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Troilus Gold: Tier 1 brownfield deposit in Quebec, strong economics, imminent MRE, and near-term FS

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Manage episode 376989475 series 3384293
Contenu fourni par JRI. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par JRI ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Time Stamps Below

#TLG.TO #TLG

Check my Substack for companion article: https://juniorresourceinvesting.subst...

Troilus Gold is a very brownfield developer that has 8m+ Oz AuEq with great economics and a lot of reasons to believe the sting of inflation can be reduced in their upcoming FS, the first economic study since 2020. Also 260,000m of drilling is being put into an updated MRE that is just weeks away. I’ve only been following this one for a little while now, but so far I like what I see quite a bit. Large, bulk-tonnage, low-grade (but not too low) gold in Quebec with lots of preexisting infrastructure. All the big, headline, items clock in really cleanly with Troilus.

Time Stamps:

00:40: Elevator Pitch

02:20: Justin’s History

03:50: History of Preexisting Troilus Mine

06:50: Share Structure

08:30: Justin’s Average Cost Basis and Management Compensation and Burn Rate

12:45: Cost-cutting measures

17:20: Jurisdictional Advantages – Justin picks a couple favourites

20:40: ESG standards and Troilus and why it focuses so intently on it. How do they justify it?

25:30: Local Cree Nation Relations

29:50: Where does Troilus find itself right now? (MRE out soon)

31:15: Discussion of low-grade bulk tonnage

34:00: Opportunities for improvement of economics in upcoming FS vs PEA

39:00: Any community concerns over open pit and tailings?

41:30: Met work and a discussion of what the 260,000M since 2020 PEA accomplished

43:30: Upgrade to resource numbers?

44:20: What royalties are remaining after the 2.5% was bought back? Optionality with streaming copper etc.

47:00 Permitting

49:00: Discussion of Troilus’ SP struggles

54:45: 6-12 Month Catalysts and Final thoughts to Justin

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 may 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.

  continue reading

74 episodes

Artwork
iconPartager
 
Manage episode 376989475 series 3384293
Contenu fourni par JRI. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par JRI ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Time Stamps Below

#TLG.TO #TLG

Check my Substack for companion article: https://juniorresourceinvesting.subst...

Troilus Gold is a very brownfield developer that has 8m+ Oz AuEq with great economics and a lot of reasons to believe the sting of inflation can be reduced in their upcoming FS, the first economic study since 2020. Also 260,000m of drilling is being put into an updated MRE that is just weeks away. I’ve only been following this one for a little while now, but so far I like what I see quite a bit. Large, bulk-tonnage, low-grade (but not too low) gold in Quebec with lots of preexisting infrastructure. All the big, headline, items clock in really cleanly with Troilus.

Time Stamps:

00:40: Elevator Pitch

02:20: Justin’s History

03:50: History of Preexisting Troilus Mine

06:50: Share Structure

08:30: Justin’s Average Cost Basis and Management Compensation and Burn Rate

12:45: Cost-cutting measures

17:20: Jurisdictional Advantages – Justin picks a couple favourites

20:40: ESG standards and Troilus and why it focuses so intently on it. How do they justify it?

25:30: Local Cree Nation Relations

29:50: Where does Troilus find itself right now? (MRE out soon)

31:15: Discussion of low-grade bulk tonnage

34:00: Opportunities for improvement of economics in upcoming FS vs PEA

39:00: Any community concerns over open pit and tailings?

41:30: Met work and a discussion of what the 260,000M since 2020 PEA accomplished

43:30: Upgrade to resource numbers?

44:20: What royalties are remaining after the 2.5% was bought back? Optionality with streaming copper etc.

47:00 Permitting

49:00: Discussion of Troilus’ SP struggles

54:45: 6-12 Month Catalysts and Final thoughts to Justin

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 may 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.

  continue reading

74 episodes

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