Chris Stackhouse, CPA

CFO sharing knowledge and learnings on mining, finance and industry related topics.

[Chris Stackhouse, CPA @cstackhouse]

Collection of all my threads so far 🧵👇🏼

[Chris Stackhouse, CPA @cstackhouse]

@MrBeast 11,500,000 #Promotion

[Chris Stackhouse, CPA @cstackhouse]

@grok @rainchaicc @DavidOndrej1 Is taskmaster an alternative to Vectal?

[Chris Stackhouse, CPA @cstackhouse]

@VukasinPekovic ha - not fully...but I'll pop in when there's good news to share...which hopefully will be more frequently going forward!

[Chris Stackhouse, CPA @cstackhouse]

Exciting news for all $SOLG.L stakeholders.

$100M to continue de-risk Cascabel, +$650M capex commitment to demonstrate financiability of Project

Huge technical and social validation on Cascabel through DD completed by world class partners, $FNV and $OR.T

Exciting path ahead

[SolGold @SolGold_plc]

SolGold plc is pleased to Announce US$750 million Financing Package for the Cascabel Project

SolGold has entered into a syndicated gold stream agreement with Franco-Nevada (Barbados) Corporation and Osisko Bermuda Limited. #Solgold

Full Release: https://t.co/HaQAfdPWI5

[Chris Stackhouse, CPA @cstackhouse]

@hubrishunter getting much more competitive to lock up supply, and as result, starting to make up more of the PF capital stack. Again, keep in mind, SOLG is just at pre-feasibility stage, so not quite as well defined perhaps as LUG project was at this stage.

[Chris Stackhouse, CPA @cstackhouse]

@hubrishunter Keep in mind, LUG had a full Feasibility Study completed in 2016, which helps with permitting and financing (as project scope/schedule are better defined). On proj financing, my view is that market has changed since 2016, with offtakers/streamers 2/

[Chris Stackhouse, CPA @cstackhouse]

@APompliano The Matrix

[Brandon Macdonald @YukonBrandon]

Might as well exploit the new hot memes for likes. Enjoy, fellow junior mining sufferers.

[MINING.COM @mining]

The key minerals in an EV battery. #mining #battery via @VCElements https://t.co/86UAJ7oOPn

[Chris Stackhouse, CPA @cstackhouse]

Another great 🧵 on #uranium . Thx @ShovelStocks

all signs repeatedly telling me U is a big part of the future global energy mix.

[Sultan Ameerali @SultanAmeerali]

This is why we marry the royalty companies, particularly the smaller ones with at least one cornerstone asset. Eventually you either get bought out at a nice premium. Or you back into shares of one of the majors at a nice discount. $NSR.TO

[Chris Stackhouse, CPA @cstackhouse]

@Charlandodminas Skilled/Technical labour shortages.

I think this is part of a longer term trend away from skilled trades/labour jobs coupled with surge in demand of metals.

Labour pool doesn’t scale quickly to meet demand.

https://t.co/izYbOIChUu

[Chris Stackhouse, CPA @cstackhouse]

“This package is a fixed price with minimal exposure to continued inflation pressures“

Nice one $SBB.TO 👊

Locking-in capex = mitigating inflation risk.

Inflation is one of the top 3 trending risks developers need to actively manage for builds over the next few years (imo).

[Junior Mining Network @JrMiningNetwork]

Sabina Gold & Silver Chooses FLSmidth to Supply Full Processing Plant Equipment to Sabina’s Goose Mine - Junior Mining Network $SBB.TO https://t.co/EFjD5rFZgg

[Chris Stackhouse, CPA @cstackhouse]

@Charlandodminas Global supply chain issues, primarily their impacts on construction schedules.

And access to labour.

[AukeHoekstra @AukeHoekstra]

"NCAP emissions ratings cast doubt on electric cars"
What is going on here?

Let me show you what errors @EuroNCAP and @JOAN_RESEARCH make in their calculations

Before my corrections EVs emit 74% of ICEVs
After correction 34%

I show it step by step so you can judge for yourself

[Chris Stackhouse, CPA @cstackhouse]

@scutterk First I've ever heard of this⁉️

Is this Toronto specific? Or does Peel employ some sort of proprietary tech not available to the Toronto recycling centers?

[Chris Stackhouse, CPA @cstackhouse]

@bradjwright @GenMining thx Brad!

[Chris Stackhouse, CPA @cstackhouse]

Very excited to be joining the $GENM management team to help advance their Marathon Pd-Cu project in Northwestern Ontario!

BIG year ahead for @GenMining 👊

https://t.co/DKpoQIvgFe

[Chris Stackhouse, CPA @cstackhouse]

The one where I look a "poison pill" shareholder rights plans used in mining👇

https://t.co/WGvI0MEoAa

[Chris Stackhouse, CPA @cstackhouse]

Last week Twitter’s Board responded to Elon Musk’s $41B hostile take-over offer by adopting a “poison pill” defense.

For this weeks 🧵 I show examples of poison pills used in the mining industry - and the significant value creation they’ve generated for shareholders.

Lets go!👇

[Chris Stackhouse, CPA @cstackhouse]

Collection of all my threads so far 🧵👇🏼

[Chris Stackhouse, CPA @cstackhouse]

The one where I look at 4 years of mining M&A data.👇

[Chris Stackhouse, CPA @cstackhouse]

I’ve tracked over 170 M&A deals since 2018, totaling over $100B in transaction value.

For this weeks thread, I decided to crack open my database and analyze some M&A trends

This is what I found 🧵👇

[constantin savin @savinfamily]

Just another "must to read" thread of @cstackhouse 👇
At least for those who want make money in mining stocks. Many thanks !