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Contrarian, deep value, long/short equity, special situations

Mawson West Trades At 1x 2015 Cash Flow With A Clear Catalyst In Sight

Investment Thesis

Mawson West (OTC:MWSWF) is an Australian company with copper mining operations in Democratic Republic of Congo. Mawson is due to commission its new Kapulo mine in Q4 2014 and should generate operating cashflow of c. $40m-$50m in 2015 from this mine alone at current copper prices. The company currently trades at EV= $45m, meaning that company is trading at 1x2015 operating cashflows of Kapulo project. Timely commissioning of the plant as well as early production results are clear near-term catalysts that are likely to boost the share price - with upside up to 90%.

Readers should do their own research before investing as all risks relating to junior mining companies with operations in Africa and strong...

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