Project 49 statements
The deposit 26
Key takeaway. Management describes the Cariboo gold deposit as an orogenic, sediment-hosted system in a sandstone environment with vein corridors that has been historically mined since 1858 via alluvial mining but is now focused on underground hard rock…
Read the full summary
mining (Jul 2026, Feb 2026). The company reports that as of July 2026 the deposit is 4.4 km long and 500 m wide, with the Proserpine target extending 4 miles long and twice as wide. While management states the deposit contains 2 million ounces of reserves (stated in Jul 2026, May 2026, Feb 2026, and Oct 2025), the resource figures are consistent across recent updates: approximately 1.6 million ounces measured and indicated and 1.8 million ounces inferred (Jul 2026, May 2026, Feb 2026). The company notes the total strike length of known mineralization exceeds 50 miles, but only about 5 miles have been explored in detail, highlighting significant exploration upside (Jul 2026).
What was actually said
deposit type
historically mined since 1858, alluvial mining, now focusing on underground hard rock
“historically, this thing's been mined since 1858, but nobody ever figured out the underground in the hard rock. It was all alluvial mining”
Sean Roosen·
10 Jul 2026·
exploration upside
over 50 miles of strike length of known mineralization, only explored about 5 miles
“It's over 50 miles of strike length of known mineralization. We've only really explored about 5 miles of it”
Sean Roosen·
10 Jul 2026·
exploration upsize
Cariboo gold deposit 4.4 km long, 500 m wide; Proserpine target 4 mi long, twice as wide
“Cariboo gold deposit is 4.4 km long in its current format and about 500 m wide. And the next to the new one we're working on is is 4 mi long. So, about 50% longer. Uh by twice as wide”
Sean Roosen·
10 Jul 2026·
Show the other 23 statements
reserve size
2 million ounces
“It's based on the 2 million ounces of reserves that we had in the feasibility”
Sean Roosen·
10 Jul 2026·
resource size
3.6 million oz needs conversion
“There's 3.6 million oz sitting there that needs to be converted”
Sean Roosen·
10 Jul 2026·
resource size
Prosser Pine 4 km long, about 6 km long, over 1,000 m wide
“Canadian Malartic was about 4 and 1/2 km long. Uh Prosser Pine's actually 6 km long. Uh and uh you know we're about 800 m wide at uh at Canadian Malartic this thing's over 1,000 m wide”
Sean Roosen·
10 Jul 2026·
resource size
205,000 oz a year for the first 5 years based on reserves
“we're going to start off at about 205,000 oz a year for the first 5 years just based on the reserves”
Sean Roosen·
10 Jul 2026·
resource size
1.6 million ounces measured indicated, 1.8 million ounces inferred
“we have another 1.6 million ounces of measured indicated, another 1.8 million ounces of inferred”
Sean Roosen·
10 Jul 2026·
deposit type
underground mine
“This will be a 4,900 ton a day underground mine to start. Uh we're about 2.2 km underground.”
Sean Roosen·
21 May 2026·
exploration upside
total strike length here is about 50 miles or 83 km, only drilled off in detail 4.4 km, about 3 miles
“The exploration upside that we haven't touched yet is that the total strike length here is about 50 miles or 83 km. So, we've only drilled off in detail 4.4 km, about 3 miles of that.”
Sean Roosen·
21 May 2026·
reserve size
2 million oz of reserves
“The feasibility was based on 2 million oz of reserves with another 1.6 million oz of measured indicated another 1.8 million oz of inferred.”
Sean Roosen·
21 May 2026·
resource size
1.6 million oz of measured indicated and 1.8 million oz of inferred
“The feasibility was based on 2 million oz of reserves with another 1.6 million oz of measured indicated another 1.8 million oz of inferred.”
Sean Roosen·
21 May 2026·
deposit type
orogenic system, sediment hosted system in sandstone environment, vein corridors
“It's an origenic system, so it goes pretty deep. Uh it's a sediment hosted system in a sandstone environment.”
Sean Roosen·
05 Feb 2026·
exploration upside
averaging about 1 and a half million ounces for every 100 meters depth, drilled to about 1,000 meters, down to 350m in feasibility study
“We've drilled the deposit down to about 1,000 meters. So, we're averaging about uh 1 and a half million ounces for every 100 meters we've gone down”
Sean Roosen·
05 Feb 2026·
reserve size
2 million ounces
“we have 2 million ounces of reserves, 1.61 million ounces of measure indicated, and another 1.81 million ounces of inferred.”
