EGON VON GREYERZ SHOWS THE BIGGEST PRIVATE GOLD VAULT IN THE WORLD
ZOOM ROOM NETWORKING
From 20th August 2020
Matterhorn Asset Management
Egon von Greyerz, Founder & Managing Partner,
ARE THE DARK YEARS COMING?
Was The Coronavirus the “perfect” trigger for probably the biggest global economic contraction in history?
We are in an extremely fragile world can we survive without unlimited money printing?
Can a debt problem be solved by more debt?
Physical precious metals and precious metals stocks will be major beneficiaries of the coming economic collapse. Why precious metals in particular and how do investors protect themselves from the coming economic collapse?
Since the 1990s Egon has been actively involved with financial investment activities including mergers and acquisitions and asset allocation consultancy for private family funds. This led to the creation of MAM an asset management company based on wealth preservation principles. MAM is now the World’s leading company for physical gold and silver outside the banking system, directly owned by the investor. Our four vaults include the biggest and safest gold vault in the world, located in the Swiss Alps. Clients are High Net Worth Individuals, Family Offices, Pension Funds, Investment Funds and Trusts in over 60 countries.
Egon makes regular media appearances and speaks at investment conferences around the world. He also publishes articles on precious metals, the world economy and wealth preservation.
Kalamazoo Resources, (ASX: KZR)
Luke Reinehr, Chairman/CEO
ASX-listed Kalamazoo Resources (ASX: KZR) is a gold explorer with major assets in two of the most sought after gold provinces in the world. Kalamazoo is exploring for the next world-class gold deposit in the Victorian Goldfields, at its Castlemaine and South Muckleford Gold Projects.
In the Pilbara, Kalamazoo’s strategy is to substantially increase the 1.65Moz gold resource at its newly acquired Ashburton Gold Project as well as building on its other highly prospective Pilbara gold assets.
Luke was a key driver for Kalamazoo’s early growth and its major project acquisitions in the Victorian Goldfields and the Pilbara. Luke has been the Executive Chairman of Kalamazoo since August 2016 and Chief Executive Officer since July 2018. Luke’s core legal experience complements mining and resources, project development and information technology skills. Working across all levels of management, Luke has extensive partnership, director, CEO and chairman experience both in Australia and internationally.
Southern Gold (ASX: SAU)
Simon Mitchell, Managing Director,
Southern Gold Ltd is a successful gold explorer listed on the Australian Securities Exchange (under ASX ticker “SAU”).
Southern Gold owns 100% of a substantial portfolio of high-grade gold projects in South Korea that are largely greenfield epithermal gold-silver targets in the south-west of the country. Backed by a first-class technical team, including renowned geologist Douglas Kirwin, Southern Gold’s aim is to find world-class epithermal gold-silver deposits in a jurisdiction that has seen very little modern exploration.
Southern Gold is currently in a sale process for its 50% equity interest in two joint ventures with London-listed Bluebird Merchant Ventures (BMV) that is looking to reopen and redevelop the Kochang and Gubong gold projects.
Simon Mitchell is a geologist and corporate executive with 30 years of resources industry experience in technical and finance roles including 10 years gold exploration and mine development experience with Normandy NFM, RGC Exploration, Goldfields and Aurora Gold in countries as diverse as Australia, Bolivia, Chile, Papua New Guinea and Indonesia.
Additionally, Mr Mitchell worked for 12 years in banking and corporate development, predominantly in project finance and equity capital markets where he was responsible for the raising of more than US$80 million in equity capital and engaging investors worldwide. During 2013-2014 Mr Mitchell was Managing Director of Asiatic Gold Ltd, an unlisted public company with gold exploration and development projects in South Korea and Managing Director of Southern Gold Ltd since February 2015.
Navarre Minerals (ASX: NML)
Geoff McDermott, Managing Director,
Navarre Minerals Limited (ASX:NML) is an Australian-based gold exploration company focused on discovering large, long-life and high-grade gold deposits in under-explored areas of Victoria’s premier gold districts.
Navarre is targeting a maiden gold Mineral Resource by early 2021 and, thereafter, to crystallise value through transitioning to a mine development company.
Resolution Lode, within the 100%-owned Stawell Corridor Gold Project, is emerging as a significant, large gold system and is the main focus of exploration drilling.
Geoff is an experienced geologist and senior company executive with over 30 years’ industry experience in surface and underground metalliferous mining operations, in mineral exploration and as a consultant to the minerals industry.
