My SGD stinks were hit this a.m. If they hit nothing else on their nearly 1 million acres in the Yukon, it is undervalued here. No assays yet but we know they have multiple holes with VG a few hundred meters away from the Valley pit shell. PEA was done at $2150 POG and the economics were outstanding. If the POG drops back to $3500 the economics are 60% better than the PEA !!!
June 23, 2025
- One of the largest undeveloped gold deposits in Canada: PEA projected life of mine (“LOM”) payable production of 6.8 million ounces of gold (“Au”) over 20 years
- Significant production and high margins: 544koz annual average Au production at all in sustaining costs (“AISC”) [1] of US$569/oz [2] Au for the first five full years of production
- Robust economics: C$3.37 billion post-tax net present value at a 5% discount rate (“NPV5%”) at US$2,150/oz Au, increasing to C$6.80 billion at US$3,150/oz Au [3],
- Compelling returns with significant leverage to gold: 25% post tax internal rate of return (“IRR”) at US$2,150/oz Au, increasing to 37% at US$3,150/oz Au
- Rapid payback of initial capital expenditures: C$1.7 billion initial capital paid back over 2.7 years at US$2,150/oz Au, decreasing to 2.1 years at US$3,150/oz Au
- Gaining momentum: Fieldwork and engineering studies are underway on site to inform future technical studies, alongside extensive regional exploration and drilling aimed at complementary, district-scale discovery.
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