Tudor Gold Corp V.TUD

AMK...

[Jetstream1281]

It can change in a hurry but looks like things may be cooking with AMK

[Jetstream1281]

TUO appears to be the darling of the three right now but I think in the end the greatest gains will be with amk.

[Larry60]

If you allocate TUOs relative piece of TC your, it leaves about $16M of value to allocate to NSR and the other assets.  We will find out soon enough on the spinout what the NSR othe assets are worth.   Zorg thinks the NSR is worth $400M.....................I think they could sell it today for $35M. So both AMK and TUO remain a great buy vs TUD that will continue to dilute

[Jetstream1281]

This i have always agreed with....the gap has closed a lot recently...but I agree the other two are still the way to go.

[fordster]

They're called Amigos for a reason...I have quite a bit of AMK...free ride and dirt cheap...it will be the first take out. So JS, who would you reinvest in? 

[Jetstream1281]

I'm very reluctant to give investment advice.....I think you should always fo your own research....having said that....I feel more comfortable with AMK, but haven't looked at TUO like I probably should have.....the fact that they haven't spun off their TC holdings is a massive boost....but I think a fair market value would give AMK the best increase of the three....I could very well be

[Larry60]

if youre in this to see TC built or sold, hands down TUO and AMK......no reason to even look at TUD at current valuation While AMK technically has the biggest discount, if you assume spinout value for TUO of $15M and $35M value for NSR, TUO has the biggest discoutn by a long shot if you need short term liquidity, that would be only reason to look at TUD.

[Jetstream1281]

For my simple mind, AMK provides clarity...TUO has the greatest potential to be sure.... Having said that, TUD is the reason we're all here to begin with....

[Jetstream1281]

As far as canada goes, I think it's pretty clear thr golden triangle is where it's at...it's a matter of finding something you're comfortable with....for me, chemistry/metallurgy is my background, and so I see the potential in TC.  Depending on what your wheelhouse is it may be something else....

[Jetstream1281]

If you are at all connected to the mining/refining industry, you will know that the days of clean, high grade materials is quickly coming to an end....id stake money on the average copper concentrate grade dropping by 3-5% in thr next 10-15 years. Same concept applies for literally every other metal out there....the next generation of mines is what will drive the future....and it will look VERY

[Jetstream1281]

You can actually see this in the schools of thought of how companies themselves operate.... Rudi, for example, is an engineer...hence the tunnel that probably nobody else would have conceived.... Ken is thr geologist....hence the put your head down and drill mentality....

[fordster]

Naw, JS..not advise...we're just thinking things through. If you remember, Tuo was the first to be taken down to the extreme low SP. I sold most and added into AMK. Tud is still my strongest position. Both spin offs resulted in loss of value afterwards...so I think I'll wait until the dust settles after Tuo spins off...though they have great claims outside TC too. I'm not at all

[Larry60]

I sure as heck hope no one is taking advise from SH boards!!!!!!!!  Or cnstruing anything on here as investment advice.  Its peoples views at best.............sometimes informed, sometimes ill informed..... TUD bid $1.00.........................hope it holds!!!

[Jetstream1281]

100% agree!!!...as I've stated ad nauseum.

[Jetstream1281]

That should be ad nauseam....which my phone keeps autocorrecting to a u for some reason....lol!!!

[Jetstream1281]

Well, there is that gap at .91 that was mentioned.....maybe you'll have to trade some of your TUO back into TUD

[Larry60]

SPread would have to tighen dramatically to look at TUD. Aside from the current discount you get on TC with AMK and TUO you also avoide inevitable dilution.................id say TUD will have to issue 50 to 100 million shares, at least, to fund gettin to a production decision.

[Jetstream1281]

Ya that was meant as a joke but apparently stockhouse doesn't allow emojis? Lol!!

[Larry60]

treading water at $1....................TUO got smacked as well.........but AMK hangin in there on some volume!!!!!!!!!!!!!!!

[Jetstream1281]

SEA got smacked harder than any of the amigos today....

[Larry60]

Like i said yesterday, AMK was trading at a 25% discount on a relative basis to TUDs valuation on TC.  And it should trade at a premium as it gets the free carry! Glad I picked up some more yesterday moringin! AMK and TUO all the way............unless you need to deploy $10M+!