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i-80 Gold Corp

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i-80 Gold Corp AI Insights

Informational only. Not investment advice.
As of 2025-12-10

Snapshot

  • TTM net loss of -131M on 97M revenue (-135% net margin) with 30M interest expense consuming 31% of revenue[Net Income TTM]
  • Cash burn of -64M FCF TTM vs 103M cash on hand implies ~19 months runway without additional financing[Free Cash Flow TTM]
  • 208M equity issuance TTM (2.9x industry median) signals heavy dilution to fund operations[Issuance of Capital Stock TTM]

Watch Triggers

  • Cash and Equivalents: Falls below 50MWould signal imminent dilutive financing or debt restructuring within 6 months
  • Operating Margin TTM: Improves to above -50%First sign of production scale achieving cost absorption
  • Total Revenue TTM: Exceeds 150MRevenue scale needed to cover 88M operating expenses and 30M interest

Bull Case

577M PP&E (76% of assets) represents substantial mine infrastructure that could generate value if gold prices rise or production scales

PPETotal Assets

Tangible book value of 423M with 0.42 debt/equity provides asset backing and balance sheet flexibility vs peers

Tangible Book ValueDebt to Equity

Bear Case

Operating margin of -82% TTM vs industry median of 0% shows fundamental inability to generate profit from operations

Operating Margin TTMOperating Income TTM

ROE of -30% and ROIC of -22% TTM destroying shareholder capital with no clear path to profitability

ROE TTMROIC TTM

Bull vs Bear Balance

AI-generated sentiment analysis based on fundamental metrics and market conditions.

BearBull
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Forward Thesis

Continued equity dilution likely as cash burn exceeds runway without production ramp

3-12mhigh
  • FCF of -64M TTM with only 103M cash
  • Interest expense of 30M on 176M total debt
  • Operating loss of -80M TTM
208M raised via equity TTMWorking capital only 3.2MNet debt of 73M

Valuation Context

Caveats

Data Partners
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Fundamental company data provided by Morningstar, updated daily.

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