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blackham resources - Re-initiation Report – October 2016

7 Videos - Oct 2016


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Summary - Re-initiation Report – October 2016

Re-initiation report includes:

  • Valuation & Investment Analysis;
  • Site trip to the Matilda Gold Project;
  • Review of the Exploration Potential; and
  • Management Interviews.

TSI Analysis - Valuation Analysis

Valuation for Blackham of $1.87 / share, focus on:

  • Production & mine life assumptions;
  • Underground mined grades;
  • Gold price;
  • Capital and operating cost assumptions; and
  • Discount rate

TSI Analysis - Investment Analysis

Identify the key drivers for our valuation and future share price catalysts, including;

  • Expansion of the processing facility;180k – 230koz pa
  • Track record of meeting targets
  • Exploration; and
  • Consolidation of Australian gold industry.

TSI Analysis - Risk Analysis

Analysis of the key risk we currently associated with a potential investment in Blackham Resources, including:

  • Ramp up to stable production
  • Meeting Guidance – Production & cost
  • Expansion – Timing, cost, size of expansion & will it happen?
  • Gold price

Operations - Matilda Gold Operation – Site Trip

Site - Matilda gold project, October 2016.  Features:

  • OP & UG mining operations;
  • Infrastructure at site;
  • Exploration; and
  • Processing facility

Exploration and Development - Exploration – Wiluna

Exploration Manager, Bruce Kendell, discusses the exploration potential of the Wiluna projects.  Features:

  • Open pit potential;
  • Underground expansion; and
  • Current exploration program.

Exploration and Development - Exploration – Matilda & Willamson

Exploration Manager, Bruce Kendell, discusses the exploration potential of the Matilda & Lake Way/Williamson projects..

All Videos for blackham resources - Re-initiation Report – October 2016

Summary

Re-initiation Report – October 2016

Re-initiation report includes:

  • Valuation & Investment Analysis;
  • Site trip to the Matilda Gold Project;
  • Review of the Exploration Potential; and
  • Management Interviews.

TSI Analysis

Valuation Analysis

Valuation for Blackham of $1.87 / share, focus on:

  • Production & mine life assumptions;
  • Underground mined grades;
  • Gold price;
  • Capital and operating cost assumptions; and
  • Discount rate

Investment Analysis

Identify the key drivers for our valuation and future share price catalysts, including;

  • Expansion of the processing facility;180k – 230koz pa
  • Track record of meeting targets
  • Exploration; and
  • Consolidation of Australian gold industry.

Risk Analysis

Analysis of the key risk we currently associated with a potential investment in Blackham Resources, including:

  • Ramp up to stable production
  • Meeting Guidance – Production & cost
  • Expansion – Timing, cost, size of expansion & will it happen?
  • Gold price

Operations

Matilda Gold Operation – Site Trip

Site - Matilda gold project, October 2016.  Features:

  • OP & UG mining operations;
  • Infrastructure at site;
  • Exploration; and
  • Processing facility

Exploration and Development

Exploration – Wiluna

Exploration Manager, Bruce Kendell, discusses the exploration potential of the Wiluna projects.  Features:

  • Open pit potential;
  • Underground expansion; and
  • Current exploration program.

Exploration – Matilda & Willamson

Exploration Manager, Bruce Kendell, discusses the exploration potential of the Matilda & Lake Way/Williamson projects..

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