resource scarcity and commodity-cycle opportunities
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resource scarcity and commodity-cycle opportunities
19 transcript-backed statements from 1 appearance, covering resource size, capex, capital needed and other company claims. These reflect management's own framing and have not been independently verified.
So for a 20,000 plus tons of nickel a year, it's a very low capital intensive project.
So, it's 1.2 million tons of contained nickel metal.
this fantastic uh nickel sulfide project in northern Brazil
I think we've drilled about 200,000 m of diamond core drilling, so you know, core in your hand so you can analyze it very closely, understand it really well. Yeah, we've taken that through to measured and indicated category.
The CAPEX on that was 380 million US dollars.
The study that we did last year that sort of is driving us through to all of our decision making was about a 735 740 million US dollar post tax net present value at a discount rate of 8%.
We're bottom quartile of cost and that allows us to compete very extensively with what's going on in Indonesia.
once in operations, we'll be making over 150 million US dollars a year if, you know, current nickel high nickel prices hold.
we've had multiple proposals for debt funding come in. Uh, number of those were over 250 million US dollars. Up to about 300 320 million US dollars.
So, we've got about 20 million Australian dollars right now.
So, we're really targeting that for uh end of September this year.
Um it's in the northern part of Brazil, uh in the what they call the Carajás mineral province
I got involved with Centaurus as sort of principal shareholder of a of a cash shell.
became a CFO of another publicly listed company called Jindalee Metals, uh which had a small gold project, which we mined, built, uh produced, um and then closed down um before moving into IGO. And then uh I guess 15, 16, 17 years ago now I got involved with Centaurus as sort of principal shareholder
Brazil's power comes from hydro sources. So, it's clean, but importantly, it's very low cost, and with that sort of power and around four or five cents a kilowatt hour, you're in a very good position on your operating cost structure
we've appointed a project director um who started about a month ago with us who has built projects in this region before. Um he was the project director for Aer Coppers
the only offtake we've been able to do an initial deal with with Glencore uh, for their Sudbury operations
the only offtake we've been able to do an initial deal with with Glencore uh, for their Sudbury operations and yeah, that's about a third of our annual production
Every claim above was said by Darren Gordon in the interview it is dated to, and carries their own words. Nothing is added from filings, and nothing has been checked against them. Transcripts are automated — clearly mis-heard words are corrected for readability, never figures, dates or the speaker's own hedges. Not financial advice: an executive discussing their own company has an interest in it.
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