Sean Roosen·
05 Feb 2026·
resource size
1,550 km about 500,000 acres of mineral claims
“We're 1,550 km about 500,000 acres uh of mineral claims there.”
Sean Roosen·
05 Feb 2026·
resource size
1.61 million ounces measured indicated, 1.81 million ounces inferred
“we have 2 million ounces of reserves, 1.61 million ounces of measure indicated, and another 1.81 million ounces of inferred.”
Sean Roosen·
05 Feb 2026·
reserve size
190,000 ounces for 10 years
“and we've got a mine life of 190,000 for 10 years.”
Sean Roosen·
27 Oct 2025·
reserve size
2 million ounces
“But that only includes 2 million ounces out of our overall resource.”
Sean Roosen·
27 Oct 2025·
resource size
another 1.61 million ounces measured and indicated, another 1.89 million ounces inferred, plus 3.5 million ounces being built
“And uh in addition to the reserves of 2 million ounces, we've got another 1.61 million ounces of measured and indicated, another 8 1.89 million ounces of inferred.”
Sean Roosen·
27 Oct 2025·
resource size
200,000 ounces a year for the first 5 years
“Um, we come online at about 200,000 ounces a year uh for the first 5 years”
Sean Roosen·
27 Oct 2025·
deposit type
world class gold deposit and scalable asset
“we were able to reconfirm this is a worldass gold deposit. Um it's a scalable asset.”
Sean Roosen·
14 Jul 2025·
exploration upside
1.6 million ounces of M&I and another 1.8 million in resources in and around the pink mine to convert the blue mine into reserves
“about uh about 1.6 million ounces of M&I, another 1.8 million for resources that is in and around the actual first mine, the pink mine”
Sean Roosen·
14 Jul 2025·
grade
200,000 ounce a year for the first 5 years, 190,000 ounces average for the first 10 years
“200,000 ounce a year for the first 5 years, 190,000 ounces average for the first for the first 10 years.”
Sean Roosen·
14 Jul 2025·
reserve size
2 million ounces in the reserve category
“We use 2 million ounces in the reserve category.”
Sean Roosen·
14 Jul 2025·
resource size
3.5 million ounces in the resource category, with about 1.6 million indicated and 1.8 million inferred
“We also have another uh 3.5 million ounces in the resource and and the resource category about 1.6 in indicated and 1.8 inferred.”
Sean Roosen·
14 Jul 2025·
Jurisdiction 14
Key takeaway. Osisko Development's management highlights that its Cariboo Gold Mine project is located in Canada, in the province of British Columbia.
Read the full summary
The company reports that the project is fully permitted, with the first permit received in November 2024 and a bulk tonnage permit obtained; management adds that the project is fully within Site C BC Hydroelectric. Management also states that the Taco Donnie and Williams Lake First Nations communities are "extraordinarily supportive" and that the company works with them "hand in hand."
What was actually said
permit status
received in 2024
“we got our permits for our mine back in 2024”
Sean Roosen·
10 Jul 2026·
region
Cariboo Gold Mine, over 1,550 square kilometers or just under 400,000 acres of mineral tenure
“It's one of the bigger proper- properties you'll see in the mining space. Um, over 1,550 square kilometers or just under 400,000 acres”
Sean Roosen·
10 Jul 2026·
country
Canada
“Cariboo Gold project located in central British Columbia”
Sean Roosen·
21 May 2026·
Show the other 11 statements
permit status
fully permitted, fully within Site C BC Hydroelectric
“fully financed, fully permitted, and drilling to beat the band and we're on uh site C BC Hydroelectric, which is a 6.6 cents Canadian or about 5 cents a kilowatt hour.”
Sean Roosen·
21 May 2026·
region
central British Columbia
“I believe that we have an entire mining camp here uh with our Cariboo Gold project located in central British Columbia.”
Sean Roosen·
21 May 2026·
community agreement
First Nations communities Taco Donnie and Williams Lake extraordinarily supportive, working hand in hand
“our First Nations communities have been extraordinarily supportive on Taco Donnie and Williams Lake and uh we're working uh hand in hand with our other groups.”
Sean Roosen·
05 Feb 2026·
country
Canada
“Oiscoco Development's primary asset is the Caribou Gold project. It's located in the province of British Columbia.”
