Love these comments by analysts at Greenwood31 Aug 2025 13:42
The deposit is very close to both grid power and a main highway with no villages nearby. The location is in an established gold mining district presents an opportunity for 3rd party toll treatment. Orosur just has to mine and not build a processing plant, expediting the timeline. This also removes the need for tailings disposal (expensive in rugged topography) providing a huge permitting advantage in terms of time and cost. The exceptionally high-grades at Pepas mean this ore has a very high intrinsic value and that provides considerable optionality for a high-margin, low opex operation with minimal start-up capex required. Pepas is likely just the beginning. Orosur has many other targets to test: Pepas North (few hundred metres to the north with anomalous rock chips and channel samples and only 2 holes drilled) and El Cedro (porphyry potential) along with an early-stage gold project in Argentina. At last, a properly exciting gold company with genuine fast-track development potential. Pepas is a high-grade discovery on the same trend as Buritica (9Moz), Marmato (14Moz) and Collective Mining’s (TSX:CNL Mkt cap C$1.1bn) Guayabales exploration project. We believe the best is yet to come. Stay tuned and watch Orosur hurtle towards production.