Presentación de Tinka Resources, por Brandon Macdonald

Summary

Brandon Macdonald explica la estrategia de reactivación para Tinka Resources tras asumir el control. El enfoque central es transformar el proyecto Ayawilka en Perú de un recurso estancado a una mina viable mediante una reingeniería que prioriza márgenes sobre volumen. El plan incluye optimizar el tamaño de la planta, integrar los créditos de plata y estaño, y formalizar acuerdos comunitarios para avanzar hacia la producción. Macdonald destaca la escasez global de zinc y la importancia de la infraestructura existente en Perú para asegurar una construcción eficiente.

Topics covered

• Estrategia de recapitalización
• Panorama del mercado del zinc

+6 more topics (full content when you follow the channel)

Transcript excerpt

Uh not perhaps the most beloved space in the mining industry, but I'm going to get into why it's something you should pay attention to here. And I can tell you we did due diligence on on basically every zinc project globally. And Tinka was always the closest peer to what we had, and it was always the project that I thought had the best chance of being one of the next big zinc producers globally. At the same time, a good friend of mine, Michael Horner, who some of you may know, he was CFO of Adriatic Metals. Uh they got bought by Dundee Precious last year. So, that was about a two 1.8 $2 billion deal. Um also, you know, zinc silver, so he knew the space as well. We're good buddies, and and we had looked to collaborate on something. So, we wanted to do something together. At the time, uh as as the Dundee Precious uh Adriatic deal was going through, um Tinka was in a bit of a spot because t…