Workflow
Meeka Metals (MEK) Earnings Call Presentation
2025-07-24 04:15
Production Ramping Up Noosa Mining Presentation 24 July 2025 For personal use only ASX:MEK meekametals.com.au Important Information Disclaimer This information contained in this presentation is issued by Meeka Metals Limited ("Meeka" or the "Company"). The information contained herein is confidential and proprietary to the Company and is provided to recipients on the terms and conditions set out in this disclaimer. The document, in whole or in part, is not to be distributed, copied or reproduced, in any for ...
Minerals 260 (MI6) Earnings Call Presentation
2025-07-24 03:30
ASX: MI6 Advancing one of Australia's largest undeveloped gold projects For personal use only 2.3Moz Bullabulling Gold Project Noosa Mining Conference 24 July 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 presentation is not investment ...
Ramelius Resources Limited (RMS) Earnings Call Presentation
2025-07-24 01:45
Financial Performance & Guidance - Ramelius achieved FY24 production of 293,033oz at an AISC of A$1,583/oz[15] - FY25 production guidance is 301,664oz at an AISC of A$1,550 – A$1,650/oz, expected to be at the lower end of the range[15] - Ramelius reported a record free cash flow of A$694.9 million for FY25[27] - Free cash flow per ounce produced in FY25 was A$2,304[32] - The company's FY25 margin over AISC is 63%[36] Resources & Reserves - Mineral Resources as of June 30, 2024, are 8.7Moz[15] - Ore Reserves as of June 30, 2024, are 1.1Moz, plus Rebecca-Roe 850koz and Eridanus 680koz[15] - Mt Magnet has a new 17-year mine plan with 2.1Moz, up 37% from 2024[15] Corporate & Strategic - Ramelius has a market capitalization of A$2.8 billion at A$2.45 per share[15] - Cash and gold holdings are A$809.7 million[15] - Investments total A$506 million, including a 20.95% stake in Spartan Resources[15] - Ramelius has a vision to become a +500koz/pa producer by FY30[13] - A transformational combination with Spartan Resources is planned, aiming for a 500koz pa vision by FY30[20] Spartan Resources Transaction - Ramelius is acquiring 100% of Spartan Resources via a Scheme of Arrangement[107] - Spartan shareholders will receive $0.25 cash and 0.6957 Ramelius shares for each Spartan share, implying a fully-diluted equity value for Spartan of ~A$2.4 billion[107] - Spartan shareholders (excluding Ramelius' existing 19.9% shareholding) will own 39.5% of the enlarged Ramelius (Combined Group) if the Scheme is implemented[107]
Catalyst Metals (CYL) Earnings Call Presentation
2025-07-24 01:15
Noosa Mining Conference Corporate Presentation Catalyst Metals Limited July 2025 ASX:CYL catalystmetals.com.au For personal use only CATALYST METALS LIMITED Simple portfolio – two large strategic gold belts underpinning long-term organic growth The Past, Present and Future Consolidation now complete setting up a pathway to 200koz of annual gold production For personal use only Brief history of the consolidation of the Plutonic Gold Belt Strong balance sheet and operating cashflows provide a stable foundatio ...
Southern Cross Gold Consolidated (MWSN.D) Earnings Call Presentation
2025-07-24 01:00
Sunday Creek An Expanding and Significant Global Gold -Antimony Discovery Victoria, Australia Noosa Mining Conference Deck, July 24 2025 For personal use only SX2 SXGC Important Information Overview: This presentation (this "Presentation") dated July 24, 2025, has been prepared by Southern Cross Gold Consolidated Ltd ("SXGC" or the "Company") and is authorized for release by Managing Director, Michael Hudson. Accuracy of Information: Readers are directed to the public disclosure of Southern Cross Gold Conso ...
