Barrick Mining CorporationB
▲ PositiveRegulationrelevance
Tanzania renewed the Special Mining Licenses for Barrick's North Mara gold mine for 15 more years, securing continued operations.
Impact on assets 5
Critical Materials & Supply Chain
Barrick Mining Corporation
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Twiga MineralsPrivate▲ Positive
Regulationrelevance
The license renewal reinforces Twiga Minerals' joint venture with Tanzania to operate the North Mara and Bulyanhulu mines.
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United States▲
GMV Minerals Reports 12.64 gpt Gold over 4.88 m from 2026 Mexican Hat Drill Program
GMV Minerals Inc. has completed its 2026 diamond drill program at the Mexican Hat Gold project in southeast Arizona, reporting 4,775 metres drilled across 25 holes from 24 platforms that tested the deposit over 950 metres of strike length and 370 metres of width. The company said all drill holes intersected significant gold mineralization within the established solids, with notable assays including 12.64 gpt gold over 4.88 m in MHC26-14, 3.30 gpt gold over 12.39 m in MHC26-24, and 1.33 gpt gold over 29.57 m in MHC26-09. A total of 94 significant mineralized intervals exceeding the previous 0.2 gpt gold cut-off were encountered, averaging 0.87 gpt gold over 7.74 m, and drilling has now tested over 90% of the mineralization. President and CEO Ian Klassen said MHC26-14 returned one of the highest gold drill intersections reported at the project to date, adding that the company looks forward to an updated NI Mineral Resource estimate this fall, the first since June 22, 2020, when it was compiled using a base case of $1,375 per ounce gold. The 25 new drill holes will be incorporated into a revised NI 43-101 Mineral Resource Estimate that the company intends to release in the coming months.
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Critical Materials & Supply Chain › Gold ▲Supply
Critical Materials & Supply Chain › Precious Metals ▲Supply
GOLD · Supply · Positive GMV Minerals reported high-grade gold drill results at Mexican Hat, signaling potential new gold supply and supporting gold's investment narrative
Côte d’Ivoire
Argentina
Peru
SenegalFortuna reports Q3 2026 production of 69,665 gold equivalent ounces, approves 30% Séguéla expansion
Fortuna Mining Corp. reported third quarter 2026 production of 69,665 gold equivalent ounces from its three operating mines in West Africa and Latin America, down from 72,217 GEO in the second quarter and 72,462 GEO in the third quarter of 2025. Production for the first nine months of 2026 totaled 214,754 GEO, keeping the company on track for its annual guidance of 281,000 to 305,000 GEO. The board approved a $109 million budget for a 30% expansion of the Séguéla processing plant in Côte d'Ivoire, lifting annual throughput to 2.3 million tonnes and supporting annual gold production of over 200,000 ounces from the second half of 2028. Séguéla produced 33,744 ounces of gold in the quarter, down from 41,683 ounces in the second quarter after reduced equipment availability at a mining contractor and a temporary site-wide stoppage caused by a blockade by artisanal miners. Lindero in Argentina produced 26,024 ounces of gold, a 25% increase quarter-over-quarter, while Caylloma in Peru produced 9,897 GEO and is positioned to exceed its annual guidance of 29,000 to 33,000 GEO. Fortuna also acquired the 190 square kilometer Bambadji advanced gold exploration project adjacent to Diamba Sud in Senegal, consolidating roughly 60 kilometers of prospective strike along the Senegal-Mali Shear Zone.
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Critical Materials & Supply Chain › Gold Supply
Critical Materials & Supply Chain › Precious Metals ▲Supply
FSM · Capital · Neutral Q3 production fell to 69,665 GEO from 72,217 in Q2 and 72,462 a year ago, but guidance is maintained and the board approved a $109M Séguéla expansion.
FSM · Supply · Negative Séguéla output dropped to 33,744 oz from 41,683 oz after reduced contractor equipment availability and a site-wide stoppage from an artisanal-miner blockade.
CanadaUnited StatesPerpetua Resources Extends Stibnite Drilling Past 10,000 Meters
Perpetua Resources has extended drilling at its Stibnite Gold Project beyond the original 10,000 meter plan, with new tungsten findings adding another layer to the exploration story. The company's shares trade at CA$29.33, down 15.35% on a one month share price return but still up 8.47% over three months. Perpetua Resources trades at a price-to-book ratio of 3.6x, a discount to a peer group average of 11.8x but a premium to the wider Canadian Metals and Mining industry average of 2.5x. The company faces risks if project permitting timelines stretch further or if funding costs climb, which could pressure sentiment and delay execution of Stibnite.
