Tudor Gold Corp V.TUD

TUD vs TUO.

[TeckPro]

I have seen that various posters on here have their personal preferences on one over the other. According to Marketscreener.com ES holds the following: 31,655,319 TUD vs 13,140,000 TUO which is a 2.4 ratio.

On that note imho any TC amigo is preferable to SEA at these undervalued  prices since we are in front of the mountain, closer to the highway (plus no tunnels required), and better grades. We are all aware that TUD bears the cost of exploration until production, but how soon will a deal be struck? GS has proven to be way larger than anyone could have imagined. Does anyone know whether the agreement specifies any specific zones to be drilled, or is there a time limit, or is there an exception clause where TUD can request funds from the other 2 Amigos due to extraordinary circumstances? Precisely because they have located new zones in addition to the expansive GS  I just don't see TUD funding drilling solo and  indifinitely especially on all the new discoveries.

Regardless 2022 is going to be a very interesting year!

[CobraShelby]

FYI The deal is on Treaty Creek not Goldstorm alone  nt May 11, 2016                                                  

[TeckPro]

Hi Cobra, I am aware that the agreement is for TC and not GS alone but thanks for providing the details of the 2016 agreement. I've only been here as an investor since 2020 but what is of Paramount interest to me is the clause  "until a production notice is given" which seems to be very open ended. What I'm trying to determine is how much dilution are those at the helm of

[stocktraderguy1]

recently KK see Tudor website for the interview with kitco said they are not close to a big player buying them out, certainly it is not clear what "production descion" means exactly,  with no more dilution, or a small top off offering... the drilling planned this year, they should be able to prove 40-50m oz in GS (if it is there, I think it is) and start into the other targets

[Jetstream1281]

Ken mentioned that he is in no rush for the PEA. He wants to do this properly and if that takes time it takes time. Worst case scenario, with no PEA this year it means that they still haven't defined GS - making it an even bigger monster than it currently is.... Just for the record I prefer AMK personally just because a .03 swing is equivalent to a .30 swing on either of the others. Their

[Robizounskin]

At least they can updates the resources from last year results, this will give us a little boost on the market 

[Jetstream1281]

Completely agree!! I just think a PEA is the trigger for larger firms buying in and a really significant increase in price. That's the catalyst that will move this thing 5-10 times...

[cskhurasu]

stocktraderguy1 writes: "they also plan to do a PEA after the drilling season is over.. is that enough to make a production descion?" Yikes. Certainly not. A production decision would require a final feasibility study and permits from the Federal and Provonical governments and arrangement of all the necessary funding. Best case, that's 7 years away, more likely 10.

[Jetstream1281]

A PEA puts us right where seabridge is....minus a tunnel...

[CobraShelby]

Do not push that much JT1281 The PEA will really help next year with a revise 43-101  Seabridge is piling resource since the year 1999 without having to many share about 80 million only . 2 ounces + per share no one can beat this yet . You can also double up or more  the number below with all categories included. We are doing good TUD but we have only 6 years of drilling compare to 22

[Jetstream1281]

I get that Cobra. What I'm saying is if KK delivers on his 60k meters we will likely have close to 40 million oz by end of year. I feel a PEA is not happening this year., but when it does I feel TUD will displace SEA as the largest undeveloped resource in the world ( or be second at worst.)  What's the SP going to look like at that point? I say 5 times what we are now is the minimum

[CobraShelby]

A agree Jetstream1281. With 10 Drill bit I am expecting if we have a good season 70km . In 2020 with 6 drill they manage 46km , last year only 30 km due to the dam covid and a late spring and the winter to soon. My guess is that kk know exactly what we have at this time, including last 30 km of drilling last year , probably already over 30 million  oz in measured and indicated

[cskhurasu]

With all the drilling done last year, why did we not get a new resource estimate? 

[cskhurasu]

With all the drilling done last year, why did we not get a new resource estimate?@

[fordster]

Covid delayed a comprehensive understanding of the in ground....Assays kept dribbling in through out the rest of the year. Why go through all that $ and effort when 2022 is around the corner? You still can't live and let live. Yes I'm sure there were far more professional pessimistic views on SEA at this point in you progress....just imagine all the far out logistics ..."gold has to

[MarcusA]

Cobra, just to be superclear: does this (below) mean that you stopped expecting a ressource update and PEA this spring? Hope your Easter eggs are golden!

[fordster]

Brother Marcus- happy Easter....looking forward to Crobras reply or other great Talents on these boards. Nice to be surrounded by knowledgeable people. ....time to catch up on my Waffles diet.

[MarcusA]

Fordster, whenever it comes to eating waffles: No patience whatsoever! Enjoy!

[CobraShelby]

Hello Marcus  Im my view if the were to put out a update 43-101 they would have it done already . They end up the 2021 drilling season a month earlier last year, compare of the 2020 drilling season who end up in december and now we are pass one month after they release the 43-101 last march 2021 the 9 of March if I recall . I also think that the PEA will only be done only after they find

[MarcusA]

Thanks, Cobra! This sounds plausible, and I add that KK did not mention an update in the interviews. But in the end, I think this is bad news for us. Last year the RE was the only news that got the SP up. (We had lots of good news , to be sure.) So, I fear that without an update we will remain in the hands of an unfourable market.

