Cassini Resources (ASX:CZI): Cassini is developing the low cost Nebo Babel nickel copper project in Western Australia. A recent independent study by Wood Mackenzie, highlighted the project is in the lowest quartile of global cost as C1 cost are estimated at US$3.40/lb (on a payable nickel basis). Cassini is also about to commenced drilling at their Arunta Zinc Project where they will test three anomalous gossans that were discovered late last year.
The Pitch is a new initiative from the team at The Sophisticated Investor.
A typical management interview gives investors an update on recent results and short term targets, which is great for investors that are already informed about the company’s business. However, new investors are typically left with more questions than answers as this is their first introduction to the company.
The Pitch aims to rectify this as we ask management to give us all the key information about the company in less than 3 minutes (or the time it takes to go up an elevator). And as with all companies we interview, we only highlight those that we believe have strong long term fundamentals for investors.
