EdisonTV

Ariana Resources

EdisonTV | Mining | 10/08/2015

Executive Interview - Ariana Resources

In this interview Ariana Resource’s MD Kerim Sener talks about the company’s recent permit approval and what it means for the development of its Kiziltepe gold project in Turkey. The fully (debt) funded project is part of the company’s 51:49 Red Rabbit JV agreement with partner Proccea Construction, which is managing the construction and mining phases.

Dr Sener will also discuss Ariana’s focus on advancing all its exploration licences up the value curve, potentially adding years to Kiziltepe’s mine life, as well as the potential divestment of its other JV, held 49:51 with Eldorado Gold in the north-east of Turkey.

Charles Gibson - Episode 2

Charles Gibson - Episode 2

As regular readers will know, in the past, Edison has imagined a notional gold mining company, called NonSuch Gold, which it then values at every stage of its development, from initial fund-raising through production to the final closure of the mine, leaving the company with just cash and an inferred resource, as residual assets.
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25/11/2016 |

Charles Gibson talks about in-situ resources episode 1

Charles Gibson talks about in-situ resources episode 1

One of the most common measures of value in mining is the resource multiple – or dollar per ounce in the ground – valuation. In Edison’s opinion, it is also one of the most misused.
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04/11/2016 |

Executive Interview - Orosur Mining

Executive Interview - Orosur Mining

Orosur Mining owns (100%) and operates its San Gregorio gold mine in Uruguay. It also explores for gold close to San Gregorio and further afield in Chile, at the Anillo gold property. It also owns 100% of the highly prospective high-grade Anzá gold property in Colombia. San Gregorio has been successfully managed through the worst mining down-turn in recent memory, with all-in sustaining costs reduced to under US$1,000/oz (via careful mining, a reduction in-head count, general cost optimisations and central government support). With increased uncertainty worldwide and a positive return of sentiment towards gold, a rising gold price will provide greater funds to expand production in Uruguay as well as opening up its Chilean and Columbian opportunities.
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06/07/2016 |

Executive Interview - St. George Mining

Executive Interview - St. George Mining

St George Mining is focused on exploration for massive nickel sulphides in Western Australia. Its major project is 100% owned East Laverton. It recently acquired two additional WA nickel projects in Hawaii and Mt Alexander North. Its exploration areas are also prospective for gold.
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18/12/2015 |

Executive Interview - Amur Minerals

Executive Interview - Amur Minerals

Amur Minerals [LN:AMC] is an exploration and development company focused on base metal projects in Russia’s Far East. The company’s principal asset is the Kun-Manie nickel sulphide deposit in the Amur Oblast, comprising more than half a million tonnes of contained nickel in at least five deposits.
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15/12/2015 | Amur Minerals

Executive Interview - Caledonia Mining

Executive Interview - Caledonia Mining

Caledonia Mining (AIM: CMCL) is a mining exploration and development company focused on Southern Africa. CMCL mines gold at its main operating asset, the 49%-owned Blanket gold mine in southern Zimbabwe. It is also advancing a number of promising satellite projects close to Blanket.
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23/10/2015 | Caledonia Mining

Executive Interview - KEFI Minerals

Executive Interview - KEFI Minerals

In this video, executive chairman Harry Anagnostaras-Adams talks about developments at the Tulu Kapi project in Ethiopia. He discusses the opportunities that KEFI has recognised as a result of the current gold price, the changes to the investment proposition since taking over the project two years ago and the positive effect of these changes on shareholder returns. He is joined by Norman Ling, former UK ambassador to the Federal Democratic Republic of Ethiopia and non-executive director at KEFI Minerals, to discuss the “highly prospective” Arabian-Nubian Shield (ANS) and Ethiopia as opportunistic mining destinations. KEFI was formed in 2006 and has since rapidly evaluated and relinquished a number of exploration properties, as well as acquiring new projects, particularly in the Levant. The ANS, which spans the African and Arabian plates, became the company’s primary focus in 2008, when it commenced exploration in Saudi Arabia. It expanded its activities on the ANS in December 2013 when it acquired 75% of Tulu Kapi in Ethiopia for £4.5m from the previous licence holder, Nyota Minerals. In September 2014, it bought the remaining 25% of Tulu Kapi for £750,000 plus 50m shares. KEFI’s exploration activities are now concentrated exclusively on the ANS, with Tulu Kapi being its flagship project, followed by Jibal Qutman in Saudi Arabia.
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21/08/2015 | KEFI Minerals

