Sign up USA
Proactive Investors - Run By Investors For Investors

Castillo Copper Limited - Demarcation point

Castillo Copper (ASX:CCZ) is a metal explorer primarily focussed on Copper, Zinc, Cobalt, and Nickel. The bulk of Castillo’s assets are in Eastern Australia, comprising 4 tenure groups in Queensland and New South Wales (NSW). The flagship project consists of three prospects at Jackaderry in NSW which are highly prospective for Copper-Cobalt-Zinc.
Castillo Copper Limited - Demarcation point

The Jackaderry project is highly differentiated compared with other copper plays in Australia or globally, owing to the unusually high grade of ore being identified. In this report we examine the substantial economic benefits associated with higher ore grades.

Full report is available via Capital Network website
View full CCZ profile View Profile

Castillo Copper Ltd Timeline

CN Research
September 11 2018

Related Researches

no_picture_pai.jpg
December 13 2017

The key attraction for investors here is significant, near-term, cashflow generation. The simple, low cost, low capex Arapua fertilizer project has begun production on a trial mining basis. We believe the company can generate free cashflow yields of between 30-80%pa from Arapua, based on a range of reasonable sales price & volume assumptions. The most likely outcome being around ~55%pa FCF Yield (based on US$55/t sales price). The same assumptions generate a project [email protected]% of ~£60m for this project (compared to a current market cap of ~£18m).  We note that the company has no debt, and should not require any fundraising to develop this project further, in our view.

no_picture_pai.jpg
March 01 2018

Plastics Capital (LON:PLA) released a trading update on March 1st, for the year ending March 31st. The company reports that trading remains broadly in line with market expectations. Revenue growth has remained strong in the second half, particularly in the Films division, reflecting the company’s programme of investments in expansion.
In terms of profitability, the EBITDA margin is still expected to increase versus H1, but at a lesser level than previously expected. This is due to a slower growth rate in the higher margin Industrials division, compared with the lower margin Films business.

no_picture_pai.jpg
December 06 2017

Plastics Capital Plc (LON: PLA) reported interim results (H1 end Sep 2017) on Wednesday 6th. These show positive progress on new business wins, reflected in the H1 organic revenue growth of 13.5%, and an increased pipeline of new business (see chart p2).

At the same time the company guided to a less favourable margin mix for FY Mar 2018, with some projects delayed in the Bearings business, and more of the FY revenue to come from the lower margin Films business.

Copyright © Proactiveinvestors.com, 2018. All Rights Reserved - Proactive Investors North America Inc., Proactive Investors LLC

Market Indices, Commodities and Regulatory News Headlines copyright © Morningstar. Data delayed 15 minutes unless otherwise indicated. Terms of use