Our Research

Company Profile Reporting

IIR provides company profile coverage on companies that do not qualify for valuation as the company may be in early stages of development like a junior miner exploration company or a company in the life sciences sector. However our research will provide a narrative on the company’s strategy, assessment of management competency together with providing fundamental analysis complete with an in depth report, and commentary on all market sensitive announcements over the term of coverage, which is generally twelve (12) months. Generally, our profile research service highlights the key relevant information about the company and critical observations made by our analysts.

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February 11, 2020

Hexagon Energy Materials Limited (ASX: HXG) – Advancing REE Downstream Processing, Looking to Commercialise new Technology with the Potential to Disrupt the Chinese Domination

Our view is that Hexagon represents an excellent ‘ground-floor’ opportunity for investors to gain exposure to REE through a lower-risk, more commercially advanced business strategy than a typical upstream REE exploration/development play. The initial commercialisation strategy, targeting licencing the technology, will require relatively limited capital (and thus result in less dilution for shareholders), and will be located in North America...
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November 11, 2019

Talisman Mining Limited (ASX: TLM) – Exploration – Copper/ Gold – Cobar, NSW – Healthy Balance Sheet

Since rewarding shareholders with a A$0.22/share return of capital and fully franked dividend from the sale of the 30% share in the Springfield JV to Sandfire Resources - Talisman Mining is now concentrating exploration activities on the Cobar Basin....
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November 11, 2019

Navarre Minerals Limited (ASX: NML) – Gold – Victoria – Drilling Program To Commence – Highly Prospective Holdings

Navarre is set to commence an expansive drilling program in the Stawell Corridor, which is expected to contribute towards Navarre’s first Mineral Resource....
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May 20, 2019

Altech Chemicals Limited (ASX: ATC, FRA: A3Y) – High Purity Alumina – Patented Acid Leach Process – German Partner – Malaysia

Altech is now looking to finalise the equity portion of the expected remaining US$380 million finance requirements (which includes an allowance of US$100 million for working capital, debt service etc in addition to the estimated US$280 million remaining project capital costs) - this may include a sale of an equity stake at the Project level....
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April 15, 2019

Marenica Energy Limited (ASX: MEY) – Improving Sentiment for Uranium -Proven Tenements – Disruptive technology – Central Namibia

The Company has recently commenced exploration, including electromagnetic (“EM”) surveying and a 60 hole drilling programme over a 11 km long by 2 km wide palaeochannel target within the 100% owned Mile 72 tenement....
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April 15, 2019

Kogi Iron Limited (ASX: KFE) – Set to Feed A Growing Steel Market – Potential Relatively Low Cost, High Margin Operation – Nigeria

A number of steel mills are located in the broader region, which are potential customers for the steel billet - testwork has shown that high quality steel can be produced from the Agbaja iron ore which should provide suitable feed for these mills. The Company is currently pursuing funding options, with this including discussions with export credit agency (“ECA”) lenders....
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March 19, 2019

Todd River Resources Limited (ASX: TRT) – Spin-Out from TNG Limited – Northern Territory. Australia – Well Funded – Drilling Program – High Grade Gold and Copper

With an EV of just over A$7 million, the Company is well leveraged to exploration success - examples of companies with similar styles of mineralisation include KGL Resources (ASX.KGL, “KGL”, market capitalisation of A$78 million) and Peel Exploration (ASX.PEX, “Peel”, market capitalisation of A$107 million)....
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March 19, 2019

First Au Limited (ASX: FAU) – Gold – Kalgoorlie, WA – Well Funded – Results to Date very Encouraging

Subject to delineating a viable MRE and permitting, Gimlet potentially provides a low capex, short term production opportunity through third party ore treatment - this has the capacity to provide appreciable cash flow to fund activities as exhibited by Intermin’s recent production from the adjacent Teal Gold Mine...
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March 19, 2019

Galan Lithium (ASX: GLN) – Northern Argentina – Salar de Hombre Muerto is a Proven Lithium Producer

Galan’s first drill hole on the Candelas property, adjacent to Sal de Vida on the eastern side of the salar, has returned 165 m of high grade, low contaminant lithium brines, highlighting the prospectivity of Candelas....
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