RE: OMI sp on the cusp7 Dec 2025 12:27
π―π’ MEM.
Beauty of Omi:
π₯ Plenty of upside exploration potential with our projects combined with unexplored land packages.
π₯ Multiple licence applications to expand further.
π₯ Near term MRE, with low cost, high margin/high grade production, LOM min 10yrs.
π₯ Cashed up and funded with fundraise C$20m (sep 25) @18pish. (SP still good value just on proximty to placing).
π₯Effectively funded for production.
π₯Production will massively derisk future exploration by self funding.
π₯ gold price set to go beyond $5k, even better margins and project NPV.
NOTE: Mining cycle traditionally pinches SP due to financing production. We got effectively taken care of.
Hence production cashflow will drive this far higher, this is different from GGP in this regard, in addition 100% owned!
Lassonde curve drivers looks at a project cycle. We've got multiple projects with various stages and multiple inflection points at different time scales plus the huge high margin cashflow generation at Pepas.
Hence you see seasoned investors talking at least 10 to 20x sp.