Thread by @OriginalBraila

What I have learned over the years is that good companies are often better than they look and bad companies are often worse than they look.

I have presented the case with SD for Capstone but when you look at this chart and see the potential of 440m pounds (everything under 70%

kept share of SD is old and unrealistic imo) And this possibly at a total cashcost of zero if iron ore, cobalt, sulphur & silver stays strong... but understand that from my listening of conf calls I think some serious growth through aquisition of old closed assets from majors is

brewing in Capstone. In fact the CEO put it something like this: Those negotiations and SD production decision is the most important for 2021.

The majors have no mill and assets are too small for them but for CS it could AGAIN be transformational... and again.. you get this free

This would come on top of Pinto Valley (PV) Arizona adding massive reserves they already own currently resource for a minelife that screams: EXPANSION.

Things are brewing in Arizona for Capstone Mining. Where we will be in 2025 production is an interesting thought.

I love companies that make a #%" of money. It makes things possible. Combine that with already having the pipeline assets to make such growth things possible and them not being priced in and you have $CS
s25.q4cdn.com/701614211/file…
Conf call today