The Skeptical Optimist’s Substack

The Skeptical Optimist’s Substack

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The Skeptical Optimist’s Substack
The Skeptical Optimist’s Substack
An Extremely Undervalued Gold Miner Trading <2x FCF

An Extremely Undervalued Gold Miner Trading <2x FCF

Low Costs, Long Mine Life, and High-Leverage to Gold

Dheeraj Namburu's avatar
Dheeraj Namburu
May 27, 2025
∙ Paid
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The Skeptical Optimist’s Substack
The Skeptical Optimist’s Substack
An Extremely Undervalued Gold Miner Trading <2x FCF
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I’m thrilled to share this overlooked opportunity. Despite minimal online coverage, I’ve built a position quickly as I believe it rivals the quality of $THX.V (Thor Explorations), yet trades at an even steeper discount on a forward P/FCF basis. Here's the breakdown:

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