EPISODE · Oct 24, 2023 · 51 MIN
Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold
from Grizzle Pod: Thematic Growth Investing · host Grizzle
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/
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Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold
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