Logotype for ACG Metals Limited

ACG Metals (ACG) investor relations material

ACG Metals Metals & Mining Virtual Investor Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for ACG Metals Limited
Metals & Mining Virtual Investor Conference 2025 summary7 Oct, 2025

Business overview and growth strategy

  • Market cap has grown from $100 million to $300 million since acquiring Gediktepe in Turkey last year, with plans for further growth via roll-up acquisitions and investment in new assets.

  • Focused on producing or near-producing mines, especially in copper, with a vision to build a globally diversified, copper-focused company.

  • Key shareholders include Turkish partner Lidya (33%), Argentem Creek (33%), and traders Glencore and Traxys, who also have offtake agreements.

  • Trading at 3x free cash flow, significantly below sector average, and at half of net asset value, indicating re-rating potential.

  • Actively pursuing 10 M&A opportunities across several global copper belts, aiming for at least one acquisition in the near term.

Financial and operational highlights

  • Net debt to EBITDA is 0.5, with $46 million net debt and $200 million in bonds; bonds yield 11.5% and trade above issue price.

  • Free cash flow for 2024 projected at $70 million from gold, rising to $100 million after copper production ramps up.

  • All-in sustaining cost for gold is $1,060/oz, with a current gold price of $3,950/oz, resulting in a $3,000 margin per ounce.

  • Copper production to reach 20,000–25,000 t/year by mid-2025, with first-quartile cost positioning and high IRRs due to low capital intensity.

  • 2027 will be the first full year of copper production, with an all-in sustaining cost of $1.90/lb versus a copper price of $4.50/lb.

Asset and project development

  • Gediktepe mine in Turkey is high-grade (2.3% copper equivalent), open-pit, and well-located for European smelter supply.

  • Currently mining oxide cap for gold; transitioning to sulfide ore for copper and zinc, with parallel oxide and sulfide processing possible.

  • Brownfield expansion for copper flotation plant is halfway complete, on time and on budget, with fixed price contract at $146 million.

  • Mine life expected to extend beyond 25–30 years, with significant resource upside and mineralization open at depth and along strike.

  • Safety record is exemplary, with zero lost time injuries in over five years of operation and construction.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next ACG Metals earnings date

Logotype for ACG Metals Limited
H2 20258 May, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next ACG Metals earnings date

Logotype for ACG Metals Limited
H2 20258 May, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

ACG Acquisition Company Limited is a limited purpose company incorporated in the Cayman Islands with its registered office and principal place of business located in Hong Kong. ACG Acquisition intends to effect a merger, demerger, share exchange, asset acquisition, share purchase, reorganization, or related business combination with, or acquisition of, a business or company operating in the metals and mining sector.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage