Our community narratives are driven by numbers and valuation.
West Red Lake Gold Mines – $4,000 Gold Scenario Assumptions Production: 100,000 oz/year AISC: $1,200/oz Gold Price: $4,000/oz Valuation Multiple: 10× FCF Shares Outstanding (assumed): 100M Step 1: Revenue Revenue = 100,000 oz × $4,000 = $400,000,000 Step 2: Costs Costs = 100,000 oz × $1,200 = $120,000,000 Step 3: Free Cash Flow (FCF) FCF = $400,000,000 – $120,000,000 = $280,000,000 Step 4: Market Cap (10× FCF) Market Cap = $280,000,000 × 10 = $2,800,000,000 Step 5: Stock Price Stock Price = $2,800,000,000 ÷ 100,000,000 = $28/share ✅ Conclusion: At $4,000/oz gold, 100k oz/year production, and $1,200/oz AISC, West Red Lake could trade around $28/share (based on 100M shares). ⚠️ With the actual 2025 share count (~343M basic / ~517M fully diluted) , the per-share price would be much lower.Read more

ANALYSIS 1 GoGold Resources: Refined Stock Price Analysis Key Assumptions: Production Projections: 2027: 8M AgEq oz. 2028: 15M AgEq oz.Read more

Avino Silver & Gold – 2028 $100/oz Silver Scenario Step 1: Revenue Estimation Production: 7,000,000 oz AgEq Silver Price: $100/oz Revenue = 7,000,000 × 100 = $700M Step 2: Free Cash Flow (FCF) AISC: $30/oz Costs = 7,000,000 × 30 = $210M FCF = 700M – 210M = $490M Step 3: Valuation FCF Multiple: 10× Market Cap = 490M × 10 = $4.9B Step 4: Stock Price Estimate Shares Outstanding (FD): ~57M Stock Price = 4.9B ÷ 57M ≈ $86/share ✅ Conclusion : If silver hits $100/oz by 2028 and Avino reaches 7M oz AgEq production , the stock could theoretically re-rate to ~$86/share — a massive upside from today’s ~$1.79/share and ~$101M market cap.Read more

Freegold Ventures Overview (Golden Summit Project – Alaska): Location: 20 miles from Fairbanks, accessible via paved road. Project: Golden Summit – 20 million oz gold at 0.9 gpt.Read more

1911 Gold – Updated Snapshot (September 2025) Latest verified facts The company commenced a PEA on the True North restart in late August 2025 with AMC Consultants; a short trial mining campaign (3–5 months) is planned to validate methods and economics ahead of a bulk sample. Newswire+1 Corporate presentation (Sept 9, 2025) shows 262.32M shares outstanding (296.19M fully diluted) and ~C$15.2M cash including a recent financing.Read more

Argenta Silver: Analysis and Valuation Key Metrics: El Quevar Project (Argentina): Resource: High-grade deposit: 450 gpt silver. Current size: 48M oz silver.Read more

Asante Gold – Updated Snapshot (Sept 2025) Latest official guidance and disclosures Five-year outlook: company targets ~500,000 oz/yr by 2028 and >US$2B cumulative unlevered FCF (company outlook). asantegold.com+1 2026 production target (company): ~450,000 oz consolidated (Bibiani + Chirano).Read more

🪙 Andean Silver – Valuation & Outlook Key Project – Cerro Bayo (Chile) Resource: ~90M oz AgEq at ~300 gpt, mostly underground with a 16M oz open pit. History: Produced 45M oz silver and 650K oz gold before being put on care & maintenance in 2022.Read more

Aftermath Silver: Valuation Analysis Key Projects: Berenguela (Peru): Resource: ~140M oz silver (80 gpt) + manganese credits (~500M oz AGEQ). Annual Production Potential: ~5M oz/year.Read more
