In short: Precious-metals pro pick. Restarting the permitted, built Eskay Creek mine (BC) — now on low-cost hydro (Barrick had shut it on diesel costs). Produces gold, silver & antimony (military); ~$8–9 FCF/share at spot → ~$100 stock at 12× vs low-30s today; "if silver doubles, this is how 10Xs are born." First real production ~2028.
Skeena is restarting an old, already-built gold and silver mine (Eskay Creek) in British Columbia. Barrick used to run it but shut it down years ago when gold was cheap and the mine ran on expensive diesel power. Skeena has since hooked it up to cheap hydroelectric power and obtained all the permits, so the hard, risky parts are done — what's left is the ordinary work of switching the mine back on.
It produces gold, silver, and antimony (a metal used in ammunition and other military gear). At today's metal prices he figures it spits out $8-9 of spare cash per share, which on a normal mining valuation points to a ~$100 stock versus the low-30s today. First real production is around 2028; the main risk is the usual start-up hiccups (delays, cost overruns). His kicker: "if silver doubles, this is how 10Xs are born."
1:00:53Um Skeena uh and I'm happy to talk about how they're spending how they're paying for this, but Skeena is is is restarting the SK Creek mine in British Columbia. This mine used to produce um for a long time, but it was owned by Barrick actually, and Barrick had to shut it down because the gold price was low and they were running the mine using diesel power, and diesel prices were high. So, it just wasn't economic.
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