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Endeavour Mining

EdisonTV | Mining | 29/10/2018

Bitesize briefing - Endeavour Mining

In this video, Edison’s Charlie Gibson talks about his initiation note on Endeavour Mining, including its valuation and what will drive the share price over the course of the next four years.

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Bitesize briefing – Comparing recovered grade to deposit grade uncovers an interesting anomaly

Bitesize briefing – Comparing recovered grade to deposit grade uncovers an interesting anomaly

Following comments from Howard Klein at RK Equity, who co-hosted the Lithium-ion Rocks podcast on our grade, opex and capex video two weeks ago, we look at recovered grade and discover an interesting anomaly.
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24/05/2019 |

Bitesize briefing - The relationship between capex intensity, opex and valuation

Bitesize briefing - The relationship between capex intensity, opex and valuation

Do projects with higher capital (capex) intensities have lower operational costs (opexs)? Do projects with lower capex intensities and lower opexs have a higher market valuation?
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20/05/2019 |

Bitesize breifing – Gemfields Group

Bitesize breifing – Gemfields Group

In this bitesize briefing we give an overview of the group’s three main assets, Kagem, MRM and Fabergé, and we discuss the company's value proposition driven by strong EBITDA growth forecast over the next five years.
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14/05/2019 | Gemfields Gemfields Group

Bitesize briefing - Do higher lithium grades result in lower opex and capex intensity?

Bitesize briefing - Do higher lithium grades result in lower opex and capex intensity?

In this video we compare the grade and opex, as well as the grade and capex intensity, of hard rock lithium carbonate, hydroxide and concentrate projects to gain an understanding of how important grade is to project economics.
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13/05/2019 |

Bitesize briefing: The relationship between geography, opex and capex intensity of spodumene lithium

Bitesize briefing: The relationship between geography, opex and capex intensity of spodumene lithium

This video combines some aspects of our last three videos on geography, opex and capex intensity for spodumene deposits to determine whether we can gain any insights.
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07/05/2019 |

Bitesize briefing – The global distribution of hard rock lithium deposits

Bitesize briefing – The global distribution of hard rock lithium deposits

Operational costs are one of the more important metrics we can look at when comparing projects. Projects with higher unit costs will make lower margins and will therefore be able to return less cash per tonne of product to shareholders. Companies with operations that have higher operational costs will also find it harder to survive lower price environments.
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29/04/2019 |

Bitesize briefing – The capital cost (capex) intensity curve for hard rock lithium projects

Bitesize briefing – The capital cost (capex) intensity curve for hard rock lithium projects

Capital cost (capex) intensity is another of the more important metrics we can look at when comparing projects. Capex intensity is the capital cost required to produce each tonne of product over the life of the mine. Projects with lower capex intensities are more economically efficient than those with higher capex intensities.
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23/04/2019 |

Bitesize briefing – The operational cost curve for hard rock lithium projects

Bitesize briefing – The operational cost curve for hard rock lithium projects

Operational costs are one of the more important metrics we can look at when comparing projects. Projects with higher unit costs will make lower margins and will therefore be able to return less cash per tonne of product to shareholders. Companies with operations that have higher operational costs will also find it harder to survive lower price environments.
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15/04/2019 |

Price variation in the economic studies of hard rock lithium projects

Price variation in the economic studies of hard rock lithium projects

The metal price used in an economic study is a key driver of the value in an NPV or IRR calculation. Unfortunately, it is very unusual to see companies using the same metal price, which makes it very difficult to compare projects on a like-for-like basis. This video is designed to level the playing field.
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08/04/2019 |

Bitesize briefing – Hard rock lithium production levels. Large, mid or small?

Bitesize briefing – Hard rock lithium production levels. Large, mid or small?

Production levels can be difficult to interpret without the content of a wider peer group. In this video we assess the planned production levels from hard rock lithium projects, separating concentrate producers from carbonate and hydroxide producers.
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01/04/2019 |

Bitesize briefing - Hard rock lithium projects recovery rates. Higher means more!

Bitesize briefing - Hard rock lithium projects recovery rates. Higher means more!