Pantoro Gold (PNR) Earnings Call Presentation
2025-07-24 00:45
Financial Performance & Position - Pantoro Gold reported a strong FY25 EBITDA of A$1964 million[32,82] - The company experienced a cash and gold increase of A$72 million in FY25[32,82] - As of June 30, 2025, Pantoro Gold held A$176 million in cash and gold[26,32,82] - Pantoro Gold is debt-free after prepaying Nebari loan facilities approximately 2 years early[32,82] Production & Growth - The Norseman processing plant is operating above nameplate capacity at 12 million tonnes per annum and is readily expandable[21,61] - The company is targeting a medium-term expansion to over 200,000 ounces of gold production per annum[23,64] - FY2026 guidance projects annual gold production of 100,000 to 110,000 ounces[33] - Open pits are expected to deliver 20,000 ounces at 21 g/t during calendar year 2025[59] Exploration & Resources - Pantoro Gold has a large, high-grade mineral resource of 449 million tonnes at 33 g/t for 47 million ounces of gold[20,84] - The company has a A$55 million exploration budget focused on growth at existing mines and new developments[34] - A major project capital of A$67 million is budgeted, including the first major regional exploration program at Norseman in 30 years[35]
Ardea Resources (ARL) Earnings Call Presentation
2025-07-24 00:15
Project Overview - The Kalgoorlie Nickel Project (KNP) Goongarrie Hub is the largest nickel-cobalt Mineral Resource Estimate (MRE) in Australia [9] - KNP Goongarrie Hub contains 584Mt at 0.69% Ni and 0.043% Co for 4Mt of contained Ni and 250kt of contained Co [10] - KNP Kalpini Hub contains 270Mt at 0.76% Ni and 0.05% Co for 2Mt of contained Ni and 136kt of contained Co [10] - The project has a forecast operation of +40 years [53] Partnership and Funding - Sumitomo Metal Mining (SMM) and Mitsubishi Corporation (MC) are fully funding the Definitive Feasibility Study (DFS) up to A$98.5M to earn up to 50% interest in Kalgoorlie Nickel Pty Ltd (KNPL) [15] - The Consortium earned its first 17.5% in July 2025 [15] HPAL Technology and Production - Global MHP and MSP production has increased by over 300% since 2020 [26] - HPAL now into 5th generation of technical advances [21] Market Demand - Electric Vehicle (EV) sales reached 9.1 million in H1 2025, a 28% year-to-date growth [35] - Global energy storage grid deployments reached 13.6GWh in January 2025, a 94% year-on-year increase [35] - Global steel consumption is projected to increase by 132Mt, or over 7% [38] Cost Competitiveness - The Pre-Feasibility Study (PFS) indicates a low C1 Opex before Cobalt credit of US$10,197/t Ni (US$4.62/lb) in MHP LOM [60] - Australia's recently approved tax credit provides a 10% refund against processing costs (64% of PFS Opex estimate) for the first decade [65] Financial Metrics (from 2023 PFS) - Pre-tax NPV7 of A$7,625M (IRR 30%) and Post-tax NPV7 of A$4,980M (IRR 23%) [114] - Average Annual EBITDA of A$800M [114]
EQ Resources (EQR) Earnings Call Presentation
2025-07-24 00:00
Company Overview - EQ Resources has a market capitalization of A$108 million and a share price of A$0038[19] - The company's annual production is 1735 tonnes of WO3[19] - The company raised A$246 million in 2025 to reduce debt and progress development[20] Tungsten Market - Global Tungsten reserves are 37 million tonnes with an annual production of 79kt WO3[12] - Restricted countries hold 63% of global reserves and produce 87% of annual production[12] Barruecopardo (Spain) - The mine has a mining lease until 2044[26] - A$200 million capex investment pre-EQR Acquisition in January 2024[26] - Production is targeted to reach 1300 tonnes WO3 per year[26] - Open Cut Proven reserves contain 682 million tonnes with 016% WO3[25] Mt Carbine (Australia) - Minimum 8-year mine life uses only 19% of reserves[30] - Production is targeted to increase to 1750 tonnes WO3 per year[30] - Open Cut Probable reserves contain 536 million tonnes with 028% WO3[29]
29Metals Limited (29M) Earnings Call Presentation
2025-07-23 23:45
Noosa Mining Conference 23 -25 July 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 announcem ...
Metals Acquisition (MTAL) - 2025 Q2 - Earnings Call Presentation
2025-07-23 23:00
Financial Performance & Liquidity - Q2 2025 saw record quarterly operational free cash flow (FCF) of approximately US$42 million[18] - Cash and cash equivalents were approximately US$102 million at the end of Q2 2025[14, 18, 54] - Liquidity of approximately US$196 million was available, including an undrawn revolving facility of approximately US$59 million[13, 54] - C1 costs achieved for Q2 2025 was US$1.48/lb, with June 2025 achieving US$0.94/lb[18] - Total cash cost was US$2.17/lb[18] Production & Operations - Copper production increased by 23% quarter-over-quarter (QoQ) to 10,587 tonnes in Q2 2025[18, 34] - Copper grade was 4.4% for Q2 2025, an increase of 8% QoQ[18] - Record daily copper production of 385 tonnes was achieved under MAC ownership[18] - Capital expenditure increased in Q2 with higher capitalised development driven by a 46% increase in capital development meters compared to previous quarter combined with delivery of new operational drills[49] Growth Projects & Future Targets - The company is targeting copper equivalent production of over 50ktpa by 2026[13] - The ventilation project is progressing, targeting completion by Q3 2026[14, 19, 72] - First ore from the new Merrin Mine is targeted for Q4 2025[14, 19, 64] Harmony Transaction - MAC entered into Restructure Documents regarding the Harmony Transaction[19, 29] - The transaction is subject to shareholder and regulatory approvals[32]