ARROWHEAD

Posting equity and market research, and a forum for company presentations. Follow us for research ideas and objective analysis.

[ARROWHEAD @arrowheadbid]

Arrowhead has initiated equity research coverage on @KlondikeGoldKG (TSXV: KG), a Canadian gold exploration company advancing its 100%-owned Klondike District Gold Project near Dawson City, Yukon. Klondike is advancing the Lone Star–Stander gold project with an established mineral resource of approximately 581,000 ounces of gold.

Key highlights include:
🔹 Approximately 26.8 km of drilling completed from 2022 through Phase 1 2026 is not reflected in the current mineral resource estimate, which is based on drilling completed through 2021
🔹 Phase 1 of the 2026 exploration program comprised 7,697 metres of diamond drilling across 34 holes, targeting extensions of the Lone Star resource area
🔹 Work is underway toward an updated NI 43-101 technical report and mineral resource estimate, incorporating drilling completed between 2022 and 2026, currently targeted for the first half of 2027
🔹 Klondike Gold receives 10% of placer gold recovered from the Montana Creek Placer Property under a lease-to-purchase agreement, providing a potential source of non-dilutive funding for exploration
🔹 Arrowhead’s October 5, 2026 equity research report indicates a conditional base-to-upside fair-value range of C$0.42 to C$0.54 per share, based on market and valuation inputs dated September 24, 2026

Our research examines Klondike Gold’s resource-growth opportunity, including the potential conversion of post-2021 drilling into additional defined ounces, the scale and classification of a future resource update, exploration funding requirements and the contribution of the Montana Creek royalty interest.

The fair-value range is based on conditional total-resource scenarios of 1.5 Moz and 2.0 Moz. These scenarios are not current NI 43-101 mineral resource estimates, mineral reserves, production forecasts or assured outcomes.

📄 Download the full equity research report here: https://t.co/UfhT9ACJw9

🤝 Request an investor presentation with Klondike Gold management here: https://t.co/joVi7NcK25

Follow Arrowhead for more equity research updates and corporate access opportunities.

[ARROWHEAD @arrowheadbid]

Arrowhead has initiated equity research coverage on @EldersLimited (ASX: ELD), one of Australia’s largest integrated agricultural services platforms, serving farmers through rural inputs, agronomy, livestock and wool agency, finance, insurance, wholesale distribution and rural real estate.

Elders operates a national network spanning 278 Elders Rural Services stores, 58 Delta Agribusiness locations, 376 AIRR member stores and 60 standalone real estate branches.

Key highlights include:
🔹 HY26 underlying EBIT of A$76.6 million, up 33% year-on-year, supported by improved seasonal conditions, livestock pricing and the initial contribution from Delta Agribusiness
🔹 Delta Agribusiness added 58 locations and contributed A$10.4 million of EBIT in its first five months under Elders ownership, with management targeting approximately A$12 million of annual synergies once fully realized
🔹 Completion of the A$195.8 million Killara Feedlot divestment, releasing capital for debt reduction while simplifying the portfolio around Elders’ core agribusiness services
🔹 Continued implementation of the SysMod technology program and new five-division operating structure, aimed at improving operational efficiency, accountability and returns over time
🔹 Arrowhead’s valuation analysis indicates a Base-to-upside fair value range of A$8.28 to A$9.36 per share

Our research examines Elders’ diversified agribusiness platform and the key drivers ahead, including Delta integration and synergy capture, deleveraging following the Killara divestment, systems modernization, working-capital normalization and the evolution toward higher-value advisory and service-based earnings.

📄 Download the full research report here: https://t.co/QPKb4AKg36

🤝 Request an investor presentation with Elders management here: https://t.co/UU53yYEpvf
Follow Arrowhead for more equity research updates and corporate access opportunities.

#Elders #Agribusiness #Agriculture #RuralServices #AgTech #FoodSecurity #EquityResearch #ASX

[ARROWHEAD @arrowheadbid]

▶️ Click here to request an investor presentation from Elders: https://t.co/UU53yYDRFH

We are pleased to welcome Elders Limited (ASX: ELD) to the Arrowhead corporate access platform.

As a leading Australian agribusiness with a diversified earnings base, Elders has entered an important phase, with integration and operational initiatives around the Delta acquisition.

Institutional investors can now request one-on-one meetings with management directly through our platform.

