Q2 Updates
In Q2, we reduced our exposure to uranium and increased our exposure to gold, silver and agriculture; our allocations to platinum and rare earths remain unchanged. At Fahy…
Tag: Investing
$UUUU : Energy Fuels — Independent Economic Analysis
Long-Term Price Case $65/lb. U308 $65/lb. U308 Project Nichols Ranch Alta Mesa Mineral Resources 7,195,000 lbs. 3,617,000 lbs. Shares Outstanding 93,500,000 93,500,000 Market Cap $287,980,000 $287,980,000 Average Annual…
$ASM : Avino Silver & Gold Mines — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au | $24/oz. Ag | $2.72/lb. Cu Project Avino Mine Mineral Resources 50,525,000 AgEq ozs. Shares Outstanding 65,420,000 Market Cap $36,635,200 Average Annual Production…
Gold Data Analytics
As expected, broadly speaking, low Absolute Cost Structures (ACS) are associated with high Future Market Cap Growth (FMG) and substantially higher Net Profit Margins (NPM). One anomaly is…
$GUYFF : Guyana Goldfields — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Flagship Project Aurora Mineral Reserves 2,278,000 ozs. Shares Outstanding 173,530,802 Market Cap $130,148,102 Average Annual Production 178,819 ozs. Recovery 94.4% LoM 12 Years Payable…
Visual Display of Recent Quantitative Data After Bertin
TRUE ALL-IN COSTS (TAIC) VS. FUTURE MARKET CAP GROWTH STATING THE OBVIOUS: As TAIC declines, Future Market Cap Growth Increases…
$VGZ : Vista Gold — Independent Economic Analysis
9-20-19 Updated PFS Analysis Long-Term Price Case $1,700/oz. Au x Flagship Project Mt. Todd x Mineral Reserves 5,848,000 ozs. x Shares Outstanding 100,500,000 x Market Cap $80,400,000 $82,410,000…
$VNNHF : Belo Sun Mining — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au Flagship Project Volta Grande Mineral Reserves 3,788,000 ozs. Shares Outstanding 442,631,915 Market Cap $84,100,064 Average Annual Production 205,155 ozs. Recovery 93.1% LoM 17.2…
$AAU : Almaden Minerals — Independent Economic Analysis
Long-Term Price Case $1,700/oz. Au & $24/oz. Ag Flagship Project Ixtaca Mineral Reserves 2,589,245 AuEq ozs. Shares Outstanding 111,700,000 Market Cap $73,722,000 Average Annual Production 208,171 AuEq ozs.…
$MISVF : Minco Silver — Independent Economic Analysis
Long-term Price Case $24/oz. Ag Flagship Project Fuwan Mineral Reserves 55,300,000 ozs. Shares Outstanding 60,704,748 Market Cap $27,317,137 Average Annual Production 5,500,000 ozs. Recovery 91% LoM 9.2 Years…
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