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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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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December 11, 2018

Gold Mountain Limited (ASX: GMN) – Copper/ Gold – Papua New Guinea – Research Update

A possible analogy to Gold Mountain (should a major discovery be made) is SolGold (LSE:SOLG, TSX:SOLG), with the discovery and evaluation of their Cascabel project in Ecuador, with the Alpala deposit having total Resources of 2.95 Bt @ 0.37% Cu....
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November 25, 2018

PolarX Limited (ASX: PXX) – Gold – Alaska – Significant Progress – Close to Infrastructure

Given the results of the 2018 work programme, we expect another concerted effort in 2019 (including expected drilling at Zackly NE and Mars), with all indications that this will again bring very positive news, in addition nearer term news flow should include further drilling assays from Zackly and results from the Moonwalk geochemical sampling programme, as well as the Zackly MRE update in early 2019....
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November 5, 2018

QEM Limited – (ASX: QEM) – Riding the Vanadium Wave

The Julia Creek Resource is large, and should work lead to a potentially viable operation, should be able to support such an operation for a considerable timeframe, in addition the resource is shallow with the potential for open cut mining -There will be an active work programme initially leading towards the completion of a Pre-feasibility Study (“PFS”), which will result in a steady news flow -...
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October 29, 2018

Protean Energy Limited (ASX:POW) – Vertically Integrated Vanadium – Electrolyte Development – V-KOR battery technology – South Korea

With an enterprise value of only A$3.22 million (significantly lower than that of peers), the Company is well leveraged to any success in either Daejon or V-KOR. Due to structural changes in the markets and growing demand leading to supply deficits, recent months have seen very strong price rises for vanadium. Despite generally being under the radar, South Korea has a history of mining, with a well developed law and supportive Government agencies....
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