Selkirk Copper delivered its Minto mine restart study ahead of schedule—and the stock sold off. Did the market spot a problem, or overlook the bigger picture?
In this video, we break down the preliminary economic assessment for restarting the Minto copper mine in Yukon, including its proposed 13-year mine life, C$186 million initial capital requirement, and C$494 million after-tax net present value under the study’s base case assumptions.
We examine the underground and open-pit mining plan, the advantage of existing infrastructure, and how retaining the mine’s gold and silver could improve the economics. We also compare Selkirk’s valuation with other copper developers and restart projects, including FireFly Metals and Canadian Copper.
Finally, we look at what still needs to happen—from permit amendments and underground dewatering to financing and further studies—as the company targets first concentrate in the second half of 2028.