Sean Roosen·
05 Feb 2026·
permit status
fully permitted, first permit received November 2024
“We're fully permitted. Um the first phase of this company is to build a 5,000 ton a day mine, which will allow us to produce around 220,000 ounces a year to start.”
Sean Roosen·
05 Feb 2026·
region
British Columbia
“Oiscoco Development's primary asset is the Caribou Gold project. It's located in the province of British Columbia.”
Sean Roosen·
05 Feb 2026·
country
Canada
“This fully permitted, fully financed in Canada.”
Sean Roosen·
27 Oct 2025·
region
BC
“who is moving towards production at the Caribou Gold Project in BC.”
Sean Roosen·
27 Oct 2025·
country
Canada
“Fully permitted in British Columbia, Canada.”
Sean Roosen·
14 Jul 2025·
permit status
Fully permitted, with bulk tonnage permit obtained
“Fully permitted in British Columbia, Canada. And a lot of our costs are in Canadian dollars”
Sean Roosen·
14 Jul 2025·
region
British Columbia
“Fully permitted in British Columbia, Canada.”
Sean Roosen·
14 Jul 2025·
Technical risk 9
Key takeaway. Osisko's Cariboo project faces several technical assumptions, management explains.
Read the full summary
The mine plan assumes an underground operation starting at 4,900 tons per day that could scale "much bigger," and the company believes the resource can support about 7,500 tons per day though it is currently permitted for 5,000. Metallurgy relies on gravity and flotation concentrates without on-site cyanidation, with about 40% recovery from gravity gold and the balance from flotation. Management also assumes resource drilling from 350 m depth down to a potential 1,500 m, and noted 10–15% inflation in mining costs that "might go up to 20%."
What was actually said
key assumption
10 to 15% across the board inflation in mining cost, might go up to 20%
“we're probably seeing a 10 to 15% across the board inflation in terms of mining cost. Uh might go up to 20”
Sean Roosen·
10 Jul 2026·
key assumption
4,900 ton a day underground mine, expandable to more than that
“We're building a 4,900 ton a day underground mine. Which is, we think, is expandable to more than that”
Sean Roosen·
10 Jul 2026·
key assumption
resource drilling from 350 m depth to potentially 1,500 m depth
“You know there's 3.6 million oz sitting there that needs to be converted. We're currently the resource stops at 350. So we'd be going five times the depth”
Sean Roosen·
10 Jul 2026·
Show the other 6 statements
key assumption
4,900 ton a day underground mine to start, believed to scale much bigger
“This will be a 4,900 ton a day underground mine to start. Uh we believe it scales much bigger than that.”
Sean Roosen·
21 May 2026·
metallurgy
gravity concentrate and flotation concentrate, 40% recovery from gravity gold, rest from flotation, no cyanidation on site
“we produce a gravity concentrate and a flotation concentrate. So we don't have any cyanidation on site.”
Sean Roosen·
05 Feb 2026·
recovery rate
about 40% recovery from gravity gold, rest from flotation
“We get about 40% of our recovery from gravity gold which is fairly unusual and the rest from flotation.”
Sean Roosen·
05 Feb 2026·
key assumption
mine plan can support about 7,500 tons a day of mining, permitted for 5,000
“The the actual mine plan can support about 7,500 tons a day of mining. We're permitted for 5,000.”
Sean Roosen·
14 Jul 2025·
key assumption
communition circuit can handle about 11,000 tons a day direct drive, building mill for 5,000 to start
“The communition circuit that we own is sitting on site right now. Uh can handle about 11,000 tons a day direct drive. We're building a mill for 5,000 to start.”
Sean Roosen·
14 Jul 2025·
recovery rate
bulk tonnage drilling results better than expected confirming feasibility study on ore
“better than we expected or order results by confirming our feasibility study on the order.”
Sean Roosen·
14 Jul 2025·
Economics 34 statements
Economics 20
Key takeaway. Osisko Development management has discussed project economics on several occasions, with figures varying by date and gold price assumptions.
Read the full summary
The feasibility study completed in May 2025 used a $2,400 gold price and showed a 22% IRR; by July 2025 management said the project would produce about $450 million of free cash flow a year at then-current gold prices, with an IRR of about 38%, an NPV of about 2 billion, and a payback of about 1.66 years or 19 months. In October 2025, management put NPV at just under a billion dollars at $2,400 gold and closer to 2.5 billion at then-current prices. By July 2026, with spot gold around $4,100-$4,200, management estimated all-in sustaining costs of about $1,157 US and annual free cash flow of about 400 to 430 million Canadian dollars (about 350 to 320 million US) at current spot prices. Capex figures have also shifted: the July 2025 feasibility cited about $650 million US, reappearing in October 2025 and July 2026, while in May 2026 management reported approximately $885 million US raised in equity and project finance since the feasibility, with $350 million remaining to be drawn at FID.
