For the ssl gold side it's significant for sure ... although ssl does line up pretty nicely against the five royalty models on page 17 ev/cashflow as well, together maybe they work best -g-
Zinc is going to be big once it gets through a blahh period of a year or so, a lot of zinc comes out with silver, often the other way round, silver a by-product of zinc operations ... brings to mind the question - suppose they were evaluating a possible Ag/Zn stream, which side would they put it into, ssl or snd? ... probably not combined, they do like to strip things down pure, but even so, throughout ssl bumpf they use the term 'gold' not 'PMs', might put both Ag and Zn streams into snd ... which would tickle me pink, oh yeah, call me an industrial mettle anytime |
