AEV 0.00% 0.9¢ avenira limited

Draft in progress, with some updates now: To the more...

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    Draft in progress, with some updates now:
    To the more experienced punters out there - Feel free to pitch in

    Note: Grading 1-10 with 1 meaning very low on the aspect scale and 10 being the highest.
    1. Sector Criticality

    AspectCommentsGrade
    (1-10)
    Mineral on Critical List?
    Mineral is a future technological enabler?
    Sector has large TAM?
    Is the process sufficiently vertically integrated?
    What value add has been foreseen?



    2. Resource & Reserve
    AspectCommentsGrade
    (1-10)
    Is this a multi-decade resource?
    Is the grade economical compared to competitors?
    Is there scope for resource and reserve expansion?



    3. Board of Directors
    AspectCommentsGrade
    (1-10)
    Are there at least two members who have industry specific experience?
    Does the corporate governance require skin-in-the-game from the BoD?
    Are the renumeration packages comparative to successful peers?



    4. Brief History from Inception
    AspectCommentsGrade
    (1-10)
    Ability to focus on one or two projects and progress them sufficiently
    History of share re-capitalisation or consolidation
    Evidence of partnering with the right investors, technology movers



    5. Current Achievements
    AspectCommentsGrade
    (1-10)






    6. Sovereign Risk

    AspectCommentsGrade
    (1-10)
    What is the Frasier Institute annual survey rating?
    Are there any regaion specific risks to the project
    What is the cultural attitude towards mining historically?



    7. Financials

    AspectCommentsGrade
    (1-10)
    Anecdotal evidence of cash burn rates
    Sufficiently low C1 and AISC?




    8. Peer Comparison Brief
    AspectCommentsGrade
    (1-10)




    Last edited by LovesMining: 22/04/22
 
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