Regis Resources (RRL) 2025 Earnings Call Presentation
2025-08-05 01:55
Financial Performance & Guidance - FY25 gold production reached 373 koz, near the top end of the guidance range of 350-380 koz [29] - FY25 All-In Sustaining Costs (AISC) were $2,531/oz, at the bottom end of the guidance range of $2,440-2,740/oz [29] - The company's cash and bullion balance stood at $517 million, representing a $522 million build before debt repayment of $300 million [25, 33, 36] - FY26 gold production guidance is set at 350-380 koz, with Duketon contributing 220-240 koz and Tropicana contributing 130-140 koz [38] - FY26 AISC guidance is $2,610-2,990/oz, including approximately $170/oz of non-cash costs related to stockpile value adjustments [38, 40] Mineral Resources & Ore Reserves - Total Mineral Resources are estimated at 7.54 Moz of gold [21, 141] - Total Ore Reserves are estimated at 1.661 Moz of gold [21, 145] - Duketon's Mineral Resources total 3.26 Moz of gold [21, 141] - Duketon's Ore Reserves total 1.082 Moz of gold [21, 145] - Tropicana (30% ownership) has Mineral Resources of 1.61 Moz of gold [21, 141] - Tropicana (30% ownership) has Ore Reserves of 0.579 Moz of gold [21, 145] Projects & Exploration - An Exploration Target at Ben Hur is estimated to contain between 4.0 Mt and 6.0 Mt at a grade ranging between 2.2 g/t Au and 2.8 g/t Au [15] - McPhillamys has a Mineral Resource of 2.26 Moz of gold [21, 141]
Aeris Resources (1ZN) 2025 Earnings Call Presentation
2025-08-05 01:40
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 ...
Pantoro Gold (PNR) 2025 Earnings Call Presentation
2025-08-05 01:20
Not an offer. This presentation and its contents are not an invitation, offer, solicitation or recommendation with respect to the purchase or sale of any securities in Pantoro in any jurisdiction and must not be distributed, transmitted, or viewed by any person in any jurisdiction where the distribution, transmission or viewing of this document would be unlawful under the securities or other laws of that or any other jurisdiction. This presentation is not a prospectus or any other offering document under Au ...
Minerals 260 (MI6) 2025 Earnings Call Presentation
2025-08-05 01:05
ASX: MI6 Advancing one of Australia's largest undeveloped gold projects For personal use only 2.3Moz Bullabulling Gold Project Diggers & Dealers and Site Visit Presentation 4 August 2025 Luke McFadyen, Managing Director Important Notes and Disclaimer Overview This presentation contains summary information about Minerals 260 Limited (ACN 650 766 911) (Company) and is current as of the cover date. The information in this presentation is of a general background and does not purport to be complete. This present ...
Arafura Rare Earths (ARU) 2025 Earnings Call Presentation
2025-08-05 00:50
Project Overview - Arafura Rare Earths is developing the world's most advanced construction-ready rare earths project, offering a non-China alternative [1] - The Nolans Project has a mine life of over 38 years and is strategically located with access to existing infrastructure [28, 31, 47] - The project is construction-ready with environmental permits and approvals in place, and over US$40 million has been spent on site works to de-risk the project schedule [35] Financials and Funding - The project's NPV8 after tax is estimated at US$1,729 million (base) and US$2,549 million (incentive) [30] - The company is targeting 60% of equity funding through Cornerstone Investors [40] - Over US$1 billion of debt and completion support has been conditionally approved [40, 48] - NRFC has committed to a A$200 million investment [48] - KfW has an investment of US$113 million subject to conditions [40, 41] Market and Demand - The rare earth magnet exports to the US experienced a 93.3% year-on-year decline in May 2025 [13] - Demand for NdPr oxide is projected to grow at a 7% CAGR from 2024 to 2035, requiring an additional supply of nearly 60kt by 2035 [17] - Robotics is an emerging thematic with a CAGR of approximately 22% between 2024 and 2035, with humanoids forecast to be a US$5 Trillion market by 2050 [17] Production and Cost - The Nolans Project is projected to produce 4,440 tpa of NdPr oxide [28, 47] - The project is expected to be in the first quartile of the cost curve [29, 48] - The project will produce 573 tpa of SEG/HRE Oxide [29]
Northern Star Resources (NESR.F) 2025 Earnings Call Presentation
2025-08-05 00:30
