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11/09/2026  
18/05/2026
1 min read

New Found Gold Has 2 Million Ounces, From Discovery Dream to Production Machine

In this video, we break down why New Found Gold is evolving from a high-profile discovery story into a serious Canadian gold development play. We cover Queensway’s 2.0Moz resource, Hammerdown as the near-term production bridge, the infrastructure advantage, and the phased mine plan that could reshape the company’s valuation. We also look at the key risks, including permitting, execution, grade control, dilution, debt, and whether management can successfully turn strong geology and financing into real operating performance.

Presentation slides:

RT

We spent more than a decade as a forex trader before discovering a simpler truth: macro thinking beats trading noise. That the exact date we became a value investor. Our investing framework focuses on fundamentals, cycles, ratio charts, and technical timing. If you want to understand markets without the Wall Street jargon, follow along.

2 Comments

  1. do you think Tudor gold and Seabridge can come to some agreement to solve the tunnel issue
    and if so what price would you put on Tudor gold at this point?

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