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Steppe Gold Interview
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Bataa Tumur-Ochir
President & CEO at Steppe Gold
Mr. Bataa Tumur-Ochir is a Mongolian national that that serves as CEO and Director of Steppe Gold, responsible for new business acquisitions, development and government and community relations. He is also responsible for Steppe Gold’s daily operations in ...
Jeremy South
Senior Vice President and Chief Financial Officer at Steppe Gold
Jeremy was a director of Steppe Gold from March 2017 until his appointment as CFO in July 2018. He has over 35 years of experience in M&A, including senior positions in investment banking at Deutsche Bank, NatWest Markets and Deloitte. He also has over 11 y...
Aneel Waraich
Executive VP & Director at Steppe Gold
Aneel is EVP and Director of Steppe Gold, and a ï¬nancial services professional with 15 years of progressive experience in capital markets having worked on over $1B in deals. He is the founder of ATMA Capital Markets, focusing on advising public and privat...
Investor webinar replay
Meeting Overview The meeting focused on the impact of the COVID-19 pandemic on operations and communication strategies within the company, particularly in relation to their mining activities in Mongolia. The discussion highlighted successes, challenges, and the importance of effective communication with investors. Key Discussion Points - Impact of COVID-19 on operations and staffing in Mongolia. - Successes in maintaining production and keeping staff safe during the pandemic. - Need for improved communication regarding operational forecasts and challenges. - Discussion on the company's current valuation and potential for growth. - Challenges faced in attracting new investors due to perceptions of Mongolia. - Importance of increasing research coverage and banking support for better visibility. - Ongoing procurement delays and staffing issues related to COVID-19 restrictions. - Risks associated with the expansion project during the pandemic. Decisions Made - No explicit decisions reco...
Replay transcript excerpt
[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: How has the COVID-19 [00:02] Speaker 1: pandemic [00:04] Speaker 1: impacted [00:06] Speaker 1: your work? [00:07] Speaker 2: Thanks, Ken. [00:10] Speaker 2: Yes, we had a good year. [00:13] Speaker 2: To us, it was a success, certainly, a lot of positive [00:17] Speaker 2: news flow, [00:18] Speaker 2: being able to keep our staff safe, being able to still operate and bring production online [00:23] Speaker 2: during COVID for the 1st time ever, bringing production online and obviously demonstrating [00:27] Speaker 2: how important it is to have an in-country [00:30] Speaker 2: team [00:31] Speaker 2: and skilled obviously labor force exists in Mongolia. So that's all been positive. I think [00:37] Speaker 2: on some of the feedback and negative side is maybe [00:41] Speaker 2: our communication [00:42] Speaker 2: in the way that we've [00:44] Speaker 2: adjusted our forecast or lack of adjusting our forecast more publicly. [00:49] Speaker 2: Certainly, [00:50] Speaker 2: as we are in startup and ramp up and anyone in the mining business, [00:55] Speaker 2: anyone, an investor or a miner knows there's plenty of hiccups. Everything does take longer. [01:02] Speaker 2: And [01:03] Speaker 2: most people [01:04] Speaker 2: are comfortable to know about that. But I think it's very important because you're dealing with some new investors, maybe some generalist investors [01:10] Speaker 2: to be able to, you know, succinctly, [01:15] Speaker 2: you know, message [01:17] Speaker 2: on a regular basis, you know, any updates. So, For example, [01:20] Speaker 2: if we encountered a bottleneck in crushing in the summer, [01:24] Speaker 2: while we were fixing in the background, we could let peop...