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ATHA Energy Corp (TSXV:SASK) TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Conference (Transcript)

ATHA Energy Corp (TSXV:SASK) TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Conference (Transcript)

ATHA 能源 公司 (tsxv:SASK) TD 证券 年度 核燃料循环和下一代核能圆桌会议 - 2024 年会议 (Transcript)
Accesswire ·  10/10 01:00

ATHA Energy Corp (TSXV:SASK) TD Securities Annual Nuclear Fuel Cycle and Next Generation Nuclear Roundtable - 2024 Conference October 8, 2024 10:55 AM PT Source

ATHA 能源 公司 (TSXV:SASK) TD 证券公司 每年的核燃料循环和下一代核圆桌会议 - 2024年10月8日会议 10:55 上午 太平洋时间 Source

VANCOUVER, BC / ACCESSWIRE / October 10, 2024 / Company Participants

温哥华,卑诗省 / ACCESSWIRE / 2024年10月10日 / 公司参与者

Troy Boisjoli - CEO and Director

Troy Boisjoli - 首席执行官和董事

Conference Call Participants

业绩会议参与者

Craig Hutchison - TD Securities

Craig Hutchison-TD Securities

Craig Hutchison

Craig Hutchison

Good afternoon. Our next speaker is Troy Boisjoli, CEO of ATHA Energy. I think ATHA is one of the newer exciting stories in the exploration side of the basin.

下午好。我们的下一个发言人是ATHA能源的CEO Troy Boisjoli。我认为ATHA是盆地勘探方面一个较新且令人兴奋的故事之一。

Question-and-Answer Session

问答环节

Q -Craig Hutchison

Q - Craig Hutchison

People may not be as familiar with the story, and so I figured, Troy, maybe the first question that we can start off is just talking more generally about what some of your key priorities are for this year and next, and welcome you to the panel.

也许有些人对这个故事不太熟悉,所以我想,特洛伊,也许我们可以从更一般的角度谈一下你今年和明年的一些主要重点,欢迎你加入这个小组。

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, thanks, Craig. Hey, I appreciate being here with you today. Maybe I'll step back a second, Craig, and just give you a sense of where ATHA came from as you mentioned, some people might not be familiar with ATHA we were listed in 2023 April 11th, 2023 with with a very aggressive mandate and an aggressive strategy to pursue growth relative to where we're at in this uranium cycle so over the course of the last We've grown significantly.

是的,谢谢,克雷格。嘿,我很高兴今天与你在一起。也许我可以稍微退后一步,克雷格,给你一点关于ATHA的起源,正如你提到的,一些人可能对ATHA不太熟悉,我们在2023年4月11日上市,具有非常积极的任务和积极的战略,以追求与我们目前铀周期相对应的增长,所以在过去的时期我们获得了显著增长。

We came to market with 3.5 million acres of exploration property across the Athabasca Basin. Subsequent to that have added to our land position. Substantially, we're up to about 8.5 million acres of exploration property across the Athabasca Basin, the Thelon Basin and the central mineral belt in Labrador in parallel, That growth came through acquisition as well.

我们带着Athabasca盆地350万英亩的勘探地产进入市场。此后,我们扩大了我们的土地规模。目前,我们在Athabasca盆地、Thelon盆地和拉布拉多省中部矿产带拥有约850万英亩的勘探地产,同时,这种增长也是通过收购而来的。

We acquired Latitude Uranium and 92 Energy pulled together a very substantial group of uranium assets from an early stage exploration approach. And then through the 2024 year and now beyond are focusing on building value through investing substantially in those assets. So 2024 priorities are maturing Angilak.

我们收购了Latitude Uranium和92 Energy,从早期勘探的角度汇集了一批非常重要的铀资产。然后通过2024年及之后的时间集中于通过大量投资这些资产来增值。因此,2024年的重点是推进Angilak项目。

We bought Latitude Uranium for the Angilak project. That's a 43.3 million pound resource, an average rate of 0.69%. We executed a [00:02:00] major de-risking program there this year. When I say de-risking, it wasn't focused on resource expansion. It was focused on growth. Expanding the mineralized envelope at Angilak.

