EPISODE · May 28, 2026 · 44 MIN
Sunshine Metals’ Plan: Liontown Cashflow & the Hunt for a Second Pajingo - MD Damien Keys (SHN)
from LEVRD · host Matt Michael
Damien Keys joins me on LEVRD to break down Sunshine Metals’ strategy to become a North Queensland gold producer through Liontown and the Mt Moss acquisition.We get into:- The high-grade gold zones at Liontown- Why the current mining study only targets part of the resource- Mt Moss and the pathway to owner-operated processing- Copper and silver upside alongside the gold- Whether Sybil could become a second Pajingo-style discovery- Funding, processing and expansion plans- The long-term vision for Sunshine MetalsA deep dive into one of the more interesting emerging gold stories in North Queensland.(0:00) PREVIEW(1:37) Liontown + Mt Moss(6:55) Does mining the gold steralise any other dirt?(12:35) Metallurgy(14:05) Capital for plant conversion(18:26) Timeline to production(19:45) Permitting milestones(21:23) Balance sheet(25:00) Copper opportunities(32:20) Ravenswood under pressure(33:44) Lion Selection Group(35:20) Sybil the next PajingoLEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing NVLD Fitness Come get Crossfit ripped with me @nvldfitness on insta https://www.nvldfitness.com/ 0415126334 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 Authorised Representative (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, this means 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 the audio/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 any strategy. 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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Sunshine Metals’ Plan: Liontown Cashflow & the Hunt for a Second Pajingo - MD Damien Keys (SHN)
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