Don Durrett - The big fella himself ramping OMI13 Sep 2025 10:57
Https://x.com/DonDurrett/status/1966769631764639747
Beaver Creek Conference Review! And the winner is… 1911 Gold.
This list is not ranked, but 1911 Gold was the clear winner. It wasn’t easy to make this list. There were many good stories this year. 11 stocks made the list. My suggestion is to buy them all.
Someone please write down the share price of each stock, and let’s track their performance. All of these stocks should be 10-baggers within 3 to 5 years. Best guess!
Note: Only buy these stocks if you expect $5,000 gold and $100 silver within 3 to 5 years. Why? Because that’s how I analyze stocks.
These are my notes from the conference, and they do not provide a clear description of each company.
Orosur Mining
High-grade open pit project (Pepas) in Colombia.
Maiden resource in Q4 2025.
Planning 300K/Year at 4 gpt for 10 years.
Planning to go straight to a DFS (Q2 2026).
Permitting begins after the DFS is completed.
Construction-ready likely in 3 years, but maybe 2 years.
6-month build.
Exploration potential is excellent.
3 contiguous properties in Colombia on 40,000 hectares.
Discoveries on all 3 properties.
Likely to expand production beyond 300K/Year.
Another large property in Argentina (El Pantano) that could be exciting.
50% insiders. Eric Sprott owns 10M shares.
Prints as a 50-bagger at 300K/Year production.
My Comment: This one sounds a bit too good to be true, but I liked the CEO. Plus, the drill results at Pepas have been excellent. I do think they probably have 3M oz. We will find out in Q4, when they release their maiden resource. The production path is very fast. Straight to a DFS only 6 months after the maiden resource. I like their exploration potential. I don’t think this maiden resource is the end of their resource expansion.