AIC Mines Limited - Eloise 1-Year On, Outlook Discounted (~25%) At Current Trading Levels
We recently attended a site trip to Eloise with A1M Management and investors. This follows-on from a similar trip we did a year ago.
444 Views
AIC Mines Limited - 3Q23: A Bit Softer, Market Focused on the Long-Term
A soft(er) result from A1M as mill shutdowns combined with weather events to result in 10 days of lost production. Given performance YTD, FY23...
326 Views
AIC Mines Limited - Result Immaterial – Looking to 3/4Q Improvements and Study Updates
A slightly softer 1H23 result (vs OMLe) but given its immateriality (low base) we wouldn’t expect the investment community to give it much attention.
283 Views
AIC Mines Limited - Eloise Destination Confirmed (+20kt Cu) – Balance Sheet Bolstered
A1M have completed an institutional placement raising ~A$30m (second tranche ~A$4.7m due March) to bolster the balance sheet and advance organic...
322 Views
AIC Mines Limited - Incorporating DRM – Increasing Domestic Copper Prominence
We have now included the DRM acquisition into our base case model with an assumed 2Q23 completion. This follows A1M passing the +90% compulsory...
410 Views