我们收购了Latitude Uranium进行Angilak项目。那是一个4330万磅的资源,平均含量为0.69%。今年我们进行了一项重大的风险降低计划。当我说风险降低时,并不是专注于资源扩张,而是关注增长,扩大Angilak的矿化包体。

We've done that from there. Now we're executing a drill program at our Gemini project, which is a new discovery on the eastern edge of the Athabasca basin. And in parallel to all of that, we're growing our portfolio or pipeline, if you will, of exploration targets across the Athabasca Basin and the Thelon Basin and continuing to do work in the central mineral belt project in Labrador.

We've done that from there. Now we're executing a drill program at our Gemini project, which is a new discovery on the eastern edge of the Athabasca basin. And in parallel to all of that, we're growing our portfolio or pipeline, if you will, of exploration targets across the Athabasca Basin and the Thelon Basin and continuing to do work in the central mineral belt project in Labrador.

So at scale exploration approach focus on a diversified investment portfolio internally, where we're focusing on investing heavily in our more mature assets and then building up that long strategy by having a really long pipeline of high priority exploration targets coming off of that.

So at scale exploration approach focus on a diversified investment portfolio internally, where we're focusing on investing heavily in our more mature assets and then building up that long strategy by having a really long pipeline of high priority exploration targets coming off of that.

Q -Craig Hutchison

Q - Craig Hutchison

Just because you are an exploration story, can you just talk about some of the personnel you guys have, some of the key team members and where they came from and some of their past successes?

Just because you are an exploration story, can you just talk about some of the personnel you guys have, some of the key team members and where they came from and some of their past successes?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, for sure. So relatively new company, but as you can imagine, Craig, not a new group of people to the uranium space. And that starts with - it really starts with - our founders. Some of our founders of the company have been longtime Participants in the uranium market came up. Had - were foundational behind previous successes like Hathor that that discovered and then sold the Roughrider deposit.

Yeah, for sure. So relatively new company, but as you can imagine, Craig, not a new group of people to the uranium space. And that starts with - it really starts with - our founders. Some of our founders of the company have been longtime Participants in the uranium market came up. Had - were foundational behind previous successes like Hathor that that discovered and then sold the Roughrider deposit.

And then foundational vended some of the assets in foundational assets into NexGen Energy. These are guys that have been around the uranium space for a long time. They're generative. They acquired the initial land position privately and then vended it in, into ATHA and remain some of our largest shareholders.

And then foundational vended some of the assets in foundational assets into NexGen Energy. These are guys that have been around the uranium space for a long time. They're generative. They acquired the initial land position privately and then vended it in, into ATHA and remain some of our largest shareholders.

From there. I've set to work building a technical team around the portfolio of assets that we have. Myself, as a background, I came up through Cameco as a technical guy, a geologist, spent time exploring throughout the basin in Saskatchewan, into the Northern Territory in Australia, had the opportunity to join their operations team, where I was chief geologist at Eagle Point for a number of years.

From there. I've set to work building a technical team around the portfolio of assets that we have. Myself, as a background, I came up through Cameco as a technical guy, a geologist, spent time exploring throughout the basin in Saskatchewan, into the Northern Territory in Australia, had the opportunity to join their operations team, where I was chief geologist at Eagle Point for a number of years.

Following that, I had an opportunity to join NexGen during the du during the long night, so to speak, in the uranium market, had the opportunity to work on an absolutely world class asset in the Rook 1 project and Help develop that forward from maiden resource rate through to feasibility stage.

在那之后,我有机会在铀市场长夜中的某个时刻加入nexgen,并且有机会在Rook 1项目这个绝对世界级资产上工作,并帮助将其从初期资源评估推进到可行性阶段。

You, I'm supported by a very strong technical team. Cliff Revering is our vice president of exploration. He's an individual who came up through Orano and Cameco. He was the chief geologist at Cigar Lake when they were bringing Cigar Lake into production. Qualified person on a number of uranium resources globally.

您好,我有一个非常强大的技术团队支持。Cliff Revering是我们的勘探副总裁。他是一个通过Orano和Cameco逐渐崛起的个体。当Cigar Lake投入生产时,他曾担任Cigar Lake的首席地质学家。他是全球多个铀资源的合格人员。

So he's a guy that I consider one of the foremost kind of uranium subject matter experts out there, and he's supported by a team of people that have 15 to 20 years of exploration development and operations experience within tier one assets. And as a technical guy, Craig the part that I really appreciate about ATHA is our capital markets reach as well.

