Mining for gold
Mining for gold
Embedded Files
Act I — The ordinary world
Act I — The ordinary world
mine lifecycles
mine lifecycles
Term Guide
43-101 (Canada) / JORC (International)
Official rules that say how mining companies must honestly report what’s in the ground.
Think of these as truth-in-labeling laws for mining.
PEA (Preliminary Economic Assessment)
A first-pass “does this mine make sense?”.
Early estimates, big assumptions, useful for direction—not final decisions.
PFS (Pre-Feasibility Study)
A much more detailed business plan.
Costs, timelines, and production estimates are tighter and more reliable.
EV (Enterprise Value)
What it would roughly cost to buy the whole company, including its debts and cash.
More accurate than share price alone.
NPV (Net Present Value)
An estimate of how much money the mine could generate over its life, expressed in today’s dollars.
Very sensitive to gold prices.
EBITDA
A simple way to see how much money a mine makes from operations, before accounting choices.
Used to compare operating mines.
Free Cash Flow Yield
How much real cash a company generates compared to its share price.
Similar to a dividend-like return, even if no dividend is paid.
Act II — choose companies
Act II — choose companies
The 5-5 plan
The 5-5 plan
3 of 5 mine companies located in Golden Triangle
3 of 5 mine companies located in Golden Triangle
📍 Golden Triangle as a Nation-Level Strategic Priority
📍 Golden Triangle as a Nation-Level Strategic Priority
British Columbia’s government and federal authorities are advancing a coordinated strategy to accelerate the development of mining projects in northwestern B.C.’s Golden Triangle, viewing the region as central to Canada’s economic development and critical-minerals supply.
A 2025 study estimates that 27 mine development projects in the province could create nearly C$1 trillion in economic benefit.
Northern B.C. holds about 50 % of Canada’s known copper reserves, as well as massive gold, silver, nickel, zinc, cobalt, and other metals.
5 companies
5 companies
$5,000 Total Investment
Act III — The catalyst
Act III — The catalyst
gold price is key
gold price is key
Returns of 3x-35x
Act IV — The catalyst Disrupts
Act IV — The catalyst Disrupts
24 months - gold can double
24 months - gold can double
Gold doubles in 24 months only when at least 3 of the following are true:
Negative real rates ⚠️ borderline
Rising monetary credibility crisis ✅
Geopolitical fracture ✅
Currency weaponization ✅
Central bank gold hoarding ✅
Retail participation ⚠️ (still low)
Page updated
Google Sites
Report abuse