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Robert Vallis of Tiger Gold Corp. talks to Robert Sinn | Metals Investor Forum Sept. 2026

Metals Investor Forum Sep 25, 2026 11:44

Summary

Tiger Gold's CEO argues the market is mispricing the Quinchía project, pointing to a path toward 4–5 million ounces and full existing infrastructure.

A 22,000-metre drill program targets a maiden Ceibal resource by early November, with two resource updates and a refreshed PEA due in Q1 next year.

The 2025 PEA outlines 1.4 Moz life-of-mine production at roughly 140,000 ounces a year for the first five years and a US$534M base-case NPV.

Vallis frames Colombia as a transformed jurisdiction, citing a nearby producing peer at 250,000 ounces a year and rising foreign investment as evidence.

Drilling beneath Tesorito hit grades up to 3 g/t with copper traces at 800–900 metres, hinting at the porphyry feeder system beneath the district.

Robert Sinn's takeaways

  • Top takeaway The interviewer argues Tiger Gold has a clear path to 4-5M oz of open-pittable resources in a great location and is puzzled that the market is not awarding the stock a higher valuation today.
  • He highlights the rare continuity of Seabell's 2026 drill results — 400-600m intercepts at 0.6-0.7 g/t — as evidence of a large-scale, open-pit-able gold deposit.

Robert Vallis's takeaways

  • Top takeaway Vallis argues the Mid-Cauca Belt package offers an unmatched combination of geologic endowment, surface-near mineralization and infrastructure enablers, and that Tiger Gold's targeted 100% resource increase in under a year exceeds anything in its peer group.
  • He frames Q1 2027 — a Tesorito MRE upgrade, a Seabell maiden resource at measured/indicated, and an updated PEA — as the catalysts that will move the market past Colombia's legacy jurisdictional discount.
  • He points to copper traces and brecciated mineralization encountered at depth as evidence of a porphyry feeder system, with Tesorito deep holes returning 3 g/t at 800-900m versus 0.6-0.65 g/t higher up.
  • He defends Colombia's risk profile — citing lower geopolitical risk over the last 10-12 years, a strong government framework, foreign investment inflows, and Iris mining producing 250K oz/year 25km to the north (scaling to 500K by end-2026).
  • He plans to drill the deeper porphyry target from end-2026 while running three drills at Seabell and moving next door to Chuskel once the Seabell maiden-resource drilling is complete (targeted early November 2026).