所以我认为他是当今最卓越的铀领域专家之一,并且他得到一群在一流资产中有15到20年勘探开发和运营经验的团队的支持。作为技术人员,我最欣赏ATHA的资本市场影响力。

So we have a team that has raised over 55 million dollars into the deal over the last 18 months, which is self evident as it relates to our reach on the capital market side. So good combination of capital markets experience and technical experience, particularly ranging from early stage exploration right through to operations.

因此,我们的团队在过去18个月内为这项交易筹集了超过5500万美元,这在资本市场上是不言而喻的。因此,在资本市场经验和技术经验方面,我们具备着良好的组合,特别是从早期勘探到运营的各个阶段。

Q -Craig Hutchison

Q - Craig Hutchison

Yeah, Angilak, just can you talk about what the drill plan program you have in place? And at this point, have you had some community engagement to this point?

是的,Angilak,您能谈谈您目前制定的钻探计划吗?目前,您与社区进行了一些交流吗?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, so starting off with the drill program, we just completed a 10,000 meter drill program, just over 10,000 meters, 25 drill holes into it.

是的,关于钻探计划,我们刚刚完成了一项超过10,000米、25个钻孔的10,000多米钻探计划。

And just to set the stage of what that was focused on. Is there's an existing resource there at 43 million pounds at 0. 69%. If people aren't really stuck into uranium and uranium grades just to contextualize that Eagle Point, which is a producer in the Athabasca basin has an average remaining resource grade of 0.7 so it's high grade uranium outside of the Athabasca, one of the highest grade deposits outside of the basin. And we like the profile. We like the grade profile. We like the technical setting and more than anything, why we acquired that company and that project was for the fact that there's a significant expansion potential there.

为了解决焦点问题,让我们先来看看现有的资源,这里有4300万磅的铀,品位为0.69%。如果人们对铀和铀品位不是很了解,只是为了定位一下,Athabasca盆地的生产商Eagle Point的平均剩余资源品位为0.7,所以这是Athabasca盆地以外的高品位铀矿床之一,是盆地之外一个最高品位的矿床。我们喜欢这个特点,喜欢这个品位剖面,喜欢技术设定,而且更重要的是,为什么我们收购了那家公司和项目,主要原因是那里有巨大的扩张潜力。

You can look back at the previous performance of the resource that resource went from a maiden resource of 14,000,000 pounds to 27,000,000 pounds to 43,000,000 pounds year over year. [00:07:00] And from my experience, developing basement hosted uranium resources, when you see a growth curve like that, it tells you that you're still in the heart of the resource, and so that's what we set out to do. This year is expansion. We didn't do one infill drillhole.

您可以回顾一下资源的过往表现,那个资源从初始资源的14,000,000磅增长到27,000,000磅,再到43,000,000磅,年复一年。就我的经验来看,当您看到这样的增长曲线时,说明您仍然处于资源的核心区域,这也是我们的目标所在。今年我们的目标是扩张,我们并未进行一次补充钻孔。

We wanted to materially expand the envelope of mineralization at Angilak. And we did that. We added 3 new perspective corridors for mineral resource growth. So Lac 50 is where the existing resources are.

我们希望实质性地扩大Angilak的矿化包围体。我们做到了这一点。我们添加了3条新的有望的矿化延伸走廊,以促进矿产资源的增长。Lac 50就是现有资源所在地。

Parallel to that, we added the Lac 48, the Lac 52 and the Lac 54 corridors, which then from a technical perspective, significantly de-risk that resource expansion and resource growth and subsequent phases of drilling now from obviously you have to consider the jurisdiction you're in and the social side of that as well.

与此同时,我们添加了Lac 48、Lac 52和Lac 54走廊,从技术角度来看,显著降低了资源扩张和增长的风险,现阶段的钻探工作自然也要考虑您所在的管辖区以及社会方面的因素。

We've obviously engaged early having a relationship that previously existed through Latitude, having the ability to then build on that with local communities. We've had team members in the communities multiple times. And there's actually an agreement on the property that we bridged over for with the NTI for the property.

