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The Markets
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The Markets
by Proactive
Proactive UK has moved.
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Archive

Northland Capital Partners Limited Morning Report: W Resources; Petrel Resources; Clontarf Energy; Premier African Minerals

PREMIER AFRICAN MINERALS (LON:PREM)

SECTOR – MINING

RATING – SPECULATIVE BUY*

MARKET CAP – £13.4m

CURRENT PRICE – 0.1825p#

ANALYST – DR RYAN D. LONG

Year-end Dec

2016A

2016A

Revenue ($m)

0.1

0.4

No forecasts provided

EBITDA ($m)

(1.8)

(6.7)

Adj. pre-tax Profit ($m)

(5.9)

(19.6)

Adj. EPS (c)

(0.2)

(0.3)

DPS (c)

-

-

Net Cash/(Debt) ($m)

(8.9)

(2.9)

P/E (x)

-

-

Dividend yield (%)

-

-

EV/EBITDA (x)

-

-

SOURCE: Northland Capital Partners Limited estimates. #Priced at prior trading day close. *Northland Capital Partners Limited provides commissioned research coverage to Premier African Minerals and therefore this information should be viewed as a Marketing Communication.

RHA update: Cadence Minerals withdraws from funding the DFS

NORTHLAND VIEW

  • Premier African Minerals has announced that Cadence Minerals has elected not to fund the Definitive Feasibility Study (DFS) at the Zulu Lithium Project, located in Zimababwe.
  • Prem will provide a further update on alternative strategies for the development of the Zulu Lithium Project in the coming weeks.

As a result of completing its due diligence at the RHA Lithium Project, located in Zimbabwe, Cadence Minerals (KDNC.L) was unable to reach final terms with Premier African Minerals. While this is a setback for Premier African Minerals, it will provide an update on alternative funding strategies for the DFS at RHA in the coming weeks.

COMPANY DESCRIPTION

Premier African Minerals is a multi-commodity exploration and development company with assets located across Africa. Its holds a 49% operator interest in the RHA Tungsten Mine, and 100% interest in the Zulu Lithium Project, both located in Zimbabwe.

W RESOURCES (LON:WRES)

SECTOR – MINING

RATING – BUY*

MARKET CAP – £25.7m

CURRENT PRICE – 0.47p#

TARGET PRICE – 1.2p

ANALYST – RYAN D. LONG

Year-end Dec

2016A

2017A

2018E

2019E

Revenue (£m)

0.1

-

-

28.9

EBITDA (£m)

(0.6)

(0.5)

(0.7)

15.3

Adj. pre-tax Profit (£m)

(0.9)

(0.7)

(4.2)

7.7

Adj. EPS (p)

(0.0)

(0.0)

(0.1)

0.1

DPS (p)

-

-

-

-

Net Cash/(Debt) (£m)

(0.7)

(0.8)

(26.2)

(15.3)

P/E (x)

n.a.

n.a.

n.a.

3.8

Dividend yield (%)

-

-

-

-

EV/EBITDA (x)

(28.4)

(44.3)

(34.4)

1.6

SOURCE: Northland Capital Partners Limited estimates. #Priced at prior trading day close. *Northland Capital Partners Limited provides commissioned research coverage to W Resources and therefore this information should be viewed as a Marketing Communication.

Non-Executive Director Appointment

NORTHLAND VIEW

  • W Resources has appointed Pablo Neira and Mr James Argalas as Non-Executive Directors.

W Resources strengthens its Board of Directors with these two appointments. Pablo Neira has over 30 years’ experience, specialising in managing industrial manufacturing companies and family office direct investments in Spain and internationally. He was CEO of Urbar Ingeniros, a listed manufacturer of equipment for several sectors including raw materials, minerals and quarries, as well as turn-key waste treatment plants. James Argalas has extensive financial and investment experience and is currently a Director of BOFI Holding Inc, a NASDAQ-listed branchless bank with a market cap of US$2.3 billion. He is also a Director and Founder of Presido Union LLC., a company that specialises in providing financial analysis and corporate advisory services to early stage growth companies and their investors.

COMPANY DESCRIPTION

W Resources is in the process of constructing the La Parrilla Tungsten Mine, located in Spain.

Petrel Resources (LON:PET)

SECTOR – OIL & GAS

RATING – CORP*

MARKET CAP – £1.6m

CURRENT PRICE – 1.95p#

ANALYST – DR RYAN D. LONG

Year-end Dec

2016A

2017A

Revenue (€m)

-

-

No forecasts provided

EBITDA (€m)

(0.3)

(0.3)

Adj. pre-tax Profit (€m)

(0.3)

(4.4)

Adj. EPS (c)

(0.26)

(4.4)

DPS (c)

-

-

Net Cash/(Debt) (€m)

0.3

(0.2)

P/E (x)

-

-

Dividend yield (%)

-

-

EV/EBITDA (x)

-

-

SOURCE: Northland Capital Partners Limited estimates. #Priced at market close, 22/07/2016. *Northland Capital Partners Limited acts as Nomad and Broker to

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