Don Durrett put this out on Skeena..

Skeena Gold & Silver (2/3/2026): Fully permitted. Production planned for Q2 2027).

So, I said that’s one I don’t own, I love picking up near term producers…wowzers.  This thing is a phucking juggernaut!

$538 AISC?  What in the world…450 ounces of gold equivalent per year first 5 years…..1.5 BILLION of FCF per year (after tax!!).  So, FCF times multiplier.  OK, let’s say it’s 1.5 billion times a modest FCF mulitplier of 5, (see my DD post about multipliers, this is still super low) and you get 7.5 billion Market Value.  What’s Skeena Market Value at now? 3.8 billion, nice double.  Let’s say a 10 multiplier at the worst during the next 2 years….15 billion, basically a 300% return.  Yeah, shares O/S 131  million.  If gold dips some and we get another 2-4% pullback, I’m definitely getting some exposure to this monster.  Chart below: