Breakaway Research reports provide investment advice which is independent of stockbrokers. Our company research reports analyse the current financial and technical information of the company, presenting the findings in an informative, straightforward format, accessible to both current and potential investors.
Breakaway Research has been providing independent research reports on Junior Australian Mining and Energy ASX listed companies for over 9 years.
We have looked at valuing WA Kaolin a number of ways, including NPV, PER, and peer comparison, and with each measure, we come up with a valuation range of between A$0.30/sh and over A$1/sh. The valuations are sensitive to a ran...Read More
The Hydrogen economy has arrived and many companies are working on economic production, storage and distribution of emissions-free Hydrogen. Methane contained in natural gas is a critical input to the most common hydrogen produ...Read More
Exploration news flow from three significant Amadeus wells (Palm Valley Deep, and two Mereenie wells) and the Range production test/BFS will be delivered by December 2021, with the strong likelihood that one or more of these ev...Read More
BLU is shaping into a major supplier of gas to the east coast market. The quantum of gas that is contracted and the revenue it could generate dwarf the current market value. Our best estimate of fair value is 34.4c and our rati...Read More