Uploaded August 2026 | Updated September 2026, 3 weeks ago
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#Gold #mining #stockmarket
Omai Gold's new PEA came in at a $4 billion after-tax NPV on a company worth $1.5 billion, and the market barely moved on it. The numbers explain why: production and mine life both beat expectations, the strip ratio improved, and the metallurgy held up. But costs climbed almost as fast as the gold price did, so the return barely moved with it.
That's the gap this one was really about. AISC jumped 59% in two years, the tailings facility is short by 67 million tonnes, and the underground mining method priced in is the more expensive option for that ore geometry. Set against a neighboring Guyanese project that just sold for triple the multiple, Omai still trades cheap but for reasons that go beyond just being overlooked.
By the end of the call, the questions weren't really about the mine plan anymore. They were about who builds it next.
Not financial advice, just the numbers and the read.
If this was useful, subscribing genuinely helps that's the only ask here.
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Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
=================================================================
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
=================================================================
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.
Save $500 on your ticket to Above & Beyond Summit 2026 using code THEDEEPDIVE here:
abovebeyondsummit.com
#Gold #mining #stockmarket
Omai Gold's new PEA came in at a $4 billion after-tax NPV on a company worth $1.5 billion, and the market barely moved on it. The numbers explain why: production and mine life both beat expectations, the strip ratio improved, and the metallurgy held up. But costs climbed almost as fast as the gold price did, so the return barely moved with it.
That's the gap this one was really about. AISC jumped 59% in two years, the tailings facility is short by 67 million tonnes, and the underground mining method priced in is the more expensive option for that ore geometry. Set against a neighboring Guyanese project that just sold for triple the multiple, Omai still trades cheap but for reasons that go beyond just being overlooked.
By the end of the call, the questions weren't really about the mine plan anymore. They were about who builds it next.
Not financial advice, just the numbers and the read.
If this was useful, subscribing genuinely helps that's the only ask here.
Catch our full suite of content below:
Website: thedeepdive.ca
Twitter: twitter.com/TheDeepDive_ca
Facebook: facebook.com/TheDeepDive.ca
Instagram: instagram.com/the.deep.dive
LinkedIn: https://www.linkedin.com/company/the-...
====================================================================
Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
=================================================================
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
=================================================================
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.
