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7 March 2024
Nickel Industries Ltd (NIC): Blue chip nickel
NIC reported a CY23 financial result which was slightly ahead of our forecasts at the EBITDA line but a miss at the NPAT lines.
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24 January 2024
Arcadium Lithium PLC (LTM): Primer note + lithium outlook update
The Allkem-Livent (AKE-LTHM) Scheme of Arrangement has recently been implemented.
![](https://bellpotter.com.au/wp-content/uploads/2024/01/AdobeStock_469623806-600x345.png)
10 January 2024
Gold Road Resources (GOR): 4QCY23 Production Update
GOR reported that Gruyere gold production was lower qoq due to labour availability issues impacting mining performance.
![](https://bellpotter.com.au/wp-content/uploads/2023/12/AdobeStock_453936605-600x345.png)
12 December 2023
Regis Resources Ltd (RRL): Hedge book overhang removed
RRL has announced the closure of its gold hedge book for a cost of A$98m. Our NPV-based valuation is up 3%, to $2.37/sh and we retain our Buy recommendation.