Oct. 22 at 6:36 PM
$USAU Is way too cheap here still at
$17.50 or 250M MC. Should be 400-500MC or 25-30 a share today with these metals prices for a USA FULLY PERMITTED project that should be producing within two years from today with low AISC & CAPEX for a 110K AUeq a year (2/3 gold 1/3 copper) for 10yr+ (probably 20-30yr mine). Post financing & DFS which was stated again at conference yesterday by EOY which means any day now. Post financing the MC IMO should be 700M-1B MC fair value or 50-65 a share. First pour
$2B MC at
$3600 gold or 130 a share. Could be more. At
$3600 gold usau is free cash flowing
$300M every year 2yrs from now which is way less than the current MC. They stated again minimal to no dilution for finance but i expect around 1-2 million shares. Pre construction onsite has already begun and talked about keystone project spinout which has billion dollar+ market cap potential too. Fat pitch here still & the share price targets outlined above are with gold between
$3K-3600 not
$4K