Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.
That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.
We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.
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(0:00:00)Introduction
(0:02:06)What KAPs numbers mean for U
(0:13:57)Why did Capricorn close their hedges
(0:28:04)Goldies: Hedged vs Unhedged
(0:38:23)Bellevue: Ramp up on a tight rope
(0:43:00)MinRes close the road
(0:46:18)Catalyst offload Henty
(0:48:00)Mining M&A speculation
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