Record Gold Revenue for Nevada Mine, But Can They Turn it into FCF? | Borealis Mining CEO Interview

❗BOREALIS MINING HAS PAID FOR THIS VIDEO. Terrahutton doesn't only make the invisible, investable, they also sponsored this video, making it free of ads: https://www.terrahutton.io/.By consuming this content, you acknowledge that Resource Talks and/or its affiliates and/or their personnel may have a conflict of interest as they may own, have owned, or will own interests in and/or may have a business relationship with some or all companies/entities mentioned/featured in this publication. The information provided herein is general & impersonal in nature and meant for entertainment purposes only. Viewers, listeners, and readers acknowledge and agree that the information presented herein does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy. Resource Talks and all parties involved in the management of the business strictly disclaim any and all liability for losses and/or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of the content published by Resource Talks, or any decision made or action taken in reliance upon it.By consuming this content, all consumers vow to release Resource Talks and all parties involved in the management of the business from all claims, proceedings, or consequences.Nobody involved in the production of this publication is a licensed investment advisor.No recommendations are being made to buy or sell any securities in this video.The mining and exploration space is highly likely to lose you money. Failure is the norm and should be the expectation. Don’t risk what you can’t afford to lose. If you don't understand it, don't do it. The minimum risk on anything mentioned in this publication is 100% loss of capital.Read official company filings on www.SedarPlus.caTimestamps:00:00:00 Chapters00:00:12 Very Important Warning00:01:03 Borealis Mining Company Overview00:04:11 What has Borealis done for shareholders lately?00:05:31 Why is the stock down?00:07:55 Will the CEO buy more shares now?00:09:13 How can Borealis fix the stock price?00:12:02 How much cash, and any raise coming?00:13:24 Is Borealis leaning toward a merger of equals?00:14:10 What will Borealis spend its cash on?00:15:04 Why a record quarter, and is it sustainable?00:16:43 What were the major cash outflows this quarter?00:18:23 How far is Borealis from free cash flow?00:19:01 What was the average realized gold price?00:21:19 What was the strip ratio this quarter?00:22:20 Is that grade sustainable going forward?00:23:31 Did the gold come from mining or inventory?00:24:20 Does Borealis report its inventory levels?00:24:29 What is Borealis's inventory strategy going forward?00:25:26 What happened with the gold sales correction?00:27:29 What is the current crushing and stacking capacity?00:28:15 Is any capex needed for sustained throughput?00:29:26 When will Borealis reach 2,000-plus tonnes per day?00:29:42 Is the improved crushing rate this quarter or next?00:30:12 Where is the margin compression coming from?00:32:10 Will the cost and efficiency setup change?00:34:09 How does Borealis keep its people motivated?00:35:46 Why aren't production costs in the quarterly reports?00:37:39 Has the rock-to-recovery process changed in efficiency?00:39:56 What is Borealis guiding for the current quarter?00:40:38 What would count as success for 2026?00:41:51 What will be substantially different in 2027?00:42:49 What keeps the CEO up at night?00:44:41 How is permitting going across the projects?00:47:20 What is the goal of the drill program?00:50:08 Are there any major step-outs?00:51:37 Is 2028 realistic for Sandman production?00:53:02 Does Borealis have enough water for Sandman?00:55:03 What is the budget to build Sandman?00:56:59 Are communities happy?00:59:37 How much will Borealis spend drilling Big Balds?