[CobraShelby]

Hello Marcus  I have heard the same thing also from the interview. I might be wrong and in for a good surprise . Who really knows what is going on behind these doors. GLTA

[MarcusA]

Agreed, Cobra! I liked your argument in the last post: they had 2 more months compared to last year for doing the update. That's why my hope faded away to see an update this spring. And I also like postive suprsises! All best!

[LonghandStrong]

and about another 1000 holes, environmental approval, permitting, and other large pre-feas plays. You're acting as if Sea = ksm and ksm = tc plus a tunnel. Have a read at the Sea path to now, or better yet ksm path to now.

[Jetstream1281]

You're dead wrong. In saying TUD is SEA circa 2004. Pre-PFS. Look what happened when they proved up the resource and did the PFS....they went from $2 to $20. This is what will happen with tudor eventually....except they are on the right side of the mountain and their reserves will be higher providing they keep on the same track. When the time comes, thus will be a $20 + stock....all it

[Jetstream1281]

You sure do like to twist things....

[Jetstream1281]

Trying to trade TUD will drive you nuts. If you want to trade, AMK is your best bet. Any of the three amigos should be a pretty good long position though....just looking at reasonable proven swings, amk only needs to move 3 cents, TUD .30 cents, and SEA $3 to make the same money.....if you're into trading. If long, a 10 cent move on amk would be the equivalent of a $25 move on seabridge....it&

[Jetstream1281]

Seabridge is obviously in a great position. The longer they go without a sale though, the more likely that TC is the better place to put your money....just pick your poison.....

[fordster]

He presents as a credible actor, until you dissect what he says step by step. Outright lying thief....but harmless as we all know every concept from him is meant to scare. Highper....great ideas and thoughts-thnx. "GS will become a mine" KK -Dec 9, 2021....PEA and we will be worth what SEA was-with the logistical ease of water,power,roads and proximity to Stewart: that's another

[Boebandy]

The csk b$tch and the shortandweak acts are so played. Still paid posters sent here to cause doubt to new investors. So boring and old

[fordster]

Bo...it wouldn't surprise me if CSK was an executive of Sea...perhaps LandS too. Hey happy Easter to everyone....man it sucks when a holiday shuts down the world markets.

[Jetstream1281]

Take a day off and enjoy life. That's why we try to make money after all.....

[fordster]

Thnx JS...Happy Easter.

[Jetstream1281]

Likewise!!!

[Krammer000]

Happy Easter everyone. Cheers

[cskhurasu]

A PEA puts TC nowhere near SEA's KSM. SEA has reserves which only come with a PFS, not a PEA. A PFS requires much more work on metallurgy, mine design, capital estimates and environmental work.TUD is probably five tears away from a PFS.  If you are pinning your hopes as a TUD investor on progress towards a sound valuation like SEA you should know more about the process. SEA has an

[Jetstream1281]

I was comparing to SEA back in 2005 when they put out the Courageous lake PEA which took them from $2 to almost $30. I'd be happy if a GS PEA took TUD to $10 - 15 to be honest...That would be the 5 -10 bagger I referenced.... TUD ALREADY has the support of first nations in the area according to their latest report. I agree that we need an updated resource. IMO that is what has held this back

[TeckPro]

I agree with most of your points but differ slightly regarding the following: 1- An insider alerting us whether their is a 'big player' ready to take us out will never happen for obvious reasons. Buyout or JV deal will be like a thief in a night, and the price will rocket upwards. Someone with deep pockets can also buy up lots on the open market just like Elon did with TWTR. 2- "PEA

[stocktraderguy1]

thanks...happy to learn.. just talking out loud,, the point I was trying to make was that ... that they could drop expenses from drilling to nothing and furhter dilution would be minimal... I mean once you prove out 50m oz in one deposit, do you need to spend more to get to 60-70..?, and they are likely to sell long before building a mine during the normal time frame... so what does the "

[highper]

the hold up with a Seabridge sale is the determination of seabridge's stake in the project. Rudy is holding out for the beast deal he can make. I believe it was 2 years ago last spring that rudy said he had a deal but the buyer walked out at the last minute....   I used to be a regular listener of rudy's NY presentations... and it is there I believe I heard the above or words to

[stocktraderguy1]

awesome !!! thanks, I have had Tudor on the back burner for a few years now,,, but I think this is where I should be paying attention today... so it is great to hear from the people that have been paying closer attention than I ... so it looks like SEA is willing to alter thier tunnel if it interfers with the treaty deposits, and with the depth of GS likely looking at block cave mining this area

[CobraShelby]

Hello TeckPro I've seen it all for the last 12 years with some miserable years, but since TUD came on the scene in 2016 everything has changed.   Dillution is sure, but how many companies invest 1 dollar to get 1 ounce of gold for each dollar invested. Usually it is around 15 to 40 dollars for each ounce found. To date KK has kept its promise of less than $1 for every ounce found.

[CharlieWaffles]

Hey TechPro. If someone is willing to do a little digging look up Sprott money and start looking around August 2020 time frame and Eric Sprott did mention that his opinion TUO was the best company out of the 3. Why? I can only speculate their 30+ property holdings could have something to do with it.  If anyone does dig it up please post, I would love to hear it again! 

[NOMOREROLLBACKS]

AND HOW MANY SHARES OF TUD DOES TUO HOLD NOW????? WILL I GET TO MY NEW TARGET OF 4 MILLION SHARES IN THE THREE AMIGOS AND THEIR TREATY CREEK SPINOFFS????? HMMMMMMM!!!!!!