Gold streaming opportunities, page-6

First 6 Last

Share
Profile

Follow
sprogman1

132 Posts.

31

24/05/25

22:21

Post #: 79177210
Share

Originally posted by sprogman1: ↑

Firstly an apology to all. In my post on Gold streaming opportunities, i incorrectly referred to DFS. What we have is the PFS with my refeence to DFS being an error as i was reading allot about streaming arrangements at PFS vs DFS and mixed up while writing.

What i meant to say was that Costa Fuego now has the PFS and this makes Gold streaming an realistic funding option for at first stage to complete the DFS (pre-construction costs) and then at a second stage to partly finance the construction costs.

I do see that PFS is a viable basis to negotiate the Gold streaming owing to;
1. Significant risk reduction capex included in the PFS
2. The good scale of the project, not even considering any add on from La Verde
3. The significant advantages from low elevation
4. Chile being the top copper jurisdiction globally

many companies have obtained Gold streaming finance at the stage that Costa Fuego is in

certainly another $50 million may be needed to complete the DFS, which may include the impact of La Verde being an additional feeder resource and pushing back development costs related to block cave mining. The old streaming is perfect for this

Once the DFS is completed then the full development funding can be considered being a mix of
1. Main financing under the Gold streaming, where we could be looking at 200-300 million, maybe more
2. Farm out of Huasco Water
3. package of debt and equity finance to complete development cost requirement plus overruns
4. There is always the possibility that another partner comes in and finances their share of the project, doing away with the need of the debt/equity package but diluting the share of the project that HCH has

My concusion is that the Costa Fuego project (and Huasco) are viable and of good scale. What is needed now is management of the financing.

Expand

Very clear example of Gold streaming at PFS stage on a South American Copper-Gold project

https://orroyalties.com/osisko-and-franco-nevada-acquire-a-gold-stream-on-solgolds-cascabel-copper-gold-project/

HCH Price at posting: 51.5¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

MEM

Many are concerned about global falling birthrates. This diverse stock has solutions

ASX Market Close: Bourse spins in circles as Israel-Iran conflict weighs | June 17, 2025

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Almonty Industries – Now it is getting critical!

ASX Market Open: Shares down as Trump threatens 'real end' to Israel-Iran conflict | June 18

First 6 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 56.0¢		Change 0.010(1.82%)		Mkt cap ! $83.37M

Open	High	Low	Value	Volume
55.0¢	56.0¢	55.0¢	$119.7K	214.4K

Buyers (Bids)

No.	Vol.	Price($)
2	4093	55.0¢

Sellers (Offers)

Price($)	Vol.	No.
56.0¢	8225	2

View Market Depth

No.	Vol.	Price($)
2	4093	0.550
2	24570	0.545
3	11207	0.540
4	52678	0.535
3	27116	0.530

Price($)	Vol.	No.
0.560	8225	2
0.565	15000	2
0.570	9174	1
0.575	16420	2
0.580	7745	2

Last trade - 10.29am 18/06/2025 (20 minute delay)

HCH (ASX) Chart

Gold streaming opportunities, page-6

Many are concerned about global falling birthrates. This diverse stock has solutions

ASX Market Close: Bourse spins in circles as Israel-Iran conflict weighs | June 17, 2025

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Almonty Industries – Now it is getting critical!

ASX Market Open: Shares down as Trump threatens 'real end' to Israel-Iran conflict | June 18

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Gold streaming opportunities, page-6

Top Stories

Many are concerned about global falling birthrates. This diverse stock has solutions

ASX Market Close: Bourse spins in circles as Israel-Iran conflict weighs | June 17, 2025

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

Almonty Industries – Now it is getting critical!

ASX Market Open: Shares down as Trump threatens 'real end' to Israel-Iran conflict | June 18

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News