Lundin Gold Inc LUG
Business model holds this up; Optionality is the soft spot.
| Moat | 8.0 |
| Management | 7.0 |
| Valuation | 7.0 |
| Risk · 10 = lowest | 8.0 |
| Business model | 9.0 |
| Optionality | 7.0 |
The price needs 16.0% growth a year for ten years. The AI thinks 14.0% is achievable.
Near-match on FCF-RDCF with gold deficits/exploration closing gap; quality moat/FCF warrant premium despite cyclicality.
Lundin Gold Inc., together with its subsidiaries, develops and operates its mineral concessions in Ecuador. It explores for gold and silver deposits. The company holds interests in 27 metallic mineral concessions and 3 construction material concessions covering an area of approximately 65,000 hectares located in Ecuador. It also holds a 100% interest in the Fruta del Norte gold project that comprising seven concessions covering an area of approximately 5,566 hectares located in the Cordillera del Cóndor region of southeast Ecuador. The company was formerly known as Fortress Minerals Corp. and changed its name to Lundin Gold Inc. in December 2014. Lundin Gold Inc. was incorporated in 1986 and is headquartered in Vancouver, Canada.
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