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Alexco Resource Corp. T.AXU

Alexco Resource Corp is engaged in mineral exploration, and mine development and operational activities primarily in Yukon Territory, Canada. The company explores silver, lead, zinc, and gold deposits. The firm's projects include Keno Hill Silver District, Flame and Moth, Bermingham, Lucky Queen, Bellekeno, and others.


TSX:AXU - Post by User

Post by amishelvison Jun 06, 2021 2:25pm
313 Views
Post# 33337657

WPM agreement .

WPM agreement .fwiw, doing some digging on that Wheaton Precious Metals deal Alexco has..Its mostly old news to most of you. WPM gets to buy 25% of all Siver produced by Alexco for the next eternity. While silver is priced at $23 an ounce or more they will only pay 10% of value..ie, silver at 25$ per oz.wheaton pays $2.50. I see this as a major punch in the gut, but its not the end of the world...Because..1. The grades are amazing up there, some of the highest anywhere. 2. There is alot of byproduct that comes with that silver. aprox, 20-25% at least for the first 2 years. I believe its mostly nickel and zinc. WPM doesnt get any of that. My bet is that the grades and byproduct will make the project financially viable,,that along with silver priced the way it is or more.
Another thing to note is that the agreement extends to 1k beyond Alexco's property lines,,darn,, but Mettalla's property lines extend 4-5k beyond that for the most part..So that could be a really nice merger or buy for AXU. There may also be other properties nearby they can piggy back on.
I forgot to mention that if the price of silver drops,WPM then raises the price it pays axu..its a gradual thing, going all the way up to 90% at 13 $.
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