Independent Investment Research – Hawsons Iron Limited (ASX: HIO)
With steelmaking responsible for an estimated 6.7% of global CO2 emissions, steelmakers and investors are looking at ways to reduce these emissions, in the drive for “green steel” and to meet increasing Environmental, Social and Governence (“ESG”) obligations. One way...
Stratum International Report: Mining the Digital Revolution
The digital revolution is well on its way, and it’s changing the global economy fast and furiously. Artificial Intelligence (AI), blockchain, data analytics, drones, 3D visualisation tools, forecasting solutions, and other innovations, including communication technology, are playing the same enabling...
Independent Investment Research – Bluejay Mining plc (AIM: JAY)
Moving into a Pivotal Year Bluejay Mining plc (“Bluejay”) is an exploration and development company with projects in Greenland and Finland. The company is working towards construction of the fully permitted Dundas Ilmenite Project (“Dundas”) and advancing its other existing...
Independent Investment Research – Rox Resources Limited (ASX: RXL)
Rox Resources Limited (ASX:RXL) is a West Australian focused gold exploration and development Company. It is 70% owner and operator of the historic Youanmi Gold Project near Mt Magnet, approximately 480 kilometres northeast of Perth, and wholly owns the Mt...
Independent Investment Research – Jindalee Resources Limited (ASX: JRL)
Jindalee’s major asset is the McDermitt Lithium project in the USA. McDermitt’s lithium is contained in clays at surface, so is in a different class compared to the hard rock spodumene or pumping based brine deposits
Independent Investment Research – Alto Metals Limited (ASX: AME)
Alto Metals Limited (“Alto” or “the Company”) has recently completed an aggressive ~60,000 m drill programme that has returned very positive results on the 100% owned 331 koz Sandstone Gold Project (“SGP” or the “Project”), which covers the majority of...
Independent Investment Research – PolarX Limited (ASX: PXX)
With the recent acquisition of the Humboldt Range Gold Project (" Humboldt Range") in Nevada, PolarX Limited ("PolarX" or "the Company") has diversified its North American portfolio, which also includes the highly prospective Alaska Range Copper Project ('Alaska Range"), on...
Independent Investment Research – Bowen Coking Coal Ltd (ASX: BCB)
Bowen Coking Coal Ltd will have acquired an impressive portfolio of assets in Queensland, Australia, capable of delivering coal into the currently very buoyant market from as early as the March Quarter 2022, and ramping up to over 4mtpa of...
The New Great Game: Securing Critical Minerals Today for a Clean Energy System Tomorrow
In this report for The Hague Centre for Strategic Studies, Jeff Amrish Ritoe explores why the European Union needs to establish undisrupted supply chains of raw materials necessary for building clean energy systems. With little commercial mining and close to...
Independent Investment Research – Helix Resources Limited (ASX: HLX)
The first hole in Helix Resources Limited’s (“Helix” or “the Company”) recently commenced resource expansion drill programme has intersected 24 m of copper sulphide mineralisation at the 70% owned CSA-style Canbelego Copper Project, located near Cobar in Central Western New...
Independent Investment Research – TNG Limited (ASX:TNG)
TNG Limited (“TNG” or “the Company”) has made significant progress, despite the effects of COVID-19, on the 100% owned Mount Peake Vanadium-Titanium-Iron Project (“Mount Peake” or “the Project”), located in the Northern Territory (“NT”) of Australia. The Project includes two...
Independent Investment Research – Pan Asia Metals Limited (ASX: PAM)
Pan Asia Metals (“Pan Asia” or “the Company”) is a recent listing on the ASX, with a focus on developing “critical” metals projects in the emerging economic powerhouse of SE Asia
Independent Investment Research – Great Southern Mining (ASX:GSN)
Activities over the past 11 months have yielded very encouraging results for Great Southern Mining (ASX: GSN, “Great Southern” or “the Company”). This includes positive results from drilling at the Cox’s Find and Mon Ami projects in the Laverton region...
Independent Investment Research – Middle Island Resources (ASX: MDI)
The last eight months have seen significant activity at Middle Island Resources’ (“Middle Island” or “the Company”) Sandstone Gold Project (“Sandstone” or “the Project”), for which the strategy is to restart the existing 600,000 tpa mill, which is expected to...
Independent Investment Research – Blue Star Helium Limited (ASX:BNL)
HIGH GRADE HELIUM RESOURCE VALUE ADD FOR BNL Blue Star Helium Limited has strategically rotated out of the energy price exposed US oil and gas sector into the helium business. The barriers to entry into helium production are principally access...