The KE Report

Heliostar Metals - A Self Funded Developer In Mexico, Building a Cash-Flowing Growth Story


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In this KE Report company update - recorded live from the floor of the New Orleans Investment Conference - I speak with Stephen Soock, VP of Investor Relations and Development at Heliostar Metals (TSX.V:HSTR - OTCQX:HSTXF - FSE:RG1). A former mining analyst turned executive, Stephen shares his perspective on valuing and growing a junior producer now generating cash flow.

Key Discussion Highlights:

  • Career Shift: From mining engineer and Bay Street analyst to VP at Heliostar.

  • Company Transition: Now producing in Mexico and advancing the Ana Paula Gold Project toward ~100k oz/year by 2028.

  • Valuation View: Sees Heliostar as an organically funded developer, using cash flow to de-risk growth.

  • NAV & Gold Prices: Balancing realistic discount rates with conservative long-term pricing.

  • Mexico Operations: Positive experience under the current administration with continued permitting progress.

  • Growth Plans: Targeting 500k oz/year by decade’s end through internal growth and selective acquisitions.

  • M&A Landscape: Industry consolidation creating space for new mid-tier producers like Heliostar.

  • Please email me at [email protected] with any follow up questions for Charles. 

     

    Click here to visit the Heliostar Metals website to learn more about the Company

     

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    Investment disclaimer:
    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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