我们显然已经很早地进行了合作,通过之前通过Latitude存在的关系,拥有与当地社区进一步合作的可能性。我们的团队多次走访当地社区。实际上,我们与NTI就该项目达成了协议。

And Nunavut as a jurisdiction is in our mind a very good jurisdiction. I think about 47 percent of the territorial GDP as a function of mining. So it's a jurisdiction that we like the resource growth and the resource potential on and that we're focused on advancing in a material way in 2024 and a de-risking phase in 2025 we'll continue to advance the project.

对于我们来说,努纳武特是一个非常好的管辖区。大约47%的地区生产总值来自矿业。因此,我们喜欢这个管辖区的资源增长和潜力,我们致力于在2024年以实质性方式推进,在2025年的降低风险阶段我们将继续推进这个项目。

Q -Craig Hutchison

Q - Craig Hutchison

Resource growth that you've seen in the past, we used to do it at 14 and eventually ended up at 43 million pounds. Has the grade been fairly consistent in the deposit through that time? Has the cut off grades moved at all?

过去您看到的资源增长, 我们最初是在14万英镑,最终达到了4300万英镑。矿蚀变化了吗?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, the grade's been consistent, Craig and it's had a It's at what you would consider a conventional cutoff grade, 0.25%. And [00:09:00] further to that what we're seeing in terms of the grade profile on the project is relatively consistent. And we've got mineralization now identified in multiple locations outside of the existing resource, outside of the LAC 50 trend. And we're seeing the grade that we're seeing outside of that within the distribution of the grade profile of Lac 50. And so our view is that we're at the very early stages of understanding the total metal endowment of this project just given the nature of how of the success rate to date outside of Lac 50, there's been about 10 targets that have been tested. 9 of them are mineralized.

是的,Craig,品位保持一致,并且符合传统的矿蚀,为0.25%。[00:09:00] 此外,在项目的品位配置方面,我们看到的相对一致。我们目前在现有资源之外,在LAC 50趋势之外的多个地点发现了矿化。我们发现的品位在Lac 50的品位分布内与之外的品位一致。因此我们认为,鉴于迄今为止Lac 50之外的成功率,项目的总金属赋存仅仅是了解到的非常初级阶段,已经测试了大约10个目标,其中有9个是矿化的。

You don't have that sort of success rate just based off good technical work alone that despite what all the geologists might think it's a function of metal endowment. And so this is a project that we view as a high metal endowment and that we look to optimize it about the resource development of moving forward and then ultimately have a line of sight to kicking over into a development stage project.

仅凭技术工作的成功率不可能达到这种程度,尽管所有地质学家可能认为是技术工作的功能,实际上还主要在于金属的赋存。因此,我们认为这是一个具有很高金属赋存的项目,我们期待在向前推进资源开发并最终实现项目开发阶段时优化它,最终将其转化为开发阶段项目的样貌。

Q -Craig Hutchison

Q - Craig Hutchison

Just for that next stage forward is there a certain target in terms of resource size that you need in to advance this project through the PEA level?

仅仅是为了推进下一阶段,您需要达到一定的资源规模目标才能使该项目通过PEA级别吗?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, so that obviously that's a function of that's a function of price and size and scale, right? And when I look at the project as it sits right now, when I look at the fundamentals of the deposit and how we assess it, how we think about it internally 0.69, 0.7 percent U308 as an average grade that gives you about 16 pounds of uranium per tonne in that range, you look at current long term contract pricing in uranium, call it $80 a pound. You can do that math very quickly. We like that. We like that profile.

是的,显然这是价格、规模和规模的函数,对吧?当我看当前项目的现状时,当我看存款的基本面以及我们如何评估它时,我们内部认为0.69、0.7%的U308作为平均品位,约为每吨16磅铀在那个范围内,您可以查看铀的现货长期合同定价,称为80美元/磅。您可以非常快速地做这种数学计算。我们喜欢这个。我们喜欢那个配置文件。

And then, from our team's experience, my experience and Cliff's experience you look at mining in conventional underground uranium operations and call it directionally 3 to 400 a ton in terms of cost, right? And so, from a foundational perspective, we really like to profile and now it's about growth.

