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    Alfredo

    Research Analyst at Equinox Partners

    Alfredo Schmutzer is a Research Analyst at Equinox Partners, specializing in fundamental equity research and value-based investing. Based in Stamford, Connecticut, he supports coverage of various public companies held in Equinox’s concentrated portfolios, contributing to the firm's value strategy and investment performance. Alfredo began his tenure with Equinox Partners in 2018 and has played a key role in research operations, leveraging prior analytical experience to enhance portfolio results. He holds professional credentials relevant to securities analysis and demonstrates a commitment to insightful financial research, supporting Equinox’s strong track record.

    Alfredo's questions to Galiano Gold (GAU) leadership

    Alfredo's questions to Galiano Gold (GAU) leadership • Q2 2024

    Question

    Inquired about the pricing for the upcoming Nkran mining contract, the accounting treatment of capitalized waste stripping costs at Abore, whether lease payments are included in AISC, and asked for the specific dollar amount of the waste stripping capital.

    Answer

    The company responded that bids for the Nkran contract are in line with the technical report's cost estimates. Both the Abore waste stripping costs and lease payments are included within sustaining capital and all-in sustaining costs (AISC). The company did not provide a specific dollar figure for the waste stripping but gave guidance on how to estimate it based on mining rates and strip ratios.

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    Alfredo's questions to Galiano Gold (GAU) leadership • Q2 2024

    Question

    An analyst identified as Alfredo from Equinox Partners inquired about the status and pricing of the Nkran mining contract tender. He also asked for clarification on the accounting treatment of capitalized waste stripping costs at the Abore pit and whether lease payments are included in All-In Sustaining Costs (ASIC).

    Answer

    CEO Matt Badylak stated that the tender process for the Nkran deposit is in its final stages and that bids received are in line with costs outlined in the company's technical report. CFO Matthew Freeman confirmed that all stripping costs at Abore are included in sustaining capital and are therefore captured within the ASIC metric. He further clarified that lease payments for the mining contract are also included in sustaining costs and ASIC.

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    Alfredo's questions to Galiano Gold (GAU) leadership • Q2 2024

    Question

    An analyst from Equinox Partners, Alfredo, asked about the pricing trends for the Nkran mining contract tender, the accounting treatment and amount of capitalized waste stripping costs at Abore, and whether lease payments are included in All-in Sustaining Costs (AISC).

    Answer

    CEO Matt Badylak confirmed that bids for the Nkran contract are in line with technical report forecasts. CFO Matthew Freeman explained that all Abore stripping costs are included within sustaining capital and AISC. He also confirmed that lease payments for the mining contract are included in sustaining costs under IFRS accounting standards.

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