FULL DISCLOSURE: Canacom Group is long the equity of Blue Jay Gold.
In this conversation with Geordie Mark, CEO of Blue Jay Gold (TSXV: JAY), we discuss why he still sees the broader gold thesis as intact, how producers are shifting from margin expansion toward production growth, and why that could become a major tailwind for advanced brownfields gold assets in safe jurisdictions. He also walks through Blue Jay’s Steller project in the Yukon, the nearly million ounce high grade resource already in place, and why the company believes there is still significant room to grow it.
We also get into the advantages of inherited infrastructure at Steller, including the mill, camp, underground development, and road access, why the company is focused on resource growth before sizing a restart plan, and what success would look like over the next 12 months as Bluejay begins drilling as a newly public company.
FULL DISCLOSURE: Canacom Group, the parent company of The Deep Dive is long the equity of Blue Jay Gold. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security.
