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Lundin Gold Inc T.LUG

Alternate Symbol(s):  LUGDF

Lundin Gold Inc. is a Canada-based mining company. The Company owns the Fruta del Norte gold mine in southeast Ecuador and a large exploration land package that hosts the Fruta del Norte deposit at its northern edge. The deposit is hosted in the La Zarza concession, located in the 38 square kilometers (km2) Suarez Pull-Apart Basin. Fruta del Norte deposit is located within a 150 kilometers (km) long copper-gold metallogenic sub-province in the Cordillera del Condor region in southeastern Ecuador. The Company’s properties in Southeast Ecuador consists of over 28 metallic mineral concessions and three construction materials concessions covering an area of approximately 64,454 hectares. From this, Fruta del Norte is comprised of seven concessions covering an area of approximately 5,566 hectares and is located approximately 142 km east-northeast of the City of Loja in southeastern Ecuador. Fruta del Norte deposit is an intermediate sulphidation epithermal gold-silver deposit.


TSX:LUG - Post by User

Post by petersburggrayon Nov 20, 2021 8:06am
351 Views
Post# 34149032

Royalties at Fruta del Norte

Royalties at Fruta del NortePerusing 43-101 gold and silver production has a 6% NSR attached, which is very high imo, of which 5% go to gubmint. There is also a windfall tax should gold and silver prices exceed certain levels but no detail in 43-101 explaining how high gold and silver prices must be to incur ecuador gubmint windfall taxation and how high these windfall taxes potentially are? Also 50% of benfit(read profits) generated from Fruta del Norte go to gubmint of Ecuador once cost of building mine are paid off after 4.5 years of gold production. Paying ecuador gubmint 50% of profits necessarily will drive up AISC by half of profit margin or about $500 per oz, assuming $1850 gold price, starting once mine paid off. It doesnt appear to me that this increase in cost is included in table 1-7 of 43-101 that show mine operating statistics. I guess it was Kinross that negotiated this crappy deal for LUG shareholders which is worse than deals for building mines in west africa. Biggest beneficiaries of fruta del norte are bankers doing mine finance, that get paid first, land handsomely, and ecuador gubmit that get 50% of profits and have no risk in running mine. Shareholders only get half an apple and bear all risk.
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