Paringa Resources (PNL) – Productivity Step Change

CMM has completed a A$200m capital raising to execute growth plans which includes lifting the production at Karlawinda to 150kozpa and developing the Mt Gibson mine. Combined this would lift production from 113koz in FY24Read more

Following our recent site visit to Kazakhstan, we publish initiation research on world leading uranium producer National Atomic Company Kazatomprom (“Kazatomprom”). On a 100% basis, operations run by Kazatomprom produced ~40% (55Mlbs U3O8 equivalent) ofRead more

LOT is now fully funded for the Kayelekera restart, targeting a 10-month repair and commissioning phase followed by first production in 3QCY25. The DFS and FEED study highlighted a 10-year LOM production ~2.4mlbpa at anRead more

TOK’s restart activities at Tolukuma continue at a steady pace which should see road access and a new gravity plant in place before the end of CY2024. Our price target increases from $1.60 to $1.80Read more

PDI has maintained steady progress at Bankan with further drilling and study work continuing throughout the quarter. PDI is targeting a submission of its Exploitation Permit within the next month and is expecting receipt ofRead more