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Southern Cross Gold Consolidated (OTCPK:MWSN.D) 2025 Conference Transcript
2025-10-09 09:12
Summary of Southern Cross Gold Consolidated Conference Call Company Overview - **Company**: Southern Cross Gold Consolidated Ltd - **Focus**: Canadian mineral exploration company with a flagship project, Sunday Creek, located near Melbourne, Australia [1][2] Key Points and Arguments - **High-Grade Discovery**: Sunday Creek is identified as a rare, high-grade, multimillion-ounce gold discovery, with significant metrics supporting its potential [2][3] - **Drilling Success**: The company has achieved 70 drill holes with 98 kilometers of drilling, indicating a high frequency of successful hits, which is considered exceptional in the industry [3][4] - **Funding and Resources**: Southern Cross is fully funded with $150 million Australian in the bank, allowing for an extensive 200-kilometer drilling program [3][4] - **Operational Expansion**: Plans to increase drilling rigs from nine to 22 by mid-next year, enhancing exploration capabilities [4][5] - **Historical Context**: Victoria has a rich history of gold mining, producing a third of the gold during the 1800s gold rush, and is currently experiencing a resurgence in gold production [4][5] - **Comparison with Fosterville**: The neighboring Fosterville mine, operated by Agnico Eagle, has been one of the highest-grade gold mines globally, reinforcing the potential of the Sunday Creek project [5][6] - **Permitting Environment**: Victoria is noted for its favorable permitting environment, having approved four mines in the last six months, making it a conducive location for mining operations [5][6] - **Shareholder Base**: The company boasts a strong shareholder base, including prominent investors who own 30% of the stock, which supports strategic decision-making focused on enhancing share price [6][7] - **Exploration Potential**: The exploration target is estimated at 2.2 to 3.2 million ounces at grades of 8.3 to 10.6 grams gold equivalent, with antimony contributing 20% to the mix [10][11] - **Antimony's Importance**: Antimony is highlighted as a critical mineral used in various industries, including munitions and semiconductors, with a significant supply chain opportunity due to recent export bans from China [16][18] Additional Important Insights - **Geological Understanding**: The company has gained new geological insights that have led to a better understanding of the deposit, allowing for deeper drilling and exploration under previously unexamined areas [12][19] - **Future Milestones**: Upcoming milestones include the permitting of the decline and continued drilling, which is expected to yield consistent news flow and potentially increase the resource estimates [28][29] - **Cost of Capital**: The company is exploring options to lower its cost of capital through potential government support for antimony, which could facilitate financing for the project [32] This summary encapsulates the critical aspects of Southern Cross Gold Consolidated's conference call, highlighting the company's strategic position, exploration potential, and the significance of its discoveries in the context of the gold mining industry.
X @Messari
Messari· 2025-10-08 12:55
"The goal of BASE's TGE/airdrop is to maximize shareholder value.$COIN shareholders presumably are not going to give up the rights of the BASE token without getting anything in return; otherwise, they would demand 100% of the allocation for themselves.From a shareholder perspective, it only makes sense to give up a portion of the rights to the $BASE token if you think that by doing so, it will increase shareholder value." - @AvgJoesCryptoAJC (@AvgJoesCrypto):Some longer thoughts on the $BASE token:The game ...
X @Wu Blockchain
Wu Blockchain· 2025-10-08 04:30
Jesse, head of the Base network, posted seeking ideas and feedback on exploring Base token. Messari researcher AJC’s perspective drew attention, noting that the purpose of a BASE airdrop is to increase COIN shareholder value, not just to reward Base users. The optimal solution, he suggested, is to find an airdrop approach that both boosts shareholder value and rewards users. https://t.co/pXOp7YhxJk ...
