KOOYF KOOTENAY SILVER INC Loading... : Bullish and Bearish Analyst Opinions
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21:31
Jul 31
Jul 31
Kootenay Silver undervalued vs peers, drill catalyst.
Kootenay Silver (KOOYF) is a silver pure play with four projects and high asset density. Prominent metals investor Eric Sprott owns about 4%. Management led by James Macdonald, who built Alamos Gold. Resource base includes approximately 223 million silver equivalent ounces measured and indicated plus about 111 million ounces inferred. Enterprise value per ounce of resources is about $0.36 versus a peer group average of $2.18. The company plans to drill roughly 70,000 meters over the next 12 months, translating to a market cap of about C$188 million or ~$2,570 per planned meter.
MED
19:28
Feb 05
Feb 05
Kootenay Silver (KOOYF) is transitioning from explorer to developer. They are releasing a PEA (Preliminary Economic Assessment) for the La Cigarra project in Q2 and have a 50,000m drill program at Columba. The stock is currently priced as if silver is below $40, despite the spot price being much higher. Higher silver prices make previously "sub-economic" deposits (like La Cigarra) highly profitable, effectively unlocking millions of ounces of value for free. The upcoming PEA is the catalyst that forces the market to re-rate these ounces. LONG Kootenay Silver as a high-beta play on the developer catch-up trade. Execution risk on the PEA; potential equity dilution if warrants aren't exercised; geopolitical risk in Mexico (though McDonald dismisses this).
About KOOYF Analyst Coverage
Buzzberg tracks KOOYF (KOOTENAY SILVER INC) across 1 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: David Lin, Jim McDonald.