Ann: Positive Scoping Study Highlights 617% IRR for Gold Duke, page-23

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10/01/25

10:22

Post #: 77345198
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Originally posted by HongFang: ↑

The project isn't going anywhere until they sign a toll treatment agreement within an economically viable distance from the mine.
They have a few nearby options so there is a pretty good chance they will find something. But nothing is guaranteed until it's signed.
I'm willing to wait for this and jump in at a higher sp if need be.
I'm also waiting for more specifics re funding of capex/opex/start up costs. The project economics are very attractive so its possible they might find a strategic investor or do a deal with a toll treatment company - but its more likely another cr will be needed.
Either way I like the look of things so far and anyone willing to invest now should see very good returns if/when the project is derisked.

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Those professional and sophisticated investors must be pretty confident a toll treatment agreement is coming to cough up $720k at a +20% premium

Project NPV and IRR would be looking pretty attractive at $4300 gold. From a rough eyeball on the SS sensitivity analysis, at this gold price the operating profit must be close to $65-70M

WGR Price at posting: 3.8¢ Sentiment: Buy Disclosure: Held
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Last 9.1¢		Change 0.002(2.25%)		Mkt cap ! $19.50M

Open	High	Low	Value	Volume
9.4¢	9.5¢	8.8¢	$53.76K	585.6K

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No.	Vol.	Price($)
1	19444	9.1¢

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Price($)	Vol.	No.
9.4¢	10000	1

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No.	Vol.	Price($)
1	26614	0.091
1	207313	0.083
1	250000	0.082
2	124875	0.080
1	250000	0.075

Price($)	Vol.	No.
0.094	60000	2
0.095	15384	1
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0.099	185974	2
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Ann: Positive Scoping Study Highlights 617% IRR for Gold Duke, page-23

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