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Astral Resources NL (AAR) Earnings Call Presentation
2025-07-25 09:45
Advancing Mandilla towards a multi - decade 100kozpa gold mining development Noosa Mining | July 2025 Marc Ducler Managing Director astralresources.com.au For personal use only Important Information and Disclaimer The following notices and disclaimers apply to this presentation, and you are therefore advised to read this carefully before reading or making any other use of this presentation or any information contained in this presentation. This presentation has been authorised for release to the Australian ...
Ramelius Resources Limited (RMS) Earnings Call Presentation
2025-07-24 09:45
业绩总结 - Ramelius Resources在2025财年的黄金产量为301,664盎司,预计全生命周期成本(AISC)在A$1,550至A$1,650/盎司的下限[29] - 2025年6月季度黄金产量为73,454盎司,2025财年自由现金流达到A$694.9M,创下历史新高[27][26] - FY25的每盎司自由现金流为A$2,304,显示出行业领先的现金流表现[32] - FY25的黄金价格假设为A$4,750/盎司,预计利润率为63%[36] - 2025财年第一季度,自由现金流为9300万澳元,2025财年自由现金流为2.22亿澳元[80] - 2025财年第二季度,自由现金流为1.29亿澳元,2025财年自由现金流为2.91亿澳元[81] 用户数据 - 截至2024年6月30日,矿产资源为8.7百万盎司,矿石储量为1.1百万盎司,Rebecca-Roe项目储量为850千盎司[15] - 截至2024年6月30日,公司的总资源量为180,000,000吨,平均品位为1.5克/吨,预计金量为8,700,000盎司[115] 新产品和新技术研发 - Ramelius计划在2025年12季度发布Mt Magnet和Dalgaranga的综合研究,目标是开发超过10年的矿山计划[11] - Ramelius确认所有材料假设和技术参数继续适用,并未发生重大变化[118] 市场扩张和并购 - Ramelius与Spartan的交易将创造一个领先的澳大利亚黄金生产商,目标是到2030年实现年产500千盎司的愿景[20] - Spartan股东将获得每股0.25澳元现金和0.6957 Ramelius股份,整体估值约为24亿澳元[107] - Ramelius计划通过安排方案或条件性非市场收购要约收购Spartan的所有普通股[126] - Ramelius和Spartan的矿产资源总计为12.1百万盎司[112] 负面信息 - Ramelius的运营现金流为541.6百万美元,增长率为-23.3%[121] - Northern Star Resources Limited的运营现金流为1,693.0百万美元,增长率为-1,186.0百万美元[121] 其他新策略和有价值的信息 - Ramelius的市场资本为A$2.8B,现金及黄金总额为A$809.7M[15] - Ramelius的目标是到2030财年实现年产超过500千盎司的黄金生产能力[21] - Ramelius将与Spartan合作,确保合并后保留最佳技能[108]
Catalyst Metals (CYL) Earnings Call Presentation
2025-07-24 09:15
Noosa Mining Conference Corporate Presentation Catalyst Metals Limited July 2025 ASX:CYL catalystmetals.com.au For personal use only CATALYST METALS LIMITED Simple portfolio – two large strategic gold belts underpinning long-term organic growth The Past, Present and Future Consolidation now complete setting up a pathway to 200koz of annual gold production For personal use only Brief history of the consolidation of the Plutonic Gold Belt Strong balance sheet and operating cashflows provide a stable foundatio ...
Pantoro Gold (PNR) Earnings Call Presentation
2025-07-24 08:45
For personal use only ASX:PNR Noosa Mining Conference July 2025 Important Notes Nature of Document. This presentation has been prepared and issued by Pantoro Limited (Pantoro or Company) to provide general information about Pantoro. Summary Information. The information in this document is in summary form and should not be relied upon as a complete and accurate representation of any matters that a reader should consider in evaluating Pantoro. While management has taken every effort to ensure the accuracy of ...
Metals Acquisition (MTAL) - 2025 Q2 - Earnings Call Presentation
2025-07-24 07:00
Q2 2025 Quarterly Presentation July 2025 Estimates of Mineral Resources and Ore Reserves and Production Target This document contains estimates of Ore Reserves and Mineral Resources as well as a Production Target. The Ore Reserves, Mineral Resources and Production Target are reported in MAC's ASX Announcement dated 23 April 2024 titled 'Updated Resource and Reserve Statement and Production Guidance' (the R&R Announcement). The Company is not aware of any new information or data that materially affects the i ...