While we wait for what is hopefully the last data and months of the SCJV, perhaps we could speculate on what EE might consider Fair Value for Schaft Creek.
We have made it this far, grinding through the starvation strategy Teck has employed, nicely summarized in the John Kaiser Masterclass:
https://agoracom.com/ir/CopperFoxMetals/forums/discussion/topics/792614-junior-mining-investor-masterclass-john-kaiser-previously-posted-by-moneyk/messages/2389822#message
MoneyK has estimated that with metal prices and some improvements, SC could now be worth around $3B:
https://agoracom.com/ir/CopperFoxMetals/forums/discussion/topics/792614-junior-mining-investor-masterclass-john-kaiser-previously-posted-by-moneyk/messages/2389827#message
Others (YM, GY) have speculated higher values with inclusion of district potential, geopolitical jurisdictions, strong partnership with Tahltan forged by CUU, etc.
Do any of these estimates need dusting off, given the LT metals prices and any other recent developments?
What kind of range (with justifications) might we realistically expect for our 25%?
K