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Blackstone Minerals Ltd (ASX:BSX) company profile

Blackstone Minerals Ltd (ASX: BSX) is a mineral exploration and development company, which acquired in May 2019 a 90% interest in the Ta Khoa nickel project in Vietnam. The Ta Khoa project includes the Ban Phuc nickel sulphide mine, which successfully operated from 2013 to 2016, when it shut due to low nickel prices (~US$8,000/t).Current price is now ~$14,000/t.The strategy consists of the following three key elements: Delineate a large disseminated sulphide mineral resourceIncrease th...

Nickel Market Analysis - Update

Here is an update of the nickel market analysis first published in June 2019 (8,000+ views). As well as updated charts, it contains new material. The next nickel price spike is now seen to start in 2021....

S&P Global News HPAL may hold key to nickel's future as forecast boom brought forward to 2021

News article written by Anthony Barich from S&P Global following the publication of the Nickel Market Analysis update by Terra Studio....

Blackstone Minerals Ltd (ASX: BSX) company profile

This is a new research and analytics product, which has the following characteristics: Short with good readability (compared to a comprehensive research report)Focused on strategy and value-add with opinions, estimates and some benchmarkingReceiving high viewing on social media platforms such as Linked IN ...

Financial investment to drive next silver boom amid industrial demand doubts

News article written by Anthony Barich from S&P Global Market Intelligence following my publication of the Silver Market Analysis....

Low Iron Petalite and Spodumene Concentrates

This 2-page note focus on the specifications, rarity and uses of low iron lithium concentrates....

Silver Market Analysis

Simply click chart to access a 20+ slide presentation including a brief analysis of the silver market and some benchmarking of ASX-listed companies with exposure to silver....

Research Report on Gulf Manganese Corporation Ltd (ASX: GMC)

Gulf Manganese Corporation is targeting low and medium carbon ferromanganese production using high quality manganese ore from West Timor, Indonesia. The research report includes a high level review of the manganese ore and ferromanganese markets....

The interview of John Prineas of St George Mining Ltd by Stockhead

The interview of John Prineas of St George Mining Ltd by Stockhead on 9th August 2019 includes one of Terra Studio's long term nickel price analysis chart....

Nickel Market Analysis

Here is the presentation delivered at the Energy, Mines & Money conference, Brisbane on 13th June 2019. Please contact me if you would to use or get an update on any of the slides....

Research Report on Xanadu Mines Ltd (ASX: XAM)

The research report on Xanadu Mines Ltd includes comprehensive benchmarking of large copper projects such as porphyry copper-gold and porphyry copper-molybdenum deposits:copper equivalent tonnage vs gradecapital intensity and initial mine lifeoperating costs...

Petalite Characteristics and Market

This 2-page research note focuses on petalite, a lithium mineral used in various industries such as glass and ceramics, tiles, projector lenses and alloys...

Flash Note on Nzuri Copper Ltd (ASX: NZC)

Flash Note produced on the day of the announcement of a cash offer received from Chengtun Mining Group Co. Ltd (a Chinese metals mining, trading and industrial group) to buy all shares of the company at a price of A$0.37 per share valuing the company at A$109.5m.Chengtun is a major player in the Kolwezi region of the DRC, having recently completed a major new US$150 million SX-EW processing facility with a cobalt hydroxide circuit,which will have many synergies with Nzuri’s flagship Kalongwe C...

Research Report on Lake Resources NL

The report includes some comparative analysis against a number of ASX and TSX listed peers developing brine projects in South America: AGY.ASX, AAL.TVX, LAC.TSX, LPI.ASX, NLC.TVX, LSC.TVX, ML.TVX, WML.TVX and an update of the recent merger and acquisition transactions....

Research Report on Prospect Resources Ltd (ASX: PSC)

The report includes comprehensive benchmarking as follows:peer transaction valuationmarket capitalisationmineral resource lithium grade vs tonnageore reserve lithium grade vs tonnage...

Research Report on Nzuri Copper Ltd (ASX: NZC)

The report includes comprehensive benchmarking as follows:enterprise value / mineral resource multiplecapex and market cap/capex ratiomineral resource cobalt grade vs tonnagemineral resource copper grade vs tonnageore reserve cobalt grade vs tonnagecapital intensityposition on cost curve...

Research Report on Ardea Resources Ltd (ASX: ARL)

The report includes a number of comparative analysis charts:enterprise value/mineral resource multipleenterprise value/ore reserve and EV/mill feed multiplesmineral resource nickel grade vs tonnagenickel ore feed and ore reserves: grade vs tonnage...

Research Report on Prospect Resources Ltd (ASX: PSC)

The report includes an update on transactions in the hard rock lithium sector:market capitalisationmineral resource lithium grade vs tonnageore reserve lithium grade vs tonnagecapital intensity and mine life...

Research Report on Myanmar Metals Ltd (ASX: MYL)

The report builds a scoping study with all the assumptions such as: resource to reserve conversion ratio, throughput, operating costs justified by benchmarking.enterprise value/mineral resource Zn Eq. metal content multiple + graderesource grade vs metal content (300+ projects)operating mines: mineral resource grade vs tonnage...

Research Report on Real Energy Corp. Ltd (ASX: RLE)

The report includes a peer comparison with STX.ASX, CTP.ASX, COI.ASX, BUL.ASX, GLL.ASX on the basis of market capitalisation, cash, enterprise value, EV/2C, 2C, 3C, 2P and 3P....

Research Report on Resource Capital Gold Ltd (TSX-V: RCG)

The report includes some benchmarking as follows:enterprise value/mineral resource gold vs tonnage on North American advanced gold projects and minesNorth American primary silver mines and projects: grade vs metal content...