Added to YB: 2025-12-04
Pitch date: 2025-12-01
TAU.V [neutral]
Thesis Gold & Silver Inc.
+37.22%
current return
Author Info
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Company Info
Thesis Gold & Silver Inc., a resource development company, engages in the identification, evaluation, acquisition, and exploration of mineral properties in Canada.
Market Cap
CAD 895.4M
Pitch Price
CAD 2.23
Price Target
3.00 (-2%)
Dividend
N/A
EV/EBITDA
-90.95
P/E
-134.62
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)