LATEST NEWS

Cabinda Merger – Management Update
DEC 2016

Management update on the key terms and reasons for the Cabinda merger.

Cabinda Merger – Valuation Update & Analysis
Dec 2016

Minbos Resource has announced a merger with their JV partner regarding their Cabinda Phosphate project in Angola.  This analysis reviews the:

  • Deal terms;
  • Updated valuation;
  • Benefits of the transaction; and
  • Upcoming catalysts.

Management Update
Nov 2016

Interview with Lindsay Reed, CEO of Minbos Resources for an update on the company’s activities.  Topics discussed include:

  • Update on the bulk sample testwork results;
  • What impact will these results have on capital and operating costs; and
  • What is the time frame for completing the trade-off study.

Investment Analysis – 12 Month Review
Jul 2016

SUMMARY

  • This analysis take a look back at what Minbos achieved during 2015, the key targets for 2016 as well as our current and long term valuation for the company.

OPERATIONS – MANAGEMENT UPDATE

Interview with CEO, Lindsay Reed to provide an update on Minbos.  Topics discussed include:

  • The recent bulk samples;
  • Targets for the recently commenced Bankable Feasibility Study; and
  • Minbos strategy for the next 12 months.

Corporate Update
Apr 2016

Interview with CEO, Lindsay Reed to provide an update on Minbos.  Topics discussed include:

  • The recent $3.4m capital raising.
  • Targets for the recently commenced Bankable Feasibility Study.
  • The phosphate market; and
  • Minbos strategy for the remainder of 2016?

Operation – Cacata Project
Jul 2015

  • Site trip to the Cacata Project in Angola.
  • Recent management changes have focused on the high grade section of the project, which has a resource of 13Mt at 26% P2O5.
  • The project is supported by excellent road infrastructure, access to power as well as support from the local community and national government.
  • Given the grade of the deposit we believe only a simple scrub and screen will be required to process the concentrate to a saleable product.
  • We review two port options to export the phosphate concentrate.

The Sophisticated Investor (www.thesophisticatedinvestor.com.au) is a new equity investment tool which seeks to assist investors in becoming more informed in their investment decision making. We show and tell investors about a company in a series of short, informative videos. We possess specialist equity analyst skills and are complemented by video professionals. We conduct site visits and interview management, in a way most investors simply aren’t able to access. Finally, we promote long term value creation for investors by employing detailed financial analysis and intrinsic value calculations.

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