Targeting Potash Production in 2027, But Can this Mining Method Work? | Buffalo Potash CEO Interview
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Targeting Potash Production in 2027, But Can this Mining Method Work? | Buffalo Potash CEO Interview
1 494 просмотра · 2 месяца назад
Resource Talks
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1 494 просмотра · 2 месяца назад
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Timestamps:
00:00:00 Chapters
00:00:11 Very Important Warning
00:01:03 Buffalo Potash Company Overview
00:05:20 Build or sell?
00:09:15 Has the CEO made shareholders money?
00:11:58 Does the CEO have other jobs?
00:13:22 Does the CEO have real skin in the game?
00:15:17 Who else holds stock?
00:18:35 Are there change of control fees?
00:19:26 What KPIs does the board use?
00:20:15 What are the short-term milestones?
00:21:28 How come nobody beat Buffalo to it?
00:25:02 Why did the neighbours pass on this ground?
00:27:25 What held back the pilot?
00:32:31 Why did Occidental never commercialise it?
00:35:05 Did that work leave liabilities behind?
00:35:32 Did it leave anything positive behind?
00:36:41 How much of the PEA is 1960s data?
00:37:19 Biggest variance between old and new assays?
00:38:25 Can old holes support the resource model?
00:39:29 Clay seams or carnallite in the core?
00:42:30 What metallurgical work has been done?
00:43:23 What can be learned from failed pilots?
00:46:20 What is the biggest unanswered question?
00:52:51 How much of the thesis is beta?
00:55:11 What must the IPM prove first?
00:57:41 How many HLD wells for 125,000 tonnes?
00:58:31 Local markets or offtake agreements?
00:59:45 What changes if recoveries are met?
01:01:06 How does modular change mine life?
01:04:21 What thresholds trigger further capital?
01:06:14 Where do Edenwold and Odessa fit?
01:08:16 Keep them or sell them?
01:08:52 What would success look like in five years?
01:11:24 What's the path from drilling to first product?
01:16:54 Will Buffalo Potash do a PFS?
01:17:05 What will it cost versus cash on hand?
01:18:07 When could the next raise come?
01:19:26 What is the biggest risk?
01:21:59 Is the IPM lease closed?
01:22:31 Which permits before turning on the IPM?
01:23:55 Access agreements with neighbouring operators needed?
01:24:12 Any communities or First Nations to deal with?
01:26:01 Is there year-round site access?
01:26:46 Why the vortex crystallizer?
01:27:33 What are the crystallizer risks?
01:28:25 How sensitive is the PEA to well spacing?
01:30:01 Do cost advantages hold without the crystallizer?
01:31:43 Which other potash companies is he watching?
01:33:31 Catalyst Calendar
01:39:41 Very Important Warning - DO NOT SKIP
This is a Buffalo Potash interview with CEO, Stephen Halabura.