Anglogold Ashanti Plc

The CEO cites AngloGold Ashanti's mine complex in the region around Buckreef, which he says produces over 400,000 ounces, as part of the area's long mining history and the talent pool TRX draws on.

TRX Gold is expanding Buckreef plant capacity from 2,000 to 5,500 tonnes per day, funded from operating cash flow rather than dilutive equity raises. Recovery rates improved from the mid-70s to mid-80s percent, driving consecutive quarterly production records even before the new mill arrives. An updated PEA (Preliminary Economic Assessment — a mid-stage economics study) is due in Q4 2026 with higher throughput and a longer open pit. Exploration is ramping to four or five drill rigs across ten geophysics targets, with Stamford Bridge already yielding the best intercept in Buckreef history. The CEO says execution, not marketing, will close the valuation gap, while Tanzania's 55/45 government joint venture framework remains the slow-moving overhang.

How This Gold Stock Delivered a 32X Return | Martino De Ciccio - Montage Gold

8 days ago 9:45

Key Highlights

The guest notes Sanyu's three Guinea projects sit near AngloGold Ashanti's Siguiri gold mine, about 2 kilometers from a haulage road AngloGold built, arguing the area's existing production validates the region.

Grade alone doesn't make a mine: strip ratio, metallurgy, infrastructure and costs decide whether a gold deposit actually works economically. Montage Gold achieved first gold pour at Koné on September 26, 2026, after securing permits, funding and construction in record time. Management funded Koné with over 90% project debt, keeping the share count tight so later acquisitions added value without heavy dilution. Koné targets 350,000 to 400,000 annual ounces for at least a decade, while Didievi, Wendé and Mauritania properties add growth the market isn't pricing. The CEO argues Montage trades at high double-digit free cash flow multiples versus 5 to 10 times for producers, implying a re-rate as Koné starts up.

30M Gold Ounces, 700% Stock Gain, Still Unknown | Daniel Henao - Mineros

14 days ago 9:38

Key Highlights

Mineros S.A. bought the Tolima gold project, a deposit the CEO sizes at roughly 28 million ounces, from AngloGold Ashanti earlier in 2026 for $70 million: $10 million upfront and $60 million contingent on permits.
The host suggests AngloGold sold because the project struggled to win the support of local communities, and the CEO calls it a good deal for both companies.

Mineros S.A., a 52-year-old Latin American gold producer, remains largely unknown to North American investors despite a share price up roughly 700% over five years. The company produced 122,000 gold-equivalent ounces in the first half of 2026 and raised its 2026 guidance to as much as 240,000 ounces. The Tolima acquisition from AngloGold Ashanti adds a historical estimate of roughly 28 million ounces for $10 million upfront plus $60 million contingent on permits. Management argues five decades of community relationships in Colombia can unlock Tolima, using Work for Taxes — funding community projects instead of income tax. First-half revenue reached roughly $559 million with adjusted EBITDA of $260 million, and management targets 300,000 ounces next year and 500,000 by 2030.

Adrian Day: Broken Bond Market

Mining Network

14 days ago 37:44

Key Highlights

The guest notes AngloGold Ashanti took over the Silicon deposit project, where he puts the resource at around 20 million ounces.

Adrian Day argues the 30-year Treasury near 5.5% shows the bond market is close to broken, with too few buyers willing to lend long term. Gold is holding up against a strong dollar, rising oil and higher yields — which he reads as confirmation that the bond market is strained. He expects the Fed to become buyer of last resort for Treasuries, a step he says would be inflationary and justify gold ownership. Beaver Creek mining companies are well cashed up and senior producers are again eyeing early-stage projects, without the reckless 2011-era deal-making. He discloses a long position in Origin Royalties, a junior with cash and a royalty (a revenue share) that avoids dilution.

$TRX Gold: Self-Funding the Buckreef Gold Project’s Next Stage of Growth

SmallCap Asia | 亚洲小盘股

14 days ago 17:39

Key Highlights

The CEO cites AngloGold Ashanti's largest mine near Buckreef as producing 400,000 ounces, as evidence of the district's mining depth.

