Tudor Gold: Prime Position in Record Gold Market

• Tudor Gold owns 80% of the Treaty Creek Project hosting 27.87 million ounces indicated gold equivalent resources and 6.03 million ounces inferred resources, positioned in British Columbia's Golden Triangle.
• With gold reaching an all-time high of $4,766.19 on January 20, 2026 and analysts projecting $5,000/oz by Q4 2026, Tudor's substantial resource base is optimally positioned for maximum value appreciation.
• The company secured $24.5 million financing in December 2025 and filed permits for underground exploration ramp development, targeting high-grade SC-1 Zone mineralization for potential underground mining.
• Leadership includes former Pretium Resources executives who discovered, developed and operated the Brucejack Gold Mine, demonstrating successful track record in the Golden Triangle region.
• Updated mineral resource estimate due January 2026, underground exploration permit approval, and ongoing consolidation of remaining 20% project ownership create near-term catalysts for share price appreciation.

As gold prices surge to unprecedented heights, reaching an all-time high of $4,766.19 on January 20, 2026 driven by geopolitical uncertainties, Federal Reserve policy concerns, and robust safe-haven demand, investors are increasingly focused on gold companies positioned to capitalize on this historic bull market. Gold surged 67% in 2025, its best performance since 1979, while silver logged its strongest year on record with a 146.8% gain.

Against this backdrop, Tudor Gold Corp. (TSX-V: TUD) emerges as a compelling investment opportunity, combining substantial gold resources with strategic positioning in one of the world's premier mining jurisdictions and a proven management team with a track record of successful mine development. The company's position in the Golden Triangle provides exceptional geological potential during an optimal market environment.

Company Overview

Tudor Gold operates as a mineral exploration and development company focused on gold-copper-silver resources in British Columbia's Golden Triangle, one of the world's most prolific mining regions. The company's flagship Treaty Creek Project, in which Tudor holds an 80% interest following the strategic September 2025 acquisition of American Creek Resources, represents one of North America's largest undeveloped gold-copper-silver deposits with significant expansion potential.

The Treaty Creek Project hosts an indicated mineral resource of 730.20 million tonnes containing 21.66 million ounces of gold, 2.87 billion pounds of copper, and 128.73 million ounces of silver. Additionally, inferred resources total 149.61 million tonnes containing 4.88 million ounces of gold, 503.2 million pounds of copper, and 28.97 million ounces of silver. These resources place Tudor Gold among the largest undeveloped gold deposits in North America.

Located approximately 40 kilometers from all-weather Highway 37 in the heart of the Golden Triangle, the project benefits from established infrastructure including road access, nearby power transmission lines through the Northwest Transmission Line, and deep-water port facilities at Stewart for potential future concentrate shipments. The proximity to existing infrastructure significantly reduces capital requirements and development timeline compared to remote exploration projects.

Key Development

Tudor Gold achieved several significant milestones during 2025 that position the company for accelerated development in 2026. The company's 2025 exploration program comprised 5,052 meters of drilling focused on expanding higher-grade corridors within the Goldstorm Deposit. These drilling results demonstrated continued mineralization expansion and identified areas with enhanced gold grades that warrant priority development consideration.

One of the most significant developments involves the high-grade SC-1 Zone, which hosts the highest-grading gold encountered to date with surface drilling. This zone, first identified in 2022, contains visible gold intersections within a quartz stockwork system and represents the primary target for Tudor's planned underground exploration program.

"With the closing of our recently announced financings, we have the financial strength to push ahead with what we believe is the most straightforward, economically attractive development path to gold production at Treaty Creek and the Golden Triangle - a mid-size underground mine with a small footprint."

In August 2025, the Company filed a Notice of Work permit application with the BC Ministry of Energy, Mines and Low Carbon Innovation for the underground exploration of the SC-1 Zone and Goldstorm Deposit. The permit provides for development of an underground exploration ramp to access the high-grade gold SC-1 Zone, enabling year-round, cost-effective drilling and more efficient resource definition.

Strategic Significance

Tudor Gold's strategic value becomes particularly compelling when viewed against current gold market dynamics. With gold reaching its all-time high of $4,766.19 on January 20, 2026, and J.P. Morgan Global Research forecasting prices to average $5,055/oz by the final quarter of 2026, rising toward $5,400/oz by the end of 2027, Tudor's substantial resource base positions investors to benefit from continued gold price appreciation.

The current bull market in gold reflects multiple fundamental drivers that support continued strength. Market participants are pricing in two Federal Reserve rate cuts this year, making non-yielding gold assets like Tudor's resources increasingly attractive. Beyond monetary policy considerations, structural changes in global financial systems continue supporting safe-haven demand.

Central banks globally have been net buyers of gold for multiple consecutive years, adding institutional demand that supports price stability. The resource nationalism trend, where countries seek to control critical mineral resources, adds another dimension to gold's appeal. Tudor Gold's location in Canada, a stable mining jurisdiction with strong rule of law, provides additional security for international investors.

