Analysts
Most recent initiations
| Ormonde Mining | Mwana Africa |
| Woulfe Mining | Celamin Holdings |
| South American Silver Corp | Zanaga Iron Ore Company |
Recent QuickViews
Wolf Minerals
Pre-development works
Mining | published 06/01/2012
African Aura Mining
Two-for-one
Mining | published 05/04/2011
Avnel Gold Mining
Golden upside
Mining | published 22/02/2011
African Eagle Resources
62% increase in NPV
Mining | published 20/12/2010
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Resources - Mining sector team
Latest research
South American Silver Corp
Gearing up for 2012
Update | Mining | 17/05/2012A potentially significant catalyst to SAC’s share price performance will be the release of an updated Malku Khota preliminary economic assessment…
Ormonde Mining
Filling the right spot
Outlook | Mining | 17/05/2012Ormonde’s flagship Barruecopardo tungsten project is slated for first production in 2013 and is forecast to become one of the largest suppliers of…
Amur Minerals Corporation
Improving lab results
Update | Mining | 17/05/2012Positive metallurgical results from Amur’s work on the Kun-Manie project indicate very favourable increases in potential life of mine concentrate…
Aurizon Mines
Au down, but EPSe up
Update | Mining | 16/05/2012A lack of available shotcrete equipment and difficult ground conditions in Q112 combined to force changes to the mining sequence, which adversely affected…
Caledonia Mining
Q112 results as expected
Flash note | Mining | 11/05/2012Though breaking a run of seven straight quarters of increasing gold production at Blanket, Caledonia’s Q112 results are still in line with expectations…
Research methodology
Of all of the market’s sectors, natural resources is probably the most uniquely empirical and also the most given to purely objective analysis. As such, we do not believe that there is such a thing as an expensive share – just one that discounts certain future events, be it exploration success or a higher commodity price or whatever. But that does not mean that analysts should slavishly attempt to quantify everything – especially the unquantifiable. For example, we do not believe in prejudicing our research by applying an arbitrarily high discount rate just because a company operates in a politically unfashionable part of the world. That is for individual investors to put their own price on. Instead, we start by assuming that a project will be successfully developed and then analysing to what extent reality must fall short of expectations before it is compromised. This, we believe, is the true meaning of independent research.
Sector commentary
Sector reports
Sectors covered
Mining Show companies
- Afferro Mining
- African Aura Mining
- African Barrick Gold
- African Eagle Resources
- Alkane Resources
- All Star Minerals
- Allied Gold Mining
- Altona Energy
- Amur Minerals Corporation
- Angel Mining
- Anglesey Mining
- Aquarius Platinum
- Arian Silver
- Ariana Resources
- Aureus Mining
- Aurizon Mines
- Avnel Gold Mining
- Baobab Resources
- Bellzone Mining
- Bezant Resources
- Blackthorn Resources
- Caledon Resources
- Caledonia Mining
- Celamin Holdings
- Central Asia Metals
- Cluff Gold
- Coal of Africa
- Continental Coal
- Discovery Metals
- Eastern Platinum
- ECR Minerals
- EMED Mining
- European Goldfields
- Ferrexpo
- Fronteer Gold
- Frontier Mining
- Frontline Gold
- Gemfields
- GMA Resources
- Gold One
- Goldplat
- Gunson Resources
- Hambledon Mining
- Highland Gold
- Ironwood Gold
- Kefi Minerals
- Kopy Goldfields
- Mariana Resources
- MDM Engineering Group
- Medusa Mining
- Minera IRL
- Mwana Africa
- Nevsun Resources
- Nkwe Platinum
- Oracle Coalfields
- Ormonde Mining
- Pan African Resources
- Petropavlovsk
- Platmin
- Randgold Resources
- Red Rock Resources
- Regency Mines
- Rio Tinto
- Sirius Minerals
- South American Silver Corp
- Spanish Mountain Gold
- Sumatra Copper & Gold
- Titanium Resources Group
- U3O8 Holdings
- Universal Coal
- Wits Gold
- Wolf Minerals
- Woulfe Mining
- Yukon-Nevada Gold
- Zanaga Iron Ore Company
