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Inside Aya Gold's Massive Morocco Expansion
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ticker lesson
Breakdown
0:02lesson
Company Financials: $3B market cap, $170M cash, $80M debt
- Market cap $3B, cash $170M, debt $80M
- Quarterly flow ~$50M
- Positive net cash flow rare
2:07lesson
Project Boumadine: $450M, 2029 production
- Permitted, geology complete
- Power, water agreements done
- Target break ground Q4 2026
- 2029 production 13M oz silver
4:25lesson
Zgounder Geology: 200m wide pure silver deposit
- Stockwork deposit, 1.4km long
- 200m wide, 700m deep
- No byproducts, pure silver
6:50lesson
Share Structure: 35% original shareholders, 8% management
- 35% Belgium families
- 8% management
- ETFs own 20%
- Retail owns 45%
9:07lesson
Scalability: Potential 10M oz production
- Need another deposit for 8-10M oz
- Mine capacity 4,500 ton/day
- Plant growth limited by mine size
11:21lesson
Unanswered Questions: Morocco Jurisdiction, Boumadine Timeline
- Morocco as Europe-Africa bridge
- Boumadine payback <1 year
- Re-rate potential 4x EBITDA
13:42lesson
Risks: Water, Staff, Dilution
- Water risk resolved
- World Cup 2030 staff shortages
- No dilution, self-funded
15:56lesson
Closing: Contact Info, Future Outlook
- Website: aya goldsilver.com
- Exploration budget $60M
- 240,000m drilling planned
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