The interview was recorded in December 2023.
/ Investor Presentation /
0:00 - Introduction to Seabridge Gold
0:18 - Overview of Seabridge
0:43 - Minimizing Shareholder Dilution
1:16 - Leverage to Gold
2:22 - Low Gold Equity Valuations
3:08 - Leverage to Copper
3:43 - Overview of KSM
4:43 - Infrastructure
5:48 - Mineral Reserves and Resources
6:53 - Summary of PFS
8:15 - PFS Sensitivity Analysis
8:45 - Summary of PEA
9:25 - Substantially Started
12:34 - Courageous Lake
13:29 - Iskut
14:24 - 3 Aces
15:00 - Snowstorm
15:27 - Why invest in Seabridge
/ People, Shareholders /
18:01 - Overview of CEO Rudi Fronk's Career (Rudi Fronk, CEO, Chairman and Founder)
20:49 - Management Team and Board
22:26 - Insider Ownership
23:10 - Albert Friedberg's Involvement in Seabridge
/ The KSM Project /
24:07 - History of the KSM Project
25:44 - Strategy to Maintain a High Ounce per Share Count
26:34 - Challenges of Securing a Joint Venture Agreement
29:31 - Block Cave vs Open Pit Mining
30:19 - Breakdown of Proceeds Used in Substantially Started Activities
31:44 - Budget for Substantially Started Activities in 2024
32:44 - Relations with the Nisg̱a’a and Tahltan First Nations
33:27 - Impact Benefit Agreements with First Nations
34:21 - Substantially Started Application
34:44 - Minor Permits
35:52 - Overview of COO Ryan Hoel's Career (Ryan Hoel, President and COO)
36:45 - Why COO Ryan Joined Seabridge
38:05 - Walkthrough of the Three Criteria of Substantially Started
42:48 - Substantially Started Activities
55:53 - Capex for Substantially Started
57:03 - Power for KSM
1:00:22 - Inflation Expectations on OPEX and CAPEX
1:02:41 - Advantages of Open Pit Contra Block Caving
1:03:44 - Overview of KSM's Five Deposits
1:05:57 - PEA on Kerr and Iron Cap
1:07:23 - Flowsheet and Recovery Methods
1:10:02 - Quality of Concentrate
1:10:39 - Breakdown of the Construction Phase
1:13:11 - Potential Changes in the Feasibility Study
1:15:41 - Seabridge's Involvement in a Feasibility Study and Construction of KSM
/ Other Projects /
1:17:06 - Exploration Update on Seabridge's Four Other Projects
1:19:52 - Plan for Seabridge's Four Other Projects
/ Strategy /
1:21:20 - Budget and Financing Strategy
1:23:49 - Royalties on KSM
1:24:24 - Strategy to Secure Joint Venture Partner
1:27:23 - Structure of Joint Venture Agreement and Financing
1:27:59 - Potential Joint Venture Partners
1:28:57 - Formal Joint Venture Process
1:29:25 - Two-Phased Earn-In Agreement
1:30:38 - Probability of Securing a JV Partner Within a Year
1:30:56 - Vision for Seabridge Gold
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