The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
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The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold
Grizzle Pod: Thematic Growth Investing
51 minutes 58 seconds
2 years ago
Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold
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/
Grizzle Pod: Thematic Growth Investing
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
