2023 - the year for ICG, page-644

I was at the RRS conference today.. I’ve met with Jonathan a couple times previously, but it was great to meet and have a chat with both Adam and Emmanuel..

I’m pretty tired now as I’ve only just arrived home, but I’ll post a few dot points on my thoughts from the conversations I had in a day or two as I have a lot going on here at the farm..

Bottom line, I feel there’s a renewed focus and energy to the company back on track and move ahead with the new leadership structure.. Adam comes across as a reasonable and very pragmatic, I like the fact that we are on the same page with some thought processes including risk based approaches to business..

Adam, Jonathan and Emmanuel all have a united, and an acutely shared awareness of shareholders losing faith and an element of trust in the company as a result of the frewenas campaign and its impact on the capital position of the company... Adam et al are very determined to turn that around..

Part of my conversation with Adam included some thought around shareholder engagement, but I’ll elaborate more on that later on..

I did have conversations about the planned campaigns at Jean Elson and Mac Creek respectively, my thoughts on Peru and what’s happening in that space, as well as some around the previous year or so and some of the challenges the company has faced..


Im happy to answer questions but I must stress that I don’t have any information that isn’t already in the public arena, and I may not be able to answer some simply as the topics may not have been covered in my conversations...