Added to YB: 2025-12-04
Pitch date: 2025-12-01
TAU.V [neutral]
Thesis Gold Inc.
-0.45%
current return
Author Info
Junior Resource Investing is a former professional academic researcher now working to uncover high-quality plays in the junior resource sector. Sign up for the newsletter.
Company Info
Thesis Gold Inc., a junior resource company, engages in the identification, evaluation, acquisition, and exploration of mineral properties in Canada.
Market Cap
CAD 544.1M
Pitch Price
CAD 2.23
Price Target
3.00 (+28%)
Dividend
N/A
EV/EBITDA
-80.54
P/E
-125.83
EV/Sales
N/A
Sector
Metals and Mining
Category
value
Thesis Gold Just Released an Exceptional PFS and Has Room To Run
TAU.V (update): Lawyers-Ranch PFS shows $2.4B NPV5, 54% IRR, 1.1yr payback at $2900 gold. 187k AuEq oz/yr production over 15yrs. $750M capex unlocks $6B+ LOM FCF. Viable even at $2000 gold (1.2:1 NPV:capex). FS H2 2027. Dominant Toodoggone land position attracts majors like Centerra/Freeport.
Read full article (5 min)