❗ AWALE HAS PAID FOR THIS INTERVIEW and the host owns shares of it. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.
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Timestamps:
00:00:00 Chapters
00:00:12 Very Important Warning
00:01:10 Awalé Resources Overview
00:05:38 What changed since the site visit?
00:09:41 How much cash do they have?
00:11:45 What would that money fund?
00:13:02 How many rigs are running?
00:14:02 How easy is rig sourcing?
00:17:46 How similar is Charger 2 to Charger 1?
00:20:46 Could Charger 2 be distal?
00:26:42 Does the Charger 1 math work?
00:27:25 Is that just Charger 1?
00:28:50 What is the hit rate on geophysics?
00:30:36 What do weaker Charger holes mean?
00:32:35 When will Awalé know about Charger 3 or 4?
00:33:11 How does Awalé avoid grade smearing?
00:35:30 Is Charger 2’s metal mix similar?
00:36:49 Will Charger 2 make the MRE?
00:37:11 What does Newmont want to see?
00:37:59 What if the MRE is too small?
00:39:11 Is there a 2 Moz deadline?
00:40:48 What is the post-PFS timeline?
00:44:07 Is Charger 1 really a hinge?
00:46:01 How deep does Charger 1 go?
00:49:36 Does Charger 1 pinch and swell?
00:51:50 What will the next Charger holes answer?
00:52:18 What changed at BBM?
00:53:58 Is BBM too low grade underground?
00:55:27 How much deeper will BBM go?
00:58:02 Does BBM keep the same Au-Cu ratio?
00:58:38 What does the molybdenum mean?
00:59:13 Is BBM easier to explore?
01:00:08 Why do the MRE now?
01:03:48 Will Sceptre make the resource?
01:05:23 What is Empire?
01:08:30 When are results due on the 100% ground?
01:10:16 Will the 15,000 metres finish after the rains?
01:12:39 Would Awalé drill again right away?
01:13:43 How is the Fortuna relationship going?
01:14:34 What would success at Fremen look like?
01:15:41 Do Sama and Seydou need to stand alone?
01:18:40 Which target is the favorite?
01:20:31 Could success lead to a spinout?
01:22:23 Why does Awalé discount grades?
01:26:07 Would headcount need to rise?
01:26:54 How is G&A?
01:27:48 Will Awalé market more?
01:30:21 What is the biggest criticism?
01:35:49 Very Important Warning - DO NOT SKIP
This is an Awalé Resources CEO Interview with Andrew Chubb.