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thomsonic

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MAU·3 months ago15x Speculative Bet for Next 5 Years

High Sensitivity to AISC: A 10% increase in operating costs typically results in a 12–15% decrease in After-Tax NPV. At the $1,850/oz base case, if AISC rose from $998/oz to ~$1,100/oz, the NPV would drop from $1.089 billion to approximately $940 million.

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MAU·3 months ago15x Speculative Bet for Next 5 Years

Q2 2027 – Hard-Rock Circuit: Completion of the hard-rock comminution circuit, enabling the mine to reach its full 11Mtpa throughput capacity. The early commissioning of the oxide circuit in late 2026 is the most significant strategic shift, as it allows Montage to generate revenue several months earlier than planned, further de-risking the 2029 buy-back timeline.

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MAU·3 months ago15x Speculative Bet for Next 5 Years

Late Q4 2026 – First Gold Pour: Initial production via the oxide circuit (advanced from the original Q2 2027 target)

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