With base metal prices showing new buoyancy following the global recession,
Selwyn Resources is advancing its large zinc-lead deposit at Howard’s Pass in
southern Yukon. With a significant amount of high-grade ore present, the Selwyn
project offers attractive economics as well as blue-sky potential.
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Scancell Holdings (SCLP.PLUS) - "steady as she goes" Dec 22, 2009
“Steady as she goes” is a good way to describe the Scancell story over the past
several months. Key milestones have been met and the Company continues to
move towards an April 2010 kick-off for the Phase I/II clinical trial of its lead
drug to treat melanoma.
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Balkan Resources (Private) - exploring the Perlati copper deposit in Albania Oct 09, 2009
Balkan is exploring the previously mined Perlati copper deposit in
Albania and the Devolli JV with European Nickel. Perlati contains a
historic, non‑NI 43-101-compliant mineral resource of just under three
million tonnes, averaging 2.45 percent copper. The company is working
to a listing on the TSX Venture Exchange.
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Scancell Holdings (SCLP.PLUS) - differentiated technology and a focused plan offer ingredients for success Sep 08, 2009
Scancell is developing a product platform that uniquely stimulates the immune
system to treat disease. The corporate strategy is simple – spend the next two
years conducting “proof of concept” studies in melanoma patients, run animal
trials in parallel targeting angiogenesis to confirm it as a platform technology,
and then sell off the technology to the highest bidder. To use a baseball analogy,
Scancell is heading to the plate and swinging for the fences. With a differentiated
technology and a focused plan, we think this Company has what it takes to circle
the bases.
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Sofame Technologies (SDW.V) - ambitious, but high risk growth strategy Aug 24, 2009
Sofame has embarked on an ambitious strategy of expanding its manufacturing
representative base (SMR) while investing in the infrastructure to support a
much larger volume of business than it currently enjoys. Booked revenues this
year have been extremely disappointing, although the latest sales for 3Q09
were encouraging; the company has been hit by the severe downturn in the
capital goods cycle not helped by its own inability to close deals. Sofame has
moved to remedy these issues by supporting its SMRs with its own technical
personnel in a co-selling role in order to achieve quicker and higher closing
rates. Its ‘project pipeline’ while very large, is lumpy and subject to innumerable
vagaries/delays, it therefore lacks earnings visibility; this makes quarterly
forecasts of the company’s performance extremely tricky. With actual financial
2009 revenues looking to dip below our ‘pessimistic’ scenario made last October
and costs significantly above those anticipated, we have materially lowered our
core valuation.
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