Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold
Grizzle Pod: Thematic Growth Investing
English - October 24, 2023 15:46 - 51 minutes - 48.1 MB - ★★★★★ - 3 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Grizzle had the opportunity to sit down with Mark Brennan, CEO of Cerrado Gold (TSXV:CERT) - an emerging mid-tier low cost gold producer, operating and building projects in South America. He's one of the industry's great mining operators, a builder that consistently delivers growth and shareholder value.
Topics:
00:00 Intro
01:40 Fundamentals for gold in the current macro environment
06:00 Operating environment in South America - Brazil & Argentina
12:18 Mining in Quebec
14:11 Capital investment in Argentina and resource endowment
20:15 Bonanza grades of gold a game changer for Minera Don Nicolas
27:18 Cerrado's oversubscribed low cost project financing and the significant value for the company
32:05 Export credit funding a source of low cost of capital
37:21 Cerrado's longer term development roadmap
42:24 Hunting for mining opportunities across the metals complex - Assets are everything
45:50 Exploration a key driver to increase net present value (NPV) for Monte Do Carmo (Brazil)
49:31 The right asset needs the right team
Cerrado Gold: https://www.cerradogold.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/