RE: Market over-reaction15 Feb 2026 09:10
A little reminder of Don Durrett's assessment of Orosur during Beaver Creek conference, when Don had previously had little interest in Orosur mining, even when it was suggested by followers X, to then putting it up with his favourite, 1911 gold, as both being 50 bagger potential!
I'm sure after talking to Brad directly he got a good indication of what is to come with that prediction. Also worth noting we are back to around the same price as when he posted this....so still anything up to 50 bags to go then ;)....
"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."
I'll be content with a 10 bagger over the next couple of years :)