YT YouTube2Text

YouTube2Text → Transcripts → Discussion with Mark English | Auric Mining (ASX:AWJ)

Discussion with Mark English | Auric Mining (ASX:AWJ) — Transcript

by SMITHWEEKLY RESEARCH · 4,224 words · 627 segments · language en · Watch on YouTube

Open in transcriber Summarize with AI Download SRT/VTT

Full transcript

0:02Welcome to Smith Weekly Discussions, an
0:03occasional program for our members of
0:05Smith Weekly Research. Please note this
0:07program is a private discussion and
0:09everything contained herein is for
0:11entertainment and educational purposes
0:13only. With that, we hope you're in a
0:15comfortable position along with your
0:16favorite beverage to enjoy the
0:18discussion. We remind our audience to
0:20examine our show notes attached to each
0:22of our shows to better understand how
0:24our program functions. Before we get
0:26into our discussion today, we want to
0:28say thanks for questions coming from our
0:29audience of Smith Weekly, including Jeff
0:32S. Mark R, Jack T, and Paul M.
0:37On the program today, we've got a
0:39returning guest back to update. Mr. Mark
0:41English is on the podcast. Mark is the
0:44managing director of Aric Mining, a
0:46Western Australia focused gold producer
0:48and project developer with conventional
0:51open pit operations in the Calgori and
0:53Norsemen regions of Western Australia's
0:56gold fields including the operating
0:58Munda gold mine exploration and
1:01development projects including
1:02Spargoville Loaded Dog and Lindsay's
1:05projects. Arc Mining also holds the
1:08Burbanks processing facility which is
1:10expected to provide an in-house
1:11processing facility in the coming years
1:13to the company. Arc Mining is listed on
1:16the Australian Securities Exchange under
1:18the symbol AWJ,
1:22Mr. English. It's good to have you back
1:24on the program. Welcome.
1:26>> Fantastic, Andrew. Delighted to be back.
1:29>> Yeah, Mark. Good to have you back on.
1:30And uh you guys of course have been busy
1:32since we last spoke and the gold market
1:35uh seems to be moving right along in our
1:37favor. Well, thanks for coming back to
1:39update. Why don't we first get right
1:42into company updates. The company has
1:45initiated first or shipments from the
1:48Munda mine starter pit hauling to the
1:51Lakewood Mill for processing under toll
1:53arrangement and expected total of about
1:5660,000 tons of ore for this first phase
1:59of processing. Talk about that.
2:02>> Yes, Andrew. We're delighted with the
2:05way everything's progressing. We started
2:07mining the starter pit at Munda in May
2:10this year. It's going to take about 5 to
2:126 months to mine the starter pit or body
2:16and we've been tracking the ore up to
2:19Calguli which is about 100 kilometers
2:21away now for a couple of weeks and it
2:24started processing through the Lakewood
2:26Mill last Sunday the 12th of October and
2:30today's a very auspicious day for us
2:32because later on today will be our
2:34maiden gold pour at the Lakewood Mill.
2:37Mark, great to hear and congratulations
2:39on that achievement there and looking
2:41forward to further production coming out
2:43of that and further ramp up there at
2:45Munda. Is this a good time maybe we'll
2:47talk about cost profile for just a
2:49moment at Munda. Just give us a bit of a
2:51highlight there as to what you guys
2:53would expect the cost profile to be once
2:56it's up and running.
2:58>> Okay. So I I'll talk in Australian
3:00dollar terms. Everybody knows that gold
3:03is principally quoted in US dollars, but
3:05in Aussie dollars, the starter pit is
3:08going to be more expensive than where we
3:10believe the main pit will be. That's
3:12necessarily because of just the the high
3:15startup cost, grading roads, building
3:17infrastructure, getting portable
3:19accommodation out there. So, as I said,
3:22Andrew, we're going to do about 125,000
3:26tons in the starter pit. When we did
3:28that design for the starter pit, we
3:30estimated to produce around 6,100 ounces
3:33of gold. In AUD terms, our our profile
3:37is going to be around near $3,300
3:40Australian, give or take 10%.
3:43>> And Mark, after that, as you guys get up
3:46and running steady state, everything's
3:47going well, and you guys are into the
3:49main pit, any expectation on how you
3:51would see that looking from a cost
3:52perspective?
3:53>> Uh, it's changed so much, Andrew. The
3:56last time we did a scoping study is now
3:58redundant and out of date. We've got a
4:01lot of work that we are going to have to
4:02do in 2026 and we'll be completing that
