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Cantex Mine Development Corp V.CD

Alternate Symbol(s):  CTXDF

Cantex Mine Development Corp. is an exploration stage company. Its principal business activity is the exploration and development of mineral properties for commercial mineral deposits, and it is considered to be at the exploration stage. It is focused on its 100% owned 20,000-hectare (ha) North Rackla Project located about 150 kilometers (km) northeast of the town of Mayo in the Yukon Territory, Canada where high-grade massive sulphide mineralization has been discovered. Over 60,000 meters of drilling has defined high grade silver-lead-zinc-germanium mineralization over 2.3 km of strike length and 700 meters depth. It has a 100% interest in four mineral properties in Nevada. It has two projects in Yemen: Al Hariqah (Gold) and Al Masna (Nickel, Copper, Cobalt). The Al Hariqah is a near-surface gold deposit located about 130 km northwest of Sana’a, Yemen. The Al Masna’a nickel, copper, cobalt project is located in the Saadah region some 205 km north-northwest of the capital city, Sana’a.


TSXV:CD - Post by User

Comment by Dave4444on Sep 18, 2019 8:57pm
174 Views
Post# 30141567

RE:Miningguy222 -- Not to be trusted with children or stocks ?

RE:Miningguy222 -- Not to be trusted with children or stocks ? Yes, Miningguy222 is not to be trusted and he is certainly not a mining guy as he has no clue as to whether the current market cap. is justified and I doubt he has any idea of how Sedex deposits work.

First, sedex deposits are generally formed at the bottom of oceans where superheated water flows to the surface.  The super heated water has been under the ocean floor and due to heat and pressure it has dissolve minerals in its underground journey.  In CD's case those dissolved minerals were mainly lead, zinc, copper, gold, silver and manganese, all very valuable.  Then the super heated water exited the ocean floor and hit cold ocean water, the loss of heat meant that the valuable minerals settled out of the water and were deposited on the ocean floor, this process can go on for hundreds or thousands of years, building up a sizable and valuable ore deposit of relatively uniform high grades.  After several millenia, the ocean floor is uplifted and forms into mountain ranges resulting in folding and tilting.  Hence CD's deposit appears to be tilted on its side.

The key thing here is the size of sedex deposits can be huge and the grades can be extremely uniform throughout. 

So when I see airborne magnetic surveys that very clearly outline a sedex deposit tilted on its side that is 4,000 meters long, averaging 15 meters wide and so far apparently extending to a depth of at least 300 meters, I crunch the numbers and get very excited.  I get even more excited when I realize this deposit would be great if it was underground, but on the surface and able to be open pit mined it is simply amazing.  No wonder the run up in price.

Now, lets crunch the numbers and see if the current C$230 million market cap is justified.  So we have 4000 meters by 15 meters by 300 meters so that equals 18 million cubic meters of rock and I am told the specific gravity is 3.8, but to be conservative I will use 3.5.  So 3.5 sg of 18 million cubic meters gives us 63 million tons of ore.  And now being super conservative, suppose that ore only averages a zinc equivalent grade of 15% (many assays were much higher) that gives 300 pounds of zinc per ton at say C$1.30 per pound for a value of C$390 per ton, multiple by 63 million tons and you get ore worth about C$24 billion.

Now remember this is open pit and most open pit mines have operating costs in the C$70 per ton range, but lets be conservative and use C$100 per ton costs.  That means over the life of a mine the costs would be about C$6.3 billion in order to get C$24 billion of ore.
Suddenly the current market cap of C$230 million is looking very small.  But of course nothing is 100%, so the ore grade could be lower, costs could be higher or the deposit could be smaller, but on the other hand, ore grades could end up higher, the deposit could be bigger and costs might be a little lower.  All this to say, if what appears to be there, is actually there, the C$230  market cap is very low and is likely to get much, much bigger.
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