Gold Stocks For 2026 - Part I - Cerrado Gold Inc.
CERT.V (new position): MDN mine producing 55K oz/yr GEO, ramping to 60K+ with underground development. At $4K gold, generates $30M quarterly FCF (70% of market cap annually). Hedges capping 1/3 sales at $3100-3250 rolling off. 50K meter drill program targeting mine life extension beyond 2028. Portugal's Lagoa Salgada shows $147M NPV, 39% IRR. Quebec's Mont Sorcier iron ore project valued at $1.6B NPV. Cost basis C$1.46.
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