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Critical Materials & Supply Chain › Gold Supply
Critical Materials & Supply Chain › Precious Metals Supply
PPTA · Technology · Positive Perpetua extended Stibnite drilling past 10,000 meters with new tungsten findings, advancing its exploration/development story.
Canada▲2
B2Gold Reports High-Grade Drilling Results and New Tattuk Discovery at Back River
B2Gold has reported encouraging drilling results from its Back River Gold District program in Nunavut, confirming high-grade mineralization and a new Tattuk discovery near the Nuvuyak zone. The exploration update follows a 90 day share price return of 37.62% and a year to date gain of 19.19%, though the 30 day share price return slipped 4.77% and the 1 year total shareholder return stands at 2.81%. B2Gold's most followed narrative pegs fair value at CA$11.06 per share against a last close of CA$7.39, a 33% undervaluation gap. Planned operational upgrades including a wind farm and medium-speed generators at Goose are expected to structurally lower long-term fuel costs and emissions. The company's heavy exposure to higher risk regions and its finite reserve base remain key risks to that undervaluation story.
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Critical Materials & Supply Chain › Gold ▲Supply
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BTG · Technology · Positive B2Gold reported high-grade drilling results and a new Tattuk discovery at its Back River Gold District, a positive exploration/R&D development.
BTG · Capital · Positive The article cites a 33% undervaluation gap versus a CA$11.06 fair value estimate, an analyst-valuation call.
Australia▼
Regis Resources Q1 gold output falls short of FY27 target pace
Regis Resources produced 83,000 ounces of gold in the three months to September 30, a result the company said was in line with its expectations but which represents only about 21% of its 360,000-400,000-ounce FY27 production target. The quarterly output comprised 56,100 ounces from Duketon and 27,000 ounces from Regis' 30% attributable stake in Tropicana, with results affected by significant rainfall in September. Regis maintained its FY27 production guidance of 360,000 to 400,000 ounces, which it expects to be weighted toward the second half as several open pits ramp up, implying average quarterly production of roughly 90,000-100,000 ounces. The company generated A$146 million of pre-tax cash and bullion during the quarter, including a A$51 million break fee from the terminated Vault Minerals transaction, and paid A$53 million in tax, ending September with A$1.28 billion of cash and bullion. Shares of Regis Resources fell 1.32% to A$7.095, a two-month low, underperforming the ASX 200 index.
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Critical Materials & Supply Chain › Gold ▼Supply
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Regis Resources Limited · Capital · Positive Generated A$146 million pre-tax cash and bullion including a A$51 million break fee, ending with A$1.28 billion cash and bullion
Regis Resources Limited · Supply · Negative Q1 gold output of 83,000 oz was hit by significant September rainfall, falling short of the FY27 target pace
Vault Minerals Limited · Capital · Neutral Regis received a A$51 million break fee from the terminated Vault Minerals transaction, mentioned only as context
GreeceCanada▲2
Eldorado Gold's Skouries Mine Permanently Connected to Greek Power Grid
Eldorado Gold has secured permanent connection of its Skouries mine in northern Greece to the national power grid after final approval from the Greek transmission authority. The grid link provides long-term electricity supply for Skouries and supports ongoing processing and mining work as the operation moves toward planned commercial production in the fourth quarter of 2026. The company's shares last closed at CA$54.78, down 8.0% over the past month after a 90-day gain of about 30.2%, with a one-year total shareholder return of roughly 35.7%. Commissioning of the Skouries copper-gold project is slated for the first quarter of 2026 and remains on schedule, with the most followed analyst narrative pegging fair value at about CA$71.91, implying the stock is 24% undervalued.
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Critical Materials & Supply Chain › Copper Mining & Concentrate ▲Supply
Critical Materials & Supply Chain › Gold ▲Supply
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Critical Materials & Supply Chain › Copper ▲Supply
EGO · Supply · Positive Skouries mine secured permanent grid connection, ensuring long-term electricity supply for mining and processing toward commercial production.