Time for Medallion to Execute - Paul Bennett

Описание: Medallion Metals (MM8) are both building a gold mine and exploring for more. MD Paul Bennett came on LEVRD to sense check Matty's current MM8 holding.

0:00 - Intro
2:59 - Permitting update for Ravensthorpe
4:04 - Capex sensitivity
6:48 - Early opportunities at Forrestania
8:47 - Contractor or other funky models to mine
11:53 - Upside to mine plan at Ravensthorpe
14:23 - Sensitivity to diesel
15:03 - Lounge Lizard opportunity
18:20 - Managing focus and costs
19:30 - How is the Copper going to managed in the plant?
21:10 - Peer comps
23:33 - What could see a re-rate?
25:10 - Grow at Ravensthorpe or Forrestania preference?
26:45 - Mt Cattlin neighbours
27:45 - 2 biggest upsides and downside risks
32:00 - Takeover vulnerability during price drop

LEVRD Partners

Canetoad AI - Intuitive 3D drillhole visualisation for rapid ASX due diligence
https://www.canetoad.ai/#pricing

LEVRD Socials
X ► https://x.com/mattmichaelOG
Instagram ►   / levrdmatty  
Tiktok ►   / levrdmatty  
Facebook ►   / levrdtrading  
Linkedin ►   / levrd  

This YouTube channel and all the video content is prepared by Life of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an Authorised Representative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303), AFSL 548573.

Any views are general in nature, or the opinion are of Levrd. The video content are not personal financial or tax advice, this means they do not consider your objectives, financial situation or needs.

Do not follow my trades, they are for entertainment purposes only. CFDs are high risk; you can lose all capital rapidly. My past performance isn’t reliable. I may be long/short in CFDs mentioned in the videos.

FSG: https://levrd.live/pages/fsg

This material is not an offer, invitation or recommendation to acquire or dispose of any financial product including CFDs or to adopt any strategy.

While believed reliable, the information may be incomplete or change without notice, it is provided for entertainment purposes only.

Except for liability under statute that cannot be excluded, no representation or warranty of accuracy or completeness is given.

No guarantee of returns or capital protection is given by 62 Consulting, Levrd or their related parties.