Skeena Resources (TSXV: SKE) Golden Triangle Region British Columbia (Seite 34)

[MONSIEURCB]

Kanada zieht auch gerade schon wieder an ... nicht irre machen lassen von Kursschwankungen!

[nicolani]

Phase I Eskay Creek Drilling Highlights:

10.14 g/t Au, 345 g/t Ag (14.73 g/t AuEq) over 36.85 m 21A (SK-19-170)
2.90 g/t Au, 278 g/t Ag (6.60 g/t AuEq) over 57.90 m 21A (SK-19-153)
4.14 g/t Au, 151 g/t Ag (6.15 g/t AuEq) over 61.50 m 21A (SK-19-151)
7.01 g/t Au, 114 g/t Ag (8.53 g/t AuEq) over 37.89 m 21A (SK-19-160)
4.09 g/t Au, 52 g/t Ag (4.78 g/t AuEq) over 59.00 m 21A (SK-19-148)
6.34 g/t Au, 42 g/t Ag (6.91 g/t AuEq) over 34.00 m 21A (SK-19-167)
8.33 g/t Au, 51 g/t Ag (9.02 g/t AuEq) over 18.45 m 21A (SK-19-164)

Bin gerade in Kanada zu 0,84 cad eingestiegen!

[guxx]

von ,93Can$ auf 0,80Can$ -Gewinnmitnahmen?

[Pinkerbell]

Glaube eher es war die Summe an guten Nachrichten in der letzten Zeit und dann natürlich noch die Charttechnik ...

[Privatier50]

Wow hätte nicht gedacht dass der Kurs so positiv auf die New‘s von heute reagiert. Habe die Bohrergebnisse für nicht so toll gehalten. Aber ich natürlich nix dagegen😉Gruß P50

[90BVB09]

Skeena erwähnt

https://seekingalpha.com/article/4315726-top-10-gold-mining-…

Skeena Resources

Skeena Resources is developing a high-grade open pit (Eskay Creek) in the golden triangle region of British Columbia. They recently released a PEA that looks excellent to me. The after-tax IRR is about 50% at $1,300 gold. The capex is $233 million to produce 300,000 oz. (including silver). The grade is 4 gpt (including silver) and the cash costs are projected to be under $750 per oz.

I'm not sure why their market cap is currently so low. Perhaps investors are underestimating the premium Canadian producers are going receive when gold prices rise. A 300,000 oz. producer in Canada with moderate cash costs will be worth a fortune in the future. I project future cash flow at higher gold prices to be around $200 million annually. And I would expect them to be valued at a 10x free cash flow multiple. If you do the math, they are currently worth a fraction of that value.

Eskay Creek isn't their only project. They have two more projects that are both interesting and could provide cash flow in the future. I'm only valuing them as a 300,000 oz. producer, but it could easily be higher.

There are a few red flags. First, there is always dilution to develop and build mines. Share dilution will reduce the upside I have projected. Second, the CEO has never built a mine. I think that is part of the reason for the current low market cap. Third, Barrick Gold has an option to obtain 51% of Eskay Creek in 2020 (they have to make a decision by December). Barrick will have to pay Skeena about $75 million for the option.

So, worst case, Skeena gets $75 million and keeps 49% of Eskay Creek. They can use that money to advance their other to projects and let Barrick spend money developing Eskay Creek. Then they can borrow the money needed for the capex on Eskay Creek. Win-win-win in my book, for their three projects. The only way Skeena doesn't do well is if gold prices drop.

[Moneymaker78]

Skeena Intersects 16.64 g/t Au over 5.10 m in 200 Footwall at Snip


....


Quelle: https://ceo.ca/@accesswire/skeena-intersects-1664-gt-au-over…

[freddy1989]

Antwort auf Beitrag Nr.: 62.188.824 von Moneymaker78 am 18.12.19 15:08:40

Das hört sich doch sehr gut an da kann man jetzt Explorieren ohne Ende) auch die PEA studie sieht ordentlich aus mal sehen wann man die Finanzierung hat das man die Mine auch Bauen kann)

[Moneymaker78]

Antwort auf Beitrag Nr.: 62.188.518 von Moneymaker78 am 18.12.19 14:16:29

das nenn ich mal ordentlich

[Moneymaker78]

Skeena Intersects 1,131.91 g/t (36.39 oz/t) Gold Over 1.50 m in New Footwall Mineralization at Snip

Quelle:https://ceo.ca/@accesswire/skeena-intersects-113191-gt-3639-…