Project 10 statements
The deposit 4
Key takeaway. In a November 2025 interview, DRDGOLD's management reported that about 800 million tons are available in the Far West area.
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They also stated that the company produces around 200,000 ounces per year, and separately gave a figure of between 100 and 155,000 ounces of gold per annum — the range here appears to conflict with the roughly 200,000-ounce figure given in the same month.
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Jurisdiction 2
Key takeaway. Regarding jurisdiction and permitting, management says DRDGOLD operates in South Africa.
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The company has repeated this in November 2025 statements.
Technical risk 4
Key takeaway. Management describes the Far West project's key assumptions and associated risks.
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The project was planned at a gold price assumption of 600,000 rand per kilogram, though the current price is about 2.2 million rand per kilogram (November 2025). The company notes the mega-volumes model depends on maintaining cost per ton, and that volume drops impact the cost profile; they point to Ergo's struggles in 2024 with material availability and licenses that didn't come through as an example of the sensitivity to tonnage drops. The throughput assumption stands at 3 million tons of material per month.
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Economics 7 statements
Economics 3
Key takeaway. Management reports that the project economics for Far West have improved significantly due to a revised price assumption, now at 2.2 million rand per kilogram compared to the original 600,000 rand per kilogram (Nov 2025).
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The company also notes an operating cost reduction of 9 to 5 rand per ton (Nov 2025), and says sustaining capex runs at around 5% of cash operating costs (Nov 2025).
Financing 4
Key takeaway. Management reported that as of November 2025, the company can spend "almost 10 billion," compared with 2 billion in the prior year.
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They said capital needs are roughly 8 billion over the next three years, or between 100 and $120 million per year.
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Timeline 6 statements
Timeline 6
Key takeaway. Management reports that Vision 2028, announced in November 2025, marks the start of major growth projects, particularly at Far West.
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They note that Far West Gold Recoveries (FWGR) began around 2018, and the RTSF tailings facility has progressed through regulatory approval into the construction phase. Looking ahead, the company states that Vision 2028 projects are expected to reach completion by the end of 2028 or early 2029, with planning extending beyond 2040. Separately, incoming CFO Andre Warrior takes over on the first of February with a 12-month contract to support the transition, also as of November 2025.
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Corporate 5 statements
Management 3
Key takeaway. DRDGOLD management highlighted the deep institutional knowledge of incoming CFO Andre Warrior, who takes over effective 1 February.
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The company reports that Warrior worked alongside outgoing CFO Riand Dul for almost 20 years — nine of them specifically at DRDGOLD — and had previously audited the company since 2005. Management also noted Warrior's 11 years at KPG in mining, energy and natural resources, and his involvement with the Far West project from regulatory approval through construction.
Market 1
Sources 2 interviews
Every interview 2
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 18 Nov 2025 | Crux Investor | DRDGOLD Limited (NYSE:DRD) – Leadership Transition as R8 Billion Growth Plan Accelerates | 18 |
| 03 Nov 2025 | Crux Investor | DRDGOLD (NYSE:DRD) - Moving Towards 200,000 oz Gold Production From Tailings | 10 |
What else those interviews covered
Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.
Questions people ask
What is DRDGOLD Limited's project and where is it?
DRDGOLD Limited is a producer gold company, with a project stated to be in South Africa. Everything here is drawn from its executives' own interviews.
Which interviews mention DRDGOLD Limited?
We track 2 interviews mentioning DRDGOLD Limited, across 1 channel (Crux Investor).
What are investors saying about DRDGOLD Limited?
No independent commentary is on record yet — so far the page carries only the company's own voice.
What do recent interviews with DRDGOLD Limited cover?
The most-discussed topics on record are timeline, the deposit, financing, technical risk — each claim quoted and dated in the sections above.