然后,从我们团队的经验,我的经验和克利夫的经验,您在传统地下铀采矿作业中,方向性地说,成本大约为每吨3到400美元,对吧?因此,从基础的角度来看,我们确实很喜欢这个配置文件,现在重点是增长。

That's going to carry the cost of capital to move this thing forward. And that's ultimately that's where we need to sharpen our pencil. But. With the current trajectory that it's on like I mentioned, going from 14 to 27 to 43 and then the work that we've done this year to de risk that next phase of growth we believe that we have a line of sight to building the resources that would kick this over.

这将带来资本成本,推动事情向前发展。那最终就是我们需要磨刀之地。不过。随着当前轨迹的持续,就像我提到的,从14到27再到43,然后我们今年完成的工作来减轻下一阶段增长的风险,我们相信我们已经看到了建立资源的路径,可以把它推向成功。

And if you say directionally, that's 80, 80 plus million pounds in that direction, anything north of a hundred becomes very compelling. We believe the endowment's there. Now the forcing function is work.

如果您说方向性地,在那个方向上有80、80多百万磅,任何超过一百的数字都变得非常有吸引力。我们相信天赋是存在的。现在压力位是工作。

Q -Craig Hutchison

Q - Craig Hutchison

And just in terms of other assets, you've got some interesting land packages that are owned by NexGen.

就其他资产而言,您拥有一些由nexgen energy拥有的有趣的土地包。

And so what are the kind of milestones we can look for those in terms of those milestones for those assets?

那么,对于那些资产,我们可以期待哪些里程碑?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, so how that works is we're in a unique and in my opinion, a fortunate position of having a 10 percent carried interest in a portion of NexGen Energy's exploration portfolio.

是的,这是我们独特且幸运的位置,我认为我们在NexGen Energy勘探组合的一部分中拥有10%的被搭载权益。

That a portion of the SW1 project, a portion of the SW2 project and of SW3 a nex - NexGen have been the most successful explorers throughout the last decade they discovered obviously Arrow but along the Patterson Lake corridor, they discovered multiple zones of mineralization and most recently Patterson Corridor East which - from an early stage - looks like a fantastic discovery.

SW1项目的一部分,SW2项目的一部分,以及SW3项目的nex - NexGen在过去十年中一直是最成功的勘探者,他们显然发现了Arrow,沿着Patterson Lake走廊,他们发现了多个矿化带,最近是Patterson走廊东部,从早期阶段看起来是一个了不起的发现。

They're explorers. And the fact that we have 10 percent carried interest. And for clarification, that's a 10 percent carried interest from at an asset level right through to a bankable feasibility stage at which point it would convert either to a participatory interest or an NSR at our election, so we consider it an option.

他们是勘探者。而我们有10%的被搭载权益。澄清一下,这是从资产层面一直到可银行可行性阶段的10%被搭载权益,在这一阶段,它将转换为我们选择的参与权益或净分成权益,因此我们认为这是一个选择。

Craig, we like it as an option. And it's something that we like to have in our buildup of assets, particularly given the skills and ability of that NexGen team and the jurisdiction in which it's in.

Craig,我们视之为一种选择。这是我们希望在资产建设中拥有的一项资产,特别是考虑到NexGen团队的技能和能力,以及所在的法域。

Q -Craig Hutchison

Q - Craig Hutchison

It's like considering the size and scale of your land package, like how do you prioritize where to spend dollars?

就像考虑你的土地面积的大小和规模一样,您如何确定在哪里花费资金的优先级?

Obviously, I understand with Angilak, that's why your flagship asset, you're obviously good money there, but just more broadly across the portfolio are you using certain like emerging exploration techniques to narrow search? And how about the use of AI?

显然,我明白Angilak,那是您的旗舰资产,您在那里投入了大量资金,但是在整个投资组合中,您是否正在使用某些新兴的勘探技术来缩小搜索范围?以及您如何使用人工智能?

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, so Yes, I guess and both it comes from a place of needing to acquire a large amount of data.

是的,我猜他们都是源于需要获取大量数据的需求。

Okay. If we step back and we look at exploration at scale, exploration fundamentally is a business of probability. And then you. When you're in the right jurisdiction scale matters and having the ability then to define high priority targets from the largest exploration packages in the best uranium jurisdictions in the world is something that we really like, but that has to go through data acquisition.

