Caesars Report

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Caesars Report

@CaesarsReport

https://t.co/DhqgavXPQa covers #exploration & #resource #investing. We discuss #mining #stocks with interesting risk/rewards. Please read our disclaimer.

Europe Katılım Haziran 2009
442 Takip Edilen2.5K Takipçiler
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Silver Santa
Silver Santa@Silver__Santa·
$ITR.V - INTEGRA RESOURCES "At $3000 gold and assuming the AISC will remain stable at around $2100/oz, the Florida Canyon mine should generate approximately US$63M in after-capex net cash flow on a pre-tax basis. This creates plenty of breathing room to cover the G&A (US$4.5M in 2024 but this will increase given the expanded asset base of the company) and the activities elsewhere in Nevada and Idaho (where Integra spent US$14.2M in 2024). It’s never easy to be a non-revenue exploration or development company, especially so for the last 5 years. But once you have a meaningful production story while the precious metals prices are cooperating, you are off to the races, and should expect a re-rate on share valuations from being a producer. That’s exactly what Integra Resources is doing now as the robust cash flows from Florida Canyon can be used to aggressively advance DeLamar (and Nevada North) without having to print tens of millions of new shares per year to bankroll those expenses. And who knows, maybe they do some other creative things with their cash to further drive value, i.e more exploration, pay down their small debt, look at scenarios to expand production at Florida Canyon while the gold prices are high, etc. And yet, the market appears to be heavily discounting Integra Resources. There are very few (frankly, none come to mind) gold producers with a market cap of US$310M and an enterprise value of US$250M that will generate US$60M+ in sustaining free cash flow on the asset level this year."
Caesars Report@CaesarsReport

Report: Integra Resources – From Developer to Producer, and Cash Flow Machine #DeLamar #FloridaCanyon #gold #MiningStocks #IntegraResources #ITR #NPV $ITR.V @IntegraResource caesarsreport.com/reports/report…

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Alexander Stahel 🌻
Alexander Stahel 🌻@BurggrabenH·
Here is my theory how the major incident - a so called blackout - occurred at 12:30 CET today in the power system of Spain & Portugal: 1/n
Alexander Stahel 🌻 tweet media
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