Brian Leni – Founder of Junior Stock Review – Mon 25 Nov, 2019

It’s time to get your tax loss selling hit list ready – Here’s what we are considering for Zinc Stocks

As we approach the end of the year and tax loss selling continues for some of the under performing stocks and sectors it can be very profitable having a list of companies you like and will buy in the next couple weeks. We focus on the zinc sector today which is an area where stocks have had a tough year and is susceptible to further selling into year end. I get Brien to comment on what he is looking for in terms of economic studies and potential company drivers heading into next year.

Click here to visit Brien’s site to keep up to date on his writings.

Company Updates From Management – Mon 11 Nov, 2019

Skeena Resources – A Look Into The PEA

Last week Skeena Resources (TSX.V:SKE & OTTQX:SKREF) released a much anticipated PEA on the Eskay Creek Project. Here are some of the key numbers outlined in the news release…

  • High-grade open-pit averaging 3.23 g/t Au, 78 g/t Ag (4.17 g/t AuEq) (diluted)
  • After-tax NPV5% of C$638M (US$491M) and 51% IRR at US$1,325/oz Au and US$16/oz Ag
  • After-tax payback period of 1.2 years
  • Pre-production capital expenditures (CAPEX) of C$303M (US$233M)
  • After-tax NPV:CAPEX Ratio of 2.1:1
  • Life of mine (“LOM”) average annual production of 236,000 oz Au, 5,812,000 oz Ag (306,000 oz AuEq)
  • LOM all-in sustaining costs (AISC) of C$983/oz (US$757/oz) AuEq recovered
  • LOM cash costs of C$949/oz (US$731/oz) AuEq recovered

Walter Coles, Skeena’s President and CEO joined me for a closer look at the PEA and to answer some of my questions and the questions that were emailed to me by all of you. We focus on the key financial numbers and some of the smaller points like strip ratio and decision to produce and ship a concentrate. We wrap up the interview discussing the options the Company is weighing for the other projects in its portfolio, Snip and GJ.

Please email me if you have any further questions for Walt. My email address is Fleck@kereport.com.

Click here to read over the full news release highlighting the PEA.

Brian Leni – Founder of Junior Stock Review – Mon 17 Jun, 2019

Diving into resource estimates, PEAs, PFSs and other economic studies

Brian Leni, Founder of Junior Stock Review joins me to share his thoughts on the main aspects of resource estimates and economic studies that companies release. Anytime a resource or economic study is announced there is a lot of information behind the headline numbers. Brian shares with us what he finds most valuable and some of the numbers he watches closely when doing his DD.

Click here to visit Brain’s site.