Santana Minerals (SMI) 2025 Earnings Call Presentation
2025-08-04 06:00
Bendigo-Ophir Gold Project Developing New Zealand's newest and richest gold mine Diggers and Dealers August 2025 For personal use only Disclaimer Disclaimer All information contained in this presentation is of a general nature. Potential investors are cautioned against using the content of this presentation, in isolation, for making investment decisions and should also refer to Santana Minerals Limited ('Santana') Annual Reports and ASX/NZX:SMI releases. For further information about Santana visit our websi ...
29Metals Limited (29M) 2025 Earnings Call Presentation
2025-08-04 05:30
Diggers & Dealers Mining Forum 4-6 August 2025 A CLEAR RESET FOR A BRIGHT FUTURE For personal use only Important information The information in this presentation is provided for general information regarding 29Metals Limited (the 'Company ') and its subsidiaries (together with the Company, '29Metals'). Material information in this presentation has been derived from information publicly released by the Company to the ASX announcements platform. Details regarding the source information released to the ASX ann ...
Vault Minerals (RKM0) 2025 Earnings Call Presentation
2025-08-04 04:55
Company Overview - Vault Minerals has a strong financial position with A$686 million in cash and no debt as of June 30, 2025 [11] - The company's market capitalization is A$2,585 million based on a share price of A$038 as of July 30, 2025, with 6,802 million shares on issue [13] - Vault Minerals FY25 production was 381koz at an AISC of A$2,422/oz [13] Operations and Growth - The company is undertaking a King of the Hills (KoTH) plant expansion targeting a ~20% increase in peak production relative to FY25 [11, 28] - Vault Minerals plans to double resource definition drilling in Leonora with over 100,000m planned for FY26, a greater than 100% increase on FY25 [11, 22] - The Leonora Stage 1 plant expansion is expected to be online by June 2026, with a capacity of 6Mtpa [19] - The Leonora Stage 2 plant expansion is expected to be online in FY28+, with a capacity of 75Mtpa [19] Hedging and Financials - The company's hedge book was reduced to 132,504 ounces at A$2,876 per ounce as of June 30, 2025 [24] - 41% of FY25 sales, or 158,684 ounces, were delivered into the hedge book at an average price of A$2,680/oz [24] - 92% of the remaining hedges are to be delivered in FY26 and completed in Q1 FY27, leading to increased exposure to spot gold pricing [24] Resources and Reserves - The company has total Mineral Resources of +127 Moz Au [17] - The company has total Ore Reserves of +39 Moz Au [17]
Evolution Mining (CAHP.F) 2025 Earnings Call Presentation
2025-08-04 04:10
Inspired people creating a premier global gold company Diggers & Dealers Lawrie Conway, Managing Director and Chief Executive Officer 4 August 2025 For personal use only Forward looking statement This presentation prepared by Evolution Mining Limited ('Evolution' or 'the Company') includes forward looking statements. Often, but not always, forward looking statements can generally be identified by the use of forward looking words such as 'may', 'will', 'expect', 'intend', 'plan', 'estimate', 'anticipate', 'c ...
