NGEx Minerals (OTCPK:NGXX.F) 2025 Investor Day Transcript

Summary of NGEx Minerals (OTCPK:NGXX.F) 2025 Investor Day Company Overview - Company: NGEx Minerals Ltd. - Event: 2025 Investor Day - Date: September 25, 2025 - Focus: Presentation on the Vicuña district and Luna Wasi project Key Industry Insights - Vicuña District: Recognized as a major new copper, gold, and silver district located in the world's greatest copper belt, with significant exploration and development potential [6][10] - Strategic Value: The district has evolved from a pure exploration play to having five deposits, with ongoing development efforts by major players like Lundin Mining and BHP [6][7] - Market Context: The copper market is expected to experience a boom, with NGEx Minerals' stock having increased by 4,000% over the last five years, indicating strong investor interest and potential [9][10] Luna Wasi Project Highlights - Geological Significance: Luna Wasi is highlighted as a high-grade copper-gold-silver deposit with multiple overlapping styles of mineralization, making it unique in the Vicuña district [20][34] - Drilling Program: A phase four drill program is set to commence soon, with expectations of significant discoveries based on previous drilling successes [9][36] - High-Grade Intersections: Notable drill results include 60 meters at 7.5% copper equivalent and 51 meters at almost 14% copper equivalent, showcasing the project's potential for high-grade mineralization [44][47] Exploration and Development Strategy - Predictive Discovery: The company emphasizes a predictive discovery approach, leveraging geological models to identify potential mineralization zones [51][63] - Continuous Improvement: The management team aims to maintain a lean structure to facilitate quick decision-making and adaptability in exploration efforts [11][12] - Royalty Spin-Out: The upcoming spin-out of the Luna Wasi project and a royalty company is seen as a strategic move to maximize shareholder value [6][12] Geological Context - Porphyry Copper System: Luna Wasi is associated with a porphyry copper system, characterized by high-grade mineralization and significant alteration zones [22][23] - Multiple Mineralization Styles: The project features high sulfidation copper-gold-silver lode veins, stockwork, porphyry-style mineralization, and intermediate sulfidation gold veins, all contributing to its richness [20][26] - Comparison with Other Deposits: The presentation draws parallels with other significant deposits like Fruta del Norte and Chuquicamata, emphasizing the potential scale and grade of Luna Wasi [29][33] Future Outlook - Exploration Potential: The company believes there is substantial room for expansion and discovery within the Luna Wasi project, with ongoing drilling expected to yield further high-grade results [60][61] - Long-Term Vision: NGEx Minerals aims to establish a pathway to production while continuing to explore and develop its assets in the Vicuña district [12][34] Additional Insights - Management Team: The management team has extensive experience in the region, contributing to the company's success in identifying and developing high-potential projects [51][63] - Community Engagement: The company encourages questions and engagement from investors, indicating a commitment to transparency and communication [4][5] This summary encapsulates the key points discussed during the NGEx Minerals 2025 Investor Day, highlighting the company's strategic focus on the Luna Wasi project and the broader Vicuña district.