4:06work throughout 2026 and towards the end
4:09of next year. We'll be announcing a
4:11detailed scoping study and all those
4:14cost profiles and and input costs. With
4:17the with the rise rising gold price,
4:20Andrew, as you would appreciate, um the
4:22whole dynamics changed. you know, the
4:24amount of dirt you're going to move, the
4:26cut off grade of your gold, um, all
4:29those all those input costs are going to
4:31change so substantially. I really
4:33couldn't give your listeners any any
4:36feel for our costs going forward.
4:38>> Well, we'll look forward to seeing that
4:40as we move ahead here. Well, before we
4:42move into the other projects, Mark,
4:43during September, the company released
4:45its halfyear results ended 30 June. Talk
4:49about those operational results and your
4:51expectations to finish up the year.
4:54Yeah. Um, so those results that we
4:56announced 30th of June, so that's our
4:58half year. We're a 31st December year
5:01end company. Those results principally,
5:04Andrew, are in relation to the Jeffre
5:06Fine gold mine. We wrapped up the
5:08arrangements with Jeffre find in that
5:10period. You may recall that we were
5:13doing a joint venture arrangement with a
5:15company called BML Ventures. Look, our
5:18revenue, we're still a small business,
5:20Andrew, at this point in time. Our
5:22revenue was circa $8.5 million
5:24Australian. We made a net profit before
5:27tax of a bit over $4 million. After we
5:30added back some non-cash items,
5:32depreciation, amortization, mine
5:35rehabilitation costs, we had an adjusted
5:37net profit of about 5.8 million, which
5:40is a great place to be for a small
5:42company. We've been able to not raise
5:44equity because we've been able to
5:46monetize our assets and produce our own
5:49operating cash flow.
5:51with that at Jeffrey's find you guys are
5:54in wrap-up stages there. Expected final
5:57revenues I believe from the project are
5:59supposed to come in as far as the the
6:01final payments there with the partner
6:03towards the end of the year. Any
6:05comments there and outlook as to when
6:07you'll see that be 100% and closed out?
6:11>> Yeah, we've received subsequent to the
6:1330th of June, we've received another
6:15$1.4 million profit distribution. So
6:19there's not much more to come. Andrew um
6:21the rehabilitation costs that work is
6:24being done at the moment. So Jeffrey's
6:26find all up Andrew from the total time
6:29that we bought the project. We bought
6:31the project and our development costs in
6:34cash about $1.5 million and we're going
6:37to get a return out of that somewhere
6:40between 14 and $15 million over a
6:43threeyear period.
6:45>> Very well. Definitely. It's been a good
6:47project for the company. and help the
6:49company to advance uh towards some of
6:51these other projects and acquisitions
6:52you guys have done subsequently to that.
6:54I appreciate the update on that Mark and
6:56looking forward to seeing that finish
6:58up. Why don't we shift over briefly here
7:01to the company announced in September as
7:04well that it had completed the
7:07acquisition of the Burbanks processing
7:09plant. Mark, talk about that news as
7:11well as the initial focus there to
7:14potentially put this plant back into
7:17operation in the coming years.
7:20>> Yeah, thanks Andrew. So, the Burbanks
7:22facility has been around for quite a
7:24while. It's located about 10 kilometers
7:27southwest of Kulgadi, so nice and close
7:29to a fairly major town. Kulgadi is about
7:3340ks from Kgouli. So that your listeners
7:36mostly know Calguli better than Kolgati.
7:39So you're talking only a very short
7:41distance from time. The Burbanks
7:44facility was originally required by
7:46Romelius for the Wadd Dam deposit. I'm
7:49sure a lot of your listeners have heard
7:51of the Wadd Dam deposit in West
7:53Australia. It was an outstanding asset
7:55for Romelius and was actually the
7:58project that got Romelius going. So,
8:01this plant, Andrew, hasn't been
8:03operational for about five years, five
8:05or six years. It last operated in 2019.
8:09We've acquired it for a very cheap
8:12bargain basement price. Um, we bought it
8:15off the mortgage in possession. There
8:17was some financing issues with the
8:19previous vendors. And why have we bought
8:22it? We bought it principally for a
8:24variety of factors. One is location.
8:27Two, it's got BMAN Road to the front
8:29gate. Three, it's got threephase power.
8:33Four, it's got water. It's got water BS,
8:36water licenses. It's got tailing storage
8:39facilities. It's on granted mining
