EPISODE · Apr 23, 2026 · 30 MIN
Am I missing anything on Kaiser Reef? - Brad Valiukas (KAU)
from LEVRD · host Matt Michael
Can Kaiser Reef (KAU) get the Henty Gold mine humming and find Gold at Maldon? Brad Valiukas (MD) came on LEVRD to get into the weeds about the operations.(0:00) Preview(1:07) Kaiser Reef overview(1:43) Recent poor quarterly(3:30) Tasmanian mining industry(5:10) Henty mine layout and constraints(8:50) Lifting mill capacity from 300kt-400kt(12:55) Tailings Dam lifts(14:25) Previous exploration intensity(16:35) Has the A1 mine had its day?(18:54) Maldon restart(24:06) Time to first drilling(25:50) Is Maldon being valued at nothing?(27:45) What are Insto's looking for in the stock?(28:30) How involved are Catalyst?LEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing 1 MONTH FREE-TRIAL CODE FOR INVESTORS U76P-96U4 LEVRD Socials X ► https://x.com/mattmichaelOG Instagram ►https://www.instagram.com/levrdmatty/ Tiktok ►https://www.tiktok.com/@levrdmatty Facebook ►https://www.facebook.com/levrdtrading Linkedin ►https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573. Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs. Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video. FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy. While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only. Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given. No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.
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Am I missing anything on Kaiser Reef? - Brad Valiukas (KAU)
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