Peel Mining (PEX) 2025 Earnings Call Presentation
2025-08-04 03:55
Company Overview - Peel Mining Limited (ASX: PEX) is a copper-focused resources company [2] - The company holds strategic tenure in Tier 1 jurisdictions [25] - Key personnel include James Simpson (CEO/Managing Director) and Rob Tyson (Technical Director) [24] South Cobar Project Resource Base - The South Cobar Project has a resource base totaling 2291 million tonnes @ 220% CuEq for 500kt CuEq [28, 98] - The project contains 5 major deposits and numerous under/untested prospects [28] - The Mallee Bull deposit contains 125kt of copper at 178% Cu [35, 47] - The Wirlong deposit contains 75kt of copper at 175% Cu [35, 48] - The Wagga Tank Open Pit contains 21kt Cu, 72koz Au, 38Moz Ag, 23kt Pb, 25kt Zn [38, 44] - The Southern Nights deposit contains 252kt Zn, 96kt Pb, 13Moz Ag, 59koz Au, 14koz Cu [38] Financials and Shareholding - The company's market capitalization is approximately $349 million based on a share price of 6c [20] - The enterprise value is approximately $335 million [20] - Perth Capital Pty Ltd & Associates holds 204% of shares on issue [21] - Australian Institutions hold 125% of shares on issue [21] Exploration and Development - PFS is substantially complete for Mallee Bull and Wirlong underground mines [44] - Wagga Tank evaluation is underway for inclusion into PFS by March Quarter 2026 [40] - Regional exploration activities have identified high priority targets including Chuchi, Nombinnie, and Beanbah [61, 63]
Waratah Minerals (WTM) 2025 Earnings Call Presentation
2025-08-04 03:40
Company Overview - Waratah Minerals has 234 million shares on issue with ASX code WTM[5] - The share price as of August 1, 2025, was A$0.30, resulting in a market capitalization of $70 million[5] - The company held $7.5 million in cash at bank as of June 30, 2025[5] - Board and Management hold 11.2% of shares (fully diluted)[5] Spur Project Highlights - The Spur Project is located in the Cadia-Spur district, surrounded by major mining companies, indicating strategic mineral district[12, 14] - The project has a district-scale land position with 100% ownership[15] - Exploration has identified a large epithermal-porphyry corridor with two high-value exploration targets: epithermal gold and porphyry gold-copper[16] - Drilling results include 11m @ 10.82 g/t Au from 154m (SPRC002), 89m @ 1.73 g/t Au, 0.08% Cu from 115m (SPRC007), and 196m @ 0.54% CuEq, 0.35% Cu, 0.23 Au g/t from 1m (BZD001)[18] - Stepout drilling at the Spur Gold Corridor – Consols Zone, returned 208.7m @ 1.17 g/t Au from 514m, including 89m @ 1.96 g/t Au from 614m and 38m @ 3.61 g/t Au from 665m[47] - Porphyry copper-gold mineralization was intersected at Breccia West, with results including 84m @ 0.62% CuEq, 0.40% Cu, 0.26g/t Au from 29m (BZD001)[55] Macquarie Arc and Analogues - The Macquarie Arc hosts world-class gold-copper mines, with A$1.6 billion in mining M&A and A$300 million in JVs since 2023[11] - The Spur Project shares exploration criteria similarities with Cadia Valley (Newmont) and Cowal (Evolution Mining)[60, 63]
Australian Vanadium (AVL) 2025 Earnings Call Presentation
2025-08-04 03:25
Kalgoorlie VBESS Project Overview - The WA government is investing $150 million to support a 500MWh Kalgoorlie vanadium flow battery (Kalgoorlie VBESS)[9] - The project is expected to create approximately 150 local jobs during construction and ongoing employment in manufacturing and export[10] - The project aims to diversify Kalgoorlie's economy by developing a value-added battery and critical minerals industry cluster[10] AVL's Position and Strategy - AVL is positioned to offer solutions for the Kalgoorlie VBESS project, focusing on vanadium mining, electrolyte manufacture, and utility-scale BESS solutions[11] - AVL's Lumina VFB architecture allows for expansion of storage capacity in line with market growth[35] - AVL is targeting over 70% local content in its WA-centric supply chain[35] Vanadium and VFB Market - A single 50MW/500MWh VFB BESS would require 4kt of V2O5 demand, representing approximately 1.7% of the global V2O5 supply[30] - The global vanadium market size in 2024 was 133,000 metric tonnes vanadium[31,43] - Vanadium demand from batteries is projected to increase from 1% of the total market in 2019 to 9% in 2024 and is forecast to reach 37% in 2027[47] Australian Vanadium Project - The Australian Vanadium Project has a global vanadium Mineral Resource Estimate (MRE) of 395.4Mt at 0.77% V2O5[33] - This includes 104.5Mt at 1.12% V2O5 classified as Measured or Indicated[33]
