Western Copper & Gold (WRN) - Too Big to Fail? It’s Complex.

July 25, 2020

Interview with Paul West-Sells, President & CEO of Western Copper and Gold Corp. (NYSE,TSX:WRN)


Western Copper & Gold Corporation is a copper-gold developer with a huge asset in the Yukon. 15Moz Au & 6.2bn/lbs Cu. In fact, the Casino copper-gold project is so big, it may have actually restricted the company's optionality. We discuss at length option left to company.


West-Sells needs to make a choice: reduce the scale of the project down to something it can more easily handle eg. US$1B heap-leach project, or bring in 1 or 2 strategic partners. This decision will be integral to the upside that Western Copper and Gold shareholders experience.


The focus right now is on locating mere high-grade gold zones; the project in its current form a low-grade, bulk-tonnage opportunity. Casino has a hefty US$2Bn CAPEX for an NPV (8%) US$3Bn. Do these numbers look ok to you? Is it a gold company or a copper company?



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