What was actually said
capex
$653 million US dollars
“fully financed for the Caribou Gold Mine build right now. Which had a capex of $653 million US dollars”
Sean Roosen·
10 Jul 2026·
operating cost
all-in sustaining costs about 1157 US
“all-in sustaining costs are about 1157 US”
Sean Roosen·
10 Jul 2026·
operating cost
about 400 and 430 million dollars Canadian a year free cash flow, about 350 320 million US a year at current spot prices
“we're making uh about 400 and 430 million dollars Canadian a year at current spot prices, uh which is about 350 320 million US a year free cash flow”
Sean Roosen·
10 Jul 2026·
Show the other 17 statements
price assumption
feasibility done in May 2025 at $2,400 gold, now $4,100-$4,200
“we did our feasibility, you know, in May 2025 at $2,400 gold. We're now sitting 4,100 4,200”
Sean Roosen·
10 Jul 2026·
capex
approximately $885 million US raised in equity and project finance since spring 2025 feasibility, with $350 million remaining to be drawn at FID
“we've raised $885 million US in equity and in project finance. So, you know, in terms of uh fully financed, fully permitted, and drilling to beat the band. So, there's a lot going on uh in the company on the Cariboo Gold Project. we have $350 million that remains to be given to to be drawn at the final investment decision, the FID”
Sean Roosen·
21 May 2026·
capex
about 881 million Canadian or about 5,650 million US
“with the underground development, we have a cap capex item of about 881 million Canadian or about 5 650 million US.”
Sean Roosen·
05 Feb 2026·
operating cost
6.6 cents Canadian, about 5 cents US a kilowatt power cost
“We have 22 megawatts of power from the substation in Quinnel at 6.6 cents Canadian, about 5 cents US a kilowatt.”
Sean Roosen·
05 Feb 2026·
operating cost
drill costs running about $200 US a meter
“drill costs right now are running about $200 US a meter.”
Sean Roosen·
05 Feb 2026·
aisc
$1,187
“Um you know this is a very profitable mine and it would make roughly $2 million a day if it was in production right now.”
Sean Roosen·
27 Oct 2025·
capex
$650 million US or 881 Canadian
“Our capex on this project was $650 million US or 881 Canadian and we've now raised uh 670 million US.”
Sean Roosen·
27 Oct 2025·
npv
closer to 2 and a half billion at current prices on reserve ounces
“the current prices, our MPV on just the just the reserve ounces um is closer to 2 and a half billion.”
Sean Roosen·
27 Oct 2025·
npv
just under a billion dollars at $2,400 gold
“Uh, we did our updated feasibility study in April 2025 with $2,400 gold. Uh, we had an NPV of just under a billion dollars at 2400.”
Sean Roosen·
27 Oct 2025·
price assumption
$2,400 gold
“Uh, we did our updated feasibility study in April 2025 with $2,400 gold.”
Sean Roosen·
27 Oct 2025·
capex
about $650 million US or 881 million Canadian
“it's a capex of about $650 million US. Um and it's about 1.6 6 years to pay it back.”
Sean Roosen·
14 Jul 2025·
irr
about 38% at today's gold price
“has an internal rate of return at today's gold price of about 38%.”
Sean Roosen·
14 Jul 2025·
npv
about 2 billion at today's gold price
“this economic study had an NPV at today's gold price of about 2 billion”
Sean Roosen·
14 Jul 2025·
operating cost
would produce about $450 million of free cash flow a year at today's gold prices
“it would be producing about $450 million of free cash flow a year at today's gold prices.”
Sean Roosen·
14 Jul 2025·
operating cost
a lot of costs are in Canadian dollars
“And a lot of our costs are in Canadian dollars, which is Canadian dollars have been quite low compared to the US even.”
Sean Roosen·
14 Jul 2025·
payback
about 1.66 years or 19 months
“And it's about 1.6 6 years to pay it back. So 19 months pay back on a $650 million project.”
Sean Roosen·
14 Jul 2025·
price assumption
2400 for the feasibility study which had a 22% return
“We did the study at 2400 which had a 22% return.”
