Agoracom: Small Cap Investment - Copper Fox Metals Inc.

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CUU own 25% Schaft Creek: proven/probable min. reserves/940.8m tonnes = 0.27% copper, 0.19 g/t gold, 0.018% moly and 1.72 g/t silver containing: 5.6b lbs copper, 5.8m ounces gold, 363.5m lbs moly and 51.7m ounces silver; (Recoverable CuEq 0.46%)

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MoneyK

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Schaft Creek's true value

posted on Jan 15, 2022 04:36PM

In the coming months, I think we will learn a lot more from SC and my guess is that the real information will come from Teck.

They already posted a LOM C1 cost around $0.40 US below our conservative PEA C1 cash cost. Thats another 100M US per year of free cash flow right there.

This combined with a more aggresive construction timelline would make wonders to the NPV and increase the after-tax IRR in the acceptable 15%+ range.

Metallurgical work is the last piece of the puzzle and Teck is working on it.

After, I think they will share more on the project.

Perfect timing for whatever is cooking in their kitchen!

Will SC still be owned 25% by CF at that point?

IMO.

MoneyK

4 Recommendations

Re: Schaft Creek's true value

youngmoney

Jan 16, 2022 11:48AM

Re: Schaft Creek's true value