Mining Stock Daily A Transformative Move by Minera Alamos: Inside the Pan Mine Acquisition with Jason Kosec
Aug 11, 2025
Joining the discussion is Jason Kosec, the Chairman of Minera Alamos, known for steering the company through significant acquisitions. In this insightful talk, Jason reveals the details of their $115 million acquisition of the Pan Mine and its strategic importance in the bullish gold market. He discusses financial metrics, resource expansion, and how this deal is a game changer for Minera Alamos. The conversation also covers the rise of U.S. assets in mining and tips for retail investors considering gold investments.
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Transformative Pan Mine Acquisition
- Minera Alamos is acquiring Pan Mine, Gold Rock and related assets for US$115 million, instantly expanding its asset base.
- Jason Kosec says the deal unlocks roughly a billion dollars of pro‑forma corporate NAV and transforms funding plans.
Low Cost Per Ounce Acquisition
- Trevor Hall calculates Pan plus Goldrock total ~725,000 oz and an acquisition price near US$160 per ounce.
- Jason Kosec explains higher gold and asset quality factors make the valuation comparable to prior deals.
Bought-Deal Financing Oversubscribed
- Minera Alamos completed a bought‑deal financing that was oversubscribed, with books closing at C$135 million.
- Jason Kosec says large orders came from North American long‑only precious metals funds.