#AIRCONDITIONING REALLY MATTERS
#GOLD & #SILVER STOCKS
A comparison between $SVM - Silvercorp Metals and $ARIS.TO $ARIS - Aris Mining.
$PER.V $DUVNF - PERUVIAN METALS CORP.
I’ve initiated a new position in PER — a profitable toll miller in Peru generating positive free cash flow by processing ore for other miners. The company owns two fully paid-off plants and has maintained a disciplined capital structure with minimal dilution over time.
Going forward, they plan to transition from toll milling third-party ore to processing their own ore, which should significantly expand margins. Both projects are expected to come online in the coming months, and permits to upgrade the plants are targeted for approval this year.
CEO Jeffrey Reeder brings more than 30 years of experience operating in Peru. The mineralized veins are located nearby, grades are exceptionally high (12 g/t Au and 900 g/t Ag), and recoveries are strong (92% gold, 98% silver).
I’ll share more details in an extended post later. See more details below from @Milinkoeterno.
$SAM.TO $SHVLF - STARCORE INTERNATIONAL MINES
I'm colorblind. 🤩
#RECESSION #STAGFLATION
Oh well. This is only the 148th time I post that we are heading to #STAGFLATION.
R to @Silver__Santa: This is a number 1 pick in my opinion. Under the radar. Unknown. Unappreciated. But #math matters. At least a 20 year minelife. AISC currently around $1,000. Producing 100-120,000 OZ Gold in the coming years. Improving gold grades. Decreasing AISC. New project Teren-Sai coming online at AISC $600. Now a P/E of around 4.0, and a P/E of 2.2 in 2028, and 1.4 beyond.
Now imagine $10,000 Gold. This is now my second biggest position at 9.0% of the PF. She may not be the most sexy one, but she knows how to deliver !
$DGC.V $DGCOF - DAURA GOLD CORP.
$OMI.V $OROXF - OROSUR MINING INC.
Aging well.
$ALTN.L $ALTN - ALTYNGOLD PLC
According to NPV, ALTYNGOLD is a X5 if Gold remains flat.
R to @Silver__Santa: youtube.com/watch?app=deskto…
$OMI.V $OROXF - OROSUR MINING INC.
PEPAS is attractive, is cheap, is simple to build, is small, has a short timeframe, is risk-free, and will create the necessary cashflow to develop the rest of the assets without the need for any dilution.
https://www.youtube.com/watch?app=desktop&v=gVc6f_GQNx8
$SOMA.V $SMAGF - SOMA GOLD CORP.
SOMA is currently my biggest position at 11.1% of the PF. It should do very well with its NPV showing a possible upside of X6 (if Gold remains flat, which it likely won't).
$KTN.V $KOOYF - KOOTENAY SILVER INC.
Marketing agreement with well known group and big $1M marketing budget.
$EXN.V $EXNRF - EXCELLON RESOURCES INC.
Indicated Mineral Resources in Excellon's new MRE are approximately 500% higher than the combined end-2018 Buenaventura Proven + Probable Reserves plus Indicated Resources reported for Isguiz on a historical basis. 😍
This is very high grade:
12.01 Moz grading 420 g/t Indicated
4.00 Moz grading 344 g/t Inferred.