好的。如果我们退后一步看待大规模勘探,勘探基本上是一种概率业务。当你处于正确的管辖区时,规模很重要,然后具有能力从世界上最好的铀权属中定义高优先级目标,这是我们真正喜欢的事情,但必须经过数据采集。

It can't go through a process of bias and heuristics based off of an individual geologists perspective. In our view, it comes through large scale data acquisition and that's what we've been doing over the last 14 months. We've floated an unprecedented amount of airborne geophysics with the objective of them being able to rank, order and prioritize those exploration properties based off new data acquisition.

无法通过一位地质学家的个人看法进行偏见和试探性判断的过程。在我们看来,它通过大规模数据获取,这是我们在过去14个月里一直在做的事情。我们进行了前所未有的大量高空地球物理探测,旨在能够根据新的数据采集对这些勘探权属进行排名、排序和优先级排序。

And in parallel to that, we have. In house capacity and capability to wrap a machine learning or an ML process around that in order to generate, well, really what it does is it just parameterizes the exploration process. You're able to then manage big data sets, parameterize what you view as key priorities and principal components that are leading to the buildup of high priority targets.

与此同时,我们有内部能力和能力,可以将机器学习或ML过程包装起来,以生成,实际上它所做的只是参数化勘探过程。您能够管理大数据集,将您视为关键优先事项和主要构成部分参数化,从而导致高优先级目标的积累。

And it allows you to do that very effectively and efficiently. And so that's our approach. That's our process. And then it's ranking order, prioritizing, and then working on and allocating dollars into the highest priority targets that is built off of that foundation. Okay, great. And then. Is it potentially you guys are going to farm out some of your properties to other junior exploration companies, or at this point, you're not that advanced we are that advanced.

它使您能够非常有效和高效地做到这一点。这是我们的方法。这是我们的过程。接着是排名、排序、优先级排序,然后集中精力并将资金分配到基于该基础建立的高优先级目标中。好的。然后。也许你们会将一些自己的权属转让给其他初级勘探公司,或者此时,你们并未达到那种先进水平那么先进。

And so we've had the ability now through the investment we've made in the ground to through that prioritization to look at the projects, which. We are going to focus on in the near term and projects that fall say, maybe 2 or 3 years out in that exploration plan.

因此,通过我们在现场的投资,我们现在有能力通过那种优先级来查看短期内将关注的项目,以及可能会在开发计划中延后两到三年的项目。

Our objective is to pull that value forward and the way to pull that value forward is to farm out some of that ground through earning agreements, how we've structured our agreements to date.

我们的目标是推动价值增长,推动价值增长的方法是通过挖掘协议进行部分地面的资源外包,至今我们已经构建了如何制定协议的框架。

Is will offer, say, 70 percent earn in interest in a project will retain 30 percent exposure to that discovery through that earn in process. And and they can cash and equity and consideration for those options. We've got about 30Million dollars in farm out agreements to date, and that will continue to be part of the strategy on those called the longer the longer duration kind of exploration properties within our portfolio.

将提供,比如说,70%的项目权益,将保留30%的发现暴露量,并通过这种获得权益的过程获得现金、股权和权利等。到目前为止,我们已经达成了约3000万美元的外包协议,这将继续成为我们长期持有的探勘项目战略的一部分。

Q -Craig Hutchison

Q - Craig Hutchison

Okay, I think in your presentation, you've highlighted the geological similarities between the GMZ zone and the Gemini project and Rabbit Lake in the Patterson Lake quarters. Just talk about what some of those implications are and how you can see those as a potential analogy for GMZ.

好的,我认为在您的演讲中,您强调了GMZ区域与Gemini项目和帕特森湖Quarters区域、拉比特湖之间的地质相似性。谈谈这其中的一些影响以及您如何将其视为GMZ潜在类比的部分。

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, I'll try to keep it at a high level and get but the similarities are striking between GMZ and Rabbit Lake. The geologic setting in the hanging wall of the Wollaston domain. So you - underlaying the Athabasca Basin on the eastern edge of the basin. You have the Wollaston-Mudjatik litho structural contact and where Rabbit Lake is situated is on a structural corridor, just on the hanging wall side of that Wollaston domain, going from lower Wollaston to in, into Hidden Bay assemblage rocks.

