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    Hayden Bairstow

    Research Analyst at Argonaut

    Hayden Bairstow is Head of Research and Executive Director at Argonaut, specializing in resources sector equity research with a focus on major ASX-listed mining and energy companies. He previously led the Resources Research team at Macquarie Equities for a decade, overseeing coverage of nearly 70 prominent companies and establishing a strong track record of influential, high-quality investment analysis. Since joining Argonaut, Bairstow has expanded their research offerings and delivered actionable insights for institutional clients, though specific third-party performance metrics and analyst rankings are not publicly available. He possesses extensive experience in investment banking and stockbroking, frequently presents at industry events, and maintains leading credentials in Australian financial research.

    Hayden Bairstow's questions to MAC Copper (MTAL) leadership

    Hayden Bairstow's questions to MAC Copper (MTAL) leadership • Q3 2024

    Question

    Hayden Bairstow of Argonaut asked for an update on trucking capacity, which has been a limiting factor, and how the company plans to increase tonnes hauled. He also sought to clarify if the zinc mineralization would interfere with the development of the QTS South Upper ore body.

    Answer

    Executive Michael James McMullen emphasized the focus is on trucking higher-grade material by improving dilution control, rather than just increasing total volume. He noted that initiatives like double lift stopes are improving efficiency. He also confirmed the zinc lens is separate and the QTS South Upper mine plan specifically excludes it, so there is no interference and the zinc will be upside.

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    Hayden Bairstow's questions to MAC Copper (MTAL) leadership • Q3 2024

    Question

    Hayden Bairstow of Argonaut asked for an update on improving the trucking of tonnes, which has been a limiting factor, and questioned whether the zinc mineralization at QTS Upper would interfere with the copper mining plan.

    Answer

    Executive Michael James McMullen explained that improvements are focused on dilution control to avoid trucking waste and that the implementation of double lift stopes has been a 'game changer' in improving efficiency. He assured that the zinc mineralization is a separate lens and is specifically excluded from the QTS South Upper mine plan, meaning it will not interfere and represents future upside.

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    Hayden Bairstow's questions to BHP Group (BHP) leadership

    Hayden Bairstow's questions to BHP Group (BHP) leadership • H1 2017

    Question

    Hayden Bairstow inquired if recent Chinese policy changes have altered BHP's thinking on metallurgical coal and whether the company would consider developments beyond the Caval Ridge project.

    Answer

    CEO Andrew Mackenzie stated that while Chinese supply-side reform has made bulks more investable, met coal has always been a core pillar and their long-term view is largely unchanged. CFO Peter Beaven added that the company's successful use of top coal caving technology at Broadmeadow presents unique, high-value growth options in other parts of their resource base that competitors cannot easily replicate.

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