Hi All,
Some M&A/Transaction opportunities -
- Mt Isa Mines Copper Mine (Glencore are closing, but could be opportunity for a smaller operator to takeover), AC has stitched together good transactions in the past
- Capricorn Copper Gunpowder/Mt Morgan (29 metals - care and maintenance, but will be restarted soon) - grade is a little low, but with the right operator could work perhaps a merger of equals if A1M ramps production to 20-25kt p.a.)
- Ernest Henry or North Parks - if EVN struggles or ever needs cash (e.g. EVN upgrades it's portfolio)
- CSA
- Tritton
- Kanmantoo - Hillsgrove resources. A potential merger target.
I wouldn't rule out a 3 way merger as per EVN. It's a good way to generate scale quickly. E.g. Kanmantoo + Gunpowder in a single transaction.
AC and team have a track record of identifying quality mineralised systems. They know how to buy short mine lives, in good systems, invest in exploration and extend the life-of-asset while increasing profitability. I agree with other commentators that new-builds are not their style. As noted, regional consolidation (buying grade / tonnes) is a good strategy to increase LOM or production profile - hub and spoke, breathes new life into existing assets.
I do like the suggestion of not stopping at 20kt p.a. and going for 30kt. The region would definitely support that and there is plenty of opportunity.
- Forums
- ASX - By Stock
- A1M
- Sifting A1M M&A prospects
A1M
aic mines limited
Add to My Watchlist
2.99%
!
32.5¢

Sifting A1M M&A prospects, page-6
Featured News
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
|
|||||
Last
32.5¢ |
Change
-0.010(2.99%) |
Mkt cap ! $233.5M |
Open | High | Low | Value | Volume |
33.5¢ | 33.5¢ | 32.5¢ | $606.6K | 1.838M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
7 | 606645 | 32.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
33.0¢ | 16230 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 606335 | 0.325 |
8 | 506333 | 0.320 |
8 | 558587 | 0.315 |
12 | 134134 | 0.310 |
7 | 291765 | 0.305 |
Price($) | Vol. | No. |
---|---|---|
0.330 | 16230 | 1 |
0.335 | 63001 | 2 |
0.340 | 210002 | 5 |
0.345 | 156548 | 7 |
0.350 | 258043 | 7 |
Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
Featured News
A1M (ASX) Chart |
The Watchlist
P.HOTC
HotCopper
Frazer Bourchier, Director, President and CEO
Frazer Bourchier
Director, President and CEO
SPONSORED BY The Market Online