Скачать или смотреть Southern Cross Gold: Investment Case

The conversation discusses the discovery and exploration of the Sunday Creek gold project in Victoria, Australia. CEO Michael Hudson explains the hit rate and grade of the discovery, as well as the strategy and focus on high-grade areas. The geology of Victoria and the importance of drilling deep early are discussed, along with the potential for a dual listing. The speaker also highlights the significance of antimony as a by-product and the importance of stakeholder engagement.

The conversation with Exploration manager Kenneth Bush covers various topics, including assay variance and continuity, individual veins such as Rising Sun 10, 50, and 80, blind mineralization, the exploration target, depth and mineralization changes, the gold-antimony split and tenor, potential grade increase with subdomaining, expansion potential to the west, soil anomalies and target expansion, drilling costs and assay turnaround time, and future plans for expansion drilling.

Southern Cross' focus is on managing the cost of capital and expanding the project. They aim to reach a minimum of 3 million ounces, which is the benchmark for mid-tier companies. Funding is currently secure, and the company plans to bring in additional rigs to accelerate drilling.

/ Presentation /

0:00 - Introduction to Southern Cross Gold
3:45 - Corporate Structure
5:50 - Sunday Creek Growing Stronger with more Drilling
8:51 - Victorian Gold - Consistency of Mineralization & Location
15:54 - Sunday Creek Overview
21:09 - Sunday Creek: Structure, Grade, Distribution & Scale
27:01 - Sunday Creek: Exploration Target
& Further Step Out Potential
31:53 - Sunday Creek Antimony Component
34:14 - Sunday Creek Metallurgy
36:07 - Positioning for Development
37:39 - People, Directors & Management
38:52 - 2024 Work Programme
39:32 - Presentation Summary

/ People, Shareholders /

40:05 - CEO Michael's Career
43:35 - Personal Alignment with Shareholders
45:02 - Mawson Distribution and Shareholder Registry
49:08 - TSXV Dual Listing Consideration and Timeline

/ Understanding Sunday Creek /

50:24 - Geological Model and Fracture Orientation (Kenneth Bush, Exploration manager)
54:06 - Assay Variance and Continuity
56:00 - Individual Veins: Rising Sun 10
57:15 - Individual Veins: Rising Sun 50
58:38 - Individual Veins: Rising Sun 80
59:41 - Blind Mineralization and Exploration Target
1:02:32 - Depth and Mineralization Changes
1:03:55 - Exploration Target and Resource Conversion
1:04:43 - Gold-Antimony Split and Tenor
1:09:50 - Grade Increase with Depth
1:13:16 - Strike Expansion Potential (focus on East)
1:19:55 - Strike Expansion Potential (focus on West)
1:24:29 - Summarizing Potential Beyond Exploration Target
1:28:46 - Comparison to Fosterville & Costerfield
1:37:00 - Kenny's Summarizing Statement

1:37:39 - Drilling Cost, Assay Turnover
1:41:30 - Wrapping Current Phase of Expansion Drilling &
Next Phase of Drilling - Managing Cost of Capital
1:45:41 - Expanding to 6 rigs:
Funding and Shareholder Support
1:47:37 - Goals for the Next Phase of Drilling
1:50:39 - Big Step Out Potential
1:52:56 - Next Drilling Phase Potential Outcome
1:54:04 - Social Aspects and Government Engagement

/ Strategic /

1:59:56 - Strategic Importance of Antimony
2:05:12 - Offtake: Antimony Smelters and Hubs
2:07:57 - Distribution of Arsenic
2:09:25 - Redcastle Project
2:17:09 - Interest from Corporates and Hostile Takeover
2:21:11 - Three-Year Vision for Southern Cross Gold