Sean Roosen·
14 Jul 2025·
Financing 14
Key takeaway. Osisko Development management reports it is "fully cashed up" as of July 2026, having raised about 1.1 billion US dollars in the prior 12 months through equity, convertible, and debt financing.
Read the full summary
The company's cash position sits at just under 600 million Canadian dollars plus 300 million US dollars from a recent convertible deal, and management notes that amount is about $200 million above the CapEx requirement in the feasibility study. For near-term spending, management plans a $100 million drill program and aims to put 10 to 15 drills on Proserpine by year-end.
What was actually said
capital needed
10 to 15 drills on Proserpine by end of year
“uh it's quite quite an extraordinary uh piece of geology that's essentially a repeat of what we're actually on now. We spent about $700 million on the Cariboo gold project to drill it out and get it where it is today”
Sean Roosen·
10 Jul 2026·
capital needed
$100 million drill program
“we're also very active on a $100 million drill program”
Sean Roosen·
10 Jul 2026·
capital raised
$435 million US dollars in equity, $600 million in convertible and debt financing
“We raised $435 million US dollars in equity. And another $600 million in in convertible and in debt financing”
Sean Roosen·
10 Jul 2026·
Show the other 11 statements
capital raised
about 1.1 billion US dollars in the last 12 months
“We just raised about 1. 1 billion US dollars in the last 12 months”
Sean Roosen·
10 Jul 2026·
cash position
just under 600 million Canadian, plus 300 million US dollars from convertible deal 3 weeks ago
“last published cash balance was uh, just under 600 million Canadian and subsequent to that, we raised uh, about 400 million uh, Canadian in a convert 300 million US dollar deal, which went off about 3 weeks ago”
Sean Roosen·
10 Jul 2026·
financing status
fully cashed up
“we got a gold price that works and we are fully cashed up”
Sean Roosen·
10 Jul 2026·
capital needed
$350 million to be drawn at FID
“we have $350 million that remains to be given to to be drawn at the final investment decision, the FID, uh coming up this summer.”
Sean Roosen·
21 May 2026·
cash position
about $200 million over and above the CapEx number required in feasibility study
“We're about $200 million over and above the CapEx number that we required uh in our feasibility study.”
Sean Roosen·
21 May 2026·
capital needed
881 million Canadian or about 5,650 million US capex
“with the underground development, we have a cap capex item of about 881 million Canadian or about 5 650 million US.”
Sean Roosen·
05 Feb 2026·
cash position
north of $480 million
“last announced we were sitting north of $480 million of cash on the balance sheet.”
Sean Roosen·
05 Feb 2026·
financing status
raised almost a billion dollars Canadian, 653 million in financings including 450 million US from Apen, drawn 100 million, raised 200 million in US equities
“We raised almost a billion dollars Canadian last year. Um so we're, you know, last announced we were sitting north of $480 million of cash on the balance sheet.”
Sean Roosen·
05 Feb 2026·
capital needed
$650 million US
“Our capex on this project was $650 million US or 881 Canadian”
Sean Roosen·
27 Oct 2025·
financing status
fully financed with 670 million US raised, plus additional 75 million Canadian
“and we've now raised uh 670 million US. Uh so we're we're fully financed on the budget more than 670. That's we just raised another 75 million Canadian.”
Sean Roosen·
27 Oct 2025·
financing status
project financing underway, expected out in weeks not months
“So project financing is underway. We've been working on it. One of the key elements was this updated feasibility study that we put out end of April.”
Sean Roosen·
14 Jul 2025·
Timeline 19 statements
Timeline 17
Key takeaway. Management has provided shifting timelines for its Cariboo project.
Read the full summary
As of July 2025, the company said the first gold pour would come in the fall of 2027, with the mill roughly three-quarters built by end of 2026 and 30 km of underground development scheduled. By October 2025, the CEO revised that to 29 months from then—targeting first production by 2027 with a full year in 2028—and noted a final investment decision coming at year-end. In February 2026, management said first production of 220,000 ounces a year would start in 2028, and by May 2026 they reiterated a 2028 start while adding that the FID was coming up "this summer." In the most recent remarks (July 2026), they gave a more detailed timeline: soft test production in 2027, commercial production at the end of 2028 or the first half of 2029.
