Darren Gordon, Managing Director of Centaurus Metals, joins me at the 2026 Rule Symposium to discuss the company's Jaguar Nickel Project and why he believes it is one of the strongest undeveloped sulfide nickel projects in the market.
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Recording Date 7-7-2026. In this episode, Darren explains how Centaurus built its position in Brazil over nearly two decades before acquiring the Jaguar project, assembling an experienced development team, advancing permitting, and preparing for construction. We discuss the company's debt-free balance sheet, shareholder structure, and the technical advantages of sulfide nickel over laterite deposits, including lower capital intensity, smaller environmental footprint, and competitive operating costs.
I also ask Darren about Jaguar's resource size, production profile, Glencore's strategic offtake agreement, and the financing process leading toward a final investment decision. We explore the project's cost position, long mine life, future underground expansion, and why management believes Jaguar can compete globally even during weak nickel markets. Darren also explains how project funding, strategic partnerships, and disciplined execution remain the final milestones before construction begins, positioning Centaurus to enter production as market conditions improve.
Key Insights In This Episode
✅ Jaguar is a large low-cost sulfide nickel project.
✅ Sulfide nickel offers lower processing costs than laterite.
✅ Glencore's offtake validates the project.
✅ Funding remains the final major milestone.
✅ The project targets first production by 2029.
✅ Management is focused on disciplined execution.
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Chapters
00:00 Company Overview
00:57 Team And Experience
02:49 Shareholder Structure
04:34 Sulfide Vs Laterite Nickel
09:14 Jaguar Resource Size
11:08 Glencore Offtake Agreement
13:47 Project Financing
15:05 Nickel Market Outlook
17:12 Final Investment Decision
22:32 Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
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