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Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations

Value Hive Podcast

CHAPTER

Rethinking Mine Life Expectations

This chapter explores the implications of shorter mine lives in mining projects, particularly focusing on the Sorby Hill project and examples such as BlackRock Silver and Phoenix Resources. It analyzes the complexities of valuing mining companies, critiques traditional cash flow models, and advocates for a holistic approach that incorporates geology, management, and evolving capital needs.

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