A gold producer with assets in Botswana and South Africa. Currently producing c.30,000oz pa at Mupane. They are guiding that South Africa will produce at about 26,000oz with a resource of 300,000oz of mineable gold. B2Gold has decided to terminate their earn-in option on Mupane exploration. It also has c.120 targets. We discuss why. And why it could still benefit the company.

We talk frankly about the plan to move the company forward, paying down debt by end of 2021, AISC, financing for phase 1 & 2, the PEA data, share price and M&A.

Company page: http://www.galanegold.com/

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Callow joined the group in September last year and has changed the approach. He thinks the market may not understand, and is possibly discounting the company, because of the Mali factor. We talk about the companies ability to do business with Covid-19, the military coup earlier in the year, low-grade mining, operating costs and finances to advance the project in Mali.

The have completed their DFS to allow them to get in to production and start to generate cash to finance the bulk of the development and additional exploration. The basic numbers are good. They aren't showing the scale or the opportunity yet, but this plans allows for them to do that further down the track. The company itself has been going since 2005 and a lot of money has been spent with over 150,000m of drilling, 11,500m of that in 2019. They have $2.5M in cash so will need to raise some capital but it is question of how they structure that. Callow says they are conscious that they do not want dilute shareholders so have slowed the financing process down and are doing a little more drilling to expanding the size of the deposit.

The 2nd asset in Burkina Faso is on the backburner for now.

Company Page: http://www.africangoldgroup.com/

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Integra Resources has listed in the NYSE, completed a 2.5 for 1 roll back and raised USD$23M since we last spoke in mid February 2020. The PEA from last year showed some good numbers so we were keen to see how things are progressing as they are due to deliver the PFS by the end of 2021. 

The answers the market want are around how Integra scales this project and enhancing Silver recovery rates. Salamis gives us clarity on the strategy as to how they plan to develop Florida Mountain asset (which not many retail investors may yet understand) the drilling up dates, discusses the new institutional share registry and how they plan to monetise the project. Integra is still waiting for a permit and there is some general market malaise currently because of the fall in gold price and uncertainty around the US election results, but we suspect the new year will see renewed interest in this aggressive and considerate management team. 

Company page: https://www.integraresources.com/

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Formerly Colorado Resources. Barresi has an impressive track record but walked into a difficult situation. To his credit, he seems to be quickly molding the company in his own image by changing the name, doing a rollback, a new management team and getting the company focused on a couple of the assets. He is trying to evolve the assets to a point where other companies can come in and develop the assets using their balance sheet. A clear business model.

Company Page: https://questex.ca/

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An ASX nickel developer with an asset in Vietnam. They are after a large asset because their business partner EcoPro need scale. Williamson joins us to talk about the market reaction to the Blackstone Minerals Scoping Study, and explains why they presented the numbers as they have. He says Blackstone Minerals need to focus on exploration but getting the mine into production will be when investors start paying attention. Williamson says because they intend to focus on downstream products that they will capture more of the value. So rather than looking at the concentrates, they aim to producer precursors. Something that Williamson is keen for investors to start to understand the importance. The reality of their plan means that there will be a staged approach to the capex which perhaps is not immediately apparent. Williamson explains that the economics will improve from the numbers presented.

Company page: http://blackstoneminerals.com.au/

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Not many of you will have woken up this morning thinking about kaolin and halloysite, but perhaps you should start to listen. We liked this company back in June. Up over 3x times since then. They have one of the largest deposits in the world. The recent Pre-Feasibility Study (PFS) shows exception margins, large NPV and low capex. Main use for porcelain, paints, medical application, food... but their halloysite nanotubes are getting the market excited. The company is look at new markets including some testing with University of Newcastle, NSW, Australia on the use within the concrete being the most advanced. Other new uses are carbon capture (very topical and high-margin), water purification (anti-microbial removal) and producing new higher impact lithium-ion batteries (improved charge density). Early days and markets need to evolve and grow. But the future for nanotubes is very exciting and inevitable.

Company page: https://www.andromet.com.au/

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Copper is the metal that is getting all the analysts excited. China and European infrastructure plans have copper as central to their needs. China is already stockpiling and is current evaluating how much capital to allocate to the metals part of their 5-year Plan. 

Nickel, battery metals in general, Zinc and metal of the future, Tin, gets the once over by Andy.

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The Finniss Lithium project is near Darwin in the Northern Territories in Australia The plan to deliver a DFS by the end of 2021. The FS numbers are impressive. They have binding agreement in place for +40% of the resource. And several MOUs and off-take partners in place too. All in all impressive. They have been battling against the negative sentiment about lithium in Australia. Biggins believes that the lithium story is starting to gain traction against globally though. That has restricted the recognition for the significant and critical work carried out by the management team in the last couple of years.

Core has been exploring some gold assets too as they had some time on their hands. Biggins says these are non-core though and the company is looking to keep their options open as to how the monetise those assets in the future. It does give them access to a water storage facility that Liontown Resources had built. Some stellar grades have caught the eye of retail investors and potential partners and buyers will be watching to see what they show in terms of an understanding of the ore body.

At these prices, retail investors are keen to see the company getting terms for the funding of their low capex project post the DFS. If this happens, it will signal a major move. 

Company Page: https://corelithium.com.au/

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A real turn around story. Ogilvie inherit a mess, and it has taken nearly 4-years to get to this point but the latest Feasibility study shows off some very strong numbers. They will potentially be pouring goldin July 2201It is a single asset company but they has a large tax loss benefit available to it for M&A. Definitely something that makes it very attractive. 

Company page: https://www.rubiconminerals.com/

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Kodiak Copper has had a strange couple of weeks. The market got very excited about their initial drill results. The share price shot up from c.C$0.50 to over $3.15 in a matter of days with interest from retail investors. The latest drill results are also good for a copper porphyry, but it seems the market wanted more so the share price has dropped back down to a still very respectable c.$1.67 ish. 

Institutional investors seem pleased though, as they should be. Porphyry's tend to be very large mineralised ore bodies and need work to be understood. Tornquist is clear, it's still early days. More drill results should start to paint a picture of what they think they have. They are capitalised and have a process that they are following. Copper is getting exciting again and 2021 should see renewed interest from more retail investors. Potentially Kodiak has the leverage to get copper investors excited.

Company Page: https://www.kodiakcoppercorp.com/

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