A graduate from Macquarie University, Mr McDermott has a broad range of international experience having worked as a geologist in Canada, Fiji and Australia for companies such as WMC and Rio Tinto and with the Government of the Northwest Territories, Canada.
From 2002 until 2007, Mr McDermott was Chief Geologist and Group Geologist with MPI Mines Limited and Leviathan Resources Limited (previous owners of Stawell Gold Mines).
In 2008, Geoff and other former Leviathan executives founded mineral explorer, Navarre Minerals Limited, which listed on the ASX in March 2011. Geoff is Managing Director of Navarre Minerals Limited.
Tietto Minerals (ASX: TIE)
Mark Strizek, Executive Director
Tietto Minerals is a resource focused ASX listed company fast tracking growth of shallow high-grade ounces at its Abujar gold project in Côte d’Ivoire ASX:TIE
Mr Strizek has more than 20 years of experience in gold exploration, resource development and operations of open pit and underground projects across the Eastern Goldfields and West Africa. Prior to joining Tietto, Mr Strizek was Managing Director ASX-listed Vital metals limited for 7 years.
Lion Selection Group
Is the Lion roaring, and will you get bitten ?
In this presentation Hedley will discuss the famous Lion Clock and where he sees the economy in the midst of all the changes and the impact that the virus has potentially done.
- Right now the market seems to have no stop button. Will it be higher for longer or is it time to ring the warning bell for investors
- Even if the market “crashed” would that affect gold mining equities given the strengthening gold and silver prices
- How does gold fit into the overall current market patterns
Lion Selection Group is a listed mining investor. Over its 23 year history, Lion has invested to build mining projects and companies, and maintains a watchful eye on the market cycle which is often reported via the Lion Mining Clock.
Hedley graduated as a geologist with first class honours from the University of Melbourne in 2000. Upon finishing his degree, Hedley joined WMC Resources as a geologist working at the Mt Keith Nickel Mine. Hedley has extensive experience as a mine geologist having worked at Olympic Dam, Mt Isa (Black Star open cut mine) and the St Ives Gold Mine where he was Senior Mine Geologist of the combined open pits. Hedley joined Lion Manager in July 2007 as an analyst and completed a Graduate Diploma in Applied Finance in 2011.
Hedley became an executive director of Lion Manager Pty Limited in September 2012.
Investigator Resources (ASX: IVR)
Andrew McIlwain, Managing Director,
Investigator Resources Limited is an ASX listed (IVR) metals explorer with a focus on opportunities primarily in silver, gold and copper. Successful in the greenfields discovery of the 100% IVR owned 42M oz Paris Silver Project located in South Australia – currently being advanced to PFS, Investigator‘s also holds other prospective tenements within South Australia and the west coast of Tasmania.
BE (Mining) Melb, MAusIMM, MAICD
Andrew is a qualified mining engineer with over 35 years’ experience in the mining industry.
With an experience base that covers most commodities and facets of the resources business, Andrew is highly regarded for his demonstrated capabilities, particularly in business turn-around and commercial negotiations.
Having worked in technical, senior management and executive roles within numerous Australian and international corporations including Mount Isa Mines; Central Norseman Gold; WMC Resources; Lafayette Mining; Oxiana and Unity Mining amongst others, sees Andrew with an extensive industry network and as a sought after resource for board directorships, corporate transactions and commercial negotiations.
Currently the founding Non-Executive Chairman of ASX listed Emmerson Resources Limited, and Managing Director of ASX listed Investigator Resources, Andrew brings operational and corporate experience in a variety of fields including establishment of corporate restructuring, operational sustainability, project development and both equity and conventional debt financing.
Kairos Minerals (ASX: KAI)
Kairos Minerals (ASX: KAI) is a diversified exploration company which holds one of the largest and most prospective land-holdings in the emerging Pilbara gold province of Western Australia.
Kairos is at the forefront of the renaissance of investor interest in gold exploration in the Pilbara following the recent breakthrough Hemi discovery by De Grey Mining (ASX: DEG), with its land-holding offering outstanding potential for the discovery of similar intrusive-hosted gold systems.
The Company is progressing a multi-pronged exploration program in 2020 including geochemistry, geophysics and drilling programs across priority intrusive-related gold targets at Kangan and Skywell and drill testing of the large Fuego gold anomaly.