Current Activities

Tudor Gold enters 2026 from a position of financial strength following successful completion of two strategic financing rounds in December 2025. The company completed both flow-through financing for gross proceeds of approximately $13 million and non-flow-through financing for gross proceeds of approximately $11.5 million, providing sufficient capital to execute planned exploration and development activities throughout 2026.

Analyst Consensus: Gold Price Targets for 2026

The company's 2026 strategic priorities focus on advancing the Treaty Creek Project toward development readiness. Preparation of an updated Mineral Resource estimate is underway, incorporating drilling results from the 2024 and 2025 exploration programs comprising approximately 15,000 meters of drill data. This updated estimate, targeted for completion in January 2026, will utilize refined block modeling techniques to provide enhanced resolution of higher-grade gold mineralization.

Metallurgical test work continues on multiple zones with comprehensive results anticipated in Q1 2026. These studies build upon previous work demonstrating solid recovery rates, including 85.8% copper recovery and 80.2% gold recovery for the gold-copper zones, and 85.1% gold recovery for the high-grade SC-1 Zone.

Tudor Gold also continues strategic negotiations with Teuton Resources Corp. regarding potential acquisition of the remaining 20% interest in Treaty Creek. Successful completion would provide Tudor with 100% project ownership, eliminating joint venture complexities and enabling streamlined decision-making processes.

Management Excellence

Tudor Gold's management team represents one of the company's most significant competitive advantages, bringing proven experience in discovering, developing, and operating major mining projects within the Golden Triangle region. The leadership team includes several former Pretium Resources executives who played key roles in advancing the Brucejack Gold Mine from discovery through commercial production in under eight years.

President and CEO Joseph Ovsenek served as President and CEO of Pretium Resources, leading the executive team responsible for Brucejack's development. Senior Vice President of Exploration Ken Konkin brings over 40 years of precious and base metals exploration experience and served as Project Manager for the Brucejack Mine development. This management depth provides Tudor Gold with comprehensive capabilities for advancing the Treaty Creek Project through all development phases.

Investor Takeaway

Tudor Gold presents a unique combination of substantial resources, strategic location, proven management, and optimal market timing. The company's 80% ownership of one of North America's largest undeveloped gold deposits, combined with management's proven track record in the Golden Triangle, positions Tudor to capitalize on gold prices that have reached an all-time high of $4,766.19 on January 20, 2026.

The near-term catalyst pipeline creates multiple pathways for value appreciation over the next 12 months. The January 2026 updated mineral resource estimate incorporating 15,000 meters of recent drilling data could potentially increase resource confidence categories. Underground exploration permit approval would enable year-round drilling programs, accelerating the timeline toward preliminary economic assessment.

With financing secured through 2026 exploration activities and a clear development strategy focused on higher-grade mineralization accessible through underground methods, Tudor Gold offers investors direct exposure to one of the sector's most significant undeveloped gold resources during an exceptional market environment.

The Investment Thesis for Tudor Gold

• Position in companies with 20+ million ounce resources when gold prices exceed $4,500/oz for maximum leverage to metal price appreciation.
• Target mining companies led by teams with proven mine development experience in the same geological region.
• Focus on explorers with updated resource estimates pending when 15,000+ meters of new drill data could materially increase resource confidence categories.
• Invest in development-stage companies with advanced permitting for underground access when surface exploration reaches geological limits.
• Consider companies actively pursuing 100% project ownership to eliminate joint venture complexities and accelerate development timelines.
• Diversify into British Columbia's Golden Triangle region where established infrastructure supports lower development costs and regulatory certainty.

Tudor Gold emerges as a premium investment opportunity at the intersection of record gold prices, substantial undeveloped resources, and proven management execution. The company's 80% ownership of the Treaty Creek Project hosting 27.87 million ounces of indicated gold equivalent resources provides significant leverage to continued gold price appreciation from the current all-time high of $4,766.19.

With $24.5 million in recently completed financing, advanced permitting for underground exploration, and an updated resource estimate due January 2026, Tudor Gold offers investors multiple near-term catalysts for value creation. The combination of world-class resource scale, strategic Golden Triangle location, and management's proven track record positions the company to capitalize on analysts' projections of continued bull market toward $5,000+ gold.

For investors seeking quality gold exposure with development optionality, Tudor Gold represents a compelling opportunity to participate in one of the sector's most significant undeveloped deposits during an optimal market environment for precious metals appreciation.

TL;DR

Tudor Gold owns 80% of one of North America's largest undeveloped gold deposits (27.87M oz indicated resources) in British Columbia's Golden Triangle, led by the management team that successfully developed the nearby Brucejack Mine. With gold reaching an all-time high of $4,766.19 on January 20, 2026 and major banks projecting $5,000+/oz by Q4 2026, Tudor's recent $24.5M financing and pending January 2026 resource update position the company to capitalize on exceptional market conditions through underground development of high-grade SC-1 Zone mineralization.

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