Rua Gold: Investment Case

Описание: 0:00 - Intro
0:07 - Presentation

Q&A -
19:32 - CEO Robert Eckford's Career
23:59 - New Zealand: Longjevity of Positive Mine Permitting Reform
27:59 - Chairman Oliver Lennox- King's Career
37:01 - Oliver's Personal Ownership of Rua
37:55 - Management Personal Ownership & Incentivization
39:23 - Siren Gold as a Large Shareholder
43:57 - More on Rua Shareholder Structure & Recent Financing
47:28 - Current Cash Balance (estimate as of Aug 20th)
48:27 - Yearly G&A / Fixed Costs
50:01 - Outlining the Current Budgeting & Spend Allocation

/ Reefton /
53:11 - How were Rua able to Secure the Reefton Landpackage?
55:41 - Local Context at Reefton
59:44 - Federation Mining / Endura - their Project and Current Business Plan
1:05:48 - Rua's Strategy in Relation to Federation / Endura
1:07:52 - Exploration Strategy at Reefton
1:10:38 - Chief Geologist Simon Henderson's Career
1:13:06 - Reefton as a Mining District & the Geological Setting
1:21:00 - Exploration Methodology for Covered Potential Greenfields Discoveries
1:26:11 - Overview of Historic Gold Mines in Reefton
1:30:02 - Historically Little Systematic Exploration, Presents Rua's Thorough Exploration Methodology
1:38:07 - Antimony in Reefton, Intro to Auld Creek
1:41:55 - Auld Creek Overview
1:45:20 - Exploration Target / Resource Expansion, Drill Programme Design
1:49:16 - Drill Programme Design Rationale
1:54:32 - On the Scale Potential at Auld Creek
2:02:35 - Required Drilling Density for Inferred & Indicated Resource
2:10:27 - Grade Variability at Auld Creek
2:12:31 - Auld Creek compared to Costerfield
2:13:43 - Auld Creek Project Study
2:16:42 - Reefton Project Pipeline Overview
2:20:12 - Discussing other targets: Supreme, Cumberland Targets, Alexander River
2:31:17 - Local Context at Glamorgan

/ Glamorgan /
2:38:48 - Glamorgan / Hauraki Goldfield Regional Overview
2:43:42 - Glamorgan Baseline Data Walkthrough
2:49:05 - Comparing Glamorgan to WKP
2:55:12 - Timeplan for Glamorgan Drill Programme & Initial Programme Design
2:59:44 - Wrapping up Glamorgan Discussion
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3:04:47 - The 3 Year Vision for Rua Gold