John Tumazos Very Independent Research, LLC
Mining, Metals, and Forest Products Investment Research
John C. Tumazos, Owner and CEO pictured below
John Tumazos Agenda:
https://veryindependentresearch.net/wp-content/uploads/2024/12/Website-URL-Links-for-2024-1.xlsx
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Presentation Link: https://veryindependentresearch.net/conference-presentations-2024/
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We continue with our virtual conference tradition, where since 2008 we have hosted 140 companies collectively bought out for U.S. $123 B (see attached excel) across multiple geographies and minerals. The URLs to join the next 4 webcasts are above.
We will host Equinox Gold for the first time, which transformed with the startup of the 100%-owned Greenstone mine in May 2004 to operate at about ½ of the cash production costs of its other mines for a long life in Ontario. Equinox should grow to over 0.8 mm oz output in 2025, spent the next 2-3 years reducing debts and grow above 1 mm oz output in 2027 or 2028 after its next several cap ex programs.
We will host First Nordic Metals for the first time, which operates in Finland and Sweden near AEM and Rupert Resources with former AEM Sr VP Exploration Marc Legault as a director. It shares 45% of the Barsele project with 2.4 mm oz gold resources on a 100% basis with AEM in which AEM invested US $55 mm. Its earlier phase 100%-owned Oijarvi Project in Finland has documented 285,000 oz Au and 2 mm oz Ag from 215 holes to average 215 m depths.
While we host West Red Lake Gold Mines Ltd for the first time, it restarts the “Madsen Mine” near Red Lake formerly owned by Pure Gold and Claude Resources, both of which we had hosted in the past. It benefits from the large cap ex, underground development and resource definitions of the preceding companies.
O3 Mining returns and evolves. Its “Marban” project near Malartic advances, where AEM encourages O3 Mining as a “toll milling” customer for part of its 60,000 mtpd Malartic mill after O3 Mining begins mining at Marban. Separately, O3 began working a series of landholdings further north in Quebec near HL’s Casa Berardi mine for Gold and far north near James Bay for lithium. It also divested a series of noncore assets to streamline to Eldorado Gold, Alamos Gold and others. O3 Mining welcomed GFI as owner of 18.3 mm O3 Mining shares after acquiring Osisko Mining.
Arizona Metals postponed to March 25, TRX Gold postponed to March 26 and Wallbridge Mining also postponed.
On March 25-26 we will also host Gold-Terra Resources, AbraSilver Resources, Gold Royalty and Angus Gold. On June 17-18 we will host Franco-Nevada and Seabridge Gold. On October 7-8 we will host Deterra Royalties, Royal Gold and Pan American Silver. We also are available to host companies on May 14-15 and Dec 9-10, 2025.
Tues Dec 10, 2024
1:30 First Nordic Metals
Taj Singh
President and CEO
Adam Cegielski
Chief Development
https://attendee.gotowebinar.com/register/2780401464934907223
2:45 West Red Lake Gold Mines Ltd Shane Williams
CEO, President, and Director
Gwen Preston
VP Investor Relations
https://attendee.gotowebinar.com/register/7458514478682083931
4:00 Equinox Gold
Greg Smith
President & CEO https://attendee.gotowebinar.com/register/6916075916345924438
We will host two virtual meetings on
October 8-9, 2024
We have 5 royalty or streaming companies, 2 silver, 3 gold and 2 copper companie for our next October 8-9 virtual conference. We look forward to their updated developments.
The URL below will work both for replay and live webcast. Thank you
Tuesday, October 8, 2024
8:30 AM Deterra Royalties
View Recording: https://attendee.gotowebinar.com/recording/1577244374954574000
9:45 AM Franco-Nevada
View Recording: https://attendee.gotowebinar.com/recording/6561554884036364376
11:00 AM Royal Gold
View Recording: https://attendee.gotowebinar.com/recording/239120032255782659
12:15 PM Altius Minerals
View Recording: https://attendee.gotowebinar.com/recording/6257140796237739520
1:30 AM Ivanhoe Mines
View Recording: https://attendee.gotowebinar.com/recording/4496424656960252420
2:45 PM Gold Royalty
View Recording: https://attendee.gotowebinar.com/recording/8246272779607727280
4:00 PM Osisko Metals
View Recording: https://attendee.gotowebinar.com/recording/8046813673748916482
Wednesday, October 9, 2024
9:45 AM Alamos Gold https://attendee.gotowebinar.com/register/422140490731049224
11:00 AM Pan American Silver
View Recording: https://attendee.gotowebinar.com/recording/8725305806592586241
12:15 PM MAG Silver
View Recording: https://attendee.gotowebinar.com/recording/8331915939338393346
1:30 PM Osisko Development Corp.
