• Lion One Metals ($LIO) – The Path to a 7X Return

  • Apr 25 2025
  • Duración: 25 m
  • Podcast

Lion One Metals ($LIO) – The Path to a 7X Return

  • Resumen

  • 🎧 Lion One Metals ($LIO) – The Path to a 7X Return💡 Welcome to Make Money, part of the Finance Frontier AI podcast series—where we decode asymmetric investment opportunities hiding in plain sight. In this episode, Max and Sophia broadcast from the Vatukoula Gold Mine in Fiji, just 40 kilometers from a junior producer that’s quietly rewriting its own valuation. The company is Lion One Metals ($LIO), a gold miner that’s already pouring gold with bonanza grades, tight cost controls, and model-beating discovery zones. Despite that, it trades at just 29 cents. This isn’t a speculative bet—it’s a re-rating setup in progress.🪙 Key Topics Covered🔹 From Explorer to Producer – Lion One isn’t drilling for dreams. They’re selling real ounces. 3,555 oz last quarter at $3,794 CAD/oz.🔹 Gold’s Macro Tailwinds – Gold is above $3,300, up 20% in six months. Central banks added over 1,000 tons in 2024. ETF inflows are rising. 🔹 Model Outperformance – More than half of production is coming from zones not even included in the company’s current resource model.🔹 The 7X Upside Math – $0.90 near-term target based on current margins. $2–2.25 with scaled production. And 7X if deep feeder zones deliver.🔹 Geological System vs Single Vein – This is a multi-zone, caldera-hosted alkaline gold system—think long tail, not one-off hit.🔹 Case Study in Mispricing – This episode teaches a framework: Look for model-beating output, margin gaps, and geography-based blind spots.🔹 Strategy Stack – Core position + ADR trading, ETF hedging, gold stacking, BTC barbell logic, and how to scale exposure with edge.📊 Real-World Investing Insights🚀 Real Gold, Real Margins – This isn’t theoretical. It’s booked revenue and cost data.🚀 Compression Math – At $1,330 margin/oz and 15,000–25,000 oz/year production potential, you’re looking at $20–30M in annual cashflow.🚀 Resource Lag = Edge – Production is ahead of the model. Valuation is behind it. That’s where the re-rate lives.🚀 Underfollowed = Mispriced – Fiji jurisdiction = discount. But the grade, structure, and margins say otherwise.🚀 Optionality via Depth – Deep Zone 500 and caldera-wide targets offer multi-million-ounce potential.🚀 Volatility as a Tool – Low liquidity and high-grade newsflow = ideal for trade layering around a long-term core.🎯 Key Takeaways✅ This stock traded at $2.67 in 2020—before production. Now it’s delivering. And priced 90% lower.✅ Margins are north of 45%. With gold stable, that creates operating leverage most juniors can’t match.✅ Model outperformance is the catalyst. The re-rate clock starts when the market sees the margin.✅ This is a vault—not a theory. It’s cash-positive, margin-rich, and underpriced.✅ Make Money is the edge. This episode doesn’t just share a stock. It shares a system for spotting mispriced producers before the re-rate.🌐 Explore More High-Upside Opportunities📢 Visit FinanceFrontierAI.com to access all episodes grouped by series—Make Money, AI Frontier AI, Finance Frontier, and Mindset Frontier AI.📲 Follow us on X for daily investing insights, AI trends, and asymmetric trade setups—and share this episode with a friend.🎧 Subscribe on Apple Podcasts and Spotify to stay ahead of the smartest moves in gold, tech, and global capital flows.🔥 If you enjoyed this episode, please leave a 5-star review—it helps us grow and reach investors like you.
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