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Gold/Mining/Energy : The Great Gold and Silver Mining Rush of the 21st Century

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To: dara who wrote (9575)12/1/2025 11:24:14 AM
From: Valuepro   of 9670
 
I suspect NFG, except today for the time being, is a laggard because they have too much gold. Ordinarily that's not a bad thing. However, they have so much gold in the ground, they are limited in how much they can access and sell in the next 10 years.

Discounted cash flow analysis for a present value opinion seldom extends beyond ten years projected income. They could sell claims or hold them to advance projects for a higher return, but those are, for now, hypotheticals. As such, they have no place in discounted cash flow present value analysis.

I'm sure people will continue to "buy the news," as they are doing this morning, but I'm unsure such leaps in value will have sticking power without fundamental changes in the structure of such mindblowingly vast potential.
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