Here’s How Chemed Corp. (CHE) Building Long-Term Shareholder Value
Yahoo Finance· 2025-10-07 13:37
Group 1 - LRT Capital Management's "LRT Global Opportunities Strategy" reported a net return of -8.00% in September 2025, with a year-to-date return of -0.17% [1] - The strategy faced challenges as market indexes surged, particularly driven by a few overvalued mega-cap stocks, while the broader market declined [1] - The fund's top five holdings were highlighted as key picks for 2025 [1] Group 2 - Chemed Corporation (NYSE:CHE) is noted for its unique structure, operating in two non-correlated sectors: hospice care through VITAS and plumbing services through Roto-Rooter [3] - Chemed Corporation's one-month return was 5.91%, but it experienced a significant decline of 25.88% over the past 52 weeks [2] - As of October 6, 2025, Chemed Corporation's stock closed at $435.38 per share, with a market capitalization of $6.344 billion [2]
Baker Hughes Provides Shareholder Update
Globenewswire· 2025-10-06 12:35
Core Viewpoint - The acquisition of Chart Industries by Baker Hughes has been approved by Chart's shareholders, marking a significant advancement in Baker Hughes' strategy to enhance its position as a leading energy and industrial technology company [1][4]. Group 1: Acquisition Details - The acquisition is expected to be completed by mid-year 2026, pending regulatory approvals [1]. - This acquisition is part of a broader strategy that includes the sale of the Precision Sensors & Instrumentation product line and the Surface Pressure Control joint venture with Cactus, as well as the acquisition of Continental Disc Corporation [2]. Group 2: Strategic Impact - The acquisition will enhance Baker Hughes' Industrial & Energy Technology (IET) segment, expanding its capabilities across various energy and industrial applications [3]. - It will increase Baker Hughes' presence in high-growth markets such as LNG, data centers, and clean energy, which is anticipated to support resilient earnings and cash flow [3]. Group 3: Financial Performance - The company has achieved total shareholder returns of 340% over the past five years, 150% over the past three years, and 38% in the last 12 months, significantly outperforming its peers [4]. - The company reaffirms its third-quarter and full-year 2025 guidance as previously provided [4].
Navigating the new normal: CFOs manage uncertainty as talent remains a big worry
Fortune· 2025-10-01 12:09
Good morning. CFOs are weathering economic shifts in today’s ever-changing business environment.Are finance chiefs simply adapting to this unending unpredictability? “Uncertainty has become the new norm,” Steve Gallucci, global and U.S. leader of Deloitte’s CFO Program, said during our discussion of the firm’s Q3 2025 CFO Signals report released this morning. Gallucci emphasized that it’s critical for CFOs to foster strategies and mechanisms designed to manage persistent variability—a reality that’s unlikel ...
Apple destroyed shareholder value with this move. It's been a hidden drag on the stock.
MarketWatch· 2025-09-30 18:42
Apple's pricing power has declined alongside its innovation, and investors are paying the price ...
X @Tesla
Tesla· 2025-09-29 13:00
We pay for outstanding performance – not for promises.In 2018, shareholders approved a groundbreaking CEO Performance Award that delivered extraordinary value.At our Annual Meeting on November 6, Tesla shareholders can vote on a pay-for-performance plan designed to drive our next era of transformational growth and value creation. Seven years ago, @ElonMusk had to deliver billions to shareholders – now it’s trillions.This plan creates a path for Elon to secure voting rights and will retain him as a leader of ...
Needham's Laura Martin says Disney should shut down ABC. Here's why
CNBC Television· 2025-09-23 18:29
work. Needam's Laura Martin says Disney should consider simoc casting ABC's broadcast content on less regulated platforms like Hulu instead. She says that would help generate faster revenue growth for Disney and unlock more shareholder value.She has a buy rating on the stock and a $125 price target. And she joins us now. Uh welcome, Laura.It's good to have you make your case here. Not every day a company, you know, kind of shuts down a a business that still is producing cash flow, has a big audience. So why ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-18 02:18
RT Sawyer Merritt (@SawyerMerritt)Tesla Board Chair Robyn Denholm in new message to $TSLA shareholders:"Tesla is not led by an ordinary CEO - it is led by a CEO who has proven his ability to create extraordinary growth and value several times over. Elon Musk is a once-in-a-generation visionary and, under his continued leadership, we have the potential to become the most valuable company in history.' But this requires a one-of-a-kind compensation structure that both retains and incentivizes him to make our v ...