RE: $4500 Gold !!11 Jan 2026 23:59
BTW, someone asked me on Twitter for an ARV valuation based on my $7k Gold target and if we get any hit(s) on our 2x IOCG projects:
"2p looks to be right on the money at $4,500, a $1,750 AISC and $100m CAPEX while ignoring (substantial) Copper credits but 2x that on a DFS
At $7k I get c6.5p, c13p on a DFS
Telephone numbers for an IOCG hit - tens of pennies, Grok says 50x precedent exists"
https://x.com/bonker99/status/2010045859187290201?s=20