是的,我会试着保持高层次,但GMZ和拉比特湖之间的相似之处非常明显。地质设置在沃拉斯顿域的挂墙处。所以 - 在Athabasca盆地的东部边缘,你有沃拉斯顿-穆杰蒂克岩石构造接触,而拉比特湖所处的位置位于一个构造走廊上,恰好在那个沃拉斯顿域的挂墙一侧,从下沃拉斯顿到隐秘湾片岩中。

Well, we're in the same geologic setting at GMZ. The alteration characteristics, the size and scale of the alteration assemblage, so the hydrothermal alteration that's associated with the uranium deposits that we see there is similar in scale to that, that I've seen at at, on the Rabbit Lake Corridor.

在GMZ区域,我们处于同样的地质环境下。变质特征、变质岩组的规模与范围,因此,我们在那里看到的与铀矿床相关的热液变质,规模类似于我在拉比特湖走廊看到的。

And furthermore than the structural setting. And the interesting part, to pull this high level, Craig, the interesting part about that is that there are very few of these basement hosted uranium corridors within the Athabasca Basin. You have a fertile corridor and it's more common than not for there to be multiple deposits along that structural corridor.

此外,还有地质设置方面的内容。这种高层次的有趣之处,Craig,关于这一点很有趣的一点是,在Athabasca盆地内几乎没有这样的地下核心型铀走廊。您具有一个富集走廊,更普遍的情况是沿着这条构造走廊有多个矿床。

The example being Rabbit Lake, you go from the south from the Hidden Bay assemblages right through to Eagle Point, multiple deposits. Over the Patterson corridor, you go from RRR to Spitfire in the north with Arrow in between the Key Lake assemblage and McLean Lake assemblage. And so from an exploration perspective when you're on to one of these corridors, it's important to be persistent because the opportunity to discover additional zones of mineralization and deposits is higher than it is elsewhere.

作为兔子湖的一个例子,您从南边的Hidden Bay地块一直到Eagle Point,穿过了多个矿床。在帕特森走廊上,您从南部的RRR到北部的Spitfire,位于Key Lake地块和McLean Lake地块之间有Arrow。所以从勘探的角度来看,当您走在其中一个走廊上时,坚持是很重要的,因为发现额外矿化带和矿床的机会比其他地方更高。

Q -Craig Hutchison

Q - Craig Hutchison

Just one minute left here, just to wrap up, just in terms of your budget here for the balance of the year and where's your cash position sit now?

还有最后一分钟,在这里,就在总结一下,就是关于今年余下部分的预算以及您现在的现金状况。

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah, so we had a very aggressive exploration program this year that we're in the middle of we're allocating about 30 Million dollars into the ground that started off with a to support that size and scale of an exploration program and an aggressive exploration program.

是的,所以今年我们进行了非常积极的勘探计划,我们正在进行中,我们将约3000万美元投入到地面,最初是为了支持这样一个规模庞大的勘探计划和一项积极的勘探计划。

On a pro forma basis when we put the companies together, so we had as a standalone, we acquired 92 Energy and Latitude on a pro forma basis. Well, and I'll back up and concurrent to that. We also did a 23 and a half million dollar capital raise where we welcomed in ISO Energy and Mega Uranium as investors into the round.

在我们合并公司后的基础上,作为一个独立公司,我们收购了92 Energy和Latitude。在基础上,同时进行。我们还进行了一个2350万美元的融资,欢迎ISO Energy和Mega Uranium作为投资者加入这轮融资。

We're sitting at about 60 million dollars pro forma on the balance sheet at the start of the year deploying about 30 million dollars into the ground plus overhead. So, where we're at is in a very strong cash position, and we made in a strong cash position relative to, relative to our peer group.

从基础上的角度来看,我们的资产负债表上的现金头寸约为6000万美元,年初投入了约3000万美元到地面,再加上一些间接费用。所以,我们目前的现金状况非常强劲,相对于我们的同行,我们的现金状况很强劲。

Q -Craig Hutchison

Q - Craig Hutchison

For sure. Understood. Great. Thanks. That's all the time. We have appreciate you participate in the conference for 1st time.

当然。明白了。很好。谢谢。这就是所有的时间。我们感谢您首次参加会议。

A - Troy Boisjoli

A - 特洛伊·博瓦乔里

Yeah. Thanks. Craig. Really appreciate being here. Thank you.

是的。谢谢。克雷格。真的很感谢能在这里。谢谢。

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