Oliver Dachsel Predictions
SVP Capital Markets, Aris Mining
Track Oliver Dachsel's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
- Submit corrections
See quote
[4:56] we expect to be able to selfund our growth. There's no need for external capital, right? And it is a function of the balance sheet strength. We ended the second quarter with $425 million cash on hand, significant cash generation from Siggoia. Mato is expected to become a significant generator of cash flow once we have delivered the expansion in Q4.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[7:37] that project is on track for first gold pour in Q4 and then a stage progressive ramp up throughout 2027. We expect to be at 4,000 tons per day um at the CIP plant by the first half of next year and then exiting 2027 at 5,000 tons per day.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[7:55] 2028 would be the first year when the CIP plant runs consistently at 5,000 tons per day which in turn should enable Mamato to produce 500,000 ounces sorry uh 200,000 ounces and then Siggoia and Mamato would be at 500,000 ounces combined
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[9:36] tour Peru is the next one we expect to build the FID expected in Q1 of next year which then obviously follows on the heel of Mamato which we expect to deliver in Q4 of this year
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[13:46] Toro Peru will be construction ready by the end of this year. And from a permitting point of view, we already have the environmental license. The only thing that's required is an amendment of the mining license... we expect to have that project fully permitted by the end of the year and that would then put us in a position to make a construction decision in Q1.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[16:16] we are fundamentally positive on the outlook for gold given you know the debasement trade like the fiscal uh outlook across the western world is is is not not particularly rosy right and um you also still have an elevated level of geopolitical tensions they don't seem to be abating anytime soon so you know I think all of that is positive for gold as a you know diversifier risk in portfolios as a safe haven asset
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[19:26] mining is still inexpensive trades at a discount to its peers fortunately we have a lot of catalysts ahead of us uh associ with each and every one of our assets that should help us close that gap, right? Uh so we have an exciting 12 months ahead of us.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.