Compared to other metrics recovery rates tend not to get as much attention, but a higher recovery rate means more metal can be extracted and therefore there is more product to sell, so it’s another important metric for us to consider.
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25/03/2019 |

Bitesize briefing - Hard rock lithium strip ratios. Why you should care?

Bitesize briefing - Hard rock lithium strip ratios. Why you should care?

In this video we look at the strip ratios of hard rock lithium projects. A strip ratio is the volume of waste or overburden that has to be removed for every tonne of ore extracted. Removing and handling waste is expensive and, as a result, a higher strip ratio negatively affects a project’s economics.
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18/03/2019 |

Bitesize briefing - The hard rock lithium grade curve – what is high grade?

Bitesize briefing - The hard rock lithium grade curve – what is high grade?

In this video we look at the grade curve of hard rock lithium projects. We believe this video gives the viewer the context required to validate what a company is saying about the grade of its deposit.
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11/03/2019 |

Bitesize briefing - Hard rock lithium grade/tonnage distribution - how does your investment compare?

Bitesize briefing - Hard rock lithium grade/tonnage distribution - how does your investment compare?

In this video we look at the grade/tonnage distribution of hard rock lithium projects so that individual assets can be compared with the wider peer group, giving interested investors some much needed context.
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08/03/2019 |

Bitesize briefing - Alkane Resources

Bitesize briefing - Alkane Resources

Dr Ryan D. Long, director of mining, provides investors with an introduction to Alkane Resources, a Australian gold producer, following our recent re-initiation note on the company.
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20/02/2019 | Alkane Resources

Executive interview - Gold stars and black holes

Executive interview - Gold stars and black holes

In keeping with recent tradition, Edison has conducted, augmented and added to three major analyses in this report. The first is to derive in-situ vales for 19 metals and minerals, listed across three markets, differentiated by resource category. The second is a study of EV/NPV ratios for junior explorers at PEA, PFS and BFS stages of development. The third is a series of multiple regression analyses used to both corroborate our in-situ valuations and to derive specific empirical equations to predict the valuations of junior mining exploration companies with respect to five factors, namely project location, IRR, NPV, discount rate and stage of development. In this interview, the author, Charlie Gibson, talks about the report in general terms and some of its high-level findings.
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24/01/2019 |

Executive interview – Rock Tech Lithium

Executive interview – Rock Tech Lithium

In this interview, Dirk Harbecke, Chairman of Canadian Lithium developer, Rock Tech Lithium talks about the company’s prospects and plans in the wake of its recently published preliminary economic assessment (PEA) on its flagship Georgia Lake project in Ontario.
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30/10/2018 | Rock Tech Lithium

Bitesize briefing - Endeavour Mining

Bitesize briefing - Endeavour Mining

In this video, Edison’s Charlie Gibson talks about his initiation note on Endeavour Mining, including its valuation and what will drive the share price over the course of the next four years.
Watch »

29/10/2018 | Endeavour Mining

Bitesize briefing - Auriant Mining

Bitesize briefing - Auriant Mining

Charles Gibson discusses Auriant Mining
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21/03/2018 | Auriant Mining

Mining overview: Unlocking the price to NPV discount

Mining overview: Unlocking the price to NPV discount

Every year, Edison produces a mining review in which it updates its in-situ values of resources for explorers and re-runs its gold price analyses. This year it has supplemented this with an analysis of the key price/NPV ratio for developing projects and an in-depth look at project NPVs, IRRs, grades, size and jurisdictions, etc and how these affect company valuations. In this interview, Ian McLelland asks the author of the report, Charles Gibson, to describe this year’s conclusions.
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06/12/2017 |

Executive interview - KEFI Minerals

Executive interview - KEFI Minerals

After announcing the acquisition of Tulu Kapi from Nyota in 2013, KEFI is now putting together the final touches of its financing plans to put the mine into production. In its most recent update, KEFI announced that its financing facility with partner, Oryx, has been increased by 3.7% to US$140m in order to accommodate an increase in processing capacity to 2.0Mtpa. Here, the company’s executive chairman, Harry Anagnostaras-Adams, and its finance director, John Leach discuss how they achieved this.
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29/11/2017 | KEFI Minerals