Steve Parsons
SteveP_Miner
1/7 Scale & scalability. Beyond the usual project metrics (NPV, IRR, capex intensity, etc), Scale and particularly project SCALABILITY figure prominently into my investment decisions for gold developers. $MAI.v, $MKO.v,
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1/ One of my favourite gold industry graphics: Prod’n distribution for mines/projects >25koz/yr (primary Au deposits only). Many take-aways, incl justification for non-linear valuations (premium for rarity); extent to which
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