Kalamazoo Resources (ASX:KZR) to IPO New Lithium Explorer
Kalamazoo Resources (ASX:KZR) to IPO New Lithium Explorer
Kalamazoo Resources Limited (ASX:KZR) CEO and Chairman Luke Reinehr discusses plans to spin out the company's lithium projects into a new ASX-listed exploration company in an agreement with TSX-listed Canadian gold miner Karora Resources.
Kalamazoo Resources Limited(澳大利亞證券交易所股票代碼：KZR)首席執行官兼董事長Luke Reinehr與在多倫多證券交易所上市的加拿大金礦公司Karora Resources達成協定，討論了將該公司的鋰專案剝離為一家在澳大利亞證券交易所上市的新勘探公司的計劃。
Tim McGowen: We're talking with Kalamazoo Resources (ASX:KZR) today, market cap of around $19m. We're joined by Luke Reinehr, who is both the company CEO and Chairman. Luke, welcome to Sydney.
蒂姆·麥克高恩：我們今天與Kalamazoo Resources(澳大利亞證券交易所股票代碼：KZR)進行了討論，市值約為1900萬美元。公司首席執行官兼董事長盧克·萊因爾也加入了我們的行列。盧克，歡迎來到雪梨。
Luke Reinehr: Morning, Tim.
盧克·萊因爾：早上好，蒂姆。
Tim McGowen: Thanks for your time.
蒂姆·麥克高恩：耽誤您時間，實在對不起。
Luke Reinehr: Good to be here.
盧克·萊因爾：很高興來到這裡。
Tim McGowen: Now, for those investors who don't know Kalamazoo, can you tell us the company story?
蒂姆·麥克高恩：現在，對於那些不瞭解卡藍馬祖的投資者，你能給我們講講公司的故事嗎？
Luke Reinehr: Yeah, of course. We're a gold company, primarily. We listed on the exchange about four or five years ago, but before that, we were a private company, started by my brother and myself, and so we're still the major shareholders with our management, so it's been a good ride. Focus has been on gold, but just in recent times we've actually had a lot of work in regard to the lithium space, and that's been very interesting for us.
盧克·萊因爾：是啊，當然。首先，我們是一家黃金公司。我們大約四五年前在交易所上市，但在那之前，我們是一傢俬人公司，由我哥哥和我創辦，所以我們仍然是我們管理層的大股東，所以這是一段很好的旅程。焦點一直放在黃金上，但就在最近，我們實際上在鋰領域做了很多工作，這對我們來說非常有趣。
Tim McGowen: Yeah, I was going to ask you about the lithium space. So, you've announced this week plans to spin out your lithium assets to establish a new company, Kali Metals, in a move that involves an agreement with Karora Resources. I think I pronounced that properly. Can you explain how the agreement is structured?
蒂姆·麥克高恩：是的，我正要問你鋰空間的事。因此，您本週宣佈計劃剝離您的鋰資產，以建立一家新公司，Kali Metals，此舉涉及到與Karora Resources的協定。我想我的發音是正確的。你能解釋一下這份協定是如何構成的嗎？
Luke Reinehr: We've entered into an agreement with a Canadian gold company called Karora Resources, who were listed on the Canadian Stock Exchange, the TSX. With Karora, they're also a very large gold producer just south of Kalgoorlie, and they produce almost 200,000 ounces of gold a year. But they've got a very large tenement holding to the south of Kalgoorlie that's surrounded by some of the biggest lithium mines, certainly in Australia, and some great deposits as well. So, as Kalamazoo's got some lithium projects as well, we thought it was appropriate to actually merge the two together and set up and do an IPO of a new company called Kali Metals, which we expect to list probably in about September this year.
