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Great Bear Resources Ltd. GTBDF


Primary Symbol: GTBAF

Great Bear Resources Ltd. is a Vancouver-based gold exploration company focused on advancing its 100% owned Dixie project in Northwestern Ontario, Canada. A significant exploration drill program is currently underway to define the mineralization within a large-scale, high-grade disseminated gold discovery made in 2019, the LP Fault. Additional exploration drilling is also in progress to expand and infill nearby high-grade gold zones, as well as to test new regional targets.


OTCQX:GTBAF - Post by User

Comment by diabase1on Dec 12, 2020 7:18pm
160 Views
Post# 32094367

RE:RE:RE:I phoned the company...

RE:RE:RE:I phoned the company...

Hope this helps.


Tier 1 deposits
 are “Company making” mines. They are large, long life and low cost.

Using long run commodity prices it generates >$300-600m pa of revenue (i.e. >200 kt pa Cu or >800 kt pa Zn+Pb or >5kt pa of U3O8 or >250 koz pa Au) for >20 years and is in the bottom quartile of the cost curve. It has very robust economics and will be developed irrespective of where we currently are in the business cycle and whether the deposit has been fully drilled out. The resource is of a size/quality that it creates multiple opportunities for expansion.

It is expected that project’s economics will easily exceed the Company’s Cost of Capital + Country Risk Premium by at least 5 percentage-points … i.e. achieve a >12% IRR after-tax in low-risk jurisdiction such as Australia or Canada.  This will impact on capital-intensity of the project.

Olympic Dam, Broken Hill and Cadia East are examples of a Tier-1 deposit.

As at Jan 2013, Tier 1 deposits have a risk-adjusted NPV at the Decision-to-Build Stage of >US$1000m.  As a first-pass guess, for modelling purposes, the weighted average value of a Tier 1 deposit is notionally set at ~$2000m.

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