TRX Gold is expanding Buckreef from 2,000 to 5,500 tonnes per day using operating cash flow, targeting growth without shareholder dilution. The CEO cites roughly 30,000 ounces produced last year, $120 million run-rate revenue, and $80 million run-rate adjusted EBITDA. An updated economic study is due within about a quarter, with throughput and EBITDA expected well above the May 2025 study. Stamford Bridge drilling delivered the project's best intercepts, over 200 gram-tonne-metres, pointing to higher-grade ounces that could lower costs. Tanzania hosts major gold mines from AngloGold Ashanti, Perseus and Barrick, supplying experienced workers while TRX discusses a framework agreement with the government.

Mineros Maps Path Toward 500,000 Ounces | Daniel Henao

Mining Network

18 days ago 23:18

Key Highlights

The 23-million-ounce Tolima porphyry project in Colombia that Mineros acquired — which the CEO calls top-10 globally by size — is AngloGold Ashanti's former project, bought for $10 million upfront with a $60 million payment due if and when it is permitted.
In the CEO's account, community concerns about environmentally sensitive areas were the social hurdle that stalled the project under its previous owner, rather than any technical problem.

CEO Daniel Henao targets roughly 500,000 ounces by 2030 — more than double Mineros' raised 2026 guidance of 220,000 to 240,000 ounces. A $25 million expansion lifts Nicaragua throughput from 1,800 to 2,500 tonnes per day, adding an estimated 30,000 to 40,000 ounces with better recoveries. Nicaragua blends own mines with partner ore bought at about 45% of spot; an idle 1,000-tonne-per-day mill and permits to 4,000 enable a second expansion. Porvenir's pre-feasibility study shows a roughly 38% after-tax IRR — expected project return — on $200 million at $3,150 gold, with key permits already secured. Growth rests on Colombia's Nechí expansion, 23-million-ounce La Colosa gated by social licence, and Chile's La Pepa, with a preliminary economic assessment due early 2027.

Greg Smith of Newcore Gold Ltd. talks to Jeff Clark | Metals Investor Forum Sept. 2026

Metals Investor Forum

18 days ago 10:48

Newcore is fully funded through its 80,000-metre Enchi drill program; 47,000 metres released and 16,000 metres remain by year-end. Enchi's current resource base is 1.5Moz indicated and 600koz inferred; Greg cites a nearby mine as a deep-mining analogue. Greg argues Ghana is overlooked despite being Africa's largest and the world's sixth-largest gold producer, with majors operating successfully there. Management and the board hold ~12% of equity bought with their own cash while institutions hold ~55%, a structure Greg calls a conviction signal. Near-term catalysts are ongoing drill releases feeding an updated mineral resource estimate and a feasibility study targeted before end-2027.

A $2.2B Gold Project Is Outgrowing Its Plan | Michael Henrichsen - Gold X2 Mining

19 days ago 9:14

Key Highlights

Came in as a strategic investor in Gold X2's last big financing round, alongside Hess Capital and a third strategic; Henrichsen describes the deal as timed to a rerating window when gold was over $5,000
Henrichsen says AngloGold's participation signaled to the market that 'the right work's being done' on the Moss project, helping convert earlier skepticism

Gold X2's $2.2B Moss PEA is a base case — drilling suggests a longer mine life and 300,000+ ounces a year as the resource keeps growing. Post-PEA financing pulled in AngloGold Ashanti and Hess Capital, timed to a tight window in volatile gold markets. Management frames Moss as built-to-produce, not built-to-sell, with a Q1 2027 resource update and a year-end PFS. Upgraded geology, a fresh MRE (Mineral Resource Estimate), and a PFS-quality PEA turned skeptics into believers and drew in strategic backers.

