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Tudor Gold Corp V.TUD

Alternate Symbol(s):  TDRRF

Tudor Gold Corp. is a Canada-based precious and base metals exploration and development company. The Company has claims in British Columbia's Golden Triangle (Canada), an area that hosts producing and past-producing mines and several large deposits that are approaching potential development. The Company has a 60% interest in Treaty Creek gold project, located in northwestern British Columbia, which is host to the Goldstorm Deposit, a large gold-copper porphyry system, as well as several other mineralized zones. The Company's Treaty Creek property covers an area of approximately 17,913 hectares.


TSXV:TUD - Post by User

Post by rockport1on Jun 14, 2024 2:40pm
161 Views
Post# 36089697

Tudor should focus on Japanese partners

Tudor should focus on Japanese partnersNow that Goldstorm contains a significant critical minerals component in copper, Tudor should cultivate and focus on bringing in Japanese partners.  They tend to take a long term view of projects, and are now looking to secure long term sources of these critical minerals.

Another company I own, FPX Minerals, is developing a green source of nickel.  By developing long term Japanese partners, their last three financings have been at a 30% to 70% premium to market.  If retail investors are not supporting the price, they have found a way to minimize dilution.  Companies taking strategic positions or partnerships are: Sumitomo, Toyota/Panasonic, and JOGMEC (essentially Japanese Govt).

In addition to the premium to market financings, the Jpns partners are long term holders, meaning they don't sell back into the market. In fact, they usually participate in every financing to maintain their positions of around 9.9% of FPX.  FPX also has non-Jpns partners in Outokompo and a strategic unamed partner (could be Jpns, possibly a automotive company).

All this to say, that given the current market environment, Tudor needs to find new reliable partners for financing. The huge copper resource at Goldstorm gives them an important way into discussions with such long term partners. It takes time with the Japanese, as they will do significant due diligence. However, if they come on board, they are exactly the types of partners that a project of this size would benefit from.  It might give Tudor the opportunity to also develop Perfectstorm and other deposits before a takeover. 
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