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Black Cat Syndicate (BC8) Earnings Call Presentation
2025-07-24 12:30
For personal use only A FAST GROWINGWESTERN AUSTRALIAN GOLD PRODUCER ASX: BC8 BC8O bc8.com.au JULY 2025 DISCLAIMER, DISTRIBUTION, AND DISCLOSURE Disclaimer and not for US distribution This presentation includes forward-looking statements including, but not limited to, comments regarding the timing and content of upcoming work programs, geological interpretations, receipt of property titles, potential mineral recovery processes, and other related matters. Forward-looking statements address future events and ...
Meeka Metals (MEK) Earnings Call Presentation
2025-07-24 12:15
Production Ramping Up Noosa Mining Presentation 24 July 2025 For personal use only ASX:MEK meekametals.com.au Important Information Disclaimer This information contained in this presentation is issued by Meeka Metals Limited ("Meeka" or the "Company"). The information contained herein is confidential and proprietary to the Company and is provided to recipients on the terms and conditions set out in this disclaimer. The document, in whole or in part, is not to be distributed, copied or reproduced, in any for ...
Minerals 260 (MI6) Earnings Call Presentation
2025-07-24 11:30
业绩总结 - Bullabulling金矿项目的矿产资源估计为2.3百万盎司,包含在已授予的采矿许可证内[33] - Bullabulling金矿项目的矿石总量为60百万吨,平均品位为1.2克/吨黄金[37] - Indicated类别的矿石量为39百万吨,品位为1.1克/吨,含金量为1.4百万盎司[37] - Inferred类别的矿石量为21百万吨,品位为1.3克/吨,含金量为0.9百万盎司[37] - Bullabulling金矿项目的矿产资源为60.3Mt,金品位为1.2g/t,总计2.3Moz[69] 用户数据 - 预计2025年底将更新矿产资源估计,定期发布钻探结果更新[33] - 预计2025年12月将进行资源更新[65] 未来展望 - 预计2028年开始首次生产,已开始研究和许可工作[33] - 预计2027年做出最终投资决策,目标在2028年实现首次生产[68] - 通过加速钻探、研究和许可阶段,预计将降低风险并释放价值[64] 新产品和新技术研发 - 之前的金属回收测试显示,当前资源适合常规的碳浸出(CIL)工艺,最佳金回收率在89%至93%之间[58] - 进行的水文地质测试工作包括地下水建模和可持续产量评估[63] 市场扩张和并购 - Bullabulling金矿项目位于西澳大利亚东部金田,属于一级管辖区[33] - Bullabulling金矿项目是澳大利亚最大的未开发金矿项目之一,资源潜力巨大[68] 其他新策略和有价值的信息 - 计划在2025年进行约80,000米的钻探,以支持更新的矿产资源评估[68] - 现有的水源将被重新建立,并评估其他水源以支持未来Bullabulling运营的规模[62] - 历史钻探共计12,000个钻孔,累计530,000米,平均RC钻孔深度为60米[43] - 目前已完成约530,000米的钻探,来自约12,000个钻孔[65]
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 ...
Southern Cross Gold Consolidated (MWSN.D) Earnings Call Presentation
2025-07-24 09:00
Sunday Creek An Expanding and Significant Global Gold -Antimony Discovery Victoria, Australia Noosa Mining Conference Deck, July 24 2025 For personal use only SX2 SXGC Important Information Overview: This presentation (this "Presentation") dated July 24, 2025, has been prepared by Southern Cross Gold Consolidated Ltd ("SXGC" or the "Company") and is authorized for release by Managing Director, Michael Hudson. Accuracy of Information: Readers are directed to the public disclosure of Southern Cross Gold Conso ...
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 ...
