Blog
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Kore Potash – Updated PFS at DX project shows attractive financial returns
By Dr. Michael Green This morning Kore Potash brought investors good news on the updated PFS for the company’s number two potash project, DX. In our view, this demonstrated that very attractive financial returns could be achieved from modest capex. Kore Potash is a large fertiliser play that has been developing the Sintoukola potash basin in […]
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Corcel – farm-out and joint venture agreement with Riversgold for REE project at Mt. Weld continues to re-form Company
By Dr. Michael Green Looks like things are moving rapidly at Mt. Weld for Corcel, the natural resources exploration and development company with primary interests in battery metals. It was only a month ago that the company exercised its option here and this morning we have had news of a cracking deal that will see […]
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Align Research Top picks for 2023 – KZG, BMV, ECO
Well, it is fair to say that 2022 did not pan out for many people the way they had hoped. We were one of those. From being forced to get activist (again) to try and protect our equity investments to having (again) non delivery by many of our company holdings, we have become somewhat jaded […]
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Dr. Michael Green interview with Dennis Edmonds, CEO of Kazera Global
Dr. Michael Green, resources analyst at Align Research, interviews Dennis Edmonds, CEO of Kazera Global in relation to todays transformative news ref the sale of Tantalite Valley Mine. Click the play button below to listen to the audio. Key questions posed: 1 – Can you explain the rationale behind the wholesale sale of TVM? 2 – […]
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Kazera Global – Sale of tantalum and titanium project in Namibia to Hebei Xinjian Construction for approx 1.2p per share in cash sets a new floor
In the immortal words of Bing Crosby, for Kazera shareholders it’s beginning to look a lot like Xmas! This morning investors (of which we are the largest woke up to learn that Kazera will net at least US$13 million from the sale of its tantalum and titanium project in Namibia to Hebei Xinjian Construction (Xinjian). […]