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    Steven Green • TD Securities

    Steven Green's questions to IAMGOLD Corp (IAG) leadership

    Steven Green's questions to IAMGOLD Corp (IAG) leadership • Q2 2025

    Question

    Steven Green of TD Securities inquired about the new framework agreement at the Essakane mine, asking who initiated it, if a stability agreement is in place, and whether this development positions Essakane for a potential divestment.

    Answer

    CFO Maarten Theunissen described the agreement as mutually beneficial, allowing the government its desired dividend while creating an efficient cash repatriation structure for IAMGOLD. He clarified it's not a formal stability agreement but was approved by the government as a shareholder. CEO Renaud Adams stated that the current focus is on Essakane's cash flow for debt repayment and the asset remains strategic.

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    Steven Green's questions to IAMGOLD Corp (IAG) leadership • Q2 2024

    Question

    Steven Green of TD Securities asked a specific accounting question regarding the Cote project, inquiring if the company would cease capitalizing interest and begin expensing it following the declaration of commercial production on August 2nd.

    Answer

    CFO Marthinus Theunissen confirmed that the company will stop capitalizing borrowing costs and start depreciating the Cote asset after achieving commercial production. He indicated this change would likely be effective from the beginning of August.

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    Steven Green's questions to Alamos Gold Inc (AGI) leadership

    Steven Green's questions to Alamos Gold Inc (AGI) leadership • Q4 2024

    Question

    Steven Green from TD Securities asked for management's perspective on the current political and permitting climate in Mexico, inquiring if the perceived improvements would encourage Alamos to invest further in the jurisdiction beyond the currently planned projects.

    Answer

    President and CEO John McCluskey confirmed a more positive tone from the Mexican government, highlighting the recent successful permitting of the PDA expansion as evidence. He noted the project's strong environmental profile aligned with government preferences. While optimistic about the improving climate and potential for stronger Canada-Mexico ties, McCluskey stated that for now, Alamos will remain focused on its Mulatos District and will prudently observe how government policies unfold over the next year before considering broader investments in the country.

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