Time Stamps Below #TLG.TO #TLG
Check my Substack for companion article:
https://juniorresourceinvesting.substack.com/
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
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