Mike Kozak
Analyst
Cantor Fitzgerald
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About Mike Kozak
Mike Kozak is recorded as Analyst at Cantor Fitzgerald. Mike Kozak has spoken on 7 earnings calls across 4 companies, most recently for Ur-Energy Inc on August 11, 2026. Those appearances were for Ur-Energy Inc (URG), McEwen Inc. (MUX), Sprott Inc. (SII) and Aya Gold & Silver Inc. (AYA). The companies whose calls Mike Kozak spoke on are classified in the Energy, Basic Materials and Financial Services sectors.
Mike Kozak on recent calls
“Most of mine have been answered, but I just want to do more. First, now that you're starting to capture some material at Shirley Basin, I'm wondering how metrics like flow rates, recovery curves, et cetera, are reconciling in the field. versus your internal plans.”
“First, how much cash was in the San Jose JV at exit Q2? And do you expect any more distributions over the remainder of this year? I know you're already through guidance, but just some color there would be helpful.”
“Pretty solid quarter overall, given the size of the drawdown in precious metals. Looks like the bottom is now in, but we will see. I just had one question. The NCIB, it was nice to see it active in the quarter on the share price pullback.”
“First one, Q1, it was the fourth quarter in a row where unit costs at Segunda on a per-ton basis have trended down. I mean, a portion of that is obviously more and more open PIP material.”
“First, I think the CapEx for Elgayo Phase 1, it's in the MD&A. I think it's at $25 million, if I'm right on that. My question is, what is the expected CapEx on Phase 2?”
Affiliation history
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Cantor Fitzgerald
Analyst
Transcript header (unverified)
Current
Company network
McEwen Inc.
MUX
Other Precious Metals & Mining · Basic Materials
2 appearances
Latest appearance 2026-08-06
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Sprott Inc.
SII
Asset Management · Financial Services
2 appearances
Latest appearance 2026-08-05
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