Replay available
Investing in Developers – Hacking the Lassonde?
Join the CEOs of four development-stage gold companies advancing their respective projects from development through permitting and towards construction. These projects sit in ‘the middle stage’ of the Lassonde Curve. Discover what the de-risking process looks like for gold mines in various jurisdictions; the process and timeline of taking a development project from first discovery to a construction decision; and what risks and opportunities exist at the development stage for investors.
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6ix
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Mining Americas Inc.
MAI:TSXV
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Newcore Gold Ltd.
NCAU:TSXV
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Hycroft Mining Holding Corporation
HYMC:NASDAQ
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First Mining Gold Corp.
FF:TSX
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Featured presenters
Romeo Maione
VP Business Solutions at 6ix
Dan Wilton
CEO & Director at First Mining Gold
Dan Wilton has more than 25 years of experience in M&A, corporate finance and principal investing in the mining sector, having executed as principal or advised on more than $10 billion of mergers, acquisitions and divestitures and more than $1 billion of fi...
Diane R. Garrett
President & CEO at Hycroft Mining
Dr. Garrett has over 25 years of senior executive management experience in the mining industry and an exceptional track record for developing projects and building companies. Dr. Garrett was President, CEO and Director of Romarco Minerals Inc. where she bui...
Doug Ramshaw
President at Minera Alamos
Doug Ramshaw is a senior executive and corporate director with more than 25 years of experience in the mineral resource sector. His work has focused on mineral project evaluation, M&A and business development strategies supporting corporate growth. Mr. Rams...
Luke Alexander
President, CEO & Director at Newcore Gold
Luke Alexander brings over 20 years of natural resource sector experience, knowledge and contacts to Newcore Gold, particularly in West Africa. He has raised billions of dollars and structured deals for major mining companies while advising some of the worl...
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Team at 6ix Inc
Investor webinar replay
Meeting Overview The meeting focused on the topic of investing in developers within the mining sector, featuring insights from industry leaders on how to distinguish between developers poised for growth and those facing significant hurdles. The discussion emphasized the importance of understanding project timelines, risks, and the overall development process. Key Discussion Points - Characteristics that differentiate developers ready for growth from those facing hurdles. - The significance of project timelines in determining the value of mining companies. - The "boring" phase of development and its implications for investor interest. - The importance of engineering and permitting processes in the development phase. - The impact of jurisdiction and government policies on mining projects. - The concept of the Lassonde curve and its relevance to investment timing. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor the progress of the Spr...
Replay transcript excerpt
[Speaker identities could not be resolved; generic labels used] [00:08] Speaker 1: Hello everyone and thank you for tuning in for today's discussion. The topic is investing in developers and we're joined by Dan Wilton, CEO of 1st Mining, Diane Garrett, President and CEO of Highcroft Mining, Doug Ramshaw, President of Mineral Alamos, and Luke Alexander, President and CEO of Nucor Gold. [00:25] Speaker 1: Now this event is being recorded and will be available for review and afterwards. [00:29] Speaker 1: Also If you have any questions, please feel free to submit them in the chat. But we do have a full agenda today, so any company-specific questions will be passed on to the respected companies if you do have any. That said, welcome everyone. [00:42] Speaker 1: Now when we talk about companies in the development stage, it's a pretty broad term, right? [00:47] Speaker 1: So what are the key characteristics [00:49] Speaker 1: that distinguish a developer ready for rapid growth from 1 still facing a significant hurdle or hurdles? [00:56] Speaker 1: How can investors recognize when a developer is on the verge of taking off? Now, I think everyone has their own interesting projects. So I'm gonna have everyone address this question starting with Dan. [01:07] Speaker 2: Well, thanks and thanks everyone [01:09] Speaker 2: for joining us today. I mean, it's an interesting question. You know, the development process [01:15] Speaker 2: as we all know [01:17] Speaker 2: is a long 1 [01:19] Speaker 2: And it's continued to get longer. [01:22] Speaker 2: I've [01:23] Speaker 2: been [01:24] Speaker 2: financing mining companies for 30 plus years now. [01:30] Speaker 2: And it used to be quite a bit reliably [01:32] Speaker 2: shorter that you could get a project from [01:36] Speaker 2:...