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Cadence Minerals

Termination of coverage

Update | Mining | 22 Jun 2017

Edison Investment Research is terminating coverage on Cadence Minerals (KDNC). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Cadence Minerals

Steadily cantering through

Update | Mining | 10 May 2017

Until now, Cadence's (KDNC) various direct and indirect project interests have been viewed largely on their respective market valuations. With three main technical studies now published, however, there is enough information to warrant at least early-stage assessment of the Cinovec lithium project (held by European Metals Holdings) on a DCF basis and, to a lesser extent, the value attributable to Cadence via its direct holding in the Yangibana rare earth project, held 70:30 with Hastings Technology Metals.

Cadence Minerals

A bull market in lithium?

ADR Update | Mining | 19 Jan 2016

Contrary to current sentiment surrounding the mining industry is the realistic positive outlook for lithium. The electric vehicle (EV) market has experienced heightened interest despite a more than halving of the oil price over the past year, helped in no small part by North American EV evangelists and by the Volkswagen (VW) scandal. The latter has already caused the automaker to unveil new, purer clean-tech vehicles to help recover its brand image. In our opinion, lithium supply risk may not be correctly factored into the ambitious plans of EV automakers, which should be recognized as a positive for investment into the lithium mining subsector.

Cadence Minerals

A bull market in lithium?

Update | Mining | 15 Jan 2016

Contrary to current sentiment surrounding the mining industry is the realistic positive outlook for lithium. The electric vehicle (EV) market has experienced heightened interest despite a more than halving of the oil price over the past year, helped in no small part by North American EV evangelists and by the Volkswagen (VW) scandal. The latter has already caused the automaker to unveil new, purer clean-tech vehicles to help recover its brand image. In our opinion, lithium supply risk may not be correctly factored into the ambitious plans of EV automakers, which should be recognised as a positive for investment into the lithium mining subsector.

Cadence Minerals

Sonora resource increases

Flash note | Mining | 24 Nov 2015

REM's majority partner Bacanora Minerals has reported a significant increase in tonnage, grade and resource confidence for the Sonora Lithium Project in Mexico. The overall improvement has seen a large proportion of the inferred fraction converted to indicated, which is pivotal for the completion of feasibility studies and advancing the project to production. With an offtaker for future Sonora lithium production in place, it is down to Bacanora and REM to push forward with the rapid advance of Sonora to meet the required timeframes given in its offtake agreement.

Cadence Minerals

Lithium's magnetic attraction

Initiation | Mining | 24 Feb 2015

Rare Earth Minerals (REM) aspires to be the go-to lithium and rare earths investment company on the London Stock Exchange. Its strategy is to develop a global portfolio of exploration and producing assets through direct and indirect investments. To this end it has acquired stakes in strategically located Northern American lithium projects. Its main investment is the Sonora Lithium Project in Northern Mexico, in which it holds a 40.06% effective interest, with the remainder owned by Bacanora Minerals. Lithium demand growth is driven mainly by electrical vehicle lithium-ion battery use, exemplified by Tesla Motors' intention to build the world's largest lithium-ion battery factory in Nevada.