RE:GainNot sure exactly what moved the stock but Mr Manson presented today and I thought did a good job. Maybe not a lot of new info for those in tune with the company but laid out a good case for the company for new eyes. Things he touched on:
-Presented a pretty confident front that the mine will be built and is progrrssing well,
-Project has robust economics and as currently presented (at spot gold) has a NPV over C$1B while also having safe economics at lower gold prices
-Money in the treasury to pay the bills for quite a while
-He hit on exploration a fair bit
A couple things stood out to me a bit although maybe I was just seeing what I wanted to see. I felt like there was more of an emphasis and perhaps a bit more excitement about the exploration. Time was spent explaining why Berry had similar characteristics to Lep and Mar and a number of intersections were highlighted as well as noting they were going to be putting a resource together. Also made sure to note that mineralization was open on the southern end of the Mar deposit. In the past I feel like there was more emphasis on the mine plan and exploration was more of a "we think there is more here and we have found some". Felt like it was more of a focus this time.
Another thing that stood out to me was the 4.1moz global resource. I felt like that number came up multiple times and was mentioned. Previously I felt like they were again presenting the mine plan and making the case they could manage the plan and were going to be responsible about what they mined even if it left a lot of ounces in the ground.
Taken together I think those two things did a good job of painting a picture of the potential upside available.