+$500M Copper Project in a $40M Company | XXIX Metal CEO Interview
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Timestamps:
00:00:00 Chapters
00:00:15 Important Warning
00:01:39 XXIX Metal Corp PEA Overview
00:02:53 Why doesn't the market care about this PEA?
00:03:58 How can they 'fix' the valuations?
00:05:30 Is the PEA better or worse than expected?
00:08:10 Is the CAPEX/NPV a concern?
00:09:46 Can they get a government grant?
00:16:00 Does Opemiska work without government grants?
00:17:23 Are the metals prices conservative enough?
00:18:43 Why did they choose 13 years for the LOM?
00:22:09 Why not do a smaller but more profitable operation?
00:24:25 Why are copper grades higher in the first years?
00:27:29 Why is the strip ratio better now?
00:28:31 How much of the strip ratio depends on the pit slope?
00:31:30 Is the deposit continuous enough to be mined?
00:34:31 How does domaining deal with structure?
00:36:25 What are the operational risks?
00:43:36 Is 20% copper in concentrate high enough?
00:46:14 Are they talking to off-takers already?
00:50:16 Is copper recovery variable?
00:52:44 Where will power come from?
00:53:45 Where will water come from?
00:56:04 What is the tailings and waste rock management strategy?
01:02:25 How will they deal with the empty historic voids?
01:06:42 How much money will they have to spend before a PFS?
01:10:26 How big could the PFS get?
01:14:40 How much more drilling do they need at Saddle?
01:15:41 Will Cook be part of the PFS?
01:24:35 Will any step out drilling make it into the PFS?
01:27:05 How much will they be stepping out?
01:30:14 Is the community of Chapais happy with Opemiska?
01:49:26 How long would the permitting process be?
01:51:27 How much money do they have now?
01:54:17 When will they have news again?
01:55:55 What do strategics care about the most?
01:59:12 What would Guy wave a magic wand at?
02:01:12 Very Important Warning - DO NOT SKIP
This is a XXIX Metal interview with CEO, Guy Le Bel.
