Analyst Reports

Reed Resources Ltd and its subsidiaries do not accept liability for the views expressed on this website. None of the information provided is to be taken as investment advice. Any decision to invest should be made in consultation with a licensed investment advisor.


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September 11, 2014

RB Milestone

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September 5, 2014

Hallgarten & Co

We reiterate our Long call on Reed Resources with our twelve-month target price being $0.17

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July 8, 2014

Hallgarten & Co

+...The company has narrowed down its focus dramatically with the main emphasis being on specialty metals (lithium and titanium);

+...Selling Meekatharra and Comet Vale exits Reed from the torpid gold space;

+...The low $30-40mn capex for the Mt Marion lithium project (Phase 1) outcompetes all other proposals we have seen in the industry;

+...All the minebuild capex falls on the substantial contractor, Mineral Resources, on a BOO basis;

+...The weakening of the USD against the AUD has strengthened the hand of Reed in competitiveness terms on its lithium project;

+...The revival of interest in nickel has given new impetus to Mt Finnerty and a recent acquisition should allow Reed to create a nickel “vertical” with critical mass;

+...The company has an estimated $7mn in cash on hand, excluding a further $6.2mn in term deposits;

X...Many of the principal offtakers have already found “partners for the dance” leaving fewer for Reed to choose from;

X...New process technologies, both own (lithium) and licensed (titanium) are undergoing continuous test work to prove the scalability to commercial operations – metallurgical risk.

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July 2, 2014

Hallgarten & Co - Model Mining Portfolio

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April 16, 2012

Breakaway Investment Group

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February 3, 2012

Intersuisse

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May 2, 2011

Green Leader Equities Research

"Meekatharra’s resources, plant and exploration prospects give Reed a rare walk up start in a rising gold market. Mt Marion lithium and Barrambie vanadium each carry potential for open ended returns."

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