盧克·萊因爾：我們已經與一家名為Karora Resources的加拿大黃金公司達成了一項協定，該公司在加拿大證券交易所多倫多證券交易所上市。與卡洛拉一起，他們也是卡爾古利以南的一個非常大的黃金生產商，他們每年生產近20萬盎司黃金。但他們在卡爾古利南部有一個非常大的公寓，周圍環繞著一些最大的鋰礦，當然是在澳大利亞，還有一些巨大的礦藏。因此，由於Kalamazoo也有一些鋰專案，我們認為將這兩家公司真正合並在一起，成立一家名為Kali Metals的新公司並進行IPO是合適的，我們預計該公司可能在今年9月左右上市。
Tim McGowen: Now, in December 2021, Kalamazoo entered into an agreement with Chilean lithium producer SQM at your DOM's Hill and Marble Bar lithium projects in WA. How's that partnership progressing?
蒂姆·麥克高恩：現在，在2021年12月，卡藍馬祖與智利鋰生產商SQM在華盛頓州的多姆山和大理石壩鋰專案達成了一項協定。這一合作關係進展如何？
Luke Reinehr: Oh, it's gone very well, Tim. SQM are the second-largest lithium producer in the world. Based in Chile, but they've moved into Australia over the last couple of years, and they're actually in a JV with Wesfarmers (ASX:WES) at the Mt Holland project. But their first exploration JV was with us, and they certainly liked our ground up in the Pilbara, the lithium. So, we entered into a JV, and it's been going terrifically well. They've got great expertise, as you can imagine, and we've done a number of drilling programs, and we've got another one to kick off just in the next couple of months, which will be quite extensive. So, we think they're a fantastic partner. And, of course, that JV now will go into Kali Metals, so we actually have now managed to move that expertise into Kali, which we think is going to be terrific. When Kali does list in September, we're probably going to raise about $10m or $12m, and, you know, we're looking then to really start some significant exploration programs, not just up in the Pilbara but also then on that Higginsville ground that Karora is vending into Kali.
盧克·萊因爾：哦，一切都很順利，蒂姆。SQM是世界第二大鋰生產商。總部設在智利，但他們在過去幾年搬到了澳大利亞，他們實際上是在荷蘭山專案與西部農場主(澳大利亞證券交易所股票代碼：WES)的合資企業。但他們的第一個探險合資企業是和我們一起進行的，他們肯定喜歡我們在皮爾巴拉的土地，鋰。因此，我們進入了一家合資企業，進展非常順利。正如你可以想像的那樣，他們有很好的專業知識，我們已經完成了一些鑽井專案，我們將在接下來的幾個月內啟動另一個專案，這將是相當廣泛的。所以，我們認為他們是一個很棒的合作夥伴。當然，合資公司現在將進入Kali Metals，所以我們實際上已經成功地將專業知識轉移到Kali，我們認為這將是非常棒的。當Kali在9月份上市時，我們可能會籌集大約1000萬美元或1200萬美元，你知道，屆時我們希望真正啟動一些重要的勘探專案，不僅是在皮爾巴拉，還包括卡洛拉出售給Kali的希金斯維爾地區。
Tim McGowen: And where does the Lachlan Fold Belt fit in this lithium equation? What potential do you see for lithium in that region?
蒂姆·麥克高恩：拉克倫褶皺帶在這個鋰的方程式中處於什麼位置？你認為鋰在該地區的潛力有多大？
Luke Reinehr: Yeah, it's a first-mover situation there, Tim. There hasn't been a lot of lithium exploration in the Southern Lachlan Fold Belt, but as you can imagine, you know, there's a big demand for ground that's got lithium potential. We managed to pick up that ground in Kalamazoo probably over the last 12 or 18 months. But there's a lot of tin, tantalum and tungsten in that area historically, and we think that's of great interest because they're pathfinder minerals for lithium. Look, it's a first mover, but we think that it could be very interesting for us.
盧克·萊因爾：是啊，這是個先行者，蒂姆。南拉克蘭褶皺帶的鋰勘探並不多，但正如你可以想像的那樣，你知道，對具有鋰潛力的土地有很大的需求。我們可能在過去的12或18個月裡成功地在卡藍馬祖取得了進展。但從歷史上看，該地區有大量的錫、鉭和鎢，我們認為這很有意義，因為它們是鋰的先驅礦物。聽著，這是第一步，但我們認為這對我們來說可能非常有趣。
Tim McGowen: And we touched on gold. Earlier this year, you updated your mineral resource estimate for the Ashburton Gold Project in WA. What were the highlights of that update?
