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Osisko Metals Inc V.OM

Alternate Symbol(s):  OMZNF

Osisko Metals Incorporated is a Canadian exploration and development company creating value in the critical metals sector, with a focus on copper and zinc. The Company owns a 100% interest in the past-producing Gaspe Copper mine. The Gaspe Copper mine is located near Murdochville in Quebec's Gaspe Peninsula. In addition to the Gaspe Copper project, the Company is working with Appian Capital Advisory LLP through the Pine Point Mining Limited joint venture to advance the past-producing zinc mining camps, the Pine Point project, located in the Northwest Territories. The Pine Point project is located on the south shore of Great Slave Lake, Northwest Territories, close to infrastructure. Its Mount Copper Expansion Project hosts the undeveloped copper resource in Eastern North America. The Company also owns a group of 199 claims adjacent to its Gaspe Copper Project. The claims cover additional ground near the Gaspe Copper project.


TSXV:OM - Post by User

Post by KatieRosslandon Apr 10, 2022 7:58pm
366 Views
Post# 34592403

Following the Dr's order :)

Following the Dr's order :)"Value: If you assign just 4 cents a pound just to the copper you get current MC with no value for 1) expansion of resources 2) scale 3) have all the infrastructure and smelting capacity close by and off-take agreement in place with Glencore 4) Assigns zero value for Pine Point Project with approx 50mt of indicated and inferred at 6.4% zinc Equiv values at $13 billion usd and a pea done using just 30mt at 1.15$ zinc showing a $500 million npv prior to resource upgrading (see drill results last year ) a prior to water study that confirms the cost assumptions in that pea are drastically inflated, meaning the new pea is likely to show a Nov of +700-800 million and lower LOM cap ex and irr +35% Again Pine Point is just a bonus here ! and not included that alone will be an asset! 5) no value for copper and Zinc super cycle, both at multiple decade highs in pricing…. So I think your question is really what it is all worth? I believe OM will continue to rerate towards $1.25-1.50 then it’s up to the drill results and new PEA to carry us beyond that. The drilling at Copper Mt has potential to 2x the resource as well the historical resources can grow just by adding in by product credits (Mo and Ag) and by a lower cutoff grade. The old resources were done in a sub .90 copper price 20 years ago. "
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