Ardea Resources (ARL) Earnings Call Presentation
2025-07-24 08:15
资源与产量 - KNP Goongarrie Hub的矿石资源估计为584百万吨,镍含量为0.69%,钴含量为0.043%[10] - KNP Kalpini Hub的矿石资源估计为270百万吨,镍含量为0.76%,钴含量为0.05%[10] - KNP项目的矿产资源估算为854百万吨,镍平均品位0.71%,钴平均品位0.045%[94] - Goongarrie Hub的矿石储量为194.1百万吨,镍平均品位0.70%,钴平均品位0.05%[101] - Ardea在Goongarrie Hub的矿石储量中,已探明储量为16.7百万吨,镍含量0.96%[101] - 预计Goongarrie项目的运营寿命超过40年,年均镍产量为30千吨,钴产量为2千吨[57] - 预计Goongarrie Hub的年产镍约为30,000吨,钴约为2,000吨[78] 财务表现 - 镍收入为44,429万澳元,钴收入为7,880万澳元,合并收入为52,309万澳元[115] - EBITDA总额为34,217万澳元,年均EBITDA为800万澳元,EBITDA利润率为65%[115] - 净现金流(税前)为31,100万澳元[115] - 净现值(NPV)为4,980万澳元,内部收益率(IRR)为23%[115] - 项目预计年均EBITDA为8亿澳元,税后净现值为49.8亿澳元,内部收益率为23%[114] - 预计项目的回收期为3.1年,镍的低成本为每吨5,763美元[114] 成本与投资 - Goongarrie Hub的低C1运营成本为每吨镍10,197美元(不含钴信用),与印尼的运营成本相比具有竞争力[60] - 2023年资本成本估算为31.17亿澳元,其中处理厂及基础设施成本为22.64亿澳元[118] - DFS总预算为9,850万澳元,主要成本包括钻探1,340万澳元,矿山设计1,500万澳元,工艺厂设计2,830万澳元[121] - 合作伙伴Sumitomo Metal Mining Co., Ltd和Mitsubishi Corporation将全额资助DFS,预算为9,850万澳元[137] 市场前景 - 预计到2040年,电池需求将增长7倍,推动镍需求持续增长[32] - 预计到2026年,全球镍生产将增长超过450%[26] - 2025年上半年电动车销量达到910万辆,同比增长28%[35] 项目进展 - Goongarrie项目的前期可行性研究已完成,正在进行最终可行性研究[5] - Kalpini项目在Emu Lake发现了大量镍-铜-PGE硫化物,钻探结果为2.72米,镍含量5.42%,铜含量0.85%[16] - Ardea在KNP项目中保留100%对非Goongarrie Hub KNP项目的所有权,资源量为270百万吨,镍含量0.76%[16] - Ardea在KNP Goongarrie Hub项目中保留50%的权益,其他项目保留100%的权益[137] 可持续发展 - 该项目的可持续发展目标包括减少CO2排放和环境足迹[73] - Goongarrie Hub的可持续供应链和地理多样性为公司提供战略优势[52] - 通过澳大利亚最近批准的税收抵免,项目在前十年可获得处理成本的10%退款[65] 现金状况 - Ardea的现金储备为1200万澳元,无债务[89]
EQ Resources (EQR) Earnings Call Presentation
2025-07-24 08:00
EQ RESOURCES LIMITED For personal use only Competent Person's Statement General Disclaimer For personal use only A globally significant tungsten producer 2025 Noosa Mining Conference Download This Presentation: ASX : EQR Disclaimer 2 • The information in this presentation partly relates to the outcomes of the Mt Carbine Bankable Feasibility Study Update (May 2023), made available through the Company's website www.eqresources.com.au/. • The Company confirms that it is not aware of any new information that ma ...
29Metals Limited (29M) Earnings Call Presentation
2025-07-24 07:45
Noosa Mining Conference 23 -25 July 2025 A CLEAR RESET FOR A BRIGHT FUTURE For personal use only Important information The information in this presentation is provided for general information regarding 29Metals Limited (the 'Company ') and its subsidiaries (together with the Company, '29Metals'). Material information in this presentation has been derived from information publicly released by the Company to the ASX announcements platform. Details regarding the source information released to the ASX announcem ...