Thesis Gold Updated PEA: “This is One of the Best Development Projects in North America."

Junior Resource Investing

Join the Community at: / discord

Companion Article and Summary at: https://juniorresourceinvesting.subst...

Published Sept. 21, 2024

Thesis Gold (TAU.V) has had a pretty good run over the past month or so since my site visit, rising some 60% from 60 cents to $0.95. Obviously someone has caught wind of the deep value imbalance that was (and still is, though not quite so extreme) here. A big part of this no doubt was the updated PEA Thesis put out a couple weeks ago that formally united Lawyers and Ranch and demonstrated some pretty compelling numbers. Below is my conversation I had with CEO Ewan Webster about that PEA, as well as the TAU’s future.

Time Stamps

00:30: What are you proud of in terms of what changed between PEA 1 and 2.

03:00: Name a couple tradeoffs that made it better

07:20: Why didn’t inflation impact your project

09:46 Project Cost Advantages

13:30 Thesis Gold’s Dual Role of DevCo and ExploreCo and next 12 months

Disclaimer

The content found in the JuniorResourceInvesting podcast is for informational and entertainment purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. The information provided is accurate to the best of our knowledge, but we are not responsible for errors, omissions, or inaccuracies. We are not registered investment advisors. It is based on opinions, SEDAR filings, current events, press releases and interviews but is not infallible. It may contain errors and JuniorResourceInvesting offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on JuniorResourceInvesting or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. Similarly, we have been compensated by the company we interviewed for this episode, which is also an obvious conflict of interest. JuniorResourceInvesting may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on JuniorResourceInvesting is to be used at your own risk. By following JuniorResourceInvesting, you agree to hold JuniorResourceInvesting, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred. Rights to all images remain with original owner.