RE: Cascabel NPV30 Jul 2025 08:21
Rodney of interest to you from the Red Cloud report would prob be this.
Sensitivity
Our NAV is most sensitive to the copper price and CAD:USD exchange rate. SolGold’s NAV is most sensitive to Cu prices, given Cu is the primary metal. We would note that at current prices of ~$5.00/lb Cu and $3,000/oz Au, our NAV increases by >50% (our model is based on $4.00/lb Cu and $2,500/oz Au). The FX rate also strongly impacts our NAV. A 10% strengthening of USD against CAD could potentially drive our NAV by >10% (we use a base case exchange rate of 0.72). The sensitivity of our NAV estimate to copper/gold prices and the CAD:USD exchange rate is shown in Figures 14 and 15.