CFO sharing knowledge and learnings on mining, finance and industry related topics.
Toronto, Ontario
Joined March 2009
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- Following1.2K
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ha - not fully...but I'll pop in when there's good news to share...which hopefully will be more frequently going forward!
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Exciting news for all $SOLG.L stakeholders.
$100M to continue de-risk Cascabel, +$650M capex commitment to demonstrate financiability of Project
Huge technical and social validation on Cascabel through DD completed by world class partners, $FNV and $OR.T
Exciting path ahead
SolGold plc is pleased to Announce US$750 million Financing Package for the Cascabel Project
SolGold has entered into a syndicated gold stream agreement with Franco-Nevada (Barbados) Corporation and Osisko Bermuda Limited. #Solgold
Full Release: polaris.brighterir.com/publi…
getting much more competitive to lock up supply, and as result, starting to make up more of the PF capital stack. Again, keep in mind, SOLG is just at pre-feasibility stage, so not quite as well defined perhaps as LUG project was at this stage.
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Keep in mind, LUG had a full Feasibility Study completed in 2016, which helps with permitting and financing (as project scope/schedule are better defined). On proj financing, my view is that market has changed since 2016, with offtakers/streamers 2/
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Hi @hubrishunter. I think LUG is probably the best analog we have for setting expectations on permitting timelines in Ecuador. For reference, SOLG is following same process for pursuing the permits that LUG followed, at the recommendation of the GOE. Keep in mind, 1/
Chris Stackhouse, CPA retweeted
Might as well exploit the new hot memes for likes. Enjoy, fellow junior mining sufferers.
Another great 🧵 on #uranium . Thx @ShovelStocks
all signs repeatedly telling me U is a big part of the future global energy mix.
This Post is from an account that no longer exists. Learn more
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Chris Stackhouse, CPA retweeted
This is why we marry the royalty companies, particularly the smaller ones with at least one cornerstone asset. Eventually you either get bought out at a nice premium. Or you back into shares of one of the majors at a nice discount. $NSR.TO
NOMAD ROYALTY ANNOUNCES FRIENDLY ACQUISITION BY SANDSTORM GOLD - Junior Mining Network $NSR.TO juniorminingnetwork.com/juni…
Skilled/Technical labour shortages.
I think this is part of a longer term trend away from skilled trades/labour jobs coupled with surge in demand of metals.
Labour pool doesn’t scale quickly to meet demand.
mining.com/labour-shortage-t…
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Global supply chain issues, primarily their impacts on construction schedules.
And access to labour.
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“This package is a fixed price with minimal exposure to continued inflation pressures“
Nice one $SBB.TO 👊
Locking-in capex = mitigating inflation risk.
Inflation is one of the top 3 trending risks developers need to actively manage for builds over the next few years (imo).
Sabina Gold & Silver Chooses FLSmidth to Supply Full Processing Plant Equipment to Sabina’s Goose Mine - Junior Mining Network $SBB.TO juniorminingnetwork.com/juni…
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Chris Stackhouse, CPA retweeted
"NCAP emissions ratings cast doubt on electric cars"
What is going on here?
Let me show you what errors @EuroNCAP and @JOAN_RESEARCH make in their calculations
Before my corrections EVs emit 74% of ICEVs
After correction 34%
I show it step by step so you can judge for yourself
NEWS: New Green NCAP emissions ratings cast doubt on electric cars’ green credentials…>> aex.ae/3JYzXmN
First I've ever heard of this⁉️
Is this Toronto specific? Or does Peel employ some sort of proprietary tech not available to the Toronto recycling centers?
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The one where I look a "poison pill" shareholder rights plans used in mining👇
teapawt.net/cstackhouse/status/151…
Last week Twitter’s Board responded to Elon Musk’s $41B hostile take-over offer by adopting a “poison pill” defense.
For this weeks 🧵 I show examples of poison pills used in the mining industry - and the significant value creation they’ve generated for shareholders.
Lets go!👇
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Chris Stackhouse, CPA retweeted
Just another "must to read" thread of @cstackhouse 👇
At least for those who want make money in mining stocks. Many thanks !