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冈尼森铜业公司.pdf

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1、TSX:GCU/OTCQB:GCUMF/Frankfurt:3XS1Invest in AmericaTSX:GCU/OTCQB:GCUMFGunnisonCSpecial Note Regarding Forward-Looking Information:This presentation contains forward-looking information concerning anticipated developments and events that may occur in the future.Forward looking information contained i

2、n this presentation includes,but is not limited to,statements with respect to:(i)the estimation of mineral resources and mineral reserves;(ii)the robust economics,potential returns associated with the Gunnison Project,(iii)the technical viability of the Gunnison Project and the potential to develop

3、it using an open pit mining scenario;(iv)the market and future price of copper;(v)expected infrastructure requirements;(vi)the updated economics on the Gunnison Project and JCM,(vii)the results of the Gunnison PEA and Strong&Harris PEA including statements about future production,future operating an

4、d capital costs,the projected IRR,NPV,payback period,construction timelines,permit timelines and production timelines for Strong and Harris;(viii)the potential production from the Johnson Camp mine;(ix)future exploration potential;(x)the permitting process and permitting risk;(xi)the benefits of wel

5、l stimulation;(xii)the details of the Stage 2 development program with Nuton;(xiii)developing a long-life,multi-asset,mining camp in Arizona;(xiv)the receipt and allocation of 48C tax credits;and(xv)permitting timelines and expectations for project milestones.In certain cases,forward-looking informa

6、tion can be identified by the use of words such as plans,expects or does not expect,is expected,budget,scheduled,estimates,forecasts,intends,anticipates or does not anticipate,or believes,or variations of such words and phrases or state that certain actions,events or results may,could,would,might or

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1. **公司定位**:美国亚利桑那州纯铜生产商,拥有约翰逊营矿(已投产)和旗舰项目冈尼森铜矿(PEA阶段)。 2. **核心资产**: - **约翰逊营矿**:2025年8月投产,年产能2500万磅阴极铜,由力拓旗下Nuton全额资助。 - **冈尼森铜矿**:PEA显示露天矿+堆浸+萃取/电积(SX/EW)工艺,NPV(税后8%)12.6亿美元,IRR 20.9%,年产量1.7亿磅,矿山寿命18年。 3. **卫星资源**:Strong & Harris推断资源7600万吨@0.52%铜,可延长冈尼森矿寿命。 4. **技术突破**:石灰岩副产品(2240万吨)及矿石分选技术(酸耗降75%)提升经济性。 5. **催化剂**:2026年Q1更新PEA,推进预可行性研究;约翰逊营矿2025年Q4完成建设并实现商业生产。
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