RGN | Steppe Gold

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MINING | STEPPE GOLD

STEPPE GOLD Cash flow + development + exploration = Mongolia’s premier precious metals company


During a Mines and Money Online Connect event earlier this year, Steppe Gold’s director and executive vice president Aneel Waraich revealed how the precious metals explorer and producer considers itself a Mongolian company that is listed on the TSX. Building an in-country company has always been Steppe’s mission from the outset, but the fruits of this endeavour have become crystal clear in the last 12 months, after the company successfully commissioned and brought into production the Phase 1 of its ATO (Altan Tsagaan Ovoo) Gold Mine in Eastern Mongolia during the height of a global pandemic. “I think it’s important in any jurisdiction you do business - not just Mongolia – to be as local as possible,” Waraich tells RGN’s editor. “You need to show both locals and provincially/federally that there’s a benefit to that country or economy. That’s very important because you get the buy in. The more local you are, the more direct and indirect jobs you create, the more tax revenues you generate and crucially, you educate people; converting unskilled labour into a skilled permanent labour force, which we’ve done at Steppe.”

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Country-wide support Of Steppe’s entire workforce, 99% are Mongolian nationals, with 65% coming from Dornod province where the ATO mine is located. This preponderance towards local employment at the project has succeeded in attaining buy-in from the village level all the way to government, according to Waraich.


MINING | STEPPE GOLD

In fact, the level of political

we’re getting in-country, and

the company expands the ATO

support for the project was

second we’re able to operate

resource in the years to come.

encapsulated last year when

having a local staff without

In addition, during the last few

the Mongolian government

depending on expats. That’s

years the company has set up

actually provided capital

allowed us to bring production

scholarship programmes for

to Steppe in order to get

online during the toughest

185 students from the region,

ATO into production via its

times in recent memory,

helping them on the path to

sovereign wealth fund – an

become a producer, generate

higher education.

unprecedented move and

our own cash flow and

one that had never been done

strengthen our balance sheet.”

before in Mongolia’s mining sector.

Steppe has also sponsored promising athletes in-country

And the employment

and set up a meat and dairy

opportunities provided by

procurement scheme to supply

“We’ve seen the benefit two-

Steppe in the province are set

the mine camp with local

fold: first from the support

to increase exponentially as

produce while supporting

114


ST E P P E GOLD

AT A G L A N C E

local farmers, as part of its

to considerable efforts to

role as an integral player in the

ensure the highest possible

province.

environmental standards at the ATO Phase 1 heap leach

“We’ve donated masks and

operation – a mining method

educated people in this region

which often holds negative

during the crisis. We’re doing

connotations due to the use of

what we can and that will grow

hazardous chemicals to extract

as we have more cash flow

the gold.

in availability to better lives STOCK TICKER: TSX:STGO MARKET CAPITALISATION: US$113.9 million (as of May 04, 2021) aj

permanently for those in the

Despite the project already

country,” Waraich pledges.

possessing high quality environmental permits and

On the environmental side of

licencing left by former owner

the now ubiquitously adhered

Centerra Gold, Steppe added to

to corporate principles

that work and completed new

of ‘ESG’, Steppe has gone

environmental approvals to


MINING | STEPPE GOLD

the latest global standards. As

all the way to keeping

pandemic, when Mongolia’s

a result, when a government

everyone safe on site.”

borders were closed last April. “Not many outfits can build

of the mine, Steppe received

Bringing ATO online

a score of 93% - the highest

Looking back a year,

successfully, globally. It

such score recorded across the

Waraich reflects on the

doesn’t matter where you

Mongolian mining sector.

major achievement that was

are, pandemic or not, very

Steppe reaching commercial

rarely do mines get built on

“We’re doing things to Western

production at the 50-60,000

a percentage basis of all the

standards. Sometimes you can

gold equivalent (Au eq) ounces

junior miners out there,”

cut corners in these emerging

per annum Phase 1 ATO mine,

Waraich points out.

markets, but we don’t do

which was constructed in just

that. We always want quality

14 months with a capex of

“Being able to build our first

and safety; our people come

US$20 million. All the more

mine in 14 months and bring

first. That goes with how you

impressive, it opened during

it online at the toughest time

prevent spillages of chemicals,

the height of the COVID-19

possible was a big win for us

agency recently completed an environmental inspection

mines and bring them online


and our methods. I feel we’ve

Mongolia. “We’re a tax and

Now, a year after reaching

always had an uphill battle at

royalty payer as well as an

commercial production at

this company given we’re in

employer, and importantly

ATO, Steppe plans to mark

an emerging market. We had

we’re a producer of gold and

the achievement with an

to manage perceptions of risk,

silver that is sold into the

imminent secondary listing

but we’ve built a mine and

domestic bank and other

on the Mongolian Stock

brought it online successfully,

approved banks, so we’re

Exchange, which will allow the

where is that risk people were

actually helping the country

domestic community to trade

worried about?”