Looking forward to connecting Elders with the global investor community.

Follow us for more corporate access opportunities.

[ARROWHEAD @arrowheadbid]

Arrowhead has published an equity research update on ASX-listed exploration and development company Metals Australia Ltd (ASX: MLS) @MetalsAus.

The company continues to advance its diversified critical minerals portfolio across Canada and Australia, with key highlights including:
🔹 An updated 50 Mt @ 10.2% graphite resource at the Lac Carheil flagship project in Québec
🔹 Battery anode test results achieving 99.99% purity with strong recovery rates
🔹 Active drilling & development across key projects in Canada & Australia

Metals Australia is well-positioned to benefit from the accelerating demand for battery-grade graphite and the broader energy transition.

📄 Download the full research report here: https://t.co/FlY3oOsxtw

#Graphite #Copper #Titanium #CriticalMinerals #BatteryMetals #Exploration #Mining #EnergyTransition #Québec #Canada #Australia #ASX #MetalsAustralia #Electrification

[ARROWHEAD @arrowheadbid]

Arrowhead has just published an equity research initiation report on ASX-listed exploration and development company @MetalsAus (ASX: MLS), which holds a diversified portfolio of critical mineral assets across Canada and Australia, including graphite, copper, titanium, and more. The company is strategically positioned to leverage the accelerating demand for battery-grade graphite and the global push to localize critical mineral supply chains.

Please download the research report here: https://t.co/KDcV9u7hEZ

#Graphite #Coppe #Titanium #CriticalMinerals #BatteryMetals #Exploration #Mining #EnergyTransition #Québec #Canada #Australia #ASX #MetalsAustralia #Electrification

[ARROWHEAD @arrowheadbid]

Arrowhead has just published an equity research update on TSXV-listed and Quebec-based mining and exploration company Doré Copper Mining Corp. (“Doré Copper” or “DCMC”, @dorecopper), which has recently entered a merger agreement with Cygnus Metals Ltd. The combined entity will enhance operational and financial synergies within the diversified portfolio of copper, gold, and lithium assets.

Please download the research report here: https://t.co/TAZQBGWWiV

#Copper #Gold #Lithium #Mining #MetalsAndMining #BaseMetals #PreciousMetals #Electrification #Chibougamau #Québec #Canada #TSXV

[ARROWHEAD @arrowheadbid]

Arrowhead has just published an equity research initiation on ASX-listed Livium Ltd. @LithiumAus (ASX: LIT), an Australian battery recycling technology company specializing in lithium-ion battery recycling and the production of lithium ferrophosphate (LFP), a critical battery material. Livium is also advancing its patented lithium extraction technology.

Please download the research report here:

https://t.co/r4IDr3gPJ9

#LiviumLtd #BatteryRecycling #Lithium #CircularEconomy #LithiumFerrophosphate #BatteryMaterials #ASX #EnergyTech #GreenTech #CleanEnergy #SustainableEnergy #TechInnovation #BYD #LGEnergySolution #Volvo #RenewableEnergy #ElectricVehicles #MiningTech #NetZero #Innovation 🔋⚡

[ARROWHEAD @arrowheadbid]

Arrowhead has released an Investor Presentation on #Quebec-based and #TSXV-listed #copper and #gold exploration and development company Doré Copper Mining @dorecopper from President and CEO Ernest Mast, who will run you through Doré's slide deck.

Please view the video here: https://t.co/Kp7KrD33Bz

#CopperMining #GoldMining #ExplorationAndDrilling
#MiningInvestments #PreciousMetals #TSXV

[ARROWHEAD @arrowheadbid]

Arrowhead has released an Investor Presentation with slide deck on #Melbourne-based and #ASX-listed clinical-stage, drug development company Amplia Therapeutics Ltd. @ampliatx from CEO and Managing Director, Dr. Chris Burns, who will run you through Amplia's slide deck.

Please view the video here: https://t.co/4bCZjqpMun

#CancerTreatment #CancerTherapies #Biotech
#OncologyResearch #HealthcareInnovation #Pharmaceuticals #PrecisionMedicine

[ARROWHEAD @arrowheadbid]

Arrowhead has released a summary Executive Presentation on #Melbourne-based and #ASX-listed clinical-stage, drug development company Amplia Therapeutics Ltd. @ampliatx from CEO and Managing Director, Dr. Chris Burns.

