Sep 21 2024 14 mins 1
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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
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