TU TUD.V Tudor Gold Corp. Loading... : Investor Sentiment and Bull/Bear Views

The author sees a 2026 commodity super cycle lifting gold, with cash generated by large producers flowing down to developers and explorers. Tudor Gold is listed among the gold stocks he thinks have strong potential in that cycle.

Tudor Gold's Treaty Creek project in BC's Golden Triangle hosts 21.66 million indicated ounces plus 4.88 million inferred ounces of gold, with relatively high grade for a bulk-tonnage deposit. The company recently acquired American Creek to raise its interest to 80%. Management previously built the nearby Brucejack mine from discovery to production in under eight years. The plan is to isolate a higher-grade 3-5 million ounce starter resource at 2-3 g/t, build an 8,000-10,000 tpd mine producing 250,000-300,000 oz/year with $1-1.5 billion capex, and then expand. Tudor is well capitalized with about $8 million expected at quarter-end and may raise flow-through capital at a premium later this year. Catalysts include fall drill results, underground permitting, a November resource estimate, and a PEA by mid-2026.