Generation Mining Ltd T.GENM

4 Bagger in 4 Weeks......

[OgnyQ4]

GENERATION MINING  -Canada - Ontario -developed mining infrastructure

• 13-year mine life producing 245,000 ounces Palladium Eq
• Upfront Capex C$665 million,
• AISC US$809 per ounce PdEq
• Base Case payback of 2.3 years,
• Spot payback 1.5 years
• Base Case IRR of 27,7%,
• after-tax NPV(6%) of C$1,1 billion, using US$1725 Pd and US$3.20 Cu At spot prices
• Financement - streaming / debt / equity to be closed january 2022
• Market Cap. = 138 MILLION CAD.

 
 
 
SABINA GOLD  -Canada -Nunavut  -NO developed mining infrastructure

• 15-year mine life producing 223,000 ounces Gold Eq
• Upfront Capex C$610 million,
• AISC US$775 per ounce AuEq
• Base Case payback of 2 years,
• Spot payback 1.5 years
• Base Case IRR of 30%,
• after-tax NPV(6%) of C$1 billion, using US$1600 Au 
• Financement - streaming / debt / equity to be closed january 2022
• Market Cap. = 508 MILLION CAD.

 
 
 
PS: the way I see it - 4 Bagger in 4 weeks

[Sacks2022]

Very good comparison but we get a bit discounted because not a lot of average ppl are exposed to palladium so I'll say 3 to 3 1/2 bagger

[dsdsemma]

Hoping for multi bagger too of course, but what's magic about 4 weeks?  Aren't hearings in February?

[Supertweety]

On the surface: Great Comparison.  In reality Palladium is the black sheep of precious metals and 98% of precious metal dealers and investors have no interest in Palladium and don't understand it at all. I've been following and researching Palladium for about six years now. investors like gold, investors don't like Palladium. I don't understand why, but that's a fact. GENM

[OgnyQ4]

Investors are Investing, because of ROI. I am not overly concerned about the herd mentality here. The retailers (just like institutionals), likes the money. JUST follow the money....

[oilsyd]

OGNY(I think I will just call you OG from now on in honour of the raptor) Love your optimism, but not the ridiculous pumping. Do you seriously believe that the price will up 4 times higher in just 4 weeks? The problem with making these types of predictions is that they hardly ever come true and you lose credibility.  Oilsyd

[OgnyQ4]

Personally, I think this is a market not terribly concerned with fundamentals as it seems to be entirely based on herd mentality. But if you are capable to spend a few days , carefully studying the fundamentals here, you will see, what I see :...4x4...............GLTA!

[YQTlanding]

Like your enthusiasm here. Let's cross that 1$ land and not look back. Should be an excellent 2022. Lots happening here....countdown to production also coincides to my personal countdown to retirement which incidentally coincides with my daughter's final year of med school. Yes, her RESP is locked and loaded with GENM as well... GLTA and especially us LONGS. Cheers to 2022!

[timeoutofmind]

ya think ? 

[Y93H1979]

Only if Russia "invades" Ukraine and gets sanctioned by America and the Pd price goes to $4000/oz. Seriously though, let's hope that doesn't happen... I'd be happy with a 5% bump every 2-3 days. Will be very interesting to see what the market reaction is to a full financing package, which is a mere formality now IMO. Canada's 7th largest PM mine fully funded through

[OgnyQ4]

https://www.kitco.com/news/2021-12-29/Platinum-Palladium-prices-to-hold-steady-in-2022-hydrogen-economy-a-bullish-unknown.html