Biglari (BH) - 2025 Q2 - Earnings Call Presentation
2025-08-04 03:00
Financial Performance - Bumrungrad Hospital Public Company Limited's total revenues decreased by 3.6% in 2Q25 compared to 2Q24 and decreased by 4.6% in 1H25 compared to 1H24 [26, 27] - Net profit also experienced a decrease of 3.8% in 2Q25 compared to 2Q24 and a decrease of 8.3% in 1H25 compared to 1H24 [26, 36] - The EBITDA margin reached a company record of 41.6% in 2Q25 [5, 26, 34] - Non-Thai patient revenue decreased by 6.6% in 2Q25 and 8.2% in 1H25 compared to the same periods in the previous year [14, 21, 46, 50] Revenue Analysis - Middle East market share revenue increased by 23% compared to Q1 2025, with notable growth in Qatar (18%), UAE (46%), Oman (28%), and Saudi Arabia (54%) [5] - Non-Thai revenue has shown a CAGR of +5.8% from Y2018 to Y2024 [7] - Middle East non-Thai revenue increased by 56.2% from Y2018 to Y2024, while non-Middle East non-Thai revenue increased by 31.7% during the same period [10] - Inpatient and outpatient services contributed roughly equally to revenues, with inpatient services accounting for 50% in 2Q25 and 49% in 1H25 [29] Business Updates and Developments - Bumrungrad International Hospital has been recognized in Newsweek's Best Specialized Hospitals Asia Pacific 2025 ranking across all 9 specialty fields [52] - The hospital has been approved for renewal of its Advanced Hospital Accreditation (Advanced HA) under the Hospital and Healthcare Standards, with a certification period from May 23, 2025 – May 22, 2029 [55, 56] - A new Bumrungrad Comprehensive Cancer Center is under development, expected to be completed in 2027, with the aim of expanding capacity and enhancing patient experience [78, 80, 105]
Boss Energy (B8Y) 2025 Earnings Call Presentation
2025-08-04 02:45
bossenergy.com positive catalysts. For personal use only Boss Energy well positioned to benefit from rising Long-Term price A global multi-mine Uranium producer For personal use only First mover advantage in a rising Uranium market Diggers and Dealers 4 August 2025 ASX: BOE | OTCQX: BQSSF Uranium Industry Update 0 20 40 60 80 100 120 140 160 180 2004 2006 2008 2010 2012 2014 2016 2018 2020 2022 2024 AU$ U3O8 Spot Price U3O8 Long-Term Price Source: UxC, LLC https://www.uxc.com/ Term price (which represents ~ ...
Paladin Energy (PALA.F) 2025 Earnings Call Presentation
2025-08-04 02:25
Uranium Market Outlook - Nuclear energy demand is increasing due to the need for clean and reliable baseload power[27] - There are 69 reactors under construction worldwide, which will add approximately 76 GW of power generation capacity[29, 30] - Global utilities have approximately 1 billion pounds of uncovered uranium requirements to 2035[34] Langer Heinrich Mine (LHM) - LHM produced 3 million pounds of U3O8 in FY2025 during the ramp-up phase[37] - The average plant overall recovery was 87% at the end of FY2025[37] - The cost of production in FY2025 was US$40.2 per pound of U3O8[37] - LHM has a 17-year mine life supported by 82.8 million pounds of uranium Ore Reserve[37] - 24.1 million pounds of U3O8 are contracted to 2030[53] - 87% of the LHM Ore Reserve is exposed to market-related prices or is uncontracted[53] Patterson Lake South (PLS) Project - PLS has a Probable Mineral Reserve of 93.7 million pounds of U3O8 at 1.41%[58] - A production target of approximately 9 million pounds of U3O8 per year is set over a 10-year mine life[58] - Paladin maintains a 100% controlling interest in the PLS Project throughout its commercial production[59]