Pan American Silver: Investor Update скачать в хорошем качестве

Pan American Silver: Investor Update

This was recorded on the 19th of November 2025. / Summary of 2025 and Financial Position / 0:00 - CEO Michael Steinmann 5:44 - Summary of 2025 and Financial Position / MAG Silver Acquisition / 12:01 - Acquisition of MAG Silver 14:17 - Acquisition Cost and Value of MAG Silver 16:23 - Juanicipio's Impact on Production and Cost Profile 18:02 - Exploration at Juanicipio 19:27 - Deer Trail and Larder 20:24 - Cost Inflation and Margin Expansion / Assets / 24:22 - Special Advisor Steve Busby 27:28 - Steve's Focus as Special Advisor 29:13 - Juanicipio in Short 33:22 - Grade and Cost Profile over Time 37:03 - Room For Optimization and Working with Operator Fresnillo 39:17 - Update on Jacobina 40:49 - Optimization Study for Jacobina 47:18 - La Colorada - New High-Grade Extensions 49:28 - Phased Development Approach (Skarn) 53:28 - Pan American's Ability To Build and Operate Phase One 55:48 - Update on Shahuindo 57:01 - Update on El Peñón 59:30 - Update on Timmins 1:05:20 - Update on Cerro Moro 1:08:58 - Steve's Closing Remarks / La Colorada Skarn / 1:13:10 - Exploration and Development of La Colorada (and Skarn) 1:16:56 - Grade and Production Profile of La Colorada (including Skarn) 1:18:03 - Partnership Discussions on La Colorada Skarn / Exploration and Escobal / 1:19:16 - Exploration Program in 2026 1:21:47 - Update on Escobal / Capital Allocation and M&A / 1:23:51 - Capital Allocation Priorities and Dividend Policy 1:26:14 - Shareholding in New Pacific Metals 1:27:47 - M&A and Portfolio Optimization 1:30:25 - Two-Year Vision For Pan American Silver