Master Investor Sector Focus : Going for Gold

Description

Speakers

Jim Mellon - Host speaker

Jim is an entrepreneur with a flair for identifying emerging global trends enabling him to build a worldwide business empire. He is often described as the British Warren Buffett and he predicted the Credit Crunch of 2007-08 in a book entitled “Wake Up! Survive and Prosper in the Coming Economic Turmoil”. Jim followed this with “The Top 10 Investments for the Next 10 Years” (2008) and subsequently “Cracking the Code” (2012), “Fast Forward” (2014), “Juvenescence” (2017) and “Moo’s Law” (2020). He holds a master’s degree in Politics, Philosophy and Economics from Oxford University. He is on the Board of Trustees of the Buck Institute in California, a trustee of the Biogerontology Institute, and a Fellow of Oriel College, Oxford.

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Jonathan Davis MCSI - Author, columnist and investment strategist | Editor of the Investment Trusts Handbook

Jonathan Davis MCSI is a qualified professional investor and the editor of the Investment Trusts Handbook and founder of the Money Makers podcast and newsletter, as well as a regular contributor to Master Investor. He is a former columnist on The Independent, Financial Times and Spectator and author of several books on the stock market.

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Mark Child - Chairman & CEO of Condor Gold

Condor Gold (“Condor” or the “Company”) is listed on the AIM market, ticker CNR and the TSX ticker COG. On 25 October 2021 Condor announced the filing of a Preliminary Economic Assessment Technical Report (“PEA”) for its La India Project, Nicaragua, filed on SEDAR. The highlight of the technical study is a post-tax, post upfront capital expenditure NPV of US$418 million, with an IRR of 54% and 12 month pay-back period, assuming a US$1,700 per oz gold price, with average annual production of 150,000 oz gold for the initial 9 years. The open pit mine schedules have been optimised from designed pits, bringing higher grade gold forward resulting in average annual production of 157,000 oz gold in the first 2 years from high grade, open pit material and subsequent underground mining funded out of cashflow.

The Company’s La India Project is “construction ready”, having received the key Environmental Permit to construct and operate a 2,800tpd mine producing approximately 100,000 oz gold per annum from 3 open pits. In March 2021, Condor purchased a new SAG Mill package form First Majestic Silver for US$6.5M including US$3.0M in shares. The Mill has capacity of 2,300tpd and can be increased to 2,800tpd with a larger motor. The land has been purchased and site clearance completed for the processing plant. A Feasibility Study on La India open pit is due shortly. Condor’s La India Project has the potential to host an additional ~5M oz gold and has potential for copper.

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Alexander Scanlon - Managing Director & CEO of Barton Gold

Barton Gold (ASX:BGD) is the leading ASX listed South Australian gold developer with a ~1.1Moz Au JORC (2012) Mineral Resources endowment (28.74Mt @ 1.2 g/t Au), a pipeline of advanced exploration projects and brownfield mines, and 100% ownership of the only gold mill in South Australia’s central Gawler Craton.

Barton is well funded with $10.8m cash (at 31 Mar 2022) and is aggressively expanding the footprints of its Tarcoola and Tunkillia Gold Projects, following a 66% increase in mineralised strike during late 2021. With +20,000 metres of drilling underway for 2022 the Company is advancing rapidly toward scoping large-scale long-term development options, as well as near- and medium-term revenue options providing investors a unique proposition amongst ASX explorer-developers.

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Jason Cozens - Founder & CEO of Glint

A qualified Architect with 20 years’ experience within the eCommerce, technology and digital marketing sectors. Founder of digital agencies Visuality and Bite, as well as online gold bullion dealer, GoldMadeSimple.com

Jason began development of Glint (glintpay.com), in 2015, launching the first iteration of the Glint app three years later. Jason’s vision for a world where everyone has an equal opportunity to prosper has culminated in the creation of a global payments platform that enables its clients to buy, sell, save, send and spend real, allocated gold, even at the checkout, using the Glint Mastercard and proprietary app.

Glint, which also supports fiat currencies on its platform, today has over 108,000 registered users; it is able to issue cards around the world and can open accounts in over 200 countries. Glint, regulated by the FCA in the UK, has completed more than $300 million worth of transactions to date and its clients’ gold is securely stored in a Brinks vault in Switzerland, insured by Brinks with Lloyds of London.

Gold is security. Glint its key.

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Dave Webster - Chairman of The Seventy Ninth Group

Owned and managed by the Webster family, The Seventy Ninth Group is one of the fastest-growing asset management companies in the United Kingdom. Founded by serial entrepreneur David Webster (previously the UK’s largest private landlord) and his sons Jake and Curtis, The Seventy Ninth Group holds a unique and prominent position in both the real estate and natural resources sectors, specialising in the acquisition and redevelopment of distressed assets during times of economic turmoil and uncertainty.

Over the last 12 months, The Seventy Ninth Group, has further expanded its investment portfolio into natural resources through an arm of the business known as Seventy Ninth Resources, taking the business further into exploration and sourcing of resources concessions. With encouraging results from initial exploration in Republic of Guinea, West Africa, by world-leading geologists SRK Exploration, the company is now looking to expedite its road map to the next phase of exploration in the region.

For the family-owned business, headquartered in the Northwest, this is just the latest milestone in a busy and eventful year as the company experiences unprecedented growth.

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