Pan American Silver: Investor Update

This was recorded on the 19th of March 2024.
/ Investor Presentation /
0:00 - Introduction to Pan American Silver
0:39 - Assets Overview
4:15 - 2023 Highlights
5:09 - FY 2023 Consolidated Cash Flows
11:34 - 2024 Guidance
12:32 - Financial Position
13:26 - La Colorada
14:36 - La Colorada Skarn
20:38 - Escobal
23:46 - Investment Case Summary
/ Management /
24:50 - CEO Michael Steinmann's Career
27:28 - Management Team
/ 2023 in Review and 2024 Outlook /
29:24 - 2023 and the Yamana Acquisition in Review
32:51 - 2024 Outlook and Top Priorities
/ La Colorada Skarn /
35:38 - Potential Partnership Structure on La Colorada Skarn
37:03 - Types of Companies Interested in La Colorada Skarn
/ Escobal /
38:10 - Relation with New Guatemalan Administration
/ Exploration /
40:11 - Exploration Overview
/ Capital Structure and Financial Position /
43:15 - Capital Structure and Financial Position
/ Assets /
44:43 - COO Steven Busby's Career
45:49 - Learnings About Jacobina
49:05 - Upgrade of Processing Facility at Jacobina
51:06 - Determining Optimal Mining and Processing Rates (Jacobina)
55:05 - Addressing Labor Competition in the State of Bahia
57:27 - 2024 Work Plan for El Peñón
59:28 - Resolving of Ventilation Issues at La Colorada
1:03:15 - Throughput Ramp-Up at La Colorada
1:03:31 - Grade Improvements
1:03:53 - Overview of La Colorada Skarn
1:09:19 - 2024 Work Plan for La Colorada Skarn
1:11:00 - 2024 Work Plan for Cerro Moro
1:12:55 - Harvest Mode for Cerro Moro?
1:13:28 - Breakdown of Capital Spending at Shahuindo
1:14:38 - Gold Grades and Production at Shahuindo
1:15:26 - Normalized Capex post-2024 at Shahuindo
1:16:16 - Cost Reduction Measures at Timmins
1:17:40 - Impact of Cost Reduction Measures at Timmins
1:18:23 - 2024 Work Plan for Dolores
1:19:56 - Mine Life
1:20:51 - 2025 Production
/ Strategy /
1:21:12 - Intended Use of Share Buyback Program
1:22:57 - Thinking Around Shareholding in New Pacific Metals
1:24:54 - Portfolio Optimization
1:25:49 - Acquisition Opportunities
1:27:41 - Operating in Latin America
1:30:24 - Three-Year Vision for Pan American Silver

[@antjem.767]

Thank you very much, very interesting and informative!

[@bernardtonge5518]

A very positive update

[@MathiasKarlsson-my8mc]

Have Michael Steinmann looked at the economics of Cerro Blanco. Guatemalan assets is very high grade ❤

[@Exbozz]

They have enough problems with Escobal.