Summary of Amaroq Minerals Ltd. Conference Call Company Overview - **Company Name**: Amaroq Minerals Ltd. - **Stock Symbols**: AMRQF (OTCQX), AMRQ (TSXV) - **Location**: Greenland, with operational bases in Iceland - **Market Capitalization**: Approximately $700 million Canadian dollars [21] Core Business Segments - **Focus Areas**: - Gold exploration - Critical minerals - Services related to mining - Development of hydroelectric facilities [2][3] Key Assets and Projects - **Nalunaq Project**: - A past-producing gold mine operational from 2003 to 2013, acquired in 2015 - Current resource: 484,000 ounces at 30 grams per ton, with an indicated resource of 150,000 ounces [4] - Potential for over 2 million ounces in exploration upside [4] - Current mine life estimated at 10 years, with plans to extend [5] - **Namakk Asset**: - High-grade gold discovery with potential to be larger than Nalunaq - Drilled 600 meters along a vein, with significant geological potential [7][8] - **Black Angel Mine**: - A past-producing zinc-lead-silver mine with a mineral resource of 4.4 million tons - Potential for significant resource expansion due to glacial retreat revealing more minerals [11] - **Hydroelectric Development**: - Plans to utilize local river resources to generate electricity, potentially saving $2 million annually [19][20] Financial Performance and Projections - **Current Production**: - 5,000 ounces of gold mined and sold by the end of Q3, ahead of expectations [21] - **Liquidity Position**: - $84 million Canadian in cash and $9 million in underwriting credit, net debt-free [22] - **Operational Costs**: - Expected operational expenditure (OpEx) of around $5 million per month post-capital expenditure (CapEx) completion [37] Strategic Initiatives - **Resource Expansion**: - Focus on increasing resources at Nalunaq and Namakk to generate healthy cash flow [32] - **Joint Ventures**: - Collaboration with JCAM and More Capital for exploration of copper and rare earth deposits [14] - **Service Company Development**: - Establishment of a service company to support mining operations and other players in Greenland [17][18] Regulatory Environment - **Regulatory Risks**: - Low compared to other regions, with efficient permitting processes and strong political support for mining [38][39] Upcoming Milestones - **Drilling Programs**: - Continued drilling at Nalunaq and Namakk, with plans to expand resources at Black Angel [41][42] - **Market Updates**: - Quarterly update scheduled for November 14, with further guidance expected in early 2024 [22][24] Shareholder Composition - **Investor Base**: - Over 90% long-only shareholders, including pension funds and sovereign wealth funds [25] - **Management Ownership**: - Management holds approximately 11% of the company [25] Conclusion - Amaroq Minerals Ltd. is positioned as a significant player in the Greenland mining sector, with a strong focus on gold and critical minerals, backed by a capable management team and a solid financial position. The company aims to leverage its assets and strategic initiatives to enhance production and resource growth in the coming years.

Turkey is discussing developing rare-earth reserves in western Anatolia with the US https://t.co/glNqdMIOpi ...

Summary of Vizsla Royalties Conference Call Company Overview - **Company**: Vizsla Royalties (OTCPK: VROY.F) - **Business Model**: Single asset royalty company holding a precious metals NSR royalty covering Vizsla Silver's Panuco project in Mexico [1] Industry Context - **Market Conditions**: Current all-time highs in gold prices and 15-year highs in silver prices at $42 per ounce [3] - **M&A Activity**: Recent precedent transactions in the royalty space suggest significant premiums, indicating a favorable environment for royalty companies [3][12] Core Project Insights - **Panuco Project**: - Considered the highest grade undeveloped silver primary resource globally [1] - If in production, it would be the third largest silver primary mine in the world [1] - Development stage with a Preliminary Economic Assessment (PEA) published in 2024, targeting first silver production in the second half of 2027 [2] - **Resource Base**: - Over 365 million ounces of silver equivalent identified, with only 30% of known targets tested [2][5] - PEA mine plan accounts for about 10% of known veins [2] - **Financial Position**: - Vizsla Silver has over $200 million in cash, no debt, and a project finance mandate for an additional $200 million [5] - Low capital expenditure (CapEx) hurdle of $224 million [5] Production and Exploration Potential - **Production Profile**: - PEA production profile indicates over 20 million ounces per annum in initial years [6] - Anticipated increase in resource estimates from 156 million ounces in the PEA to 222 million ounces in the upcoming feasibility study, representing a 43% increase at a 5% higher grade [6] - **Exploration Upside**: - Significant exploration potential exists as all 11 resource structures are open in every direction [8] - Recent discoveries, such as at Animas, support the potential for additional high-grade mineralization [9] Strategic Advantages - **Royalty Structure**: - Holds a 3.5% net smelter return (NSR) royalty and an additional 2% NSR on exploration concessions [3] - Right of first refusal on any additional royalties created by Vizsla Silver within 24 months [4] - **Non-Dilutive Growth**: - The royalty model allows for growth without the need for further capital outlay or dilution for shareholders [10] Valuation and Market Position - **Valuation Metrics**: - Current trading at approximately 1.1 times NAV, compared to acquisition multiples averaging around 1.6 times for similar companies [12] - Potential for re-rating as the project progresses and de-risks [12] - **Peer Comparison**: - Major royalty players trade at significant premiums, suggesting potential for Vizsla Royalties to be valued higher as the project advances [11] Conclusion - **Investment Thesis**: - Vizsla Royalties presents a compelling investment opportunity due to its high-quality asset, favorable market conditions, and significant exploration upside [13] - **Future Outlook**: - Anticipated milestones include the imminent feasibility study and expected permitting approvals, positioning the company for growth as it approaches production [10]

