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Andean Silver outlines three key value drivers - Matthew Allen (ASX: ASL)

Andean Silver outlines three key value drivers - Matthew Allen (ASX: ASL)

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Andean silver has three avenues to share price growth, resource increases, upgrading inferred resources to measured and indicated, and undertaking economic studies to show how profitable this project can be. Guest Bio Matthew Allen joins The Hole Truth fresh from his appointment as Managing Director of Andean Silver Limited (ASX: ASL, OTCQX: ADSLF), having stepped up from the role of Chief Executive Officer, which he took on in February 2026 after serving as the company's Chief Financial Officer from December 2024. Allen brings more than 20 years of multi-sector business experience as an entrepreneurial leader in financial analysis, mergers and acquisitions, forecasting and strategic planning, with prior roles at Global Lithium Resources, Hastings Technology Metals and Otto Energy. He has completed the Australian Institute of Company Directors' Company Directors Course. Allen now leads Andean Silver's push to convert and grow the resource base at its 100%-owned Cerro Bayo Silver-Gold Project in Chile's Aysen region, and to advance the studies needed to underpin a future restart of the historic operation. Produced by Resource Media The Hole Truth: Mining Investment Podcast is a product of Read Corporate. Please note that Read Corporate does not provide investment advice and investors should seek personalised advice before making any investment decisions. Links The Hole Truth LinkedIn: https://www.linkedin.com/showcase/the-hole-truth-podcast The Hole Truth YouTube: https://youtube.com/playlist?list=PLI4sZkSfEpPi_u7OrD7lQ-tZHbdy6EhCC&si=iOcGscff7kMSw8c7 The Hole Truth Website: https://resourcesrisingstars.com.au/the-hole-truth-podcast/ The Hole Truth Instagram: https://www.instagram.com/theholetruthpodcast/ Company Website: https://www.andeansilver.com/ Key Insights Three Clear Avenues to Value Growth Newly appointed Managing Director Matt Allen sets out Andean Silver's three-pronged value strategy at Cerro Bayo: continuing to grow the overall resource through drilling, converting Inferred ounces into the higher-value Measured and Indicated categories, and running economic studies to quantify the project's production and cash flow potential. Allen argues each driver reinforces the others, with the recent resource upgrade providing the scale and confidence needed to justify moving into feasibility work. A 230% Jump in Indicated Resources Underpins the Next Phase Andean's latest Mineral Resource Estimate delivered a 230% increase in Indicated resources, reflecting close to 30,000 metres of infill drilling completed over the past 12 months. Allen notes the update was also the first to constrain the resource within mineable shapes rather than a simple grade cut-off, making the reported ounces more directly relevant to future mine planning. Around 4.7 million of the project's 20 million tonnes are now classified as Indicated, with the company targeting 70% Measured and Indicated at the next update. Restart Economics Take Shape After Decades of Production History Cerro Bayo has more than 30 years of production history and was placed into care and maintenance in 2022, when silver was trading below US$10 an ounce — a stark contrast to the roughly US$60 an ounce environment Andean is now planning a restart into. Continued drilling within 1.5 kilometres of the existing process plant, including deepening known mineralisation at the Cascada deposit by around 200 metres, has given the company confidence in a mine life beyond ten years. Feasibility work now underway will also weigh whether to expand the plant from 500,000 tonnes per annum toward 750,000–1 million tonnes, targeted for delivery in the second half of calendar 2027. First Drilling in Over 20 Years Targets the High-Grade Cerro Bayo District Two additional rigs are being mobilised to the Cerro Bayo district, a historic underground mining area roughly ten kilometres from the Laguna Verde process plant that once produced at close to 700 grams per tonne silver-equivalent head grade. The area has not been drilled in more than two decades, despite ongoing surface mapping by Andean's exploration team identifying extensions to known vein systems. Assay results are expected before the end of the year, with the company also planning ahead to next-generation greenfield targets along the Droughtmaster–Sinter Hill corridor. Structural Tailwinds Support the Silver Price Outlook Allen points to a market undergoing a genuine shift, with silver's industrial applications in solar photovoltaics, electronics and medical uses increasingly driving demand alongside its traditional precious metals role. On the supply side, silver remains relatively inelastic, with the majority of global production coming as a by-product of lead, zinc and copper mining rather than from dedicated silver projects. Allen notes the market has now recorded six consecutive years of supply deficits, underpinning a price that has moved from single digits historically to around US$60 an ounce today...
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