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Vizsla Silver - Panuco Feasibility Overview: After-Tax NPV (5%) of US$1,802 million, After-Tax IRR of 111%, Initial Costs of US$173 million
The KE Report
24 minutes
1 week ago
Vizsla Silver - Panuco Feasibility Overview: After-Tax NPV (5%) of US$1,802 million, After-Tax IRR of 111%, Initial Costs of US$173 million
Vizsla Silver just released its Feasibility Study for the Panuco Project (Nov 12). Mike Konnert, President & CEO of Vizsla Silver (TSX:VZLA, NYSE:VZLA), walks through the headline economics, funding, growth runway, and permitting path.
Feasibility Results: After-tax NPV US$1.8B, IRR 111%, AISC ~US$10.61/oz, and payback in ~7 months. Driven by low upfront capital and strong margins.
Capital & Funding: Capex US$238M (net ~US$173M). Fully funded with US$200M cash, US$220M Macquarie facility, and ~US$40M in equities.
Mine Plan & Upside: Only 12.8Mt of the ~25Mt global resource used in reserves. Large potential for conversion and expansion near Napoleon, Copala, and La Luisa.
District Growth: Ongoing drilling with four rigs targeting Animas, Santa Fe, and additional veins for long-term expansion.
Sensitivity & Strength: Even at US$17 Ag and US$1,550 Au, NPV US$460M, IRR 42%.
Permitting & Build: Fully engineered, test mining underway, and permits expected mid-2026. Ready to build once granted.
Valuation & Outlook: Trading near 0.5× NAV with potential re-rating as it advances to production. Targeting 50Moz AgEq/yr within 10 years.
If you have any follow up questions for Mike please email me at Fleck@kereport.com.
Vizsla Silver will be hosting a webcast to discuss the Panuco Project Feasibility Study at 10:00 am PT (1:00 pm ET) on November 24th. To register, please click here
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The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
