Audited Results for the year ended 31 December 2025

Original announcement by tmx on

Company
Serabi Gold plc
Ticker
SBI
Exchange
TSX
Region
Unavailable
Primary commodity
Gold
Secondary commodities
None reported
Document categories
Production, Resource update
Extracted
2026-09-12 23:00:58 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Serabi Gold plc announced strong audited results for the year ended 31 December 2025, with revenue increasing to $155.8 million and post-tax profit reaching $53.9 million, reflecting higher gold production of 44,169 ounces and a higher average gold price. The company also reported its consolidated Measured & Indicated gold resource at 731,000 ounces and Inferred resource at 653,000 ounces, though these figures represent a decrease in M&I and flat Inferred compared to prior estimates, despite the narrative of growth. The company became debt-free and declared its inaugural annual dividend.

Reasoning: Serabi Gold plc reported strong audited financial results for 2025, including significant increases in revenue, EBITDA, and post-tax profit, driven by higher gold production and a favorable gold price. The company achieved a debt-free status and announced its inaugural dividend. However, cash costs and AISC increased, and the reported consolidated M&I resource showed a decrease compared to prior estimates, contradicting the document's narrative of resource growth. The company also noted two fatalities in early 2026.

Positive factors

  • strong_financial_performance
  • increased_gold_production
  • debt_free_status
  • inaugural_dividend_announced
  • strong_cash_position
  • qp_signed
  • ni_43_101_compliant

Negative factors

  • increased_cash_costs_and_aisc
  • contained_metal_decline_in_m_and_i_resource
  • narrative_contradicts_numbers_on_resource_growth
  • two_fatalities_in_early_2026

Low confidence — this extraction should be reviewed alongside the original source.

Facts used in scoring: 5

Classification and evidence

Tonnage Growthpositive

Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved.

Why it applies: Gold production increased from 37,520 ounces in 2024 to 44,169 ounces in 2025.

Evidence · text

“Gold production for the 2025 full year of 44,169 ounces (2024: 37,520 ounces).”

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: Michael Hodgson, a Director of the Company, is recognized as a Qualified Person for NI 43-101 purposes.

Evidence · text

“Michael Hodgson, a Director of the Company... is a Qualified Person for the purposes of Canadian National Instrument 43-101”

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: The scientific and technical information is reviewed and approved by a Qualified Person for NI 43-101.

Evidence · text

“Qualified Person for the purposes of Canadian National Instrument 43-101”

Contained Metal Declinenegative

Contained metal decreased vs prior despite tonnage growth — grade dilution exceeds volume gain.

Why it applies: The consolidated M&I contained gold decreased from 1167.2 koz (prior) to 731 koz (new).

Evidence · text

“consolidated M&I resource to 731,000 ounces of gold”

Narrative Contradicts Numbersnegative · Story-specific tag

No canonical definition is currently available.

Why it applies: The document claims 'significant increase' in M&I and Inferred ounces, but the reported numbers show a decrease in M&I and flat Inferred when compared to prior estimates.

Evidence · text

“significant increase in the Company’s consolidated M&I ounces and Inferred ounces... contributed to the growth of our consolidated M&I resource to 731,000 ounces of gold and Inferred resource to 653,000 ounces of gold.”

Extracted facts

Stored fact records: 2. Some facts used in scoring do not have a stored record.

Resource Estimates (2)

indicatedconsolidated (palito complex & coringa mine) · goldContained Metal: 731000Contained Unit: ozView all details
Link to this fact

Identity

Project
consolidated (palito complex & coringa mine)
Commodity
gold
Ticker
SBI

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Michael Hodgson
Resource group id
resource:24c2276eebd84ad40080

Resource Data

Category
indicated
Contained Metal
731000
Contained Unit
oz

Prior Estimate

Resource Date
2025-12-31
Prior Contained Metal
1167.2

Review

Needs Review
No
Historical
No

Dates

Event date
2026-05-01T00:00:00.000Z

Reasoning: The reported consolidated M&I contained gold of 731 koz represents a significant decrease from the prior consolidated M&I of 1167.2 koz, directly contradicting the document's claim of 'growth'.

Positive factors

  • qp_signed
  • ni_43_101_compliant

Negative factors

  • contained_metal_decline
  • narrative_contradicts_numbers

Evidence · text

“consolidated M&I resource to 731,000 ounces of gold”

Tags used in scoring

Indicated Resourcepositive

Reasonable geological confidence based on adequate drilling; continuity can be assumed. Basis for Probable Reserves.

Why it applies: category is "indicated"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Growthpositive

True scale improvement — contained metal ounces/tonnes increased vs prior, accounting for both tonnage and grade changes.

Why it applies: 731000 against 1167.2 previously

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

inferredconsolidated (palito complex & coringa mine) · goldContained Metal: 653000Contained Unit: ozView all details
Link to this fact

Identity

Project
consolidated (palito complex & coringa mine)
Commodity
gold
Ticker
SBI

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Michael Hodgson
Resource group id
resource:855e7c7a4e505c6ca998

Resource Data

Category
inferred
Contained Metal
653000
Contained Unit
oz

Prior Estimate

Resource Date
2025-12-31
Prior Contained Metal
653.3

Review

Needs Review
No
Historical
No

Dates

Event date
2026-05-01T00:00:00.000Z

Reasoning: The reported consolidated Inferred contained gold of 653 koz is essentially flat compared to the prior 653.3 koz, directly contradicting the document's claim of 'growth'.

Positive factors

  • qp_signed
  • ni_43_101_compliant

Negative factors

  • narrative_contradicts_numbers

Evidence · text

“Inferred resource to 653,000 ounces of gold”

Tags used in scoring

Inferred Resourcenegative

Speculative category — limited drilling, geological continuity assumed but not confirmed. Cannot support economic studies alone.

Why it applies: category is "inferred"

Cut-off Undisclosednegative

High-grade interval reported without stating the cut-off grade used for compositing.

Why it applies: no cutoff_grade was stated

QP/CP Signedpositive

Qualified Person (QP) or Competent Person (CP) named and signed off — a member of a recognized professional association (e.g., AusIMM, SME, AIG, P.Geo) with relevant experience.

Why it applies: qp_signed is true

NI 43-101 Compliantpositive

Resource estimate prepared in compliance with NI 43-101 (Canada) — high reporting standard.

Why it applies: reporting_standards includes ni_43_101

Contained Metal Growthpositive

True scale improvement — contained metal ounces/tonnes increased vs prior, accounting for both tonnage and grade changes.

Why it applies: 653000 against 653.3 previously

Resource Updateneutral

Revised estimate for an existing resource — compare to prior to assess progress.

Why it applies: the release compares against a previous estimate

How Atlas produces this analysis

Minestarters Atlas uses automated extraction to summarize mining announcements, identify reported measurements, and classify supporting evidence. Sentiment reflects the extracted narrative and classification rules; it is an interpretation, not a reported measurement. Evidence quotes and context are provided where available. Missing data, low-confidence results, and review flags indicate limitations. Check the original publisher announcement before relying on an interpretation.