Transcript
Automated transcript · Written by software from the replay's audio. It can mishear names and figures; the replay is the record.
0:00 My name is Jim McKay and I'm the manager of corporate development for Lithium Ionic. We are a TSX-V listed Toronto headquartered lithium development company with 2 very high quality assets in Brazil. One of the things I'm most excited about in this upcoming next few months is our flagship project Bandera, which is poised to be Brazil's next producing lithium mine. So it's going to produce at a scale of 180,000 tons per year of SC 5.2 concentrate. We're currently waiting on our permits in the next few months here and following that construction will begin in the second half of next year. With that schedule in mind, we're scheduled to start production in 2027. High level numbers, we have a $1.5 billion NPV, IRR of 61%, all for the low, low price of $191 million US of initial capital. So it's very low CapEx and very, very juicy returns in terms of IRR and NPV. I would encourage all investors to check out our website, lithiumionic.com, to check the corporate deck or reach out to me and the investor relations team. Awesome.
1:00 I'm here with Mark Roos of Spanish Mountain Gold. Mark, how are you at the Munich Mining Conference? What have you been excited to tell investors about? Well, I'm totally excited about the fact that we're drilling, following up some monumental holes that happened in the spring of this year. A winter drill program, we had 719 grams per ton in one of the holes, 139 meters, I think of 4.18 grams average, which included that one high-grade at 179g per tonne. That's really exciting. We also are going to look at ore sorting, which is going to upgrade the ore that's going into the mill proposed. More upside there in the Phoenix deposit, which we're going to drill further, which is 357,000oz
1:44 of inferred resources and hope to get that even higher. So lots of upside. Gold prices at record highs and things are looking up and up for the company. Awesome. And what should investors be on the lookout for news for the rest of the year? Well, they should be looking for the drill results. The ore sorting study may or may not be done before the end of the year. And an announcement to go ahead with the feasibility study. Right now we're looking at what work needs to be done, pricing it all out. I'm here with David Stein, CEO of Creosilver at the Munich Mining Conference. David, how are you? I'm good, thanks. How are you? Good. What have you been telling investors this conference?
2:19 Well, actually, quite a few German investors already. So some people I'm giving updates, others I'm pitching the story for the first time. Obviously the fact that we're in production sets us apart from most of the juniors out here, so that's a big selling point. Talking about our ramp up, how we're looking to be profitable very soon, and that we can start spending that money that we're making at the mine on further growth through expansions and off and exploration as well. And what's up next for your exploration projects? Well, actually, we're about to start drilling for the first time in 4 years of Bethania, which is extremely exciting. We've approved an underground drill program, so we're going to go test the veins deeper, which is fairly low-risk exploration for us.
3:16 And then as we go into next year, we can do more deep drilling, potentially look at a long strike at Bethania, and also start looking at some of our satellite deposits as well in the region. And I think this is just the start of what's going to be a big, big exploration program over the next few years. Awesome. And what are you most excited about going into the end of the year? The production is very, very exciting because we're really starting to find our way with that. With that being said, I'm super excited about the exploration, the fact that we can drill at Bethania. We've been talking about the upside of Bethania for the last 4 years, really without the ability to drill, not because of permitting or any other weird reason, but just because of the market conditions.
4:03 And we had to allocate most of our capital to the mine. So now that we can drill and I can start proving to the market that We really are sitting on a huge silver vein system here. And it's not going to happen in 3 months, but over the next few years, it's the beginning of what should be a multi-year journey here that I'm very, very excited about. Hi there. I'm Frank Callahan, President and CEO of Golden Caribou Resources. We're listed on the Canadian Stock Exchange. Our project is in central British Columbia, in a near town called Hickson. It's in an area where we've been fortunate enough, or I've been fortunate enough, where we put 2 mines into production. We were taken out. The last company that we had was purchased by a Cisco Royalties, now operated by a Cisco Development.
4:54 And we're working in an area that it was one of the areas that had the first underground gold mines back in the 1860s.
5:02 And we're now looking at looking at an open pit style model is where we're focused on right now. And we've drilled 20 holes and we're currently getting ready to start back up drilling again And things are proceeding really well. And if you'd like some more information, I encourage you to go and have a look at the company's website or give me a call. 604-551-7685 in Vancouver. Yes, hi, I'm Rick Redfern. I'm the chief consulting geologist for Fairchild Gold Corporation. We're a fairly new company listed on the Toronto Vancouver Stock Exchange. And we have gold and copper properties in Nevada and in 1 property in Ontario.
5:50 Our chief property at the moment is called the Nevada Titan property. It's only 35 kilometers southwest of Las Vegas, Nevada. And it has potential for porphyry copper deposits along a 12-kilometer east-west trend and a separate porphyry copper deposit just to the north of it. And we have a diagonal system of gold-bearing veins across a 5-kilometer stretch and up to 700-plus
6:23 meters wide, with 20 to 30 old mines on it. So we have at least 3 good drilling targets to go after right now. We have big companies looking looking at us like Ivanhoe Electric has been looking at it and we are we have just acquired a new one called the golden arrow mine in Central Nevada along the famous Walker Lane trend And this has 350,000 ounces of gold already blocked out by 350 plus drill holes. Our stock is trading at only 10 cents a share. We're new, we're only 6 months old on the stock exchange roughly, since we've acquired the properties. And we think that we have a potential for dramatic escalation in stock price in the company.