Northern Star Overview - Northern Star sold 1,634 koz of gold in FY25 [12] - The All-in Sustaining Cost (AISC) for FY25 was A$2,163/oz [12] - Net mine cashflow for FY25 reached A$1,189 million, with cumulative net mine cashflow from FY12-1H FY25 totaling A$32 billion [17] - Cumulative dividends from FY12-1H FY25 amounted to A$14 billion [17] KCGM Operations - KCGM's Mineral Resources have increased by 104% since acquisition [24] - Ore Reserves at KCGM have increased by 48% since acquisition [24] - FY25 gold production at KCGM was 419 koz [28] - Production guidance for FY26 at KCGM is projected to be 550-600 koz [28] - The KCGM Mill Expansion project is expected to deliver approximately 900 kozpa from FY29 onwards for 10 years [28] - As of March 31, 2025, KCGM's total Mineral Resources were 836,282 thousand tonnes at 14 gpt, containing 38,867 thousand ounces of gold, and total Ore Reserves were 363,973 thousand tonnes at 12 gpt, containing 14,441 thousand ounces of gold [63] Yandal Operations - Yandal Production Centre FY25 AISC: A$2,317/oz [35] - Jundee AISC: A$2,064/oz [35] - Thunderbox AISC: A$2,629/oz [35] - FY26 AISC guidance: A$2,600-2,900/oz [35] - Yandal targets 500–550koz to control future cost base [35] Pogo Operations - Pogo sold 283 koz of gold in FY25 [40] - The AISC for FY25 was US$1,341/oz [41] - Net mine cash flow for FY25 was US$297 million [44] - As of March 31, 2025, Pogo's total Mineral Resources were 19,111 thousand tonnes at 100 gpt, containing 6,163 thousand ounces of gold, and total Ore Reserves were 9,130 thousand tonnes at 72 gpt, containing 2,126 thousand ounces of gold [64]
Caterpillar(CAT) - 2025 FY - Earnings Call Presentation
2025-08-05 00:00
Formal Business - Dr Adir Shiffman was re-elected as a Director with 85.99% (148,549,290 votes) in favor and 13.85% (23,924,461 votes) against[27, 42] - Mr Igor van de Griendt was re-elected as a Director with 95.59% (165,236,395 votes) in favor and 4.25% (7,352,702 votes) against[30, 42] - The Remuneration Report was adopted with 82.17% (113,119,413 votes) in favor and 17.21% (23,696,492 votes) against[33, 42] - The prior issue of the First and Second Tranches of the Share Consideration to the Perch Vendors was ratified with 99.79% (176,691,924 votes) in favor and 0.05% (93,306 votes) against, involving 2,498,227 fully paid ordinary Shares[35, 42] - The prior issue of Securities under the Company's Employee Share Plan (ESP) was ratified with 99.02% (175,311,724 votes) in favor and 0.83% (1,472,558 votes) against, involving 14,662,950 Securities and the issue to the trustee of 9,770,000 ordinary Shares on June 27, 2025[36, 42] - The grant of 455,735 Securities to Mr Will Lopes, the CEO & MD, under the ESP for the FY26 service year was approved with 85.95% (149,952,602 votes) in favor and 13.57% (23,667,381 votes) against[38, 42] - The change of Company name from "Catapult Group International Ltd" to "Catapult Sports Ltd" was approved with 99.73% (176,577,734 votes) in favor and 0.12% (207,502 votes) against[40, 42]
Elemental Altus Royalties (ELEM.F) Earnings Call Presentation
2025-08-04 22:00
Corporate Presentation TSX -V:ELE, OTCQX:ELEMF August 2025 Forward Looking Statements Forward-Looking Statements This corporate presentation contains "forward-looking information" within the meaning of applicable Canadian securities laws and "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995, (together, "forward-looking statements"), concerning the business, operations and financial performance and condition of the Company. Forward-looking s ...
TPG Telecom (TPG) Earnings Call Presentation
2025-08-04 22:00
Capital Management and Pro Forma Financial Information 5 August 2025 ASX: TPG For personal use only 1 For personal use only 2 Disclaimer International Financial Reporting Standards (IFRS) This presentation includes certain non-IFRS financial measures. These non-IFRS financial measures are used by management to assess the performance of TPG Telecom's business and make decisions on allocation of resources. Further information regarding the non-IFRS financial measures and other key terms used in this presentat ...
agilon health(AGL) - 2025 Q2 - Earnings Call Presentation
2025-08-04 21:30
2Q Earnings Presentation August 2025 Copyright © 2025 agilon health. Confidential internal document containing proprietary information. Do not distribute. Disclaimers and Forward-Looking Statements FORWARD-LOOKING STATEMENTS AND OTHER INFORMATION Statements in this presentation that are not historical factual statements are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-look ...