درباره این اپیزود
Paul Bennett takes us through where Medallion Metals (ASX:MM8) actually sits on the build — Macmahon announced, box cut underway, ball mill landing in Fremantle on 17 September and first Ravensthorpe ore still pinned to Q2 CY2027. We also get into the $60 million raise, a Gem intercept of 5.3m @ 33.3g/t Au and 1.7% Cu, a Hillsborough Deeps hit that looks more like a copper lode than a gold one, and the $2.1 million early production circuit that underwrites a $20 million toll treating agreement before the plant is even converted.
What we covered:
- Macmahon's ~$240M contract, box cut progress and when the jumbo starts cutting the portal
- Spotted Quoll infrastructure moved to Ravensthorpe — what it's saved off the $138M pre-production capital
- Q2 CY2027 first ore: the 1-2 month slips, and whether the date holds
- Development ore vs first stoping
- The $60M raise — opportunistic, or a shift toward extensional growth
- Kundip: 5.3m @ 33.3g/t Au, 1.7% Cu at Gem, and whether confirmatory drilling moved the reconciliation
- Hillsborough Deeps: 13.5m @ 3.3g/t Au, 5.1% Cu, 26g/t Ag — true width, concentrate grade, and whether MM8 is still a gold company
- The $2.1M repurposed flotation circuit and the 200,000t @ $100/dry tonne toll agreement
- Lounge Lizard — validated historics, a granted lease 600m from Flying Fox portal, and the 6,700m program
- McMahons pit results, Teddy Bear and the wider Forrestania target set
- The Q4 CY2026 maiden Forrestania MRE — and whether Forrestania is a resource story or an infrastructure story
- The bottleneck on the road to 100,000oz a year: mill, development rate or ore supply
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