Please view the video here: https://t.co/fR00Qhqtwz

#CancerTreatment #CancerTherapies #Biotech
#OncologyResearch #HealthcareInnovation #Pharmaceuticals #PrecisionMedicine

[ARROWHEAD @arrowheadbid]

Arrowhead has released a summary Executive Presentation on #Istanbul-based and #IST-listed wind and solar production company Galata Wind Enerji A.S. @galatawind from CEO Burak Kuyan.

Please view the video here: https://t.co/40rwKY4vRl

#RenewableEnergy #Cleantech #WindPower #CarbonNeutral #EnergyTransition #SustainableEnergy
#SolarPower

[ARROWHEAD @arrowheadbid]

Arrowhead has released a summary Executive Presentation on #Perth-based and #ASX-listed advanced battery development company Altech Batteries Ltd. @AltechBatteries, presented by CFO Martin Stein. Please view the video here: https://t.co/APS6RwNzx4

#CERENERGY #SodiumIonBatteries #SaltBatteries #SolidStateBatteries #BatteryMaterials #BatteryTech #SustainableTech #CleanTech #RenewableEnergy #ASX

[ARROWHEAD @arrowheadbid]

Arrowhead has released an Investor Presentation with slide deck on #Perth-based and #ASX-listed company Lithium Australia Ltd. (@LithiumAus), presented by CEO & Managing Director Simon Linge, who will run you through Lithium Australia's slide deck.

Please view the video here:
https://t.co/PbIBxLKDJK

#Lithium #LithiumChemicals #BatteryRecyling #BatteryMaterials #BatteryTech #SustainableTech #CleanTech #RenewableEnergy #ASX

[ARROWHEAD @arrowheadbid]

Arrowhead has released a summary Executive Presentation on #Perth-based and #ASX-listed advanced battery recycling and development company Lithium Australia Ltd. (@LithiumAus), presented by CEO & Managing Director Simon Linge.

Please view the video here:
https://t.co/OX7fKf3pEk

#Lithium #LithiumChemicals #BatteryRecyling #BatteryMaterials #BatteryTech #SustainableTech #CleanTech #RenewableEnergy #ASX

[ARROWHEAD @arrowheadbid]

Arrowhead has released an Investor Presentation with slide deck on #Perth-based and #ASX-listed gas exploration and development company Elixir Energy Ltd. (@ElixirEnergyASX) from CEO Neil Young, who will run you through Elixir's slide deck.

Please view the video here: https://t.co/anaWx8pStm

#ASX #Grandis #Gas #NaturalGas #OilandGas #EXR #Queensland #Australia #Wallumbilla #Adelaide

[ARROWHEAD @arrowheadbid]

Arrowhead has released a summary Executive Presentation on #Adelaide-based and #ASX-listed gas exploration and development company Elixir Energy Ltd. (@ElixirEnergyASX), presented by CEO Neil Young.

Please view the video here: https://t.co/n1eAh2lHJx

#ASX #Grandis #Gas #NaturalGas #OilandGas #EXR #Queensland #Australia #Wallumbilla #Adelaide

[ARROWHEAD @arrowheadbid]

Arrowhead has just published an initial equity research update on ASX-listed battery recycling technology company Lithium Australia (ASX: LIT), which just secured AUD 1.8M in funding and launched its Share Purchase Plan. Strategic partnerships with Mineral Resource Limited, LG Energy, and Hyundai Glovis boost LIT's position for major growth in the lithium-ion battery market!

Please download the research report here: https://t.co/TCR9suHvzT

#Lithium #LithiumChemicals #BatteryRecycling #BatteryMaterials #Batterytech #SustainableTech #Cleantech #RenewableEnergy #ASX🔋⚡

[ARROWHEAD @arrowheadbid]

Arrowhead has just published an equity research update on ASX-listed battery technology company Altech Batteries Ltd @AltechBatteries, which has a JV with the Fraunhofer Institute to develop the CERENERGY solid state battery technology at scale, with applications for grid storage.

Please download the research report here: https://t.co/MebhrmiSWP

#BatteryTech #CERENERGY #SiluminaAnodes #GreenEnergy #SustainableTech #BatteryInnovation #EnergyStorage #TechGrowth #RenewableEnergy #Cleantech