RE:RE:RE:My revenue and cost estimatesNice name - BSdetector. I like it.
At this point, the only discussion of Stratmat and Halfmile should be the PEAs, which should happen this quarter, if I recall. I don't think those deposits will be in production this year, and maybe not even next. However, the PEAs alone should add some value to the company and stock price, but who knows how much. Given the forecasts for the price of zinc over the next couple of years, they could be significant value drivers for the company. That said, TV made money in Q3 when Zn averaged US$1.02, they should make more money in Q4 with more production and an average zinc price of around US$1.15, and they should make even more money this coming year even if zinc stays at the current level of US$1.25 or goes higher. Getting back on track at Santander and continuing optimizations at Caribou should be the company's immediate focus and will add significantly to the value.