increase its gold reserves

shares and own a piece of the

and the currency as and

asset that is located in their

Steppe’s executive VP is proud

when needed [i.e. through

own backyard.

to report that the company is

converting gold to currency

looked at as one of the prime

with FX].”

examples of how to invest, employ and build a mine in

1 17


MINING | STEPPE GOLD

Resource expansion

The 40,000+ metres

eq – a remarkable result given

programme focused on infill

the minimal focus outside the

While Steppe was capital

and extensional drilling at the

currently defined resource

constrained during the two

four deposits which comprise

base.

years prior to the opening of

the ATO project, and the

the mine, the company was

outcome of the exploration

The February 2021 drilling

still able to run an exploration

task was a doubling of the

update included a maiden

drilling programme with the

resource from 1.2 million

resource on the Mungu (the

aim of growing ATO resource.

ounces (Moz) to 2.45 Moz Au

word for silver in Mongolian)

ALTUS S

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“We’ve donated masks and educated people in this region during the crisis. We’re doing what we can and that will grow as we have more cash flow in availability to better lives permanently for those in the country” – Aneel Waraich, Steppe Gold executive vice president and director

discovery, which has measured

“These four deposits are still

and indicated resources of

open at depth and have only

7.57 Mt at 1.74 g/t for 424,000

been drilled down to about 400

ounces Au eq.

metres,” says Waraich. “What the recent resource update

In total, the ATO resource

does is set the stage for a much

includes 41.6 Mt of measured

bigger company with a bigger

and indicated resources with

resource base in the coming

an average grade of 1.67 g/t

years. Actually we think we

Au eq, figures that support the

can increase that again by

Phase two expansion plan for

multiples in the years ahead

which a bankable feasibility

through further exploration.”

study (BFS) is currently in the works.


MINING | STEPPE GOLD


Set to be released by mid-

production on the current

the cashflow from the first

2021, the BFS will assess the

mine plan.

year of production from the

economics of an extended

Phase 1 mine. Execution of

150,000 ounces per annum

All going well, construction

this plan would validate the

Au eq operation with a focus

of the Phase 2 operation

first two stages of Steppe’s CDE

on fresh rock ores, over

should commence in the

(Cashflow + Development +

an additional 10+ years of

second half of the year using

Exploration) value building model, while its ownership of

121


MINING MINING | STEPPE | STEPPE GOLD GOLD

but having never received

licences in the Bayankhongor

Exploring in the West

gold belt will provide the

Steppe owns 14,400 hectares of

prospect that Steppe picked up

opportunity to develop an

prospective ground at the UK

along with ATO back in 2017.

entirely new project.

(Uudam Khundii) project in

one of the largest exploration

drilling itself, UK is an exciting

Western Mongolia. Located in and amongst gold discoveries

122


RGN editor Jacob Ambrose Willson interviews Steppe Gold executive vice president and director Aneel Waraich, April 27, 2021

“Being able to build our first mine in 14 months and bring it online at the toughest time possible was a big win for us and our methods”

“Erdene Resource [Development Group]

IP soil sampling at some of the

has had some great

prospects and

success over the last

now they are

few years, delineating

drill ready.”

over 1 Moz between their two licences that

The next step is

adjoin ours. We’ve done

for the company

trenching and magnetic

ANEEL WARAICH, STEPPE GOLD EXECUTIVE VICE PRESIDENT

to


MINING | STEPPE GOLD

get down to drilling at the

Mungu. We have identified

“Obviously with copper

Milky Way prospect in May,

some targets with the resource

hitting new heights and just

which is one of four new gold

and 3D modelling and aim to

getting started, that is quite

discoveries that should yield

get back to drilling by June/

interesting. We will definitely

some very exciting exploration

July, alongside drilling at UK.”

look beyond the precious

results at UK in the near future, according to Wariach.

metals in terms of extracting And with some of the sampling

value. It can be a very

results from UK showing

significant part of our revenue

On the back of any exploration

additional base metals

stream when you bring these

success Steppe would move

mineralisation with the likes

assets online, both for ATO

to mobilise a second drill rig

of copper, lead and zinc, there

and Mungu and down at UK,”

at UK later this year, with a

is an opportunity for Steppe

Waraich concludes.

maximum of 20,000 metres

to diversify its commodity and

planned for the project, fully

revenue bases via this project.

self-funded. “The same goes for exploration at ATO and


Published by Anderson Murray Media Ltd

To tell the resource market your story, contact: editorial@resourceglobalnetwork.com

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