View Recording: https://attendee.gotowebinar.com/recording/7414061224658444635
2:45 PM Solitario Resources
View Recording: https://attendee.gotowebinar.com/recording/575690437148220508
4:00 PM MAGNA Mining
VideoRecording
https://attendee.gotowebinar.com/recording/416514138796264796
Tues June25, 2024
12:15 PM ET
Agnico Eagle Mines
Jean-Marie Clouet
Corp. Dir, Investor Relations
https://attendee.gotowebinar.com/register/3092781512286271834
1:30 PM ET
Northern Dynasty Minerals
Ronald Thiessen
President, CEO and Director
Mike Westerlund VP, Investor Relations
https://attendee.gotowebinar.com/register/1879594676868931670
Tues May 14, 2024
9:45 Appia Uranium & Rare Earths Corp Tom Drivas
CEO and Director https://attendee.gotowebinar.com/register/1859871633972859232
11:00 Goldsource Mines Inc.
Steve Parsons
CEO https://attendee.gotowebinar.com/register/1907337550834997080
12:15 Western Copper and Gold
Sandeep Singh
CEO https://attendee.gotowebinar.com/register/3900447567293465177
1:30 Seabridge Gold
Rudi Fronk
Chairman and CEO https://attendee.gotowebinar.com/register/5491883995848600928
2:45 McEwen Mining
Michael Meding
VP & GM McEwen Copper
https://attendee.gotowebinar.com/register/4904204926822983515
Tues March 19, 2024
9:45 Collective Mining
Ari Sussman Executive Chairman
https://attendee.gotowebinar.com/register/1028182346916312414
11:00 Triple Flag Precious Metals
Shaun Usmar CEO, Director and Founder
https://attendee.gotowebinar.com/register/180542445556932949
12:15 Discovery Silver Corp.
Tony Makuch
President & CEO
Forbes Gemmell
VP Corporate Development
https://attendee.gotowebinar.com/register/8490043298024206678
2:45 Hecla Mining
Phil Baker
President & CEO https://attendee.gotowebinar.com/register/5277459437245200218
Wed March 20, 2024
9:45 Elemental Altus Royalties
Frederick Bell
CEO https://attendee.gotowebinar.com/register/7437187247593590875
11:00 Osisko Gold Royalties
Jason Attew
President & CEO https://attendee.gotowebinar.com/register/5349192675770878550
12:15 PM ET EMX Royalties
David M. Cole
President and CEO
https://attendee.gotowebinar.com/register/7427651183447647580
1:30 Wheaton Precious Metals
Randy Smallwood
President & CEO https://attendee.gotowebinar.com/register/5310180903419858522
2:45 Magna Mining
Jason Jessup
CEO
Paul Fowler
Senior Vice President
https://attendee.gotowebinar.com/register/8110773359092922463
March 28, 2024
1:30 PM ET AbraSilver Resources
John Miniotis
President & CEO
David O’Connor
Chief Geologist
https://attendee.gotowebinar.com/register/3213854232793636442
March 19, 2024
9:45 Collective Mining Ari Sussman Executive Chairman https://attendee.gotowebinar.com/register/1028182346916312414
11:00 Triple Flag Precious Metals Shaun Usmar CEO, Director and Founder https://attendee.gotowebinar.com/register/180542445556932949
12:15 Discovery Silver Corp. Tony Makuch President & CEO https://attendee.gotowebinar.com/register/8490043298024206678
Forbes Gemmell VP Corporate Development
1:30 AbraSilver Resources John Miniotis President & CEO https://attendee.gotowebinar.com/register/3213854232793636442
David O’Connor Chief Geologist
2:45 Hecla Mining Phil Baker President & CEO https://attendee.gotowebinar.com/register/5277459437245200218
Wed March 20, 2024
9:45 Elemental Altus Royalties Frederick Bell
CEO https://attendee.gotowebinar.com/register/7437187247593590875
11:00 Osisko Gold Royalties
Jason Attew
President & CEO https://attendee.gotowebinar.com/register/5349192675770878550
12:15 EMX Royalty
David M. Cole
President and CEO https://attendee.gotowebinar.com/register/7427651183447647580
1:30 Wheaton Precious Metals
Randy Smallwood
President & CEO https://attendee.gotowebinar.com/register/5310180903419858522
2:45 Magna Mining
Jason Jessup
CEO https://attendee.gotowebinar.com/register/8110773359092922463
Paul Fowler
Senior Vice President
"Job Opening"
This is a full-time position.
We have a job opening for a trainee research analyst. Candidate should be a recent graduate with a Bachelor of Science degree in some quantitative discipline able to maintain or build financial models. We like the candidate to know standard deviation, coefficient of variation, regression analysis or related quantitative skills. Financial accounting, finance, macroeconomics or microeconomics a plus. Could be a later CFA charter candidate. Send resume to
information@veryindependentresearch.com