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Heliostar Metals - A Self Funded Developer In Mexico, Building a Cash-Flowing Growth Story

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Manage episode 517844480 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this KE Report company update - recorded live from the floor of the New Orleans Investment Conference - I speak with Stephen Soock, VP of Investor Relations and Development at Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FSE:RG1). A former mining analyst turned executive, Stephen shares his perspective on valuing and growing a junior producer now generating cash flow.

Key Discussion Highlights:

  • Career Shift: From mining engineer and Bay Street analyst to VP at Heliostar.
  • Company Transition: Now producing in Mexico and advancing the Ana Paula Gold Project toward ~100k oz/year by 2028.
  • Valuation View: Sees Heliostar as an organically funded developer, using cash flow to de-risk growth.
  • NAV & Gold Prices: Balancing realistic discount rates with conservative long-term pricing.
  • Mexico Operations: Positive experience under the current administration with continued permitting progress.
  • Growth Plans: Targeting 500k oz/year by decade’s end through internal growth and selective acquisitions.
  • M&A Landscape: Industry consolidation creating space for new mid-tier producers like Heliostar.

Please email me at [email protected] with any follow up questions for Charles.

Click here to visit the Heliostar Metals website to learn more about the Company

--------------

For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

679 episodes

Artwork
iconShare
 
Manage episode 517844480 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this KE Report company update - recorded live from the floor of the New Orleans Investment Conference - I speak with Stephen Soock, VP of Investor Relations and Development at Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FSE:RG1). A former mining analyst turned executive, Stephen shares his perspective on valuing and growing a junior producer now generating cash flow.

Key Discussion Highlights:

  • Career Shift: From mining engineer and Bay Street analyst to VP at Heliostar.
  • Company Transition: Now producing in Mexico and advancing the Ana Paula Gold Project toward ~100k oz/year by 2028.
  • Valuation View: Sees Heliostar as an organically funded developer, using cash flow to de-risk growth.
  • NAV & Gold Prices: Balancing realistic discount rates with conservative long-term pricing.
  • Mexico Operations: Positive experience under the current administration with continued permitting progress.
  • Growth Plans: Targeting 500k oz/year by decade’s end through internal growth and selective acquisitions.
  • M&A Landscape: Industry consolidation creating space for new mid-tier producers like Heliostar.

Please email me at [email protected] with any follow up questions for Charles.

Click here to visit the Heliostar Metals website to learn more about the Company

--------------

For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

  continue reading

679 episodes

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