The TCK "Overview & Strategy" presentation and slide show are worth reviewing together. Don Lindsay gives some hints as to how TCK will look at Schaft Creek.
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Overview & Strategy
Don Lindsay
view presentation slideslisten to audio.
Slide #9 Min 7:00 - Sensitivity analysis of projects using Cu prices in the range of $2.50/lb (increased from $1.25)
He likes long term projects where they can ride the peaks of metal prices.
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Slide #13 min 12:00 - Copper.... 200% long term growth
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Slide #18 min 20:00 - Gold! "Gold is fun".
Paraphrasing: Strategy is to prove it up and sell it. No interest to take Au into production. Flip proven property for profits.
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Q&A...
Zinc...Zinc...
Copper growth Min 31:45 Capex for QueBrada Blanca II (Chile)....
Min 33:15 average big 5 Cu Miners production down 15% when cu was over $4...world is going to need QBII copper...
Min 34:20 Quality of copper concentrate (Shaft has excellent quality conc. see the PFS)..
min 34:30 getting the money back from Capex...
zinc... zinc...
