Link to Infographic: https://open.substack.com/pub/juniorr...
Here's a quick video of me just walking through a few ideas I have regarding my gold developers peer comparison infographic. This infographic compares four Canadian gold companies at different stages of the development pathway. Thesis Gold and Probe Gold both have imminent PFSes, Skeena Gold & Silver has a funded DFS, and finally Artemis Gold, who is swinging into full-scale production. I have worked to better allow for 1:1 comparisons of NPV, IRR, etc. by standardising technical report sensitivity variables (exchange rate, spot price(s), etc.) between the individual base cases. This serves to increase both the breadth (by comparing across companies) and depth (by projecting a single company’s rerating potential over time) of understanding of these projects for the investor. @thesisgold1473 @artemisgoldinc @skeenagoldsilver Probe Gold
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