Drilling is also planned at the Mt York Gold Project, located ~100km south of Port Hedland, where Kairos owns a 873,500oz JORC Mineral Resource across three deposits. Mining studies are also underway to evaluate the best pathway to extract value from this significant asset.
has more than 25 years of experience in minerals exploration and development worldwide and has played a key role in the incubation, listing and development of numerous ASX-listed resource companies over the past two decades.
His previous management roles have included Executive Director of ASX-listed nickel, copper and gold explorer Rumble Resources (ASX: RTR); Managing Director of ASX-listed uranium explorer Cauldron Energy (ASX: CXU); and Executive Director of ASX-listed gold explorer Taipan Resources (later Intrepid Mines), which discovered the high-grade Paulsen’s Gold Deposit, now being mined by Northern Star Resources (ASX: NST).
Mr Topping has a broad contact network throughout the global resource sector as well as extensive capital markets experience, where he has been involved in numerous IPO’s, corporate transactions, capital raisings and project acquisitions and divestments.
Anglo Australian (ASX: AAR)
Marc Ducler, Managing Director
Anglo Australian Resources (ASX:AAR) is a gold-focused exploration company targeting the exploration, growth and development of its flagship Mandilla Gold Project, located 75km south of Kalgoorlie in Western Australia. The Company’s current focus is to determine the extent of the gold mineralisation potential, in-fill the known mineralisation corridors, broaden the understanding of the structural controls to the mineralisation and update the Mineral Resource estimate.
Marc is a qualified Metallurgist from the Western Australian School of Mines (WASM). He has an extensive senior operational background in gold and iron ore, gained from his time in WMC, Gold Fields, BHP, FMG, MRL and Roy Hill. More recently Marc was Managing Director of Egan Street Resources up until its successful takeover by Silver Lake Resources.
Kingston Resources (ASX:KSN)
Kingston Resources is a metals exploration company which is focused on exploring and developing the world-class Misima Gold Project in PNG. Misima hosts a JORC resource of 3.2Moz Au. Misima was operated as a profitable open pit mine by Placer Pacific between 1989 and 2001, producing over 3.7Moz before it was closed when the gold price was below US$300/oz. The Misima Project offers outstanding potential for additional resource growth through exploration success targeting extensions and additions to the current 3.2Moz Resource base. The Misima PFS is underway and scheduled for completion by the end of 2020.
In addition, Kingston owns 75% of the high-grade Livingstone Gold Project in Western Australia where active exploration programs are also in progress. Today Livingstone contains a 49,000oz JORC 2004 Resource at Homestead and the 2018 discovery at Kingsley. Livingstone is located 140 km NW of Meekatharra in Western Australia.
Bardoc Gold (ASX: BDC)
Robert Ryan, CEO
Bardoc Gold Limited (ASX: BDC) is focused on building a substantial long-term gold business in Western Australia’s Eastern Goldfields through a combination of exploration, acquisition and strategic consolidation.
In September 2019, Bardoc announced a 17% increase of the Global Mineral Resource to 3.02Moz following a successful drilling and acquisition strategy, supporting open pit and underground mining studies; an important step towards its objective of building a significant new mid-tier Australian gold company.
Bardoc completed a transformational capital raising in July 2020, which was strongly supported by a number of leading Australian and international institutional and strategic investors. The capital raising increased Bardoc’s cash reserves to over $35 million, putting it in a very strong position as it makes the transition from explorer/developer to producer.
Mr Ryan graduated from the highly-regarded WA School of Mines (WASM), has extensive technical and operational experience working at the highest levels of the WA gold industry and brings the appropriate blend of skills and expertise required to oversee the advancement of the Bardoc Gold Project through feasibility and into financing, development and operations. He was most recently General Manager – Paddington Operations for Norton Gold fields (a wholly-owned subsidiary of Zijin Mining Group Limited), where he was Registered Manager for the 3.7Mtpa Paddington Operation (located near Bardoc), producing 200koz a year with over 400 employees and full-time contractors.
Shae Russell, Fat Tail Media and Chief Editor Daily Reckoning Australia
Digging to Hades: How ‘the big dig’ will change Australia’s gold mining future
Shae Russell begun in the financial markets almost 14 years ago, right as the global financial crisis as reached our shores in 2007. It’s here as a consultant at a derivatives brokering firm, she helped clients navigate the complex world of derivatives and technical analysis during this turbulent period.
