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Skeena Resources Ltd T.SKE

Alternate Symbol(s):  SKE

Skeena Resources Limited is a precious metals developer that is focused on advancing the Eskay Creek Gold-Silver Project, a past producing mine located in the Golden Triangle in British Columbia, Canada. Eskay Creek represents one of the highest-grade and lowest cost open-pit precious metals mines in the world, with substantial silver by-product production. It also owns the past-producing Snip gold mine (Snip). In addition to Eskay Creek and Snip, the Company also owns several exploration stage mineral properties in the Golden Triangle and Liard Mining Division of British Columbia. Its 100%-owned Eskay Creek Project is a high-grade volcanogenic massive sulphide (VMS) deposit. The Snip mine consists of one mining lease and eight mineral claims totaling approximately 4,546 hectares (ha) in the Liard Mining Division. It has staked a 74,633-ha Hoodoo Project, located approximately 65 kilometers northwest of Eskay Creek. It also has interests in KSP property.


TSX:SKE - Post by User

Bullboard Posts
Post by goldpoeton Feb 09, 2020 11:38am
179 Views
Post# 30664057

Thanks for recent high quality posts, a good board

Thanks for recent high quality posts, a good boardThanks especially to those who have offered working models of potential valuation, I don't have this skill and appreciate having models to work off of as exploration results come in.  Also, thank you Formless for sharing your recent more risk adverse concerns, you seem honest and like a straight shooter, it's hard to know who people on these boards really are, but I appreciate your posts.  I'm a big fan of Taylor Dart for solid traditional analysis, and I like Fun Trader on Stockhouse as well who advises trading 30% of one's core position due to the high volatility of gold stocks.  As I posted before, I have taken a lot of profits already in Skeena but also have a fairly large core position.  I invest primarily in terms of market cap, and of course the narrative, and believe SKE will have a market cap of $200-300m sometime this year if they continue to hit high grade infill supplemented by promising exploration results.  If the mc gets back down to $125m ish I'll probably buy a lot more, otherwise tend to buy if there's great news.  The other strategy I use is macro, and I'm in the camp that believes gold will tend to hold or increase in value as long as the out of control debt creation by central banks and deficit spending continues., resulting in real negative interest rates.  I cannot recommend enough that people look at Keith McCullough's work at Hedgeye, I subscribe to his daily 6am webcast.  He has a four quadrant model and now believes we are headed into Quad Four in the second quarter, which means low growth and low inflation (deflation risk), which favors investments in gold, treasuries, utilities, and REITS.  Because of the ongoing high spec long position in gold, several people I follow and respect would not be surprised to see a significant correction in gold, thus I have a large cash position.  But longer term, perhaps as early as April I do think there's a good chance gold will catch a bid.  One of the things I like about McCullough is he's completely data and rate of change driven, so it's possible the data will suggest Quad 4 will not emerge, but that's his current read of the data.  Best to all longs, Poet
Bullboard Posts