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07/11/2026  
23/09/2026
1 min read

Wallbridge Mining 20-for-1 & Sunday Lake Rebrand Hit Sep 29, Fenelon PEA: $706M NPV, $1,046 AISC

In this deep dive series, we discuss Wallbridge Mining (TSX: WM), a company that controls Fenelon and Martiniere on Quebec’s Detour-Fenelon trend. The March 2025 PEA shows 107koz/year over 16 years, US$1,046 AISC, and C$706M after-tax NPV5% at US$2,200 gold. Combined resources are about 2.1Moz indicated and 2.0Moz inferred. Agnico and Waratah each own ~20% after a C$56M raise that funds the PFS into 2028. The catch? Not an advice. Do your own work, watch the full episode to know more.

Presentation slides:

Full written analysis at the original article here: 

https://www.rocketeller.com/wallbridge-mining-agnico-waratah-and-sprott-own-half-the-market-cap-is-still-c174m-thats-the-setup/

RT

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along.

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