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Northland Capital Partners View on the City - Thor Mining

THOR MINING (LON:THR)

SECTOR – MINING

RATING – CORP*

MARKET CAP – £10.4m

CURRENT PRICE – 1.5p#

ANALYST – BARRY GIBB

Year-end June

2017A

2018A

Revenue (£m)

-

-

No forecasts provided

EBITDA (£m)

(1.3)

(1.3)

Adj. pre-tax Profit (£m)

(1.3)

(1.2)

Adj. EPS (p)

(0.4)

(0.2)

DPS (p)

-

-

Net Cash/(Debt) (£m)

(0.1)

1.0

P/E (x)

n.a.

n.a.

Dividend yield (%)

-

-

EV/EBITDA (x)

n.a.

n.a.

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

Kapunda copper project proof of concept established

NORTHLAND VIEW

§ Thor Mining reports that proof of concept has been established for In-Situ-Recovery (ISR) of copper at the Kapunda Copper Project, in partnership with Environmental Copper Recovery SA Pty Ltd (ECR).

§ The Kapunda Copper project, in which the Company has a right to earn into a 45% effective interest, holds an inferred JORC-compliant resource of 119,000 tonnes of copper, as announced in the maiden resource estimate of February 2018 by the company in partnership with ECR and Terramin Pty Ltd (ASX: TZN).

§ Thor notes that the Kapunda project follows a typical series of well-defined project development steps with each step being a "go, no-go" decision point; proof of concept of ISR represents a significant step forward.

§ Highlights are: (i) completion of positive initial hydrogeological assessment and water sampling; (ii) construction of the necessary technical models of geology, ore grade, copper species distribution and fracture density; (iii) initial hydrogeological computer modelling which suggests that flow through the ore body is possible and the geology is amenable for ISR; (iv) completion of preliminary laboratory work determining that the copper species present are recoverable; (v) initial implementation of a community education programme on the benefits of ISR; (vi) start of Stage 2.

§ Commenting on the next stage (Stage 2) in the process, Executive Chairman Mick Billing said: “This … will include: relevant approval processes, pump and environmental testing, and will incorporate a field recovery trial to generate solution and test a variety of metal recovery options."

COMPANY DESCRIPTION

Thor Mining owns 100% of the Molyhil and Pilot Mountain Tungsten Projects plus an interest in the Kapunda Copper Project.

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