SolGold got their PFS out to the market only 4 months ago.
Osisko already has a NSR with us, same as SolGold prior to this current stream.
I believe it would be silly to think that we will not follow the same path. PFS in the next 4-5 months, closely followed by stream in early-mid 2025.
USD$90m silver stream and USD$200m gold streams have been banded around over the last year or so. That was at much lower assumed prices though, so could be substantially higher today. I would assume that a PFS would be mandatory (further de-risked) for these kind of deals to take place.
Interestingly, the SolGold PFS used a copper price of USD$3.85 and a gold price of USD$1750. Our PEA was at $3.30 copper price for instance.
The USD$750m stream is at a rate of about 20-25% of their NPV.....If we extrapolate that to our project as it currently stands our stream could be anywhere from USD$200m to USD$500m depending on what metal price assumptions are used.
The SolGold stream takes care of about 50% of their build costs and the total stream figure is multiples of their current market cap pre-stream.
This transaction demonstrates the massive inherent value in these style of projects like what we have here with HCH.
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Mkt cap ! $145.2M |
Open | High | Low | Value | Volume |
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2 | 8042 | 0.935 |
7 | 8072 | 0.930 |
4 | 16731 | 0.925 |
1 | 5500 | 0.920 |
Price($) | Vol. | No. |
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0.960 | 448 | 1 |
0.975 | 10000 | 1 |
0.980 | 20618 | 1 |
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