Executive Interview - Ariana Resources

Executive Interview - Ariana Resources

In this interview Ariana Resource’s MD Kerim Sener talks about the company’s recent permit approval and what it means for the development of its Kiziltepe gold project in Turkey. The fully (debt) funded project is part of the company’s 51:49 Red Rabbit JV agreement with partner Proccea Construction, which is managing the construction and mining phases. Dr Sener will also discuss Ariana’s focus on advancing all its exploration licences up the value curve, potentially adding years to Kiziltepe’s mine life, as well as the potential divestment of its other JV, held 49:51 with Eldorado Gold in the north-east of Turkey.
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10/08/2015 | Ariana Resources

Executive Interview - Euromax

Executive Interview - Euromax

In this interview Euromax’s CEO Steve Sharpe talks about recent developments at the company’s flagship Ilovitza project in Macedonia, including timelines to production and how management is mitigating risk by pre-engaging banks, governments, engineers and contractors.
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25/06/2015 | Euromax Resources

Executive Interview - Hecla Mining Co

Executive Interview - Hecla Mining Co

Hecla Mining Company (NYSE.HL) is the largest primary silver producer in the US, one of the lowest-cost producers and a growing gold producer. The company owns one primary silver mine in Alaska (Greens Creek) and another in Idaho (Lucky Friday), as well as the Casa Berardi gold mine in Quebec. It expects to produce 10.5Moz of silver and 185koz of gold in 2015. In this interview CEO Phillips S Baker, Jr gives a detailed account of the company’s main projects and the outlook for 2015 and beyond.
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03/06/2015 | Hecla

Executive Interview - Mwana Africa

Executive Interview - Mwana Africa

Mwana Africa is an African mining company listed on AIM. It extracts gold and nickel from two mines in Zimbabwe and has interests in several other projects in Angola, Botswana, DRC, South Africa and Zimbabwe. In this interview, Mwana’s CEO, Kalaa Mpinga, talks about Mwana’s recent performance, both from an operational and a share price perspective, and also explains why shareholders should vote against the resolutions put forward by a group of shareholders at the forthcoming EGM on 9 June.
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01/06/2015 | Asa Resource

Executive Interview - Caledonia Mining

Executive Interview - Caledonia Mining

Caledonia Mining mines gold at its main operating asset, the 49%-owned Blanket gold mine in southern Zimbabwe. It is also progressing its understanding of a number of promising satellite projects close to Blanket.
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27/04/2015 | Caledonia Mining

Edison mining interview - Indaba debrief and where to find value

Edison mining interview - Indaba debrief and where to find value

Charles Gibson from Edison’s mining team reflects on the mood at Indaba earlier this month with insight into the main themes discussed. He adds views on some of the areas where he sees value in junior exploration and development companies at the moment, which follows on from his most recent update.
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26/02/2015 |

Commodity view: Edison on Gold

Commodity view: Edison on Gold

After a torrid two years for gold, there are several emerging trends of interest, which Charles Gibson, director of Edison’s mining team, discusses in this interview. Although the Fed has tapered its QE programme, less than a third of the dollars created have made their way into the real economy, and seepage of the remainder from the balance sheets of financial institutions could bring further inflation to the dollar and strengthen the gold price. The ECB has gone down the same route which supports our view. Charles also looks at what has happened to gold mining equity valuations in a preview of his next sector piece. With explorers trading on around 1% of the value of gold for every ounce they have discovered, a return to historical norms would see major re-ratings across what is now a much fitter segment than it was two years ago.
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20/01/2015 |

Analyst Interview - Silver Wheaton

Analyst Interview - Silver Wheaton

Silver Wheaton (SLW) is the world's pre-eminent precious metals' streaming company, with 24 streaming agreements. Since its creation and listing in 2004, it has recorded a 39.4% compound increase in silver sales pa, an 81.4% pa increase in earnings, a 55.4% pa increase in basic EPS and a 58.7% pa increase in operating cash flows. In particular, it offers exposure to exploration success and production expansion without exposure to cost inflation. It also pays a dividend, has geared exposure to precious metals prices and optionality provided by major projects such as Barrick's Pascua-Lama. Despite this, Silver Wheaton trades on a rating that is uniformly cheaper than its royalty company contemporaries and is often little different to those of major mining companies, despite its having a materially lower risk profile. In this programme, Edison's head of mining, Charles Gibson discusses what Silver Wheaton actually does, the returns it makes and how if differs from other precious metals and mining investments, both in terms of the returns it offers to investors and its (generally significantly lower) risk profile.
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07/07/2014 | Silver Wheaton

