Caledonia Mining Corp PLC (STU:9CD1)

Q1 2025 Caledonia Mining Corporation PLC Earnings Call Transcript

May 12, 2025 / 01:00 PM GMT

Release Date Price: €11.6 (+1.75%)

Transcript

Key Points

Positve

Caledonia Mining Corp PLC (CMCL) reported a strong financial performance in Q1 2025, with record gross profit doubling from $14 million to $27 million.
The company achieved a 46% increase in revenue, reaching $56.2 million, driven by a 9% increase in gold production and a 42% rise in the average realized gold price.
Operational improvements led to a record production of 19,000 ounces of gold, supported by strategic actions such as improved employee health and safety and decoupling of the plant and mine.
Caledonia Mining Corp PLC (CMCL) strengthened its balance sheet with a pro forma consolidated net cash position improving to $18.6 million following the completion of the solar sale.
The company is actively pursuing cost reduction initiatives, including the optimization of the central shaft and the deployment of a time and attendance program to manage labor costs.

Negative

Production costs increased by 19% due to higher labor, power, and consumable costs, impacting the overall cost structure.
The all-in sustaining cost was higher than the comparative quarter, influenced by increased admin and capital expenditure.
Forex losses, both realized and unrealized, continue to impact financial results, although efforts are being made to manage these effects.
The company faces challenges in maintaining grade levels, with strategic actions needed to open up reserves in better grade areas.
There are concerns about the upfront capital costs for the Bilbos project, with ongoing efforts to optimize project economics and minimize equity dilution.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CMCL.A - Caledonia Mining Corporation PLC
Q1 2025 Caledonia Mining Corporation PLC Earnings Call
May 12, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Disclaimer and forward-looking statements, which I trust you will read at those, then if we could just move forward to the to the presenting team, please. So as I'm Mark Learmon, Caledonia's CEO. I'm, joined here in Jersey today by Ross Gerrard, our new, CFO who will run us through the financials and before that actually give us a little, a few views, a few thoughts as to, why you joined Caledonia. We also have Victor Campari, who is an executive director based in Harare, who will talk to the work on Bilbos. James Mofara in Johannesburg will run us through the operating results, and he will introduce, Craig Harvey, Vice President of technical Services, who will give an update on our exploration projects for the

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