8:41leases. And it's fully permitted. So,
8:44our acquisition cost was $4.4 million,
8:48which is a notional price. Okay. The
8:51reason we did it was principally if you
8:53started off with a clean piece of paper,
8:56it would cost you more than or cost you
8:58well more than 4.4 4 million to get it
9:01to that stage and more importantly the
9:04time saving is substantial.
9:08It's our estimate that we've made sure
9:09knocked 3 to 5 years off our timeline if
9:12we were starting from a clean piece of
9:14paper. So we've already engaged mining
9:18and geotech and metallurgists to start
9:22work on what to do with the mill. Okay.
9:24So there's various options. It's
9:27currently gazetted at a 200,000 ton per
9:29panum plant which is tiny. So we're
9:33looking at either A just getting it up
9:35and running as a 200,000 ton plant, b
9:40getting it up and running with the
9:41ability to scale it up or c basically
9:46bulldozing what's there and starting
9:48from a fresh. Okay, so they're the three
9:51options that we're considering, the
9:53three options that we're looking at and
9:55what we've given the brief to the
9:57consulting engineers to come back to us
10:00with some highlevel numbers and some
10:02highle details.
10:04>> Mark, thank you for going over that.
10:06Interested to see what you guys decide
10:07there as you guys continue to study the
10:09initial approach and some of the things
10:11you guys want to do there. I think it is
10:13a great solution going forward for you
10:15guys to have an in-house processing
10:16solution and it's so centralized to the
10:19project area that you guys have
10:21presently and where you want to operate
10:22with the existing tailings there. Is
10:24there any recovery opportunities given
10:26the price of gold and is there anything
10:28else there as far as any recovery
10:30opportunities as part of remediation or
10:33do you see that there's not really any
10:34opportunities on that front?
10:37>> Andrew that's a magnificent question.
10:39Lots of people have asked us the same
10:41question. We uh we settled on this
10:44project 21 days ago. So, we've only had
10:46the keys to the front gate for three
10:49weeks. At this point in time, we haven't
10:51done anything in that regard. But it is
10:54something that we need to consider.
10:56Okay. Particularly as a lot of the
10:58tailings in there will have come out of
11:01the Waddle Dam deposit. As I said, a
11:03very high-grade deposit. And with the
11:06price of gold in AUD terms today, it
11:08cracked 6,700 Australian earlier this
11:11morning. You know, the value of what's
11:14in those tailing steam storage
11:16facilities could be substantial.
11:18>> Well, looking forward to seeing what you
11:20guys come up with on that front as well,
11:22Mark. That's uh good information and
11:23possibly another adder to the production
11:26profile as you guys continue to evaluate
11:28and investigate there at site. Well, why
11:30don't we shift over to uh exploration
11:33work at Spargoville as well as Loaded
11:36Dog? Two key exploration projects for
11:39the company. Any updates, Mark, on when
11:41you guys will be back on those projects
11:44to continue drilling. Any thoughts
11:46there?
11:47>> Uh yeah, Andrew, I'll talk about
11:49Sparkville first. We did a couple of
11:52programs in 2024.
11:55Just so that everybody's aware, our
11:57focus this year has purely been on the
11:59Munda project and getting that Manda
12:02project up into production. So we
12:04haven't gone back and really done any
12:06work at Sparkleville now for about 18
12:08months or so. Um we have got a program
12:11planned in Q1 next year. We want to go
12:15back to both a futive prospect and
12:17anomaly 37 prospect and we want to do an
12:21RC drilling program there. They're on
12:24granted tenure. We don't have to do any
12:26further heritage clearance work to get
12:28into Sparkville. So within the next six
12:31months, we expect to have the drill rigs
12:33operating at Sparkville. At Loaded Dog,
12:36that was a project that we bought again
12:38sometime earlier this year. I think we
12:41settled that in March 2025.
12:44We've just completed a heritage survey
12:46with the Naji people, the traditional
12:49owners for this area. We've got to go
12:51back and do a little bit more work with
12:53the Naji people sometime in November
12:56this year and again subject to the
12:59clearance for the drill program. It's
13:02our intention to also do that program in
13:04Q1 next year. So we believe that we'll
13:08most far apart Andrew they're most only
