here is an article published on the biggest German Investor Community "Wallstreet Online" about Tudor respectively Treaty Creek /Teuton. I did the translation with Google, hope it works for everyone. It is very promotional, nevertheless an interesting read
Strong M&A activities in the gold market - revaluation and enormous upside potential of 598% at Tudor Gold possible after initial resource estimate in 2020!
According to a study by Refinitiv Eikon, there have been 345 acquisitions worth $ 30.5 billion in the gold sector so far in 2019. This is a sharp increase compared to previous years. In an older article, the analysis house S&P Global Market Intelligence collected various statistics of M&A transactions in the gold sector of the previous year. The result was that the value of all 46 transactions in 2018 totaled USD 11.7 billion. The average price paid for an ounce of gold was $ 73.66. Read the article with various graphics here: https://pages.marketintelligence.spglobal.com/gold-mining-sector-merge ... As more and more gold producers have to replace their mined gold resources in order to maintain a constant gold production, we believe that demand for world-class projects in politically stable regions such as Canada and Australia will increase significantly. Projects such as 'Treaty Creek' by Tudor Gold (ISIN: CA89901P1071 / TSX.V: TUD) should be at the top of the shopping list for major producers. Because the flagship project 'Treaty Creek' is close to the infrastructure of roads and electricity in mining-friendly West Canada. We looked at a large number of peer group companies from the gold sector, how their gold resources in the ground ('in-situ') are currently valued by the market in relation to market capitalization. The valuation is currently around USD 110 per ounce of gold - this is the average of 15 companies that, like Tudor Gold, are not yet in production.
Tudor Gold Corp .: Strong M&A activities in the gold market - revaluation and enormous upside potential of 598% at Tudor Gold possible after first resource estimate in 2020! | wallstreet-online.de - Full article at:
https://www.wallstreet-online.de/nachricht/12038933-tudor-gold-corp-starke-m-a-aktivitaeten-goldmarkt-neubewertung-enormes-kurspotenzial-598-tudor-gold-ressourcenschaetzung-2020-moeglich
We remember: In an earlier interview on July 19, 2019, the legendary mine investor Eric Sprott spoke of the legendary price potential of Tudor Gold - his internal calculations assumed 10-20 million ounces of gold on 'Treaty Creek'! And those assumptions did not include the additional eleven holes that were released after the interview. If Tudor Gold actually managed to prove a first gold resource of 10-20 million ounces by the end of next year, there would be a highly explosive revaluation of the share! The current market capitalization is only around USD 90 million or CAD 117 million. Assuming the mean of the Sprott billionaire's estimate of 15 million ounces of gold, the current valuation per ounce would be a mere $ 6.02 - a discount of over 94.5% from the peer group's current non-manufacturing peer group average !
Tudor Gold Corp .: Strong M&A activities in the gold market - revaluation and enormous upside potential of 598% at Tudor Gold possible after first resource estimate in 2020! | wallstreet-online.de - Full article at:
https://www.wallstreet-online.de/nachricht/12038933-tudor-gold-corp-starke-m-a-aktivitaeten-goldmarkt-neubewertung-enormes-kurspotenzial-598-tudor-gold-ressourcenschaetzung-2020-moeglich
As previously mentioned, Tudor has not yet released a proven resource, but last year's spectacular drilling results show that the company may be controlling a world-class ore body on Treaty Creek! We have created a hypothetical valuation matrix for Tudor Gold. Should a producer be ready for every ounce of gold after the release of a gold resource, e.g. To pay 70 USD would be the value of the gold treasure at e.g. 15 million ounces on Treaty Creek are just under $ 1.36 billion. Tudor Gold's 60% share in the project would have a value of $ 778 million, or $ 5.72 per share. This corresponds to a price potential of 598%!
Tudor Gold Corp .: Strong M&A activities in the gold market - revaluation and enormous upside potential of 598% at Tudor Gold possible after first resource estimate in 2020! | wallstreet-online.de - Full article at:
https://www.wallstreet-online.de/nachricht/12038933-tudor-gold-corp-starke-m-a-aktivitaeten-goldmarkt-neubewertung-enormes-kurspotenzial-598-tudor-gold-ressourcenschaetzung-2020-moeglich
Since Tudor Gold's Treaty Creek project is located in politically safe Canada, a substantial takeover premium should be extremely realistic if it is taken over by a major. Experts say $ 90-100 per ounce of gold is very realistic. The takeover value for Tudor Gold would of course be correspondingly higher - in theory it would be over CAD 8.00 per share! With an average value of around USD 110 per ounce of gold in our peer group table, we are even very close to reality. It fits that Teranga Gold will acquire the 90% share in the high-grade 'Massawa' gold project in Senegal on December 10, 2019 for a total of USD 380 million. In the case of the project, we are not talking about a complete project with a fully available mine and processing facilities - but "only" about a historical resource of 4.1 million ounces of gold in the 'measured and indicated' or 2.4 million ounces in the 'suspected' 'Category. In plain language, this means that Teranga Gold paid an impressive $ 92.68 to the seller Barrick Gold for an ounce of gold. Interestingly, this price per ounce is also on average in our table. You can decide for yourself whether the political situation in Senegal is more stable than in Canada, where Tudor’s gold projects are located.
In the drill plan overview you can see very well that Tudor Gold has managed to define an over 800 m long mineralization corridor on 'Treaty Creek'! The overall size of this powerful gold system has so far expanded significantly with each step out borehole. The gold system is open on all sides and the overall size has not yet been limited. The Tudor Gold flagship project therefore still has enormous exploration potential!
The "Sulfurets Thrust Fault" leads from the Seabridge deposit "Iron Cap" to the Tudor Gold "Goldstorm" system from the southwest corner of the "Treaty Creek" claims, which adjoin the Seabridge Gold concession areas. The 'Gold Storm' zone is located five kilometers northeast of Seabridge's 'Iron Cap' deposit.