Cash-Flowing Gold Mine in Ontario, But Can They Get Costs Under Control? | Hemlo Mining CEO Interview
Resource Talks (CEO BBQ)Show Notes
❗HEMLO MINING HAS NOT PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.
By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caa Timestamps:00:00:00 Chapters00:00:11 Very Important Warning00:01:02 Hemlo Mining Company Overview00:05:17 What must happen for shareholders to profit?00:11:29 Is this the right CEO for Hemlo Mining?00:23:49 Do insiders have real skin in the game?00:28:53 What are the KPIs for management?00:33:48 What are the change-of-control fees for management?00:36:17 What triggers Barrick’s payment?00:42:24 How does Franco-Nevada’s profit interest affect Hemlo?00:45:05 Why did Barrick walk away?00:56:14 Could Hemlo still hold another geological surprise?01:03:34 Is the western expansion really compelling?01:05:31 What are the next major steps?01:08:05 Can they solve dilution where others failed?01:14:09 How much resource could survive an updated study?01:16:57 Where must Hemlo be in three years?01:19:20 What could close the valuation gap?01:23:00 Why did Q2 production fall?01:26:29 When will operational results improve?01:27:03 Where could head grade settle at?01:28:32 What is needed to reach 4,800 tonnes daily?01:29:43 When could they reach 10,000 tpd?01:31:57 Where will the AISC settle at?01:33:06 Why did mine-site G&A rise nearly 30%?01:36:13 How predictable is future revenue?01:37:37 How much of the production is hedged?01:39:53 Are they really incentivized to grow production?01:41:35 Can they fund growth from cash flow?01:42:23 How will they split growth vs exploration spending?01:44:27 How much cash does Hemlo have?01:44:42 What permits does Hemlo need for expansion?01:46:41 Could First Nations negotiations affect Hemlo’s exploration?01:51:17 What are Hemlo’s water rights?01:52:14 What risks still concern the CEO most?01:53:46 Will Hemlo need more staff for expansion?01:54:26 Could underperformance cause problems with Wheaton’s stream?01:57:55 Could Hemlo face legacy environmental risks?01:58:39 Will they keep spending on marketing?02:00:26 Catalyst Calendar02:01:50 What is the biggest criticism of Hemlo Mining?02:04:52 Very Important Warning - DO NOT SKIPThis is a Hemlo Mining interview with CEO, Jason Kosec.
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