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Martin Nygaard's avatar

Nice writeup and I agree with you that the stock offers very compelleling value. Thank you for the summary.

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Asymmetric Research's avatar

Hi, yes I have. You are correct. There is additionally c30% of volumes in 2025 at Inmaculada that has a ceiling of c$2500.

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Martin Nygaard's avatar

Btw, did you include the compay´s gold hedges over the coming years in your analysis ? As far as I can see the company has hedged 50K oz until 2027 around 2100-2200, but is that all ?

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