Gold Prices Are Turning Projects Into Billion-Dollar Assets | Robert Vallis - Tiger Gold
Summary
Tiger Gold CEO Robert Vallis frames higher gold as a structural safe-haven bid, with China buying unprecedented amounts alongside other central banks.
The Quinchía project's PEA (Preliminary Economic Assessment — a scoping-level mining study) implies a ~$2B post-tax NPV at near-current gold prices.
Drilling at Ceibal and Tesorito aims to roughly double the current 2 Moz resource base; deeper probes are also testing for porphyry-style mineralization.
Hydro power, paved roads, and skilled labor near Quinchía are pitched as construction enablers that lower unit costs for a planned ~140 koz/yr operation.
The guest says the new Colombian government should add permitting stability, with foreign investment continuing to flow into the country's gold district.
Key points on Aris Mining Corp
- The guest points to Aris Mining as a nearby Colombian producer scaling to over 500,000 ounces annually by end-2026, calling it one of the most valuable and notable gold projects on the planet.
- The host cites Aris as a stock that has done phenomenally well over the last few years, positioning it as a successful district peer for Tiger Gold.
Key points on Collective Mining Ltd
- The guest highlights Collective Mining's Guy Balas discovery as a phenomenal team find of extraordinary grade and value, located 25 km north of Tiger Gold.
- The host cites Collective as a stock that has done phenomenally well over the last few years, using it as a successful comparable in the same Colombian district.
Robert Vallis's takeaways
- Top takeaway The guest argues gold's structural bull case is intact: a global move away from the US dollar, unprecedented Chinese central-bank buying, and gold's safe-haven role point to higher prices ahead despite recent volatility.
- He frames Tiger Gold's Kinchia project as uniquely infrastructure-advantaged, citing competitive hydro power, paved road access, transmission through the site, water, and skilled labor, which lowers capital and operating cost risk.
- The guest outlines a goal of roughly doubling Tiger Gold's current 2 million ounce compliant resource within a year, driven by infill drilling at Tesorito and aggressive step-outs at Seibel, with holes 14-16 still pending as of September 2026.
- He lays out a 12-month catalyst stack, including a resource update late 2026 / early Q1 2027, a major PEA upgrade, and pre-feasibility engineering starting around July 2027, which he argues should force a re-rate of an undervalued Tiger Gold.
- The guest is constructive on Colombia's new government, noting the prior left-leaning administration still issued six-plus mining permits, while deeper probes beneath Tesorito are returning rising molybdenum, copper, and breccia-style mineralization that could open a porphyry target.