KSM and Treaty Creek
With each passing season the potential for a combined super project looks more interesting. Treaty Creek becomes a more logical Phase I as the amount of open pit gold increases. It would derisk the overall project by providing cash to offset a good part of the huge capital requirement. The full project would have close to 200 million oz of Au in all categories with good copper, moly and silver potential as well. It will take someone with vision to put these projects together. And a healthy investment by the government of Canada in the interest of developing a national cash flow to support other initiatives. I'm not clear the current government has the vision, but if they are serious about EV development they need the battery materials. As the value of just the near surface gold in the ground at Treaty Creek blows past $1 billion, it seems clear that the acquisition of this project will be a stock deal, and stock prices of the major miners will support that idea I believe - assuming continued good dividend policies on their part.