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Zachariah Loney

@LoneyZachariah • 1,346 subscribers

Love gold prospecting in the summer, and TSX-V prospecting in the winter. Graphene enthusiast. Never investment advice.

Shorts

Had an awesome time with Mark Haywood and the $edm.v team on the site tour! The DFO permit is a near term major catalyst, which upon receiving will be followed by the final production decision. The water at the polishing pond after the tailings pond is astoundingly clean and loaded with fish, and tested as much cleaner than the water of the local streams and rivers. DFO permits are very rarely not granted, and $EDM.v's thoroughness and hard work is sure to be rewarded. The provincial government of Nova Scotia is also very supportive of the project and is eager to see them enter production. EDM's cash flow for next year will likely be greater than the current mcap, only to continue ramping up to double or greater than the current mcap. Very few juniors are this close to cash flow with such a small capex needed for restart, which will be financed with debt and paid back in around half a year. $edm.v should be 3-4x higher now, at 0.5x NPV, and even higher once the DFO permit is received this summer, 0.7-0.8x NPV. Right now we are trading near 0.10-0.15x NPV when you adjust for the DMS update, current metal prices, as well as doubled Gypsum prices, which is crazy cheap for how advanced the project is. Another impression from the tour is how solid and well made the 2700tpd mill is. It was built by Imperial Oil, a multi billion dollar company, who put in a lot of extras. There are about 5-10m CAD in replacement and maintainence parts on site from the previous opperators, still in original packaging. All of this is just the base case projection, it doesn't include the $gold optionality. Once the mine is in production and the main put is drained, they can go back to where the last producers will pulling ore and resuming mining high grade gold, which left off at 20k to 60k ounces a year based on a rough back calculation from the left over concentrates. This gold is proven via production and recovery, its absolutely there, and the team is actively working on defining the extent and quantities of it. I have been adding to my position this week $zinc $lead $gold $silver $gypsum $emo.v $fwz.v $teck $nexa $glen

Had an awesome time with Mark Haywood and the $edm.v team on the site tour! The DFO permit is a near term major catalyst, which upon receiving will be followed by the final production decision. The water at the polishing pond after the tailings pond is astoundingly clean and loaded with fish, and tested as much cleaner than the water of the local streams and rivers. DFO permits are very rarely not granted, and $EDM.v's thoroughness and hard work is sure to be rewarded. The provincial government of Nova Scotia is also very supportive of the project and is eager to see them enter production. EDM's cash flow for next year will likely be greater than the current mcap, only to continue ramping up to double or greater than the current mcap. Very few juniors are this close to cash flow with such a small capex needed for restart, which will be financed with debt and paid back in around half a year. $edm.v should be 3-4x higher now, at 0.5x NPV, and even higher once the DFO permit is received this summer, 0.7-0.8x NPV. Right now we are trading near 0.10-0.15x NPV when you adjust for the DMS update, current metal prices, as well as doubled Gypsum prices, which is crazy cheap for how advanced the project is. Another impression from the tour is how solid and well made the 2700tpd mill is. It was built by Imperial Oil, a multi billion dollar company, who put in a lot of extras. There are about 5-10m CAD in replacement and maintainence parts on site from the previous opperators, still in original packaging. All of this is just the base case projection, it doesn't include the $gold optionality. Once the mine is in production and the main put is drained, they can go back to where the last producers will pulling ore and resuming mining high grade gold, which left off at 20k to 60k ounces a year based on a rough back calculation from the left over concentrates. This gold is proven via production and recovery, its absolutely there, and the team is actively working on defining the extent and quantities of it. I have been adding to my position this week $zinc $lead $gold $silver $gypsum $emo.v $fwz.v $teck $nexa $glen

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Zachariah Loney

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