Mar 20 2025 52 mins 38
Plenty to riff on today, starting with the Kazatomprom’s full year numbers then moving to Capricorn’s decision to close out its hedgebook.
That led us to a broader chat on gold industry hedges as well as a focus on Bellevue and their ramp up pressure.
We rounded off with a chat MinRes’ woes, Catalyst selling Henty & potential M&A.
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(0:00:00)Introduction
(0:02:06)What KAPs numbers mean for U
(0:13:57)Why did Capricorn close their hedges
(0:28:04)Goldies: Hedged vs Unhedged
(0:38:23)Bellevue: Ramp up on a tight rope
(0:43:00)MinRes close the road
(0:46:18)Catalyst offload Henty
(0:48:00)Mining M&A speculation
