RGP and using the exact same conversion ratios, the resulting new mining inventory would amount to 1% more tonnes and 9% more #gold. So in short, making more 💰 for a similar mining ⛏️ effort #MM8 #RXL #MEK #BC8 #BCN
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@TerraStudioHQ
Terra Studio
2 months
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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@TerraStudioHQ
Terra Studio
2 months
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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@TerraStudioHQ
Terra Studio
3 months
For exposure to #gold + #copper, @MM8 #MM8 offers leverage to both. Despite the outstanding SP performance way above peers, #MM8 is still trading at less than 20% of the RGP NPV. Next SP catalyst: a deal w/ @IGO_Difference for acquisition of FNO. #ASX #MEK #BC8 #RXL #AAR #BTR
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@TerraStudioHQ
Terra Studio
4 months
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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