Two Jurisdictions, One Thesis: Inside Toogood Gold's ($TGC | $TGGCF) High-Grade Discovery Strategy

Investor TV

21 days ago 1:00:32

Key Highlights

detailed

The webinar compares Table Mountain's alteration footprint to AngloGold Ashanti's Arthur Gold system (the Silicone and Merlin deposits) near Beatty, Nevada, which the speakers say hosts over 16 million ounces of gold.
They note the Silicone ground was originally staked by Orogen Royalties - then called Renaissance Gold - using the same generative methodology Orogen still applies today.
The speakers argue Arthur Gold's surface expression was essentially a large mercury anomaly whose best rock sample ran only about 20 ppb gold, suggesting a comparable footprint like Table Mountain need not show surface grade to sit above significant gold.

Toogood Gold advances two assets: an undrilled epithermal (near-surface hot-water) gold-silver system at Table Mountain, Nevada, and the Quinlan discovery in Newfoundland. Independent epithermal expert Stuart Simmons placed the gold-precipitating boiling horizon 50 to 200 meters below surface exposure, guiding shallow first drilling. Mapping defined multi-kilometer Widowmaker and Pacifico vein structures with property-wide boiling textures and surface rock samples running anomalous to multi-gram gold. Newfoundland's Quinlan zone shows visible gold in roughly half of early holes, surface grades to 76.89 g/t (grams per tonne), and stays open. A 3,000-5,000 meter maiden drill program could start in Q4 once permits land, funded from treasury plus a planned $2.5-3 million raise.

This Gold Explorer Is Making Its Biggest Bet | Brian Miller - Astra Exploration

21 days ago 10:55

Key Highlights

Brian notes AngloGold Ashanti's Cerro Vanguardia mine sits roughly 100 km east of La Manchuria with a stated total known endowment of over 10 million gold-equivalent ounces, framed as evidence the Desiado Massif is "one of the most well-endowed regions in the world" for epithermal systems.

Gold's early-2026 pullback was long overdue, but the bull market remains in its early innings, Astra's CEO Brian Miller argues. Astra's La Manchuria project carries a built-in path to 100% ownership for any future acquirer through a tag-along provision. Astra's largest drill campaign — 10,000 to 20,000 meters — starts Q4 2026 to expand Manchuria Hill and test five new regional targets. Astra is also committing to an inaugural drill program at its Chilean Don Mario project, backed by a $12.5M treasury. Michael Gentile evaluates Astra by asking 'can there be a mine here' first, then weighing infrastructure and team credentials.

Barrick–Newmont Nevada JV, Permitting Risk, Royalties, and Mine Financing | Analyst Joe Mazumdar

MiningStockEducation.com

28 days ago 51:52

Key Highlights

The guest credits AngloGold Ashanti's push to tout its Nevada oxide discovery — part of repositioning beyond its African base — with generating the news flow that re-rated Orogen Royalties' 1% NSR on what became a roughly 20 million ounce deposit, before the royalty paid anything.
Per the guest, AngloGold funded the exploration that grew the deposit underlying Orogen's royalty while the royalty generator itself spent nothing.

Barrick is selling Fourmile at a steep discount, but access to permitted autoclave (pressure oxidation) capacity via Goldrush justifies it. Seabridge's KSM court setback shows Indigenous consultation now extends beyond a project's footprint, raising permitting risk across British Columbia. Major gold producers returned roughly 30% of first-half 2026 revenue to shareholders, with buybacks outpacing dividends and the top five dominating. Judge management on per-share value: grow assets without growing the share count, and favor teams that raise capital at rising prices. Coffee's upfront capital quadrupled in a decade, reinforcing the case for hunting fatal flaws early — cutoff grades, jurisdictions, and site visits.

Inflection Resources: Trangie Exploration: 92 Holes Completed, AngloGold Ashanti Exploration Partner

29 days ago 17:15

Key Highlights

detailed

AngloGold Ashanti is fully funding Inflection's systematic air core drill program at the Trangie Project in northern New South Wales; assays from the remaining six holes of the 92-hole program are expected in roughly 6-8 weeks as of mid-September 2026.
The guest notes AngloGold's own technical team is working closely with Inflection's geological team on the ground in NSW, and the two will jointly design the follow-up diamond drilling program after the air core results are integrated.
AngloGold partnered only after Inflection had already drilled initial holes to prove up the porphyry concept at Trangie; the partners then elected to step back and grid-drill ~15 sq km at ~250-metre spacings before committing to deeper, more expensive diamond drilling.