Analyst Interview - Sheldon Modeland on the global uranium sector

Analyst Interview - Sheldon Modeland on the global uranium sector

The global uranium sector has been under immense pressure for the past three years since the Fukushima disaster. Investors are looking for catalysts to drive the market forward. The main catalysts for the sector are Japan restarting some of its reactors (while the government has indicated the willingness to do so, the market is waiting for at least one reactor to be switched on); China's nuclear energy expansion is expected to grow significantly by 2020; and the end of the HEU agreement in 2013 will put added pressure on producers to meet current and future demands.
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13/03/2014 |

Executive Interview – Mwana Africa

Executive Interview – Mwana Africa

Formed in 2003 and listed in 2005, Mwana Africa is an AIM-listed and Africa-managed resource company. Its scope is pan-African and multi-commodity, as it seeks to bring appropriate management skills to bear on a diverse range of assets. In this interview, Kalaa Mpinga (CEO) details the company’s assets in Congo and Zimbabwe and distinguishes how he sees the investment case for Mwana Africa. Although starting as a gold producer, Mwana has diversified since the 2008 crisis and restarted its nickel operation in Zimbabwe. Kalaa comments on future opportunities in this field – as Mwana expands its gold base around Freda-Rebecca – as well as other projects in the pipeline.
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31/01/2014 | Asa Resource

Analyst Interview – Charles Gibson’s update on gold price

Analyst Interview – Charles Gibson’s update on gold price

With the price of gold down by almost a third over the course of the past year and the Fed announcing the start of QE tapering, the question on everyone’s lips is, "What next for the yellow metal?" In this interview Charles Gibson (Sector Head, Mining) rationalises the two predominant monetary theories for estimating the future, long-term price of gold into a coherent conclusion. In so doing, he also draws some conclusions about general prices, interest rates, debts and longer-term inflation.
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29/01/2014 |

Executive Interview - Zanaga Iron Ore Company

Executive Interview - Zanaga Iron Ore Company

Zanaga Iron Ore Company is a JV partner (50% less one share) in the Zanaga project, a large-scale iron ore project in Congo (Brazzaville), which is managed by Glencore Xstrata. Andrew Trahar (head of corporate development) discusses how the Zanaga project is now at the cusp of a critical milestone – delivering the feasibility study and moving into the mining licensing phase. Moving into 2014, he highlights that the key short-term catalysts and value drivers for investors are the completion of the feasibility study, the granting of a mining licence and further progress on strategic partner negotiations.
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29/01/2014 | Zanaga Iron Ore Company

Executive Interview - Vatukoula Gold Mines

Executive Interview - Vatukoula Gold Mines

Vatukoula Gold Mines is a producing gold miner with assets in Fiji, where the company is currently reconfiguring its underground operation to allow the expansion of production to the targeted 100,000oz per year. David Paxton (CEO) discusses the recent investment by China’s Zhongrun. With a $20m input, Zhongrun is now a 66% shareholder of the company. David’s main focus is on development – he sees 2014 as a year of redevelopment, when production will be lower, but the improvement of tunnels and shafts in the mines will lead to mining at a sustained and profitable level thereafter.
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28/01/2014 | Vatukoula Gold Mines

Executive Interview - Chatham Rock Phosphate

Executive Interview - Chatham Rock Phosphate

Chatham Rock Phosphate holds an exploration licence over an 820km2 block off the east coast of New Zealand known to house significant seabed deposits of rock phosphate and other minerals. Managing director Chris Castle highlights the advantageous implications of having inherited historic data on the well-studied offshore deposit. He also suggests the company is strategically positioned in a commodity that will become increasingly scarce; as a result, it is in the process of expanding its geographical reach by applying for licences offshore Namibia.
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17/12/2013 | Chatham Rock Phosphate