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Bearish Ideas
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"ITRG: At $1.87/share ($320M mkt cap), trading at 4-5x Florida Canyon's expected 2025 cash flow of $70M+. No value assigned to DeLamar (NPV $1B at current gold prices, production in 3-4yrs) or Nevada North. PT: $4-5/share based on 5x FL Canyon CF + 0.4x DeLamar NPV. Catalyst: DeLamar FS in 1H25."
"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."
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