Aegis Value Fund Portfolio Holding: Orezone Gold Corporation
ORE.TO: Gold miner in Burkina Faso. Shares -22.4% H1 due to country risks & ore grade issues. Bomborè mine now accessing higher grade ore. $175K oz/yr production by 2026 (+50%). 30%+ FCF yield at current gold price. Secured funding for hard-rock crushing expansion. Well-managed, safe location. 2.32% of fund assets. Awaiting price recovery.
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