CMD recording (08.11.2021)

Please use time codes for quick access to the chapters:

0:00 Welcome
0:35 COVID-19 update
3:40 Tax regulation update
6:12 Q3 2021 results

NEZHDA
6:57 Nezhda update
7:38 Nezhda project video
11:05 Quarterly operating data
12:40 Daily operating data
13:55 Power line
17:15 Sustainable development

VEDUGA
19:31 Veduga update
20:00 Project operational highlights
20:35 Project economic highlights
24:35 Changes in ownership
27:10 Asset geography
28:26 Updated ore reserves estimate
29:25 General open-pit layout
30:35 CAPEX
31:45 NPV growth potential
33:01 Project's environmental footprint
33:35 Decorbanisation and biodiversity
35:45 Water management and tailings management
36:39 Key project milestones

PROGNOZ
38:00 Project operating highlights
39:38 Project economic highlights
40:36 Processing on site or at Nezhda: pros and cons
42:13 General open-pit mine layout
43:26 Location and ore logistic
44:40 Climate and energy
45:50 Water, employees, communities
47:10 Key project milestones

POX-2
48:20 Completion scorecard
49:14 Project video
52:35 Initial CAPEX update

PACIFIC POX
53:44 Intro
53:53 Main concept
55:36 Location
56:39 Conceptual schedule
58:30 Refractory concentrate market: new regulations
59:43 New regulations: mitigation plan
01:01:40 Refractory concentrate market: in-house production
01:02:21 In-house refractory concentrate sources
01:03:19 CAPEX estimate 2021-2023

OUTLOOK
01:04:42 Updated production outlook
01:06:48 Production outlook changes
01:08:32 Updated CAPEX outlook
01:09:53 Operating assets' CAPEX structure
01:10:08 Green CAPEX: financial returns
01:13:48 FY 2021 outlook
01:14:53 H2 2022 newsflow

Q&A session
01:16:29 Q1: Context on CO2 at Veduga
01:17:38 Q2: Consolidation of Veduga
01:18:34 LT new development projects
01:19:56 Status update on Tomtor
01:21:27 Sustained CAPEX, Nezhda, Veduga
01:22:26 2022 operation costs
01:23:15 Core asset sale
01:24:03 Development of battery projects
01:25:00 Cost inflation trends
01:26:37 Concentrate export terms
01:27:16 Partnerships in POX-3
01:28:17 Solar for CO2 emmision mitigation
01:29:58 Risk from permafrost
01:31:58 Prognoz plant upgrade
01:32:13 Exploration JVs
01:33:53 Business deversification
01:34:36 Strick price for Veduga call option
01:35:18 LT carbon tax assumption
01:35:50 Solar and Prognoz
01:36:23 International concentrate suppliers
01:37:26 Uzbekistan opportunities
01:38:42 Capacity in Nezhda
01:39:56 Active gold exploration in long turm

Видео CMD recording (08.11.2021) канала Polymetal International plc