What was actually said
first production
soft test production in '27, commercial production end of '28, first half of '29
“We'll start to see some some soft test production coming out in '27. But the real game will start, you know, in in end of '28, 28 first half of '29”
Sean Roosen·
10 Jul 2026·
milestone
started construction in 2009, poured first gold in 2011 for Canadian Malartic
“we started construction in 2009. Uh, and we poured first gold in 2011”
Sean Roosen·
10 Jul 2026·
first production
starting in 2028
“You got the the mine build itself, which is a 200,000 oz a year mine starting in 2028.”
Sean Roosen·
21 May 2026·
Show the other 14 statements
milestone
currently in pre-construction, spent about $100 million on project, FID coming up this summer
“So, we're in pre-construction now. Uh we've spent about $100 million on that project. we have $350 million that remains to be drawn at the final investment decision, the FID, uh coming up this summer.”
Sean Roosen·
21 May 2026·
permit timing
received final permits in November of 2024
“we received our final permits for the construction of a of a 200,000 oz a year mine uh in in November of 2024.”
Sean Roosen·
21 May 2026·
study due
updated feasibility study completed in spring of 2025
“Uh we finished our feasibility study there, uh updated it in the spring of 2025.”
Sean Roosen·
21 May 2026·
construction start
started underground about a year and a half ago, over 2 kilometers of underground development
“We started underground about a year and a half ago. So, we're about uh over 2 kilometers of underground development into it.”
Sean Roosen·
05 Feb 2026·
first production
220,000 ounces a year to start
“the first phase of this company is to build a 5,000 ton a day mine, which will allow us to produce around 220,000 ounces a year to start.”
Sean Roosen·
05 Feb 2026·
milestone
first permit received November 2024
“We got our first permit in November of 2024.”
Sean Roosen·
05 Feb 2026·
milestone
70,000 meter drill program announced last year outside of known ounces
“we've got a 70,000 meter drill program outside of the known ounces on the go now.”
Sean Roosen·
05 Feb 2026·
first production
29 months from now, within the next by 2027 with a full year in 2028
“Um, so that's my goal is to push this project as hard and fast into revenue as we can. Um, we're 30 months from 29 months from revenue right now.”
Sean Roosen·
27 Oct 2025·
milestone
roughly 2,000 meters of underground development into the project
“We're underground. We're roughly 2,000 mters of underground development into the project right now.”
Sean Roosen·
27 Oct 2025·
milestone
final investment decision coming up at the end of the year
“We've got a final investment decision coming up at the end of the year to unlock some of the APN financing.”
Sean Roosen·
27 Oct 2025·
permit timing
fully permitted as of November 2024
“We were fully permitted as of November 2024.”
Sean Roosen·
27 Oct 2025·
construction start
already in construction with 1,200 m of underground development done
“To be honest, we're in construction now. We've uh with our bulk tunnage permit, we were able to get uh uh 1,200 m of underground development done.”
Sean Roosen·
14 Jul 2025·
first production
first gold pour in the fall of 2027
“So we are looking for first gold pour in the fall of 2027.”
Sean Roosen·
14 Jul 2025·
milestone
30 km of underground development scheduled, mill about 3/4 built by end of 2026
“We have 30 km of underground development scheduled for this project. Uh which gave us a lot of access.”
Sean Roosen·
14 Jul 2025·
Catalysts 2
Key takeaway. Management of Osisko Development says two near-term catalysts are on the way.
Read the full summary
In July 2026, the company expects to report depth extension drilling results from holes that reached down to 5,000 ft. Separately, drill results from the Prosser Pine project are due in the next few weeks (July 2026).
What was actually said
upcoming result
depth extension drilling results, drilling down to 5,000 ft
“we got drill results coming out at the the depth extension uh which could you know go 5x what we have from 0 to 0 to 1,000 ft. We're now drilling down to 5,000 ft”
Sean Roosen·
10 Jul 2026·
upcoming result
drill results coming out on Prosser Pine project in next weeks
“we got drill results coming out on that Prosser Pine project here in the next uh next weeks”
Sean Roosen·
10 Jul 2026·
Corporate 4 statements
Market 2
Key takeaway. Management highlights Osisko Development’s cost advantage on two fronts.
Read the full summary
The company says it has a power cost of about 6.6 cents Canadian per kilowatt hour (roughly 5 cents US), which it believes positions it favourably on the cost curve. It also notes that Osisko is one of only two mines permitted for construction in Canada, and contrasts its roughly US$650 million capital expenditure with Seabridge’s roughly US$6.5 billion.
