Marula Telegram Open Q&A with CEO Jason Brewer скачать в хорошем качестве

Marula Telegram Open Q&A with CEO Jason Brewer

Marula Telegram Open Q&A with CEO Jason Brewer Jump to: Blesburg Project 02:11 - Overview of Blesburg, changes over 2 years, expansion, NCT, and strategy shifts. 08:30 - Is Blesburg on back burner? Drilling results unreleased, seen as red flag. Can they be shared pre-CPR? If not, why? 12:35 - When do mining operations start? What’s the product focus, or wait for CPR? 13:27 - Expected news releases post-mining rights application? 15:53 - March 13th Q&A promised Blesburg announcements in 4 weeks. What’s the delay? Regulatory issues? 20:28 - Q1 contractor mobilization expected; now second half of year? Kinusi Project 21:23 - Kinusi intro; metallurgical report (due Jan) unre Optima’s response: The metallurgical report was expected in January but hasn’t been released. Is a public release planned? 24:45 - Does phase one plant have mechanical lifting aids? Manual loading seems unsafe, unscalable. 25:28 - Time frame for phase one plant to full production? More capex needed? 26:08 - Phase 2 capex requirements and funding options? 27:50 - Offtake agreements finalized this quarter? Can parties be named? 32:09 - Of 5 trial shipment customers, how many are progressing to contracts? Payment confirmation for remaining 200 tons of 250-ton trial? 34:38 - Drilling program start for Kinusi copper mineralization model? 35:48 - Plan to increase Kinusi stake to 80%? Other copper projects nearby? Khalifi Project 37:01 - Khalifi intro; wet commissioning timeline? 41:47 - Double shifts to meet first shipment? Upcoming news for major delivery? 43:47 - Revenue updates from Bow Steel? Larisaro Project 48:17 - Larisaro intro; cash flow timelines, or on semi-hold? Bauti Project 52:45 - Bauti overview; feasibility study type and public release? 55:47 - Details on Botswana partners? 57:15 - More on geothermal for Botswana/Kenya? Nyorinyori Project 59:25 - Nyorinyori intro; project timelines, revenue for drilling? Corporate Questions 1:03:51 - Why involvement with other companies (e.g., Caracal) given Marula’s projects? Investor frustration? 1:08:27 - Did CMC sell down recent AO facility allocation? 1:09:25 - CMC shares count toward 3.75p AO shares? Remaining shares used or cancelled? 1:10:19 - AO buying warrants, not placing shares via CMC? 1:13:18 - If share price rises, premium placings over 3.75p AO shares to avoid price drop? 1:15:21 - AO liquidity issues slowing project development? 1:20:27 - Profitability in 2025? Dividend feasible this year? 1:26:07 - Annual accounts progress; on time? 1:26:20 - Plans for UK, Kenya, South Africa listings? 1:28:26 - Broker notes, investor attraction activities? 1:31:08 - Kenyan Wall Street work tied to NSE? 1:31:51 - Quarterly revenue/progress reports vs. event-driven updates? 1:32:37 - Other Botswana projects, e.g., copper? 1:34:03 - Favorite project? 1:34:28 - Most profitable project over 10 years? 1:35:39 - Project to surprise investors most? 1:36:19 - Quinton as chairman, or plans changed? 1:37:30 - Non-dilutive debt options; funding timeline? 1:39:02 - Kweza Rivia updates? 1:39:58 - Forward-looking statements in accounts? 1:41:44 - Will feldspar sales happen? 1:42:24 - $350M NPV for Kinusi phase 2 accurate? NPV figure soon? 1:43:15 - Success in trial shipments? Transport lessons, snags? 1:46:40 - Accounts advance, or wait until last week? Suspension concerns? 1:49:18 - Tungsten major resource in enlarged Blesburg? 1:49:56 - Series of RNS’s this week?