What podcasts say about David Minchin
Every statement, with the speaker, the exact quote and the moment it was said.
What David Minchin has said on podcasts
9 statements · 9 positive
Halo Minerals aims to begin Playa Verde construction before end-2026.
“we can be on stream to commence production— sorry, commence construction before at the end of 2026.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 39:16
Halo Minerals’ share price has stabilized near 12p and can rise from there.
“we've stabilized at around the 12p mark, and I think this is the floor from which we, we can climb”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 41:04
Playa Verde’s offshore expansion could produce an NPV above $250 million.
“With this, um, uh, application for the offshore expansion, uh, we're looking at 250 plus.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 43:06
Halo’s valuation gap to a roughly $500 million NPV will eventually close.
“to have a company with an NPV of half a billion being valued at $8, you know, the, the gap there will get bridged eventually.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 43:26
Halo has received substantial inbound interest in offtake and non-dilutive financing.
“we've already received a fair amount of organic inbound interest with regards to offtake agreements, non-dilutive financing.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 46:35
Playa Verde remediation can deliver environmental and community benefits.
“we are able to, you know, the ESG components, you know, it works out.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 51:22
Playa Verde could provide Halo a repeatable model for expanding across South American tailings projects.
“it gives us a blueprint for expansion.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 54:11
Halo can double plant capacity and process its resource over 20 rather than 50 years.
“we can double the plant because we've got a much larger resource and we want to be working through it in 20 years, not 50 years.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 59:37
Halo is fully permitted, two years from production, and trades below 10% of NPV.
“A de-risked, fully permitted, uh, copper play, 2 years from production, trading at less than 10% of its, uh, NPV value.”
Open the episode · S11 Ep68: Sunday Roast featuring Coiled Therapeutics PLC and Halo Resources #COIL #HALO #EPP #DELTA #KEN #AEGListen at 1:01:13
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.