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OBAN MINING CORPORATION OBNNF


Primary Symbol: T.OBM

"Oban Mining Corp is a mineral exploration company. It is engaged in the acquisition, exploration, & development of mineral deposits in the Americas. Its projects include the Marcahui, the Antamayo & the Chosicano."


TSX:OBM - Post by User

Post by DaveG999on Jan 12, 2023 2:29pm
490 Views
Post# 35219175

OSK 'updated' FS. Missed the biggest update.

OSK 'updated' FS. Missed the biggest update.Couple of things worth mentioning about tthe "updated" FS.  It did NOT include the bulk sample grade of 65.9gr/tonne. The cutoff date for the FS was June 7,2022. The bulk sample came in on Oct 27of that year.

The valulations used in the FS would have used the imputed 38.6gr/tonne for that block, indicating the methodology at least for this block - and used for the rest of the deposit in the FS  - may have understated the real grade by nearly 50%. The other two bulk samples also exceeded their predicted grade. So clearly, the cutoffs for higher grade areas and other zones are too low. 

Secondly, the base case used $1,600 oz gold price. Today's actual price is $1,900. Using the sensitvity chart, and other data in the FS, OSK should produce about 75 cents cf/share  by year 2. Share price of $7.50 is reasonable. That is before adjusting for any understatement of grade but using that price.

The market generally uses the actual price of gold to determine value of producing companies - not the lower price miners like to use in their studies.

Finally, NO value given to satellite deposits on this huge property.

So all in all, providing no startup glitches OSK is trading less than 50% of its intrinsic value by statrup time. Bay Street, wake up!!!!!!

 
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