For more than a decade, she’s worked as an analyst on some of Australia’s most popular and widely-read financial investment newsletters. Today you’ll find her at Fat Tail Media as chief editor of The Daily Reckoning Australia. By interviewing experts around the world, Shae’s Rock Stock Insider aims to show people why gold is sound money as well as her premium VIP advisory Hard Money Trader where uses her N.I.T.R.I.C. System ‘acid test’ to help readers buy and sell the most speculative mining stocks on the ASX.
Evolution Mining (ASX: EVN)
Jake Klein, Executive Chairman
Evolution Mining is a leading, growth-focused Australian gold miner. Evolution operates five wholly-owned mines – four in Australia and one in Ontario, Canada. Evolution also has an economic interest in the Ernest Henry copper-gold mine in Queensland. The focus of Evolution Mining is on operating its projects safely and efficiently to generate a high cash margin and reward shareholders via dividends.
Mr Klein was appointed as Executive Chairman in October 2011, following the merger of Conquest Mining Limited and Catalpa Resources Limited. Previously he served as the Executive Chairman of Conquest Mining.
Prior to that, Mr Klein was President and CEO of Sino Gold Mining Limited, where, along with Mr Askew (Director from 2002 and Chairman from 2005 of Sino Gold) he managed the development of that company into the largest foreign participant in the Chinese gold industry. Prior to joining Sino Gold (and its predecessor) in 1995, Mr Klein was employed at Macquarie Bank and PricewaterhouseCoopers.
Mr Klein was a Non-Executive Director of the Lynas Corporation Limited from August 2004 to May 2017, a company with operations in Australia and Malaysia.
Genesis Minerals (ASX: GMD)
Michael Fowler, Managing Director
Genesis Minerals Limited (ASX: GMD) is a West Australian gold exploration and mine development company with high quality projects located in Western Australia’s premier gold districts. Genesis is targeting a long-life standalone gold mining and processing operation at its flagship Ulysses Gold Project, located ~30km south of Leonora, with current resources of 17Mt @ 2.34g/t Au for 1.28Moz. The Ulysses Project has excellent exploration upside with widespread near-surface gold anomalism and limited deep drilling. Genesis is currently working on a Feasibility Study targeted for completion in Q1 2021.
Michael is the Managing Director of Genesis Minerals Limited a rapidly growing WA gold company that is focused on developing a long life mining operation at its Ulysses Gold Project located just to the south of Leonora. Michael is a geologist with over 25 years’ experience as an exploration and mining professional with extensive corporate and operational management skills in the minerals industry in Australia, South America and Africa.
De Grey Mining (ASX: DEG)
Glenn Jardine – Managing Director
De Grey Mining Limited (ASX: DEG) is a Western Australia-based mining company engaged in gold exploration and development activities.
The Company’s primary focus is the 100% owned Mallina Gold Project (MGP) in the Pilbara region of WA. Here De Grey has made a large scale, high value, near surface gold discovery at an area called Hemi.
Hemi discovery is an intrusion-hosted form of gold mineralisation which has not been previously encountered in the Pilbara. The high value of the discovery is driven by its size, grade continuity and growth potential.
Hemi is made up of a number of zones including Aquila, Brolga, Crow and Brolga South. De Grey has an aspirational goal of delineating 5Moz at Hemi.
Outside of Hemi, the Company has outlined a 2.2Moz Mineral Resource within the broader 1,200km² tenement area. These regional resources are made more valuable following the discovery at Hemi.
The MGP is located about a 45 minute drive south of Port Hedland in a mining heartland. The area has a number of infrastructure advantages including two major sealed highways, two gas pipelines and a high voltage powerline all within a short distance of Hemi.
A major drilling program is underway at Hemi with the aim of delivering an initial resource in 2021. Drill testing of a number of known, mineralised intrusions in the greater Hemi area is also ongoing, along with targeting along the 150km corridor controlled by De Grey.
B.Eng (Mining), MACID, FAusIMM
Mr. Jardine is a senior mining executive with direct experience growing resource companies from early stage exploration through to multi-operation entities. This includes taking projects through feasibility studies, equity funding, debt financing, project development and operations.
Commodity experience includes precious metals, base metals and bulk commodities across underground and open pit operations. Processing methods utilised at these projects and operations include CIP/CIL, DMS, sulphide flotation, BIOX, pressure oxidation and SX/EW. Projects developed have received Australian State and Federal recognition for environmental best practice and health and safety and human resources systems.
Nova Minerals (ASX: NVA)
Chrisopher Gerteisen, Executive Director and CEO
Nova Minerals is a dynamic explorer and developer of its flagship Estelle Gold project in the Tintina gold belt.
