Troilus Gold (TSX:TLG) - Multi-Decade Gold-Copper Mine with C$2B NPV Potential

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  • Опубликовано: 17 окт 2024

Комментарии • 15

  • @navalus7098
    @navalus7098 4 месяца назад +1

    Guys, not sure what your problem is. I only hear complaints. TLG trades at 0.40 Can$ right now, its a STRONG BUY. Target prices give 400% potential and more. And if you bought before the FS at a higher price, first of all - it cant be that much higher, second - load up and average down. Despite the FS study everybody expected to be higher, Troilus is still a STRONG BUY. Its no rocket science.

  • @jean-marcbaud451
    @jean-marcbaud451 4 месяца назад +3

    10y LOM is a complete different story than 22. The 14% IRR is a bit misleading.

  • @robertdagge200
    @robertdagge200 4 месяца назад +2

    Very good thanks. I have been an investor here and am now down after the recent price collapse. How annoying. But kinda used to that - unlike uranium, just cannot find love in the gold market ; a bunch of mainly crap juniors that did absolutely nothing of value for shareholders; coys given away by management for free; and some producers (eg. NEM, BTG, SSRM ) that are total duds so far. All in all, fairly terrible performance, especially given where gold is.
    Yep, the Good Book says always diversify your sectors and best to stick with the boring ETFs if not ready to do a lot of homework.....

    • @Plasmorbital
      @Plasmorbital 4 месяца назад

      ETFs will get you nowhere in the gold sector- you need to pick the real winners yourself because most are expected to be losers.

    • @robertdagge200
      @robertdagge200 4 месяца назад +1

      @@Plasmorbital "Most expected to be losers". Yep, you got that right. I pick the individual coys 'for fun' - like a visit to the casino. No idea why people invest seriously in the sector - so many easier ways to make money...

    • @Plasmorbital
      @Plasmorbital 4 месяца назад

      ​@@robertdagge200 It's the easiest way I know how to make money, but I've been a geologist for twenty years and learned a thing or two here or there.
      I like this project quite a bit and I'm buying this dip to average down. The company is still in a very attractive place along the Lassonde Curve.
      My exit is going to be more like 2026-2027 ish so these prices are still pretty good looking to me for an advanced brownfield project I'm reasonably certain will be built at an even higher gold price than today.

  • @marksmith4780
    @marksmith4780 4 месяца назад +1

    IF it does get built.... a major will wait to see the construction.... then maybe buy

    • @Plasmorbital
      @Plasmorbital 4 месяца назад +1

      By then, you will have missed nearly all the upside on the Lassonde Curve.

  • @chrisgoldsmith4397
    @chrisgoldsmith4397 4 месяца назад

    PEA 4 years ago Capex 333million. It's now over a billion. Who did PEA? This isn't fast money exiting. This was a huge surprise.

  • @marksmith4780
    @marksmith4780 4 месяца назад +1

    dirt work is the cheapest.... easiest to estimate.

  • @chrisgoldsmith4397
    @chrisgoldsmith4397 4 месяца назад

    14% IRR. Capex has tripled.

  • @marksmith4780
    @marksmith4780 4 месяца назад +1

    At least he admits "a poor job" with we retail, but these numbers are still terrible. OK, I'm done and out.

  • @marksmith4780
    @marksmith4780 4 месяца назад

    Compared to Artemis.... the numbers not even close

  • @marksmith4780
    @marksmith4780 4 месяца назад

    grade overall is terrible.... the CAPEX terrifying

  • @wantonfuey1
    @wantonfuey1 4 месяца назад

    I do not like the new numbers at all