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Sovereign Metals

Sovereign Metals

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Search complete. 15 mentions across 4 episodes found for "Sovereign Metals".

Oct 21, 2026

speaker_0HOST
0:37
Back to the presentation.
speaker_0HOST
0:40
Good afternoon, and welcome to the Sovereign Metals Limited investor presentation.
speaker_0HOST
0:44
Throughout this recorded presentation, investors will be in listen-only mode.
speaker_0HOST
0:48
Questions are encouraged, and they can be submitted at any time using the Q&A tab situated on the right-hand corner of your screen.
Saphan GhaiGUEST
1:04
Uh, thanks for that, operator.
Saphan GhaiGUEST
1:07
Um, and thank you everyone who's, uh, joined the live feed, and as they say on the telly, for everyone who's, uh, watching on catch up.
Saphan GhaiGUEST
1:14
Um, thanks for your time to, uh, to, to, to, to let me take you through these, uh, these new, uh, this new investor presentation deck, uh, that we, Sovereign Metals, have made public.
Saphan GhaiGUEST
1:27
Um, just so you're fully aware, these are the same materials that myself, uh, as well as our CEO, chairman, uh, et cetera, do discuss with institutional investors, uh, with potential off-takers, financiers, and indeed, most of my time nowadays is spent talking about exactly these, uh, th- th- these, uh, materials with, um, the US government, and I'll get into exactly why, why that is.
Phil CarrollHOST
48:45
So, yeah, that's where we are right now.
Phil CarrollHOST
48:47
The next one is Sovereign Metals, unlisted SVMLs, the ticker.
Phil CarrollHOST
48:52
I think they're down some 18%.
Phil CarrollHOST
48:54
but they made significant progress in establishing Kaseer in Malawi as a multi-commodity critical minerals project rather than simply this rutile and graphite operation.
Phil CarrollHOST
49:03
I think the most important development since we last spoke was on 9th September when a new scoping study demonstrated the potential to recover approximately 2,626 tonnes of rare earth concentrate annually as a by-product.
Phil CarrollHOST
49:17
So yeah, really, really good news from them moving into that, you know, those rare earth concentrates.
Phil CarrollHOST
49:24
I guess the main takeaway there is that the Casio now has a quantified potential third revenue stream with substantial incremental value for relatively modest additional capital expenditure.
Phil CarrollHOST
49:35
Yeah, back to you, Kev.
Kevin HornsbyHOST
74:45
So yeah, if you're interested, have a look.
Kevin HornsbyHOST
74:49
The other big one, uh, that we've followed for a long time obviously is Sovereign Metals.
Kevin HornsbyHOST
74:53
It's very quiet.
Kevin HornsbyHOST
74:54
It's almost too quiet.
Sapan GhaiGUEST
0:00
Hi, I'm Sapan Guy.
Sapan GhaiGUEST
0:01
I'm Chief Commercial Officer of Sovereign Metals.
Sapan GhaiGUEST
0:04
Sovereign Metals is developing the Kaseya Critical Minerals Project in Malawi.
Sapan GhaiGUEST
0:09
We intend to develop this and supply US and US allied nations with becoming the largest and lowest cost producer of the titanium mineral rutile, the largest and lowest cost producer of graphite, and one of the lowest cost producers of a heavy rare
Matthew GordonHOST
0:28
earths concentrate too.

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