Coffee with Samso

Greenland Zinc - BFS Completed and Off-Take Ready.


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Coffee with Samso Episode 136 is with Michael Jardine, Managing Director of Ironbark Zinc Limited (ASX: IBG).   When I first came across Ironbark Zinc, I was intrigued by the Citronen Zinc-Lead project in Greenland. It is a project that has basically ticked all the boxes for mining and production to happen immediately.   The Bankable Feasibility Study (BFS) was released in July 2021 which looked pretty good. I reached out to Michael to see if we could have a Coffee and showcase what I think is a ready made project.   It is not every day that you come across a project that seems to have all their ducks lined up in a row but is still not a happening thing.   Chapters:   00:00 Start 00:20 Introduction 00:56 Michael introduces the Ironbark Story 01:42 Geology of the Citronen Zinc Project. 02:47 How has the market reacted to the BFS? 04:38 Zinc Price 07:24 What is the process of breaking dirt for Ironbark? 09:55 How do you manoeuvre through the potential cost of Artic mining? 13:10 Why Citronen is easier than other "Arctic" mining projects. 14:53 The Jurisdiction Question? 17:32 The Uranium Spanner in the Works 18:15 Exploration upside of Citronen. 19:52 Greenland is a good place for a mining project. 21:22 The Green - ESG Zinc conversation? 24:55 What are the drivers of the Zinc market ? 26:39 Substitution of Metals? 27:29 Can Citronen be a Green process? 29:44 Why invest in Ironbark? 31:45 The marketcap of Ironbark is low. 32:44 Conclusions
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