Presentation by Quinton Hennigh with Crescat, page-9

Great viewing thanks @Nortalk  Some really interesting points in this which I am noting down for my own future reference.

-Gold often moves in opposite to NASDAQ as referenced in dotcom bust. NASDAQ cycle looks similar now.
-Producers have been in a multi-year boom since 2014. Explorers are just getting started and primed to boom.
-GBM on the early part of the Lassonde Curve (much-posted lifecycle of a junior explorer)
-Management are tops in their fields. QH has known SN for years from Newcrest days
-Epithermal vein deposits are hot spring deposits where fluid rises and creates bonanza grades. Profiles of up to 500-600m of productive sections. they branch closer to surface giving many different high grade veins

Mt Coolon and Yandan
-Shortage of exploration in Drummond
-SN knows epithermals and this is analogous to Patagonia
-GBM have most of the epithermal ground and are consolidating the best real estate
-Already 700koz resource
-Koala comparison with Pajingo (former EVN now Minjar that has produced over 5moz)
-Many targets and QH expects we can find another couple of Pajingo's.

Malmsbury
-Looks like another Fosterville (the reason I first invested here)
-Could have shoots going down several kms. Old miners stopped because of oxidisation.
-GBM on the ground now rock chipping.

White Dam
-Metallurgy is complicated which is why Round Oak have struggled. PR understands and has a process to extract and treat to recover Cu and Au without excess cyanide.
-Can produce a few thousand oz per month for cashflow.