Sandvik AB

And again, there's not many ways to play that on the public markets.

You can invest, I guess, in Sandisk or Sandvik, Caterpillar, or even stuff like that, where they do a lot of automation things.

But it's not a direct bet on mining automation technology.

But maybe that's a space in private markets that would be very exciting.

The beauty of having an operation 19 kilometers away is we have all the equipment.

And we had finance packages with Caterpillar and Sandvik.

So we ordered brand new jumbos and scoop trams.

We're not starting with old equipment.

This is great.

So, I mean, this is a concept, right? But on September 1st, Sandvik introduced Sami, a cabinless, fully autonomous, battery electric concept surface drill at its future mining event in Finland.

Now, I love the name Sammy.

I used to work with a guy at Lyft named Sammy, just a great individual.

But what does Sammy actually do? Sammy is, like I said, fully autonomous, battery electric, cabinless surface drill that carries and self-replaces its own consumables, like drill bits, collar pipes, down the hole hammers.

via an onboard robotic manipulator.

So it measures hole depth deviations, navigates the mine site, and classifies dynamic versus stationary obstacles, all coordinated by a mine-wide kind of natural language AI agent that Sandvik has built as well.

So what that means in real terms is like a lot of this dangerous work that comes with surface mining happens as you're beginning to drill and understand where you're drilling, the depth of what you're drilling, changing drill bits, things of that nature, right? Down the hole hammers, all this stuff is very dangerous because you have a mix of potential sparks with different gases under a lot of pressure.

One for the Money Miners.

Well, Money Miners out there, have a fantastic weekend, and a big thank you to Sandvik Grand Support, Intralinks Focus platform by Markit Tech, Exeed Capital, and Titan Recruitment.

Who to rule?

Who to rule? [whoosh] Now remember, I'm an idiot, JD's an idiot.

So they're kind of going back to tweak that.

But sometimes it's weird because if you're a one man shop, it's really hard to get like, you know, Sandvik isn't gonna come into your shop and just start doing custom solutions or they will for a price.

But like, but similarly, if you're Honda, it's very difficult for some of these, I think tooling companies to actually get time with engineers and machines to do some R and D.

So I think we're in this spot because, I told the guys, I'm like, yeah, I mean, we need some heads up, but for most, in the most part, we could schedule a day or half a day, any point in time to spend with your engineers, testing stuff, no paperwork, no hassle.

Our milling machine is old and the coolant is pretty anemic, so I'm worried about shocking the carbide inserts if I use coolant.

Looking at the DS20 style from Sandvik."

Not familiar with the DS20 style, unfortunately.

I'm not familiar with the DS20 style either.

practically deployable across existing flights, and that's the magic of BreakIQ.

This period's milestones include continued work and discussions with PDS OEMs, that's proximity detection technology OEMs, as well as strategic partners, and these include Sandvik and Newtrax and Lupex, as well as engagement with major mining and contracting groups such as BHP, Vale, Redpath, Cementation and a number of others.

This engagement reflects growing market recognition of the need for autonomous braking capability that integrates with existing proximity detection and collision avoidance systems as operators are moving towards higher levels of automation and safety compliance.

Looking now at the international market, Q4 saw heightened strategic engagement across North America, Africa and the Asia-Pacific region.

Then I was like, actually, we can actually do more.

You know, we then went to Sandvik, which is a big corporate.

They then came on board.

And I think in 2024, we did 570 jerseys.