Trump critical mineral beneficiary trading at <1x 2029 cash flow
9 months ago
haYN Capital
"ITRG: Florida Canyon mine generating $60M cash flow in 2025 to fund DeLamar project. DeLamar NPV $1.5B at current gold prices, production start 2029. Combined 200koz production, $300M cash flow at $3k gold. Trump EO may expedite permitting. 6-8x upside in 4-5 years. P/NAV rerating potential."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Trump critical mineral beneficiary trading at <1x 2029 cash flow
Source:
haYN Capital
Published:
March 31, 2025
Idea Type:
Stock Idea