G2 Goldfields (GTWO) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
1 Apr, 2026Project highlights and resource overview
Oko Project hosts 1.6 Moz indicated and 1.9 Moz inferred gold at high grades, with a 14-year mine life and average annual production of 282 koz at an AISC of $1,175/oz from years 2–11.
Five gold discoveries to date, including a high-grade underground core at Oko Main Zone with 0.7 Moz at 13.6 g/t Au (indicated).
Resource remains open at depth and along strike, with a 100,000m drill program underway to expand resources.
Feasibility study targeted for mid-2027 and mining license expected in Q3 2027.
G3 spin-out of non-core assets planned for Q1 2026 to unlock additional shareholder value.
Financial performance and economics
After-tax NPV5% of $2.5B and payback period of 2.7 years at $3,000/oz gold price.
Average after-tax free cash flow of $395M/year at $3,000/oz gold, with significant leverage to higher gold prices.
Oko ranks among the top three global gold projects for capital efficiency, with a low initial capital intensity.
First quartile AISC globally, positioning Oko as a high-margin project.
Current market valuation at a significant discount to precedent acquisition multiples for similar assets.
Management, track record, and jurisdiction
Leadership team credited with over 11 Moz gold discoveries in Guyana, including the Aurora Mine.
Over 30 years of operational experience and a proven ability to advance projects from discovery to production.
Guyana offers a mining-friendly environment, strong infrastructure, and favorable tax and royalty regime.
Large insider management position and disciplined capital allocation.