EPISODE · Jul 24, 2026 · 24 MIN
Centaurus Metals Could Become One of the Lowest Cost Nickel Producers
from In it to Win it · host Steve Barton
Darren Gordon, Managing Director of Centaurus Metals, joins me at the 2026 Rule Symposium to discuss the company's Jaguar Nickel Project and why he believes it is one of the strongest undeveloped sulfide nickel projects in the market. 👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit 👉 https://www.centaurus.com.au 📩 Free Newsletter 📈 Technical Analysis for Beginners 🌎 Travel Channel Recording Date 7-7-2026. In this episode, Darren explains how Centaurus built its position in Brazil over nearly two decades before acquiring the Jaguar project, assembling an experienced development team, advancing permitting, and preparing for construction. We discuss the company's debt-free balance sheet, shareholder structure, and the technical advantages of sulfide nickel over laterite deposits, including lower capital intensity, smaller environmental footprint, and competitive operating costs. I also ask Darren about Jaguar's resource size, production profile, Glencore's strategic offtake agreement, and the financing process leading toward a final investment decision. We explore the project's cost position, long mine life, future underground expansion, and why management believes Jaguar can compete globally even during weak nickel markets. Darren also explains how project funding, strategic partnerships, and disciplined execution remain the final milestones before construction begins, positioning Centaurus to enter production as market conditions improve. Key Insights In This Episode ✅ Jaguar is a large low-cost sulfide nickel project. ✅ Sulfide nickel offers lower processing costs than laterite. ✅ Glencore's offtake validates the project. ✅ Funding remains the final major milestone. ✅ The project targets first production by 2029. ✅ Management is focused on disciplined execution. Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series Rule Symposium 2026 Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter Chapters 00:00 Company Overview 00:57 Team And Experience 02:49 Shareholder Structure 04:34 Sulfide Vs Laterite Nickel 09:14 Jaguar Resource Size 11:08 Glencore Offtake Agreement 13:47 Project Financing 15:05 Nickel Market Outlook 17:12 Final Investment Decision 22:32 Closing Remarks DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #InItToWinIt #SteveBarton #CentaurusMetals #DarrenGordon #SteveBarton #Nickel #NickelMining #CriticalMinerals #MiningStocks #BrazilMining #SulfideNickel #Glencore #BatteryMetals #ResourceInvesting #MiningInvestment #Commodities #MiningCEO #JaguarProject #RuleSymposium #Investing #EnergyTransition #StockMarket
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Centaurus Metals Could Become One of the Lowest Cost Nickel Producers
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