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Bullboard - Stock Discussion Forum Troilus Gold Corp T.TLG

Alternate Symbol(s):  CHXMF

Troilus Gold Corp. is a Canadian mining company focused on the systematic advancement and de-risking of the former gold and copper Troilus Mine towards production. The Company owns a 100% interest in the Troilus project. The Company holds a land position of approximately 435 square kilometers (km2) in the mining jurisdiction of Quebec, Canada, within the prospective Frotet-Evans Greenstone Belt... see more

TSX:TLG - Post Discussion

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Post by Whateverrr on May 07, 2024 4:31pm

Nope

-Justin Reid does not sell the company on his whims even with all the CPA Accountant directors he seems to like on the board with him lol.
- Why would a complete take out of TLG only happen before the DFS ???  I disagree and fully think not being exposed to the full market post DFS would limit potential bidders and upper price limits.  And we both know that there are not 20-30+ beau's that have CA's with TLG and know the full DFS metrics before all the institutional shareholders, retail, and rest of do in the dark.
- Extremely unlikely you would find a minority JV partner so it is not even worth considering. Bad for all involved.  If it happened it would  signify a negative view  market wide of the project.
-  The market, you and I would be in full agreement, current TLG team forced to build mine would not be a good thing.  Very unlikely to happen.
-  JR has given no indication 'he wants to sell'  Well yes but if a reasonable bid comes in, likely has to be presented to the shareholders.
-  The delay we have been told was to deliver a completely different mine build scenario.  IMO, I not believe it is some gamesmanship on TLG part.  God forbid as many of their spec ideas have not worked well.

Whatever happens, it is fun to hear all the varying guesses, mine included.  It will just be nice to hang some solid metrics on future discussions as their has been othing concrete since the MRE, seemingly ages ago.  haha.  Share price up further, good for most all of us  :  )  I really need to warm up and ramp up my researching of new co's to launch into once I guess I have mostly topped out on TLG shares some newer and some older but just been chillin' here for a while.


Comment by AlwaysLong683on May 06, 2024 6:48pm
62 Views 
Post# 36025935

RE:RE:RE:RE:Sumitomo

If Sumi or another entity would (will) be entering a JV agreement with TLG where it acquires a significant majority ownership stake in the property, pays for the majority of the initial capex, and will be doing most of the mine build work, it may be better if TLG just sells the company to the entity now at say a 30% to 40% premium as the investment community may come to the conclusion that TLG won't be able to reap enough of a payoff once the mine starts pouring ounces. 
 
From what I've seen to date, I don't think it's in the best interest of TLG shareholders to have JR and his team lead the mine build process for the next two years as delays and/or going over-budget can hurt the share price and keep it down. That said, from all indications to date, JR seems to be focused on a JV agreement. If JR was going to sell the company, I think that would've already happened by now. Interested parties could've been in a blackout period, taken a look at the (almost completed) DFS, and negotiated a selling price. Instead, JR has been delaying the DFS, seems determined that TLG release it themselves, and has given no indication I'm aware of that he has any interest in selling the company.
Comment by pepperino on May 07, 2024 4:48pm
Give me $2.50 a share and I am sold.  $750 million market cap doesn't sound unreasonable.  
Comment by AlwaysLong683 on May 07, 2024 5:49pm
Yes, if JR has a takeout offer in hand that he likes, he would have to recommend it to the BOD. The Board would either give it a thumbs up or thumbs down. If the BOD voted in favor of the takeout, a PR would be released indicating the specifics of the takeout offer and a date would be set for shareholders to vote on it. Given this last step, it's not necessary for JR or the BOD to consult with ...more  
Comment by Gutinstincts55 on May 07, 2024 6:10pm
DFS followed by 50/50 partnership & in conjunction with a bit if additional financing  = 80% A full buyout = 19% Going it alone = 1%  
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