7:14 We have very high-level advisors who work with the Trump administration. 6 different advisors who can help us raise money and gain stature within the industry. So we think that we're going to be one of the very successful companies that you will get a substantial increase in your stock price by considering us and taking a look before you invest. And we think you'll find out what you like, that you like. And we are always available for questions to anybody who's interested. Just contact us, please. I'm Rick Redfern again. I'm the chief geologist consultant. And thank you for considering Fairchild Gold Corporation.
8:01 I am with CEO of Capani Metals, Brian Boss, the Munich Mining Conference. Brian, how are you? Never better. This is fantastic. It's a two-day conference. Today's packed. Awesome. And what have you been telling investors at the conference? That there's a company they've never heard of with huge insider ownership, huge land package and drilling starting in the winter of January 2026. Awesome. And what's coming up next for you at the project? Well, I mentioned we're going to be drilling in January of 2026, but before that, We've got some more ground geophysics. We're finishing the winterization of camp. We have to interpret all of the aeromagnetic data that was flown this summer. We need to pick our drill holes and get our equipment out over the ice. It's going to be very busy from now. Well, it'll be busy for the next 3 years.
8:48 It's going to be great. And let me tell us a bit about working in Quebec. Love it. It's the best jurisdiction because plenty of mines can exist and are built. The relations with first nations are not only fantastic, but they're clear. And as we spend $1 in the field, we get $0.45 back from the Quebec government the next year on the proviso that we then spend that $0.45 in the field. So It's like you're getting turbocharging on your money when you go exploring. That's great for us. Awesome. And what's keeping you up with excitement for the rest of the year? I really want to know how the drilling turns out. You've asked me that question a few times and the answer keeps, Sometimes I think to myself, oh my Lord, I own 26% and it's not enough. This is going to work.
9:36 Awesome, Brian. Thank you so much. Thanks very much, Romeo. I'm here with Ian Bliss, the Munich Mining Conference. Ian, how are you? I'm very well. Thanks very much for asking, Romeo. Awesome. And What are you excited to be talking to investors about at this conference? It's really the development on our copper aspect of the boot and sell property, as well as the tellurium. They tend to be much more critical metal savvy here. And so with the copper and tellurium, we're sort of highlighting that aspect. And it's actually quite interesting. I had a German engineer come by early yesterday morning and the first thing he said was, well, a lot of people have copper, a lot of people have gold, but no one has tellurium. And so it was a good start to the conference. Yeah, that's fun. And what do you got going on at Root & Cellar this year? We got some drill results coming out from a program back in June and July. We are expecting those drill results in the middle of this month. And so that's really the next phase. But meanwhile, as we've been waiting for the results, we've been advancing the copper target at Root & Cellar. The last few years, as you know, we've been really focused on the gold. It was always our plan to start advancing the copper 4-3 target this year.
10:45 That was really catalyzed by several visitors to the property that really told us we should be focusing more on those diatreme retropipes. And that was actually even before we started finding some of the mineralization that we talked about a few weeks ago. So there's a lot of excitement about those diatreme retropipes and the copper porphyry that we're now seeing signs of. Great, and should people now think of root and cellar as a polymetallic property? Yes, it always has been a polymetallic property. I mean, epithermal gold and copper porphyry are end members of the same system, so you'll get them in the same jurisdiction. Often the copper porphyry is much deeper than the gold. You've seen the gold, the copper tends to be too deep. But it appears for whatever reason, either the copper has been telescoped or it's been faulting, and now they're sitting side by side at the same level. And so we're right at the top of the copper system. And so it's very much, you know, potentially polymetallic.
11:35 You have systems like the Lepanto in the Philippines where you have the copper porphyry and also the low-sulfuration gold and then the mining, their mining gold. So this is a really unique opportunity for a copper porphyry and epithermal gold system. And the benefit of Root & Cellar too, it's on the Atlantic seaboard. Nearly all these big porphyries and epithermal gold systems are on the Pacific Rim, and this one's on the Atlantic seaboard in an area that's never seen any serious exploration. You know, There's a lot of talk about copper porphyry in Newfoundland. The Geological Survey of Newfoundland has been working in that regard the last few years, trying to uncover that, and it seems that we're onto one right now at Mount Seller. What are you most excited about for the rest of the year? I think it's the development of the other aspect. I mean, we may even get some drill holes into that the next few months. We were going to do some geophysics, but we've been discussing it internally the last few days and we may actually try to get to a small drill program in those quarries in the next few months. Awesome, Ian, great to catch up. Thanks very much.