What was actually said
cost curve position
6.6 cents Canadian or about 5 cents a kilowatt hour for power
“we're on uh site C BC Hydroelectric, which is a 6.6 cents Canadian or about 5 cents a kilowatt hour.”
Sean Roosen·
21 May 2026·
cost curve position
one of two mines permitted for construction in Canada, Osisko with $650 million capex versus Seabridge with $6.5 billion
“there's only two mines that are permitted in Canada for construction right now. Us, uh, and Seabbridge, but they have a $6.5 billion uh, capex. We're only tracing a 650 million or 881 million Canadian.”
Sean Roosen·
14 Jul 2025·
Outside views 20 mentions
20 mentions by people who do not speak for the company — 15 constructive, 1 cautious, 3 neutral. These are their views, not the company's.
Jason Kosec
neutral
Mentioned as the entity Osisko Gold Royalties became/relates to in Jason’s career summary.
Rule Investment Media·
16 May 2026·
Jonathan Awde
neutral
Mentioned as the entity Osisko Gold Royalties became/relates to in Jason’s career summary.
Rule Investment Media·
16 May 2026·
Tavi Costa
bullish
He says he owns it and likes its permitted asset plus exploration upside.
maneco64·
06 May 2026·
Mario Innecco
bullish
He says he owns it and likes its permitted asset plus exploration upside.
maneco64·
06 May 2026·
Show the other 16 mentions
Unknown speaker
neutral
He says they own it, but performance has been flat and he treats it as a small disappointment rather than a thesis winner yet.
Triangle Investor·
15 Apr 2026·
Rick Rule
bearish
He gives it a 6 and says he does not see data supporting the valuation.
Rule Investment Media·
09 Apr 2026·
Don Durett
bullish
He says it needs mine construction and is a 3-year story.
The Silver Market·
20 Mar 2026·
Ryan Snyder
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Jason Kosec
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Paul Tomory
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
John Ciampaglia
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Joe Cavatoni
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Michael Oliver
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Andrea Freeborough
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Gerard Bond
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Jamie Porter
bullish
Cariboo is fully funded, permitted, and presented as a scalable district asset.
Jimmy Connor·
23 Jan 2026·
Rick Rule
bullish
Guest describes permitting, construction, and scale-up milestones for the company’s gold project.
Wealthion·
29 Dec 2025·
Tavi Costa
bullish
Named as a specific miner he likes for development progress, funding, low costs, and exploration upside.
Miles Franklin Media·
25 Sep 2025·
Steve Barton
bullish
He rates it a six and likes Caribou but says the geology is not yet understood well enough.
Rule Investment Media·
20 Mar 2025·
Rick Rule
mixed
He ranks it as a six and says he likes Sean Roosen’s record but is not sold on the current value proposition.
Rule Investment Media·
28 Feb 2025·
Sources 5 interviews
Every interview 5
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 10 Jul 2026 | The Deep Dive | Everyone's Suddenly Rushing Into Gold Again | Sean Roosen - Osisko Development Corp | 27 |
| 21 May 2026 | Rule Investment Media | Sean Roosen, CEO of Osisko Development Corp. | Rule Symposium 2026: Rick Rule interviews | 17 |
| 05 Feb 2026 | Jimmy Connor | Osisko Development Update | Sean Roosen and Jimmy Connor | 21 |
| 27 Oct 2025 | The Deep Dive | We Don’t Need $5,000 Gold Yet | Sean Roosen - Osisko Development | 18 |
| 14 Jul 2025 | The Deep Dive | They Laughed at $3,000 Gold, Now We’re Headed for $4,000! | Sean Roosen - Osisko Development Corp. | 23 |
What else those interviews covered
Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.
Questions people ask
What is Osisko Development's project and where is it?
Osisko Development is a developer gold company, with a project stated to be in British Columbia, Canada. Everything here is drawn from its executives' own interviews.
Which interviews mention Osisko Development?
We track 5 interviews mentioning Osisko Development, across 3 channels (Jimmy Connor, Rule Investment Media, The Deep Dive).
What are investors saying about Osisko Development?
20 independent voices — people who do not speak for the company — are on record discussing it (15 bullish, 3 neutral, 1 cautious). Their reasoning is quoted in the outside-view section above.
What do recent interviews with Osisko Development cover?
The most-discussed topics on record are the deposit, economics, timeline, financing — each claim quoted and dated in the sections above.