Core Insights - Element79 Gold Corp has secured a two-year extension of its drilling permit for the Gold Mountain Project, enhancing its exploration strategy in Nevada's Battle Mountain trend [1][2][3] Company Overview - Element79 Gold Corp is focused on the exploration and development of high-potential gold and silver projects, with significant activities in Nevada and Peru [9] Project Details - The Gold Mountain Project is a key asset for Element79, identified as drill-ready with multiple high-priority targets and significant gold mineralization potential [2][3] - A recent NI 43-101 Technical Report was completed and filed on September 3, 2025, compiling historic data to support further exploration [3] Strategic Importance - The permit extension allows the company to confidently advance its development strategy, aiming to build long-term value for shareholders [3]

Core Viewpoint - Altima Energy Inc. has successfully completed the acquisition of the Red Earth Property for CAD $1,050,000, enhancing its production capabilities and operational efficiency [1][3]. Group 1: Acquisition and Production - The Red Earth Acquisition is strategically located near Altima's existing assets, allowing for seamless integration and operational synergies [1]. - Following the acquisition, the company has commenced production from its collective assets, producing 5,126 barrels of oil (818 m³) in August [3]. Group 2: Workover Program - In August, Altima advanced its workover program, which successfully recommenced production in existing facilities and individual wells, leading to increased output and reduced operating costs [2][3]. Group 3: Financial Reporting - The company is in the process of completing its audited annual financial statements and related disclosures for the year ended February 28, 2025, but has faced delays due to technical issues [4]. - As a result of these delays, a cease trade order remains in effect, suspending trading in the company's securities [4]. Group 4: Company Overview - Altima Energy is focused on oil and gas exploration and production, aiming to unlock hydrocarbon asset potential across North America while maintaining a disciplined approach to asset management [5].

Group 1: Private Placement Details - iMetal Resources Inc. has closed a non-brokered private placement, issuing 10,720,999 units at a price of $0.105 per unit, resulting in gross proceeds of $1,125,705 [1][2] - Each unit consists of one common share and one transferable share purchase warrant, with warrants allowing the purchase of additional shares at $0.20 until August 29, 2027 [2] - The company will use the net proceeds for further exploration of its properties, potential new acquisitions, and general working capital [3] Group 2: Finder's Fees and Warrants - In connection with the offering, the company paid finders' fees of $46,606 and issued 483,770 non-transferable share purchase warrants to third parties who assisted in the placement [3] - Each finder's warrant is exercisable on the same terms as the regular warrants [3] Group 3: Stock Options - The company granted 1,000,000 incentive stock options to certain directors, officers, and consultants, which vest immediately and are exercisable at a price of $0.22 until September 4, 2030 [4] Group 4: Company Overview - iMetal Resources Inc. is a Canadian junior exploration company focused on resource properties in Ontario and Quebec, with its flagship property being the Gowganda West gold project [5] - The Gowganda West project has a recent discovery hole of 48.5 meters at 0.85 g/t gold, located near the Juby Deposit in the Abitibi Greenstone Gold Belt [5] - Other properties include the 220-hectare Ghost Mountain property and the Carheil project, which has multi-metal potential [5]

For personal use only Diggers & Dealers Conference 5th August 2025 Presented by: Andre Labuschagne Disclaimer This investor presentation has been prepared by Aeris Resources Limited ("Aeris" or the "Company"). By attending an investor presentation or briefing, or accepting, accessing or reviewing this presentation, you acknowledge and agree to the terms set out below. SUMMARY INFORMATION This presentation is for information purposes only and should be read in conjunction with the most recent financial repor ...