13:11about I know 100 kilometers apart. So,
13:14we'll make sure I do a first pass
13:16program at Loaded Dog and then we'll go
13:18up and finish the program up at
13:19Sparkville.
13:21>> Good luck with getting everything set up
13:23and uh looks like we can expect to have
13:25a sequenced exploration program coming
13:27up in the coming months. That'll be good
13:30certainly as uh you guys continue
13:32operations there at Munda. So, no
13:34shortage of things happening both from
13:36the potential for further ounce ad
13:39discovery and also existing production
13:41coming out of Monday as you guys
13:42continue to ramp up operations there uh
13:45towards the main pit. Well, with that,
13:48why don't we shift over briefly to
13:50Lindsay's gold project. Uh just talk
13:52about status and updates there.
13:54>> Yeah, Lindsay's has been a bit
13:56disappointing in a timing perspective.
13:59We entered into a contract in February
14:02this year to buy the Lindsay's project.
14:03The project is outstanding. We think the
14:06Lindsay's project will be a substantial
14:09value adder to Oric. The project went
14:13through an administration chapter 11 I
14:16think it might be called in America and
14:18unfortunately there has been some uh
14:21issues come about from our due
14:24diligence. At this point in time, the
14:26vendor cannot give us clear title to the
14:28projects. It's caught up in what's
14:31called the warden's court in Western
14:32Australia. The warden's court's a
14:34specific court in WA that just deals
14:37with mining issues. We've actually got a
14:39meeting on it tomorrow to see how we can
14:42resolve the issue and move forward. As
14:45I've said to you, Andrew, offline with
14:47the current gold price where it is, ORIC
14:49needs to go exceptionally hard in our
14:52development and our exploration. We
14:55believe we're in a gold bull market. For
14:57how long? Who knows? So, at this point
14:58in time, we've got to go hard whilst the
15:01um price is there.
15:03>> Mark absolutely agreed with that and I
15:05think this fills in really as a pipeline
15:08development project. So, certainly not
15:10an immediate need given your guys' focus
15:12over at Munda and then of course the
15:14exploration and expansion work with
15:16projects that you do have. So really
15:18look at this as a pipeline project and
15:21you guys will get those kinks sorted out
15:22in due course or maybe not but
15:24nonetheless we'll see what happens on
15:26updates but uh certainly a pipeline
15:28project as far as our view goes on it.
15:30One more thing, we'll get to capital
15:32structure in just a moment, Mark, but uh
15:34unless you had any comments on any other
15:36of the projects, Chalice West or
15:38anything else there.
15:40>> Chalice West has been a project that
15:42we've done a lot of work on. It's a big
15:44project. It's most probably our most
15:47green fields project. Um we believe that
15:51Sparkville and Loaded Dog are a bit more
15:53brownfields. Chalice West is going to,
15:56you know, we'll keep doing work there,
15:59but at this point in time, we'd prefer
16:01to be concentrating our efforts on the
16:03brownfields andor development. So,
16:05Chalice West is mostly fallen behind a
16:08little bit, Andrew, just because, as I
16:10keep saying to you and and your
16:12listeners, we want to keep our
16:14production profile growing.
16:17yet another pipeline project for you
16:19guys to spend time and and capital on
16:21when the time merits to do so and makes
16:23sense as you guys focus on current gold
16:25price and production. So very good
16:27information there, Mark. I appreciate
16:29that. On capital structure here, why
16:31don't you give us an update and also
16:34probably for some new audience listening
16:35in. Talk about where you guys stand as
16:38far as current cash on hand, any
16:40guidance that you want to give for the
16:42rest of the year there. And then also
16:44because we do have some new audience,
16:46the current shares outstanding and the
16:47major shareholders.
16:49>> Okay, first off, the current shares
16:51outstanding is 186 million. So, we're
16:54still a pretty tight structure. The top
16:5820 own about between 46 and 48% of the
17:01company. We only have one substantial
17:04shareholder, which is a gentleman out of
17:07Melbourne in Victoria. The directors,
17:10I'm myself and my family are the second
17:13largest shareholder. The directors
17:15collectively between the three of us own
17:17about 12% of the business. So there's
17:21there's the structure is pretty good. Um