蒂姆·麥克高恩：我們觸及了黃金。今年早些時候，您更新了對華盛頓州阿什伯頓金礦專案的礦產資源估計。那次更新的亮點是什麼？
Luke Reinehr: So, that resource now is 1.44 million ounces at about 2.8 grams. So, we increased the grade by about 10 per cent. But more importantly, most of that resource now is in the indicated category, which gives a greater level of confidence. But for us as well, about 75 per cent of that resource is in just one deposit, which is the Mt Olympus deposit. So, economically, then, that's changed the game plan for that. So, we think it's very positive for us going forward.
盧克·萊因爾：所以，現在的資源是144萬盎司，大約2.8克。因此，我們將等級提高了約10%。但更重要的是，這些資源中的大部分現在都在指定的類別中，這給了人們更大的信心。但對我們來說，大約75%的資源僅存在於一個礦藏中，那就是奧林匹斯山礦藏。因此，從經濟上講，這改變了這一點的遊戲計劃。所以，我們認為這對我們的未來是非常積極的。
Tim McGowen: And, of course, you've significantly increased your gold tenure in Victoria by acquiring the Mt Piper project. What do you plan in Victoria following that acquisition?
蒂姆·麥克高恩：當然，通過收購風笛山專案，你大大增加了你在維多利亞的黃金任期。在那次收購之後，你在維多利亞有什麼計劃？
Luke Reinehr: That's quite a large expansion, Tim. That's about another 1,600 square kilometres. It's more to the east of our historical gold fields at Castlemaine and South Muckleford. Look, we've had two of our geos on the ground there every week now for quite a while, identifying drill targets. So, we think it's very perspective, and we hope to be doing some more work there in the next couple of months.
盧克·萊因爾：這是一個相當大的擴展，蒂姆。這大約又是1600平方公里。它位於我們位於卡斯特萊曼和南慕克爾福德的歷史金礦以東。聽著，在相當長的一段時間裡，我們每週都有兩個地球站在那裡，識別鑽探目標。因此，我們認為這是非常有遠見的，我們希望在未來幾個月內在那裡做更多的工作。
Tim McGowen: And for Kalamazoo shareholders, what does the spin out of Kali Metals mean for them?
蒂姆·麥克高恩：對於Kalamazoo的股東來說，剝離Kali Metals對他們意味著什麼？
Luke Reinehr: Yeah, of course, Tim. As I mentioned earlier, the Reinehr family and management, you know, we're the largest shareholders in Kalamazoo. So, it's always been our view that we've got to look after the shareholders' interests, and our interests are aligned with all our shareholders. What we've done with Kali Metals is that when it lists, 25 per cent of those shares are actually going to be distributed to Kalamazoo shareholders as an in specie distribution. So, we think that'll create terrific value for them, and it's kind of like a reward or a dividend going forward. So, we think that's very beneficial for all our shareholders.
盧克·萊因爾：當然可以，蒂姆。正如我前面提到的，萊因爾家族和管理層，你知道，我們是卡藍馬祖的最大股東。因此，我們一直認為，我們必須照顧股東的利益，我們的利益與所有股東一致。我們對Kali Metals所做的是，當它上市時，其中25%的股票實際上將以實物分配的形式分配給Kalamazoo的股東。因此，我們認為這將為他們創造巨大的價值，這就像是一種獎勵或未來的紅利。因此，我們認為這對我們所有的股東都非常有利。
Tim McGowen: Luke Reinehr, thanks for your time.
蒂姆·麥克高恩：盧克·萊因爾，謝謝你抽出時間。
Luke Reinehr: Thanks, Tim.
盧克·萊因爾：謝謝你，蒂姆。
Ends
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譯文內容由第三人軟體翻譯。