This was recorded on the 18th of September.
/ Investor Presentation /
0:00 - Introduction to Vista Gold
1:30 - Mt Todd Gold Project
3:41 - Infrastructure
5:06 - Relative Valuations
6:21 - Decreasing Gold Discoveries
8:03 - Gold Price Environment
9:21 - ESG
10:45 - Exploration Potential
12:05 - Positioning Mt Todd as a Tier-one Development Opportunity
/ The People /
15:13 - CEO Fred Earnest' Career
19:46 - Greatest Achievements
21:09 - Fred's Equity Stake in Vista
21:31 - Management and Board
23:09 - Sun Valley Gold Fund
24:07 - Vista Gold's History
28:47 - CFO Doug Tobler
32:41 - Doug's Equity Stake in Vista
/ Capital Structure and Financial Position /
33:08 - Capital Structure and Financial Position
34:35 - G&A Burn Rate
35:04 - Cost for Drilling Program
35:54 - How Far Vista's Cash Will Last
/ Royalties and Northern Territory /
36:40 - Wheaton Royalty
39:23 - Royalties on Mt Todd
41:09 - Royalty Reduction in the Northern Territory and its Impact on the NPV
42:35 - Why the Northern Territory Reduced the Royalty Rate by 50%
44:23 - Operating Mines in the Northern Territory
/ Exploration /
46:16 - Geologic Setting
48:50 - Purpose of Drilling Program
52:12 - Extent of Phase II Drilling
52:25 - Oreshoot Discovery
53:32 - Drilling Program's Impact on Grades and Resource Size
54:39 - Why Wheaton Wanted The Drilling Program
56:23 - Grassroots Exploration
/ Development of Mt Todd /
58:11 - Overview of Mt Todd
1:04:05 - Cost Profile
1:04:40 - Reaction From Producers To 2024 Feasibility Study
1:06:35 - Timeline for New Feasibility Study
1:07:29 - One of Several Stages in Upcoming Feasibility Study
1:09:56 - Strip Ratio
1:10:58 - Recovery Rates
1:11:14 - Change in AISC
1:12:11: Initial Capex
1:13:32 - Thoughts on Target IRR, Payback, NPV5 etc.
1:15:04 - NPV5
1:15:29 - Risks
1:18:31 - Construction, Commissioning and Ramp-up Period
/ Permitting and Community Relations /
1:20:26 - Permits
1:21:29 - Relation With Jawoyn Aboriginal People
/ Financing and Strategy /
1:22:52 - Financing Alternatives
1:28:18 - Intention To Build Or Sell Mt Todd
1:30:28 - Circumstances Under Which Vista Gold Builds Mt Todd On Its Own
1:32:41 - Type of Companies Interested in JV on Mt Todd
1:34:56 - Next Steps after Release of Feasibility Study
1:36:44 - Three-Year Vision For Vista Gold