17:25at this point in time we have around
17:271,400 shareholders. So there's quite a
17:29few smalish shareholders at the at the
17:32bottom end of the spectrum. There's some
17:34unlisted options on issue. Most of those
17:37unlisted options have got hurdles before
17:40they grant. So, we've got to hit
17:42production of 40,000 ounces of gold,
17:4560,000 ounces of gold, 70,000 ounces of
17:47gold before those options get vested. At
17:51this point in time, our market caps
17:53around 55 million. Again, pretty small
17:56for a company of what we are doing and
17:58what we are achieving. Our cash at the
18:01end of June was around $11 million. That
18:05cash has come down substantially since
18:07then, Andrew. So we've bought the
18:09Burbanks project and of course when you
18:12buy the project in West Australia you
18:14pay the goods and services tax in
18:16addition. So our cash out to buy the
18:19Burbanks mill was about $5 million.
18:22We've been mining at Mund now since 30th
18:25of June 4 months June to October. Our
18:28mine costs run at about 1.5 million a
18:30month. So of course we've burnt again
18:32around $5 million out of that. So our
18:35cash as we speak today is circa about
18:38$1.2 million in the bank but as I said
18:41to your listeners earlier we produce or
18:44black cat produces gold for us today um
18:48that will get shipped to the refinery
18:50and then there'll be gold sales within
18:52the fortnight so we expect a substantial
18:55uplift in our cash um before mid
18:58November this year.
19:01>> Thank you for that good timing. Looks
19:03like you guys have got this operation
19:05down quite well and the budget
19:06accordingly. So, I appreciate you going
19:08through that and uh just in time here to
19:10uh receive some payments on first gold
19:13coming out of Monday. So,
19:14congratulations once again on that.
19:16Looking forward to further results as
19:17you guys can announce those. Well, Mark,
19:20before we wrap up here, just wanted to
19:21get your quick thoughts. Uh any thoughts
19:23on the gold market here? I think it
19:24would be probably uh not doing a good
19:26service here not to ask your opinion of
19:28the market and the gold price at this
19:30point.
19:31It's a big question, Andrew, isn't it?
19:34Um, the gold price in US dollars is
19:37outstanding. The gold price in Aussie
19:39dollar is outstanding. It bodess well
19:43for us as a gold producer. I'm not sure
19:46what it means for the world. It means I
19:49think the world's in a bit of a bit of a
19:51problem. Um, we all know the the issues
19:54in Ukraine and the Middle East. I think
19:56we all know about the dead issues in the
19:58world. I fear for America that they
20:02can't get their finances sorted through
20:04Congress and be able to get the money
20:06flowing to the government employees in
20:09America. That doesn't fill me with
20:10confidence. But from a gold perspective,
20:13as I said to you earlier in this
20:16podcast, Andrew, I think we're in a gold
20:18ball market. How long it's going to go
20:20for, who knows where it is in that
20:23market, not sure. But it by god it's
20:25robust. We cannot uh emphasize that we
20:29thought we're superstars in 2023 and
20:322024
20:34selling gold in Aussie terms at $3,500
20:37an ounce. At one stage, we sold gold at
20:41the highest price, highest ever Aussie
20:44gold price at 3030
20:47and that is less than two years ago. So
20:50in today's price, Aussie gold price
20:53today is about 6750.
20:55Um, you know, I I'm I'm not sure where
20:58it's going to get to, Andrew, except
21:00that I think it's going to stay
21:01exceptionally high in the short to
21:03medium term. Um, and even quite frankly,
21:07even if it drops 10%, Andrew, it's going
21:10to, you know, drop down to 6,000 Aussie.
21:13Um, it's still an amazing price.
21:16>> Absolutely, Mark. Thank you for giving
21:17us your opinion on that. And there's
21:19going to be some fluctuations in the
21:21price. That's uh to be expected and
21:23certainly prepare accordingly for that.
21:25At the same time, certainly it indicates
21:27quite a few problems on various fronts
21:30and at the same time too you have a
21:32marketplace the broad market speaking of
21:33that and how that can impact our sector
21:35as well and temporarily impact the price
21:39of the underlying physical as well for a
21:41short period of time. But I do think
21:43over the long haul we will definitely
21:45see higher prices. And of course they've
21:47been setting records on in Aussie dollar
21:49terms for many years and now starting to