Nova’s strategy is to substantially increase the current 2.5Moz resource on the Korbel prospect by late 2020. Subsequently continue to lock in value through moving Korbel towards production whilst increasing the resource base across the pipeline of targets within the Estelle gold project.
Christopher as CEO, controls all aspects of the Estelle Gold project while implementing efficiencies and savings to keep cost per discovery ounce well below industry average. Mr Gerteisen has over 20 years of experience as a professional geologist with an extensive record of managing and advancing complex and challenging resource projects across North America, Australia, and Asia.
His work experience spans Greenfields from discovery through to production stage and other projects with a focus on commodities including gold and copper. He worked as a geologist on the Carlin Trend in Nevada and on exploration in Alaska with Newmont. He has held senior positions within several projects throughout the goldfields of Western Australia.
As a research geologist with Newmont he worked on the Batu Hijau Porhryry Cu-Au deposit in Indonesia. Most recently, through his technical contributions and management skills, Mr. Gerteisen played a significant role in the successful start-up, operations, and exploration which resulted in further mine-life extending discoveries at several prominent projects in the Australasian region, including Oxiana’s Sepon and PanAust’s Phu Bia in Laos. Mr. Gerteisen holds a BSc. Geology from the University of Idaho and a MSc.
Economic Geology from the Western Australia School of Mines. He is a dual USA and Australian Citizen based in Alaska and a member of the Australian Institute of Geoscientists.
Calidus Resources (ASX: CAI)
David Reeves, Managing Director
Calidus Resources (ASX:CAI) is an ASX listed gold exploration and development company which controls the 1.25 million ounce Warrawoona Gold Project located in the East Pilbara district of the Pilbara Goldfield in Western Australia.
The Directors believe that the recent consolidation of this goldfield will transform the Company into a new Australian gold development company with significant potential to unlock further resources and new discoveries within the emerging gold belt of the Pilbara Goldfields district, which is a historically proven gold mining region.
Calidus Resources Managing Director Dave is a qualified mining engineer with over 30 years’ mining experience in Australia, Africa and Europe and has been instrumental in the progression of four mining projects through feasibility to project development. He holds a first class WA Mine Managers ticket and a Graduate Diploma in finance and investment and has extensive experience in international capital markets through his involvement with various listed London and Australian companies.
Dave was the Managing Director of Keras Resources PLC when Keras consolidated the Calidus project area and is currently a director of Keras Resources PLC (AIM)
Barry Dawes, Executive Chairman Martin Place Securities
The Australian gold industry has been a world leader and it has driven Australian gold output to over 350tpa and is likely to move to the world’s premier gold producer by 2022.
Shareholders in the leading ASX gold stocks have been rewarded with rising share prices supported by strong cash-rich balance sheets and growing dividend streams.
Whilst the gold industry can rightfully celebrate its miners, engineers and metallurgists it is now the time to also recognise the exploration teams of geologists and other geotechnicians who have identified resource opportunities and delivered substantial new resources.
It is also time to salute the export of Australian mining expertise and technologies to the gold industries of the world where substantial gains have already been made.
The next stage as the ASX Gold Index finally reflects the Australian gold industry and makes all time highs will be the excitement of new discoveries and major resource upgrades that should push the XGD to much, much higher levels.
Come along for the ride! The best is yet to come!
Martin Place Securities was established in 2000 as a resources sector specialist stockbroking and fund raising firm based in Sydney, Australia.
MPS has a record of supporting, listing and growing resources companies through over 37 IPOs and more than A$1000m in total capital raisings for companies listed on ASX, NSX and now SSX.
Barry is Founder and Executive Chairman at MPS and is a geologist by training with over 40 years’ experience in the financial markets with premier investment banks including BT Australia, Deutsche Bank and Macquarie Bank in sectors including investment management, commodity and stock analysis, corporate finance and corporate advisory.
He holds a BSc in Geology and is a Fellow of the AusIMM.
He has presented at numerous conferences in the major financial centres of Australia, Europe, UK, Nth America and China including Hong Kong.
Barry is a frequent commentator on global TV and web-based platforms and has a Twitter handle @DawesPoints.
The Dawes Points newsletter has a wide following and has been relentlessly positive on the Dawes Points Global BoomTM over the past seven years of its publication.
Dawes Points has focussed on Gold as the leader in the continuing rise of global prosperity.
Networking, your chance to meet, interact and ask questions to todays presenters.
Only registered participants will have access to the Zoom room