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    Gordon Lawson • Paradigm Capital

    Gordon Lawson's questions to Nexgen Energy Ltd (NXE) leadership

    Gordon Lawson's questions to Nexgen Energy Ltd (NXE) leadership • Q2 2024

    Question

    Gordon Lawson asked for confirmation on the correlation between high scintillometer readings and uranium grade, and requested the company's best estimate for the timing of first production.

    Answer

    CEO Leigh Curyer called the grade correlation a 'reasonable assertion' but noted official assays would provide final accuracy. Regarding timing, he stated first production is expected 40 months after receiving final federal approval. He outlined the next steps in the CNSC process, anticipating a response on the final technical aspects soon, which would then allow for the setting of a final commission hearing date.

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    Gordon Lawson's questions to Ero Copper Corp (ERO) leadership

    Gordon Lawson's questions to Ero Copper Corp (ERO) leadership • Q2 2024

    Question

    Gordon Lawson from Paradigm Capital inquired about the current mining rates at Pilar versus Vermelhos, the contribution from the Surubim open pit, and the mining and drilling progress on the Matinha and Santo Antonio veins at Xavantina.

    Answer

    COO Makko DeFilippo stated that Pilar's mining rates are expected to increase in H2 2024, while Vermelhos will be consistent. CEO David Strang detailed that at Xavantina, mining continues in the Santo Antonio and Matinha veins, with persistently high grades at Santo Antonio being driven by a known high-grade zone that was historically conservatively estimated. He confirmed they have visibility on these elevated grades through year-end.

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