Company Interviews

Altech Chemicals Limited (Altech/the Company) is aiming to become one of the world's leading suppliers of 99.99% (4N) high purity alumina (Al2O3) through the construction and operation of a 4,500tpa high purity alumina (HPA) processing plant at Johor, Malaysia.  Feedstock for the plant will be sourced from the Company’s 100%-owned kaolin deposit at Meckering, Western Australia and shipped to Malaysia.

In our hundreds of interviews, we’ve heard lots of versions of what ESG is and what it is not. Off-camera, CEOS seem divided about what it is, what it has meant in the past and how to communicate their efforts. What is certain is that it is being driven hard by big funds who themselves differ over what to expect. One has to hope it is more than a tick box exercise to appease their own shareholders!
 
We are joined by three bright and experienced company directors share their experiences on the topic and who break it down and explain how they view ESG, its wider connotations and why it should matter to investors.
 
We discuss good examples and where good practice has helped companies and we remind ourselves where it has not worked and the cost to shareholders. I really enjoyed this one as it made me come at it differently when evaluating the cost to the bottom line.

Meridian Mining is a junior exploration and resource development company. The Company is focused on the acquisition, exploration, and development activities in Brazil. The Company has signed purchase agreement to acquire approximately 100% beneficial interest in the Cabacal copper- gold Project, in the state of Mato Grosso, Central West Brazil. The Cabacal copper-gold is a camp scale volcanogenic massive sulfide (VMS) Project is located in the Alto Jauru Greenstone Belt, in the Southwest margin of the Amazon Craton. The Company also has three projects in the State of Rondonia, which include Espigao copper-gold polymetallic Project, Mirante da Serra manganese Project and Ariquemes Tin Project in the north of Brazil. The Espigao Project is located in the Proterozoic Rondonia-Juruena Province, in the south west margin of the Amazon Craton. The Espigao Project licenses cover an area of approximately 97,436 hectares.

Capitan Mining Inc. is a Canadian gold-silver mining exploration company engaged in exploring the Cruz de Plata Project in Durango Mexico. Capitan is composed of a group of highly experienced professionals with a proven track record on exploration, development and operation of similar mining assets in Mexico.

Troilus Gold Corp. is a Canadian based junior mining company focused on the systematic advancement and de-risking of the past-producing gold and copper Troilus Project towards production. Troilus is located in the top rated mining jurisdiction of Quebec, Canada, where it holds a strategic land position of 1,420 km² in the Frôtet-Evans Greenstone Belt. Since acquiring the project in 2017, ongoing exploration success has demonstrated the tremendous scale potential of the gold system on the property with a 142% increase to estimated Indicated mineral resources and a 350% increase to estimated Inferred resources (view results HERE). The Company is advancing engineering studies following the completion of a robust Preliminary Economic Assessment (“PEA”) in 2020 (view PEA results HERE), which demonstrated the potential for the Troilus project to become a top-ranked gold and copper producing asset in Canada. Led by an experienced team with a track-record of successful mine development, Troilus is positioned to become a cornerstone project in North America.

Energy Fuels has seen big gains from its foray into Rare Earth / REE. It has been utilizing its White Mesa plant in Utah to extract rare earths from monezite, used in the production of rare earth magnets. The transition to electric vehicles by the US government policy making is driving huge demand.
 
Today’s panel consists of Mark Chalmers of Energy Fuels; the CEO of their joint venture partner NEO, Constantine Karayannopoulos; and industry rare earths commentator, Jack Lyfton. We discuss the rare earths market today and who the key players are. First mover advantage. Barriers to entry. And the diversification of the supply chain. And what should investors be looking for and new entrants come to market.

Gold79 Mines Ltd. is a Canada-based exploration stage junior mining company. The Company is engaged in the identification, acquisition, evaluation and exploration of mineral properties in North America. The Company's Gold Chain project located in Mohave County, Arizona. The Gold Chain project consists of various mineralized exposures, over five kilometers (km), composed of epithermal-style gold mineralization. Its Jefferson Canyon gold-silver Project (JCP) is located in the southern Nevada, Nye County. Its Tip Top Gold Project is located at the north end of the White Mountains, approximately five miles south of Montgomery Pass, which is on United States Highway 6 between Bishop, California, and Tonopah, Nevada. Its Greyhound Property is located north of the community of Baker Lake, Nunavut and it comprises a total of about 15 claims covering approximately 15,123 hectares (ha). Its Taviche Project is comprised of the Higo Blanco concession covering approximately 986 ha.

Rio2 Limited is a mining company with a focus on development and mining operations with a team that has proven technical skills as well as a successful capital markets track record.  Rio2 is focused on taking its Fenix Gold Project in Chile to production in the shortest possible timeframe based on a staged development strategy.
 
In addition to the Fenix Gold Project in development in Chile, Rio2 Limited continues to pursue strategic acquisitions where it can deploy its operational excellence and responsible mining practices to build a multi-asset, multi-jurisdiction, precious metals company.

Karora Resources is a multi-asset mineral resource company focused primarily on the acquisition, exploration, evaluation and development of precious metal properties. It is Karora's vision to become the next sustainable high quality mid-tier producer.

Neometals Ltd is an Australia-based mineral project developer. The Company’s segments include Lithium, Titanium and Vanadium, and Others. The Company develops a process for the recovery of constituents from cell production scrap and end-of-life lithium-ion batteries (LIBs). The Company’s Vanadium Recovery Project recovers vanadium and produces vanadium chemicals from processing by-products. Its Barrambie Titanium and Vanadium Project has hard-rock titanium-vanadium deposits. Its Mt Edwards Project comprises of tenements covering an area of approximately 240 square kilometers in a historic nickel sulphide belt, located approximately 40-kilometer (km) south of Mt Marion and 35km west of Kambalda in Western Australia. The Mt Edwards project hosts approximately 130,000 tons of contained nickel estimated across ten nickel sulphide mineral resources.