21:51set records in the final currencies as
21:54we continue to witness irresponsibility
21:57at these government levels. So I really
21:59appreciate your thoughts on that. Well,
22:01why don't we leave it there for now on
22:02this update. Mark, for potential
22:04investors who are listening in, Arc
22:06Mining has a market capitalization of
22:08about 54 million Australian dollars. Why
22:11should the company be considered within
22:13the institutional family office and
22:14retail investors portfolio at this
22:17stage?
22:18>> Uh because we're a new company. We
22:20listed on the ASX about well in February
22:232021. So we've only been a listed
22:26company for a bit over four years. We've
22:29achieved our hurdles. When we listed on
22:32the ASX, we always had a strategy of
22:35acquiring small gold projects that we
22:38could turn into cash. We've done that at
22:40Jeffrey's Find together with our joint
22:43venture partner. We're now doing it at
22:45Manda and we're doing that 100% Oric.
22:48We've got our own workforce. We're dry
22:51hiring the plant equipment for the
22:52starter pit. When we get into the main
22:55pit, Andrew will start to build our own
22:57mining fleet. We've got a great track
23:00record in acquisition at Burbanks, the
23:03same at Lindsay's. We see Lindsay's and
23:06Manda as our two growth assets and our
23:09growth story. And we see the exploration
23:13potential at Sparkville and at loaded
23:15dog to give us the kicker to build our
23:18resources. We all know that you go into
23:21that capex to start to refurb a mill or
23:24build a mill, you need to have enough
23:27volume to justify that um management
23:30decision. So from our perspective, we
23:33need to build our resources. We're very
23:35conscious of that fact, Andrew. And the
23:38only way we're going to build our
23:39resources is either a through the drill
23:41bit or b through acquisition. So we're
23:44very focused in the Calguli region.
23:47Oreic's mantra is to remain in the
23:49Calguli region within about 100 km
23:52radius of Calguli. That's where we want
23:54to stay. There's always going to be
23:57projects dropping out of majors. You
23:59know, there's some big players around
24:00us. South African goldfields, Northern
24:03Star, Black Cat, West Gold, Pantoro.
24:07They're going to have projects that
24:09don't fit their profile that they mostly
24:11will want to exit. And there'll be
24:14smaller companies that most probably
24:15won't be able to raise the capital that
24:17they need to keep um their exploration
24:19focus. So, we believe that we're in a
24:23sweet spot. Our management team is very
24:25strong. Um and we're going to say in
24:28gold in Calguli.
24:30>> Mark, thank you for that. And certainly
24:32as you guys progress here improving
24:34those margins through a future
24:36processing facility of some type, uh
24:38certainly we can see the upside value
24:39there as well. For further information,
24:42Mark, how can folks contact the company?
24:45>> Best has come directly to me. Um my
24:47email address is mglish
24:50oricmining.com.au.
24:52Our website's pretty good. they can get
24:54a lot of information off our website,
24:56Andrew, but anybody that wants to ask me
24:59detailed questions or bit further
25:01information. I'm very happy to receive
25:03their email and I'll respond quite
25:05promptly.
25:07>> Mark, well, thank you for that and thank
25:08you for the update on ARC mining. Keep
25:11up the efforts and we're looking forward
25:12to having you back in 2026 to update.
25:16>> Thanks, Andrew. A pleasure.

About this transcript

This page contains the full transcript of Discussion with Mark English | Auric Mining (ASX:AWJ) by SMITHWEEKLY RESEARCH, generated from the public captions YouTube serves with the video. The transcript has 4,224 words across 627 segments, with the original timestamps preserved so you can click any line to jump to that moment in the embedded player.

What you can do with it

Use the transcript to take notes, quote the speaker, build a study guide, generate a summary with ChatGPT or Claude via the YouTube Summary tool, or export it as a timed subtitle file with YouTube to SRT. You can also re-open it in the transcriber to choose a caption track available on the video.

Free YouTube transcript tool

YouTube2Text is a free YouTube transcript generator — no signup, no daily limit. Paste any YouTube link and get the full transcript instantly, with timestamps, click-to-jump, caption language selection, AI prompts for ChatGPT, Claude, and Gemini, and exports to TXT, SRT, VTT, or Markdown.