Osisko Metals’ (“OM”) Gaspé project in Quebec is set to be the largest copper mine in Eastern North America, with direct port access and cheap power in a pro-mining jurisdiction. As a brownfield project with competitive costs, we expect Gaspé to attract both construction-financiers and industry-consolidators in due course. Yet on an EV/production basis, the stock trades at a ~52% discount to the median peer. Ongoing drilling is adding value through resource conversion and expansion, ahead of a P ....