Inflection and partner AngloGold Ashanti are systematically grid-drilling a 15-square-kilometer porphyry copper-gold target under cover at Trangie, NSW, fully funded by AngloGold. The 92-hole air-core program enables district-scale mapping of alteration, geology, and 52-element geochemistry to vector toward Northparkes-style alkalic porphyry deposits. Multi-element assaying at 2-meter sample intervals builds a geochemical heat map within 6 to 8 weeks, guiding diamond drill targeting on the highest-priority zones. At Endurance, gravity and IP surveys over Big Eye and Barrel Eye anomalies are positioning maiden IOCG scout drilling before year end. Northern Territory and NSW government co-funding grants give Inflection non-dilutive capital to advance ground geophysics this year and qualify targets for major-miner partnerships.

Nick Campbell: This Could Be The Next Billion Tonne District

VRIC Media

about 1 month ago 21:08

Key Highlights

The speaker notes that Chris Lowder was a senior geo for AngloGold Ashanti in the Americas and first evaluated the Greenwood opportunity about 20 years ago while working there.

A 55,000-metre systematic drill program is finally testing the historic Greenwood Copper-Gold District in BC for scale across three targets. Three main zones — Phoenix South, JD Golden Crown, and Lexington — could together host a billion-tonne district at high grades. Existing roads, rail, power, a permitted mill, and tailings storage save roughly a couple hundred million dollars of development capex. Phoenix is fully funded with $50M cash for a two-year exploration program, giving investors two years of news flow without dilution. First Lexington drill results are expected in October, with Phoenix target results in November — assays take roughly six weeks.

Why Is This $1.5 Billion Gold Story Worth Just $37 Million? | Fredonia Mining PEA

about 1 month ago 11:04

Key Highlights

The host notes AngloGold has operated Cerro Vanguardia in Argentina since 1998, employs about 1,800 people there, and has only roughly three years of reserves left as of the 2026-09-10 video.
Hyland raises the question of whether AngloGold will eventually look west toward Fredonia's El Dorado — roughly 17 km away in the same province and rock package — as Cerro Vanguardia depletes, though he concedes the PEA does not resolve that.

Fredonia's El Dorado PEA shows a $1.49B NPV and 65% IRR on just $346M of initial capital, the lowest capital intensity in its peer group. A simple heap leach design drives the cost advantage: crush, agglomerate, stack, and leach — no mill, no grinding circuit. Despite the headline NPV, Fredonia's $36M enterprise value trades at 0.024x NAV versus 0.26–0.6x for peers. The valuation gap is mostly a distribution problem: no conference call, no sell-side coverage, and only 1.3M shares traded on study day. Concerns include a 4.1% contingency budget versus the 15–25% PEA standard, and preliminary metallurgy on 0.47 g/t ore.

AbraSilver Resource– A Series Of Key Project Milestones Achieved in 2026, Transitioning To Developer

about 1 month ago 25:03

AbraSilver has cleared its 2026 milestones with RIGI approval, environmental permits from both provinces, an updated MRE, and a DFS, fully transitioning Diablillos to active developer. The June DFS shows a 3B base case after-tax NPV at a 41.9% IRR and 20/oz AISC, placing Diablillos among the lowest-cost silver projects globally. A July 50M raise including a Kinross placement funds early works; a larger debt/stream package is targeted before year-end ahead of a Q2 2027 FID. New Executive Chair Marie Inkster, COO Jeremy Weyland, Project Director John Naisbitt, and Director Wendy Kaufman add construction expertise to the team. A Phase 2 PEA on heap leaching 130Mt of previously classified waste, plus throughput doubling studies, point to upside beyond the base case DFS.

