Pan American Silver: Investment Case

This was recorded on May 31, 2023.
Chapters
0:00 - Intro
----- Pan American Silver Presentation
2:05 - Introducing Pan American Silver
2:35 - Overview
5:24 - Guidance
8:10 - Financial position
10:48 - La Colorada Skarn
12:30 - Types of deposits
13:37 - La Colorada Skarn
14:20 - La Colorada Skarn mineral resource
14:43 - La Colorada Skarn deposit
18:13 - Investment case
22:05 - Portfolio assets
23:23 - ESG
24:35 - Summary
----- / Introduction /
23:52 - Introduction
26:44 - Michael, could you tell us about your background and journey with Pan American Silver?
30:14 - What would you consider to be your greatest achievements?
31:40 - What is Ross Beaty's legacy and in what ways has he shaped the company that Pan American is today?
----- / The Yamana Acquisition /
35:03 - Introduction
36:02 - Could you explain the rationale behind the Yamana acquisition?
40:11 - What will the majority of the post-tax synergies be made up of?
41:47 - When it comes to mid-level managers, such as chief geologists, mine general managers etc., have any left in connection with the acquisition?
43:32 - What are your short-term and long-term plans for MARA?
45:47 - Do you still plan on releasing a feasibility study for MARA this year?
46:47 - Are you planning on exiting MARA or do you consider building it at some point in the future?
48:12 - What are your plans for the Yamana bonds and your credit facility?
----- / The Assets /
50:33 - Introduction
51:42 - Could you give us an update on the status of the ILO 169 consultation process?
54:56 - If the mining license is reinstated at Escobal, how quickly would you be able to restart the mine?
55:58 - Could you explain your main initiatives to repair and form a strong relationship with the local community and Xinka indigenous community?
58:24 - How has your understanding of the La Colorada Skarn deposit changed since publishing the updated mineral resource estimate last year?
1:01:33 - After the PEA for La Colorada Skarn has been released in the second half of this year, what are the next steps? (permitting, drilling, PFS etc.)
1:03:18 - Steve, could you tell me about your career, both in Pan American but also prior to joining the company?
1:06:12 - Could you briefly describe the Jacobina mine?
1:09:34 - What is the timeline for the Phase 3 throughput expansion at Jacobine?
1:11:25 - How are you thinking about a Phase 4 throughput expansion of Jacobina?
1:13:38 - Could you briefly describe the El Peñón mine?
1:17:27 - What is your average mining rate at El Peñón?
1:18:11 - Could you briefly describe the La Colorada mine?
1:19:37 - What measures are you taking in order to resolve the ventilation issue?
1:23:39 - Could you briefly describe the Shahuindo mine?
1:25:53 - You are guiding for remarkably high capital expenditures at Shahuindo this year, could you explain how the capital will be used?
1:27:35 - Could you briefly describe the Timmins mine?
1:29:01 - What room do you see for cost-savings and lowering the all-in sustaining costs?
----- / Strategy and Vision /
1:31:24 - Introduction
1:31:46 - What are your thoughts on the investment in New Pacific Metals?
1:34:14 - How are you thinking in terms of portfolio management?
1:37:57 - Where do you envision Pan American Silver in five years?
1:39:46 - Outro
A lot of effort was put into making this video, please leave a like and subscribe if you want to see more videos like this one :)
If you want to learn more about Pan American, we recommend reading: www.valpal.io/Pan_American_Si...

[@silvermarlin3774]

Well done!

[@solar_entrepreneurs]

💯

[@BrianFrenchinternet-marketing]

Escobal mine is a disaster. Care and maintenance? When they blasted underground they damaged homes in the area. Impoverished area that seems to favor farming. This guy seems shady to me.