RE: Lassonde Curve/Construction rerate19 Feb 2026 23:02
Thanks Buythose
It's interesting looking at Montage.
Very crudely:
It's valued at roughly £2.8 Billion and was valued at roughly £2.5 Billion in December, which would have been one year before the first Gold pour forecast at end of Q4, 2026.
Kefi is targetted for 200,000 oz per annum (2 Million over 10 Years), MAU, 300,000 per annum.
Crudely, knock a third off, which would be £2.5 Billion less a third, roughly £1.7 Billion, which at the end of Q4, 2026, is one year ahead of KEFI's first production.
KEFI is currently valued at roughly £200 Million, so to be on a par, it would need to increase 8.5 fold during this year, which also ties up with Chancery's prediction of a ten fold increase.
So, for every £10k invested at the current value, if it followed the MAU example, it would end up with an £85k value by the end of this year.
Far better than a kick in the taters ! 😅