TDG #960 was 14-page update.
TDG #961 was a 15-page update.
TDG #960 included a report on one of our latest buys.
Considering the NPV estimates from an analyst and myself, the company was trading at less than 0.08x NPV.
It has a project that is strongly economic and is a sure-fire takeover target. (Two things changed since 2024).
If acquired at the average
valuation of developer takeovers (at current margins) it would have 5x upside.
Value is out there. We do the work to find it.
We will continue to uncover quality juniors trading at excellent values and sporting 5x potential over the next
few years.