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捷豹矿业公司.pdf

上传人: 芦苇 编号:1146492 2026-02-14 22页 9.20MB

1、1PRECIOUS METALS SUMMIT ZURICHNOVEMBER 2025TSX:JAG OTCQX:JAGGF2DISCLAIMERS AND CAUTIONARY STATEMENTSThis presentation(“Presentation”)does not constitute an offer of any securities for sale or a solicitation of an offer to purchase any securities,nor does it constitute investment advice or an offerin

2、g memorandum.Readers should reviewthis Presentationin conjunction with all of the public disclosure of Jaguar Mining Inc.(“the Company”)available under the Companys profile on www.sedarplus.ca.This Presentation,and the information contained herein,is not for release,distribution or publication intoo

3、r in the United States or any other jurisdiction where applicable laws prohibit its release,distribution or publication.This Presentation has been prepared by the“Company”for information purposes only.Reliance on this Presentation for the purpose ofengagingin any investment activity may expose an in

4、dividual to a significant risk of losingall of the property or other assets invested.Forward-Looking InformationCertain statements in this Presentation may constitute forward-looking information within the meaning of applicable securities laws,including without limitation,statements relating to the

5、duration of the suspension of the Companys MTL complex(including the Turmalina mine)in the wake of the slump at its Satinoco dry tailings pile,the cost of resuming operations at the MTL complex,the future stability of the tailings pile in question and safety at the Turmalina mine,the amount,timing a

6、ndpayment terms of any fines imposed on the Company(and the results and outcome of the Companys appeals of such fines),as well as any costs and damages arising from any civil and criminal lawsuits,resulting from the tailings pile slump,managements expectations regarding the Companys response to the

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1. **公司定位与资产**:Jaguar Mining为巴西中型黄金生产商,拥有3个运营地下金矿综合体(MTL、Caetê、Paciência),全球储量166万盎司@4.19g/t金,资源量1168万盎司@3.56g/t金。 2. **生产与财务**:2025年前9个月产金30,899盎司,平均品位3.90g/t,AISC为1844美元/盎司,调整后EBITDA 5980万美元。 3. **重启计划**:Turmalina矿因2024年尾矿事故暂停,预计2026年Q1重启;Onças de Pitangui项目2026年H2开发,2027年H2投产 maiden资源28.4万盎司@4.16g/t。 4. **增长战略**:通过核心资产优化、勘探组合(如Chamé露天矿潜力)及战略收购实现增长,目标2030年全面达产。 5. **估值与风险**:市值4.49亿加元,P/NAV 0.38倍(行业平均0.75倍),强调前瞻性信息存在不确定性风险。
**Turmalina重启计划?** **巴西金矿潜力?** **Jaguar增长策略?**
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