Core Insights - Nova Minerals Limited is advancing its Estelle Gold and Critical Minerals Project in Alaska, focusing on gold and antimony exploration with a significant drilling program [1][6][24] Estelle Project - A 15,000-meter drill program commenced in June 2025, targeting the RPM and Korbel gold deposits and initiating resource estimation at the Stibium prospect for both gold and antimony [6][8] - The Estelle Project encompasses over 20 advanced gold and antimony prospects, including two defined multi-million ounce resources [24] RPM Drill Program - A 10,000-meter drill program at the RPM deposit began in July 2025, aimed at enhancing resource definition and expanding mineralization [6] - Drilling will focus on the eastern strike extension beneath a fractured zone and the high-grade hornfels/intrusive contact, which is known for significant gold mineralization [6][7] Korbel Drill Program - Approximately 2,000 meters of drilling at Korbel will target a potential higher-grade starter pit at Korbel Main, with flexibility to expand into other high-priority targets [4] Surface Sampling Program - A comprehensive regional surface exploration program is underway, including geological mapping and geochemical sampling to identify new high-priority prospects [5] Antimony Assets - The Stibium prospect has commenced a 3,000-meter drilling program to establish a maiden mineral resource estimate for gold and antimony [11] - High-impact results from surface sampling include rock samples with over 30% Sb and gold grades up to 141 g/t [11] U.S. Department of Defense Grant - Nova's application for U.S. Department of Defense funding is in its final stages, which could fast-track the development of the antimony resource at Estelle [9][11] - Successful funding would allow for an expanded drilling program and initial testing at the Styx target [11] Financial Position - As of June 2025, Nova had A$9.08 million in cash and no debt, excluding A$18.4 million raised in a subsequent U.S. offering [11] - Notable cash flow items include A$1.9 million in exploration and evaluation costs and A$432,000 in administration expenses [11] Corporate Developments - The appointment of Mr. Chaim (Dovi) Berger as an Independent Non-Executive Director was announced, bringing extensive experience in corporate law and finance [11]

Dreadnought Resources (DRE) Conference Summary Company Overview - Dreadnought Resources is a junior resource company focused on exploration and discovery in the mining sector, particularly in gold and critical metals [2][10][32]. Key Industry Insights - The junior resource industry is characterized by volatility, with share prices often experiencing significant fluctuations [3][4]. - Successful companies in this sector often endure substantial drops in share price but continue to invest in exploration and drilling [4][6][7]. Core Strategies and Objectives - The primary objective is to build a billion-dollar company through discoveries, mine development, and mergers and acquisitions [2]. - Dreadnought's strategy has remained consistent: make discoveries, bring projects into production, and engage in strategic partnerships [9][10][32]. Financial Position - Dreadnought has $10 million in cash, with significant investments from major shareholders, including Black Cat Syndicate [9][10]. - The company has a track record of making discoveries and has invested over $7.2 million of its own funds into the business [8]. Project Highlights - The Star of Mangaroon project is a key focus, with a defined resource of 23,000 ounces of gold at 12-13 grams per ton, located within 100 meters of the surface [14][15]. - The project is expected to generate $40 to $50 million in free cash flow, aligning with the company's current market cap [15]. - Dreadnought is also commercializing its base and critical metal assets, with increasing interest in rare earth elements and niobium [30][31][32]. Exploration and Drilling Activities - The company has identified five camp-scale targets across a 5,000 square kilometer area, with ongoing drilling programs to explore these targets [19][20]. - Recent drilling at Steve's Reward has shown promising results, with gold found in half of the initial drill holes [22][23]. - Upcoming drilling programs will also target the Midnight Star and Midday Moon areas, which have never been drilled before [24][25]. Market Trends and Future Outlook - There is a resurgence in interest for rare earth elements, with prices stabilizing, making Dreadnought's projects more attractive [31][32]. - The company plans to focus on relentless drilling and assay results over the next twelve months to drive discoveries and enhance shareholder value [33]. Conclusion - Dreadnought Resources is positioned for growth with a strong focus on exploration, a solid financial base, and a commitment to developing its key projects while capitalizing on market opportunities in both gold and critical metals [32][33].

Aurelia Metals (AMI) Conference Summary Company Overview - Aurelia Metals operates primarily in the gold sector but is transitioning towards base metals, leveraging gold revenues for future growth [3][13] Financial Performance - The company reported a strong cash position with $110 million at year-end, having generated over $103 million cash from operations despite closing one mine [10][11] - Total liquidity stands at $146 million, supporting growth initiatives [12] Growth Strategy - Aurelia Metals is focused on ramping up production at the Federation mine, targeting 320,000 to 340,000 tonnes of high-grade output [18] - The company plans to produce approximately 40,000 copper equivalent tonnes in the future, with a roadmap to increase base metals dominance [12][13] Project Developments - The Federation mine is in the ramp-up phase, with surface facilities completed and approvals in place for increased throughput [18][19] - The Great Cobar project has commenced, with owner-operator strategies in place to maximize efficiency and output [25][26] Exploration and Resource Potential - The company is actively exploring the Federation West extension, reporting high-grade results of 33% zinc and 20% lead [22][23] - There is significant potential in the Great Cobar area, with ongoing drilling to assess the ore deposit's full potential [28][30] Operational Efficiency - Aurelia Metals has maintained strong cost management, with a focus on capital allocation and operational discipline to ensure cash generation [32] - The company has stopped reporting all-in sustaining costs, shifting focus to more relevant metrics as it transitions to base metals [8] Community and Social Capital - The company emphasizes the importance of social capital, with 65% of its workforce residing in the local community, fostering good relations with stakeholders [5][4] Future Outlook - The company is committed to delivering on its production targets and maintaining a strong balance sheet, with plans for further exploration and growth initiatives [31][33]