Headwater Gold - Expanding the Newmont Partnership: New Earn-In At Jupiter & Spring Peak Phase 2 JV

about 2 months ago

Key Highlights

Cited for its 'Arthur Project' (formerly Silicon Merlin) discovery in Nevada's Walker Lane, estimated at 10–20 million ounces, which the guest uses to frame the potential scale of the nearby Jupiter property.

Newmont's third Headwater earn-in at Jupiter shows majors moving fast: a signed deal three months after acquisition on a 5km x 8km Walker Lane target. Spring Peak's Phase 2 JV unlocks $40M over three years for Newmont to reach 65%, contingent on the Burnt Rock permit landing near year-end 2026. Partner-funded drill programs advance at Crane Creek (Centerra, 3,000m, Idaho) and Jade Creek (OceanaGold, 3,500m, Nevada), with assays expected through fall 2026. Headwater's C$6M-C$7M cash position lets it keep generating new epithermal targets while funding its share of three active partner-led JV programs.

Trillion-Dollar Mining Stocks, Developer Due Diligence & Stock Picks - Fund Manager Samuel Pelaez

MiningStockEducation.com

Key Highlights

AngloGold Ashanti is paired with Agnico Eagle as the second chart the guest watches daily for the rebound signal that would mark the end of the gold correction.
Pelaez groups AngloGold with the gold equities that have given back around 60% of their prior advance.

Long-term commodity cycle drivers remain intact; the gold pullback to 3,900 is a buying opportunity as liquidity broadens from gold into copper and oil. Copper developers with billion-dollar upfront capex are being repriced; only projects with strong shareholder registries attract takeover valuations. M&A is now driven primarily by permitting speed, not project scale; ready-to-build assets get taken out first in hot cycles. Concentration beats diversification in junior mining: cap top positions around 20% of the portfolio and go deep on fewer names instead of holding 70-80 stocks. Policy alignment is essential — never invest against government policy; US FAST 41 and Canadian permitting reforms are tailwinds for domestic critical minerals projects.

Mineros ($MSA | $MNSAF) CEO on Growth Story, Investments & 2030 Gold Production Goals

Investor TV

Key Highlights

Cited by Don Durrett as one of the 'elite eight' majors that are four-baggers or better at $7,000 gold.

Mineros S.A. trades at 0.47 times net asset value (what its mines and cash are worth) despite a tenfold share-price re-rating under Sun Valley control. Sun Valley Investments deployed about $200 million to take control, then doubled silver recovery and lifted gold output 22% through operational fixes. Guidance rose to 240,000 ounces with costs tracking below plan, and the CEO targets 500,000 ounces by 2030 via the Porvenir project and acquisitions. An upsized $175 million buyback and $30 million dividend program return cash, while a strategic gold reserve keeps bullion in company vaults. Analyst Don Durrett argues quality mid-tier gold producers are the sweet spot, and Mineros still offers tenfold upside on his $7,000 gold assumption.

Fredonia Mining Best Gold Exploration Stock On The Market Now

The Gold Bull

Key Highlights

AngloGold Ashanti appears only as the operator of the producing gold mine immediately adjacent to Fredonia's Eldorado Montserrat project, and the speaker cites that adjacency to support his take-out thesis for Fredonia.

The presenter names Fredonia Mining the top junior gold exploration bet, citing a well-managed project with near-term catalysts. Its Eldorado Montserrat project in Argentina borders an AngloGold Ashanti producing mine, which the presenter sees as take-out appeal. The 2.25 million gold-equivalent ounce resource — gold and silver valued as gold — uses a conservative $1,800 gold price and a 0.4 g/t cut-off. A 10,000-meter drill program is 40% complete, with first assays of 70.75 meters at 1.29 g/t gold equivalent. At a $26.5 million market cap and roughly $11 per ounce in the ground, with insiders holding 40%, the shares screen cheap against that resource.

Elemental Royalty Corp – Visual Tour Through The Key Producing and Development Royalty Assets

Key Highlights