This was recorded in April and May. Note that Ross Beaty's part was recorded prior to the consolidation of the Greenstone mine.
/ Investor Presentation /
0:00 - Introduction To Equinox Gold
1:23 - Equinox' Timeline
2:12 - CEO Greg Smith's Career
3:02 - Greg Smith's Equity Stake
3:20 - Overview
3:56 - Consolidation Of Greenstone
6:45 - Production and Profitability Increase
7:03 - Split of Net Asset Value
7:25 - 2024 Guidance
7:45 - Peer Comparison
8:21 - Greenstone Compared To Other Gold Mines
8:46 - Greenstone Overview
9:15 - Greenstone Cash Cost Comparison
9:27 - First Gold Pour and Ramp-Up
10:05 - Greenstone Near-Mine Exploration Upside
10:48 - Greenstone Regional Exploration Upside
11:23 - Growth Potential
12:33 - Financial Position
13:12 - Develeraging Plan
13:42 - Advantages of Scale
14:41 - Sustainability
15:47 - Ownership
15:59 - Investment Summary
/ Management, Board and Shareholders /
15:56 - Ross Beaty's Career
22:36 - Key To Success
24:21 - Ross' Greatest Achievements
26:53 - How Ross Put Equinox Gold Together
29:05 - Review of M&A Transactions and How To Evaluate Potential Transactions
31:22 - How Do You Encourage Equinox Gold Employees To Become Shareholders?
32:10 - Capital Structure
33:03 - Ownership Breakdown
33:55 - Cost Reduction Measures
/ Greenstone /
35:35 - Rationale For The Greenstone Transaction
37:03 - Timeline for Ramp-up To Nameplate Capacity
38:14 - Production, Cost Structure and Impact on Equinox' Free Cash Flow
39:20 - COO Doug Reddy's Career
39:54 - The Greenstone Mine in Short
40:38 - What Did You Do Differently To Achieve Construction On Time and On Budget?
42:00 - Potential To Increase Throughput to 30,000 tpd
43:12 - Mine Life Extension and Expansion Opportunities
44:55 - VP Exploration Scott Heffernan's Career
45:38 - Geologic Properties
47:04 - Potential To Expand The Open Pit Resource
48:11 - Potential To Expand The Underground Resource
49:42 - Regional Exploration Potential
/ Los Filos /
52:39 - Los Filos in Short
53:54 - Different Ore Types
54:39 - Processing and Expansion Capex
55:54 - Recovery Improvements
56:05 - Construction Period and Ramp-up
57:53 - AISC
58:16 - Plan To Resolve Local Community Issues
1:01:46 - Current Exploration and Exploration Potential
/ Aurizona /
1:05:04 - Aurizona in Short
1:05:23 - Underground Expansion
1:06:53 - Production Growth
1:07:12 - Geologic Properties
1:08:32 - Where Do You See Most Potential For Resource Expansion?
/ Fazenda and Santa Luz /
1:10:57 - Fazenda and Santa Luz as One Operating Unit
1:12:34 - Fazenda in Short
1:13:50 - Resin-in-Leach Recovery Method
1:15:31 - Measures To Improve Recoveries at Santa Luz
1:17:52 - Exploration Strategy at Fazenda
1:20:09 - Regional Exploration
/ Castle Mountain /
1:22:03 - Current Operation
1:23:40 - Permitting
1:25:41 - Experience of Operating in California
1:27:47 - Exploration Plans
/ Mesquite /
1:29:27 - Mesquite in Short
1:31:01 - Residual Leaching
1:31:49 - Exploration Strategy
1:33:34 - What Is Required To Justify Moving The Highway?
/ RDM /
1:35:22 - RDM in Short
1:36:49 - Exploration Plan For 2025
/ Exploration /
1:38:07 - Overview of 2024's Exploration Program
1:39:06 - Particularly Promising Assets
/ Financials, NAV, Equity Holdings /
1:39:57 - Sustaining and Non-Sustaining Capex
1:41:27 - Backloaded Production and Free Cash Flow
1:42:47 - Delevering Plan
1:44:19 - Gold Purchase and Prepay Agreement
1:45:57 - Hedging
1:47:17 - Gold Price Assumptions and Discount Rate in NAV Estimate
1:48:14 - Consolidation of Greenstone's Impact on Market Valuation
1:49:25 - Sandbox Royalties
/ Strategy /
1:51:12 - Approach To Building Strong Local Community Relations
1:52:33 - Capital Allocation Priorities Post-Ramp Up Of Greenstone
1:53:10 - M&A
1:55:46 - Three-Year Vision For Equinox Gold
14 авг 2024
