Strong end-of-year structure from BC8. Lakewood running smoothly, while the previous owner kept limited tolling rights (50kt/quarter until end of 2026), but BC8 recently fast-tracked some of that tonnage to free up capacity for their own ore next year. A smart move as Kal East ramps up.
In short no reliance on third-party mills. They control the whole pipeline. That’s huge for a junior.
With Kal East building up, and no red flags from the latest ops update. Tim Mason stepping in as COO was a great sign they’re locking in for the ramp-up phase. Tight float, high leverage to gold not many left like this under the radar. No spin just strength. Let’s see what FY26 brings.
BC8 Price at posting:
76.5¢ Sentiment: Hold Disclosure: Held
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