Great to be a part of AGM!
My quick takeaways before I fire up BBQ and watch the footy -
- Its business as usual regarding the instability a market overreaction , perceived risk v real risk
- MD been on phone with majors shareholders last couple of days, doesn't expect to much change from them suspect retail
- Aspire to be a genuine Mid Tier , mentioned $4b as a target when comparing to a board members last company MC
- Debt funding close , mentioned Sprott, Orion, Taurus etc
- LOM set to grow
- Board meeting today discussed some very attractive targets, looking to ramp up drill rigs
- Very pleased with who we have attracted in looking at Goulamina
- Discussions mature and well advanced, confident in an announcement this Qtr. next few weeks
- Li deal with be another transformational transaction
- What growth is next, 300, 400, 500oz pa
- Comparison made to WAF ($900m mc) in short term
- $600m FCF over 7 years and that will grow
- Confident they can sustain >200oz pa from 2024
- Geologists are licking their lips to get into exploration at Morilla
- Morilla super pit to the left @ 4-5g significant upside
That's what I took away anyways, management very confident and so am I.
Best wishes to all holders!
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