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Brian Goldner of Talon Metals Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026

Metals Investor Forum Sep 25, 2026 10:29

Summary

Talon Metals' Vault zone at Tamarack returned 46 meters of massive sulfide grading about 57% copper equivalent — an exceptionally high-grade intercept.

Shoulder-core assays revealed surprise PGE (platinum-group elements) and gold mineralization — the bottom 4.6 meters ran 5% nickel equivalent — pointing toward more massive sulfide.

Tamarack permitting has entered the EIS (Environmental Impact Statement) stage after public comment closed, targeting completion by Q1 2029 and possible operations around 2031.

About $175 million in federal Department of Energy grants supports the processing facility, and $20.6 million funds exploration with five — soon six — rigs.

Massive sulfides need no huge tonnage to matter, and high-grade nickel shows along an 18-kilometer intrusion, giving Tamarack real scale potential.

Brian Goldner's takeaways

  • Top takeaway Goldner argues Tamarack works like a sulfide drainage system — only the sulfide that froze is measurable, and he suspects it continues at depth, possibly to the east.
  • Goldner is using anomalous platinum, palladium and gold in plain-looking rock as a geochemical vector toward new massive sulfide occurrences.
  • Goldner sees two candidate origins for Vault's gold and silver: sulfide liquid fractionating as it drains, or a vertical feeder tapping a gold-bearing source — the lower Thompson sediments carry about half a gram of gold.
  • Goldner credits agency and public comments with direct changes already visible in the mine's permitting design.
  • Goldner expects the busy news cadence to continue through the rest of 2026, with five rigs turning and a sixth soon.

Robert Sinn's takeaways

  • Top takeaway Sinn called hole 562A the first drill hole of that caliber he has seen in width and grade, in his own experience or reading, citing 50-plus meters of 50%-plus copper equivalent.
  • Sinn argues full permitting of Tamarack would be a rerating opportunity for Talon.
  • Sinn pushed the scale question and the origin of Vault's gold-silver (electrum) mineralization, drawing out the two genetic hypotheses Goldner offers.