I agree with your comments in the main but would point out that W6 is included in the 42T/j per day.
So, TPD is currently trading at a discount to the value attributable to the Walyering project (you could argue W6 needs to be derisked but I think that is a formality JMO). That means the current SP has $0 attributed to Gurvantes and $0 attributed to Condor.
The next two probable re-rate triggers will be drill results at Walyering 6 (to fully derisk the project and bank the 42 T/j per day) and Ocean Hill farmin.
Further progress at Gurvantes will also help, especially if TPD can be bothered to announce the update! If anyone here has a line of communication to Colby, please point that out to him, it's shoddy work IMO.
TPD Price at posting:
1.0¢ Sentiment: Buy Disclosure: Held
