Robex Resources (OTCPK:RSRB.F) 2025 Conference Transcript

Summary of Robex Resources Conference Call Company Overview - Company: Robex Resources (OTCPK: RSRB.F) - Industry: Mining, specifically gold production Key Points Reserves and Resources - The company has 1,400,000 ounces in reserves with an average grade of just under 1 gram per tonne [2] - There are 2,200,000 ounces of indicated resources and significant exploration potential [2] - The deposit is primarily saprolite, with over 80% of the life of mine plan consisting of this material [3] Production Timeline - First gold production is planned for December, with ore expected to be processed in the first two weeks [4] - The company is fully financed through the first gold pour, which is expected in three months [7] Financials - The current share price is just over CAD 3.6, with 80,000,000 warrants in the money at CAD 2.55 [5] - The company has drawn down debt to AUD 55 million, holding cash to support operations [6] Project Development - The construction is approximately 70% complete, with significant progress on electrical and piping installations [17] - The company is self-managing contracts without EPC contractors, which allows for better control over project timelines [17] Exploration and Future Plans - The company is actively pursuing exploration opportunities, particularly in the SGA and Energy Deeps areas, with promising initial drilling results [23] - There is a plan to develop an underground feasibility study by 2027 [24] - The company aims to extend the mine life through ongoing exploration efforts [25] Nampala Asset - The Nampala asset generates over GBP 3,000,000 a month in free cash flow, contributing positively to the company's financial health [28] - The current mine life is nearing completion, but plans are in place to extend it for at least another year [29] Market and Jurisdiction Insights - Guinea is viewed as a developing country with significant infrastructure projects underway, including the world's largest iron ore project [30] - The leadership in Guinea is described as pro-development, welcoming foreign investment from various countries [31] Infrastructure Development - Major infrastructure projects are primarily funded by China and Rio Tinto, with significant investments in rail and road construction [33] Additional Important Information - The company has a strong leadership team with extensive experience in West Africa [7][8] - The board of directors includes highly experienced individuals with a history of success in the mining industry [9][10] - The company is in the final stages of construction, with all major contracts signed and equipment on-site [14][18]