Cerrado Gold Announces Second Quarter 2026 Financial Results

Original announcement by globenewswire on

Company
Cerrado Gold Inc.
Ticker
CERT
Exchange
Unavailable
Region
Unavailable
Primary commodity
Gold
Secondary commodities
Silver
Document categories
Metallurgy, Production
Extracted
2026-09-12 02:35:40 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Cerrado Gold announced strong Q2 2026 financial results, reporting 15,415 gold equivalent ounces produced, a significant increase from the prior year. The company achieved $28.2 million in Adjusted EBITDA and ended the quarter with a $25.3 million cash position, while reiterating its annual production guidance. Progress continues on its Minera Don Nicolas, Lagoa Salgada, and Mont Sorcier projects, with a new PEA and MRE targeted for Q1 2027 for MDN.

Reasoning: Cerrado Gold reported strong Q2 2026 financial and operational results, with significant increases in gold equivalent production, revenue, and net income, alongside a healthy cash position. While CIL gold recovery was high and heap leach silver recovery improved, heap leach gold recovery remained low and unit costs increased. Project development at Lagoa Salgada and Mont Sorcier faced delays.

Positive factors

  • Increased gold equivalent production by 35% year-over-year
  • Strong Adjusted EBITDA of $28.2 million for Q2 2026
  • Significant increase in revenue to $64.6 million
  • Improved net income from operations to $9.2 million
  • Strong cash position of $25.3 million at quarter end
  • Reiterated annual production guidance of 50,000 to 60,000 GEO
  • High gold recovery from CIL operations (90%)
  • Significant improvement in heap leach silver recovery (76% vs 15% prior year)

Negative factors

  • Gold recovery from heap leach operations remains low (39%)
  • Silver recovery from CIL operations is moderate (64%)
  • Unit costs per gold ounce sold increased compared to prior year
  • Delays in permitting for Lagoa Salgada project
  • Delays in BFS for Mont Sorcier project

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

Facts used in scoring: 4

Classification and evidence

High Recoverypositive

Recovery at or above the exceptional band for the commodity and processing route.

Why it applies: Gold recovery of 90% from CIL operations is strong, meeting the strong band (90%) for this processing route.

Evidence · table

“90%”

Context: 99.76

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: Gold recovery of 39% from heap leach operations is below the weak band (45%) for this processing route.

Evidence · table

“39%”

Context: 809.64

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: Silver recovery of 64% from CIL operations is below the weak band (75%) for this processing route.

Evidence · table

“64%”

Context: 99.76

Recovery Improvingpositive

Recovery improved versus a like-for-like prior test program on the same domain and route.

Why it applies: Silver recoveries from heap leach operations improved significantly versus the prior quarter (76% in Q2 2026 vs 15% in Q2 2025).

Evidence · table

“76%”

Context: 809.64

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: The document explicitly mentions 'Heap Leach Operations' and 'Ore placed on pad'.

Evidence · table

“Heap Leach Operations”

Context: Operating Data

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: The document explicitly mentions 'High Grade CIL Operations' and 'CIL plant continues to process'.

Evidence · table

“High Grade CIL Operations”

Context: Gold Equivalent Ounces Produced

QP/CP Signedpositive · Story-specific tag

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: Andrew Croal P.Eng, Chief Technical Officer for Cerrado Gold, is a Qualified Person as defined in National Instrument 43-101 and reviewed and approved the scientific and technical information.

Evidence · text

“The scientific and technical information in this press release has been reviewed and approved by Andrew Croal P.Eng, Chief Technical Officer for Cerrado Gold, who is a Qualified Person as defined in National Instrument 43-101.”

Extracted facts

Stored fact records: 4. Some facts used in scoring do not have a stored record.

Metallurgical Results (4)

Fact 1Minera Don Nicolas · goldRecovery: 39 %Head Grade: 0.84Head Grade Unit: g/tView all details
Link to this fact

Identity

Project
Minera Don Nicolas
Commodity
gold
Ticker
CERT

Test Work

Processing Route
Heap Leach

Recovery

Recovery
39 %
Recovery Basis
actual_test
Head Grade
0.84
Head Grade Unit
g/t

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-18T00:00:00.000Z

Reasoning: The reported gold recovery of 39% from heap leach operations is below the weak band for heap leach gold recovery, indicating a low recovery rate.

Negative factors

  • Gold recovery of 39% from heap leach operations is below the weak band (45%) for this processing route.

Evidence · table

“39%”

Context: 809.64

Tags used in scoring

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: processing_route matches the heap_leach signal

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: 39% is below the weak band (45%)

Fact 2Minera Don Nicolas · silverRecovery: 76 %Head Grade: 4.96Head Grade Unit: g/tView all details
Link to this fact

Identity

Project
Minera Don Nicolas
Commodity
silver
Ticker
CERT

Test Work

Processing Route
Heap Leach

Recovery

Recovery
76 %
Recovery Basis
actual_test
Head Grade
4.96
Head Grade Unit
g/t

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-18T00:00:00.000Z

Reasoning: The reported silver recovery of 76% from heap leach operations is strong and represents a significant improvement compared to the prior quarter, indicating positive operational progress.

Positive factors

  • Silver recovery of 76% from heap leach operations is strong, exceeding the exceptional band (75%) for byproduct silver recovery.
  • Silver recoveries improved significantly versus the prior quarter (76% in Q2 2026 vs 15% in Q2 2025).

Evidence · table

“76%”

Context: 809.64

Tags used in scoring

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: processing_route matches the heap_leach signal

Fact 3Minera Don Nicolas · goldRecovery: 90 %Head Grade: 1.53Head Grade Unit: g/tView all details
Link to this fact

Identity

Project
Minera Don Nicolas
Commodity
gold
Ticker
CERT

Test Work

Processing Route
CIL

Recovery

Recovery
90 %
Recovery Basis
actual_test
Head Grade
1.53
Head Grade Unit
g/t

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-18T00:00:00.000Z

Reasoning: The reported gold recovery of 90% from CIL operations is strong and indicates efficient processing for the primary commodity.

Positive factors

  • Gold recovery of 90% from CIL operations is strong, meeting the strong band (90%) for this processing route.

Evidence · table

“90%”

Context: 99.76

Tags used in scoring

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: processing_route matches the mill_cil signal

Fact 4Minera Don Nicolas · silverRecovery: 64 %Head Grade: 11.15Head Grade Unit: g/tView all details
Link to this fact

Identity

Project
Minera Don Nicolas
Commodity
silver
Ticker
CERT

Test Work

Processing Route
CIL

Recovery

Recovery
64 %
Recovery Basis
actual_test
Head Grade
11.15
Head Grade Unit
g/t

Review

Needs Review
No
Historical
No

Dates

Event date
2026-08-18T00:00:00.000Z

Reasoning: The reported silver recovery of 64% from CIL operations is below the weak band for CIL silver recovery, indicating a low recovery rate for the byproduct.

Negative factors

  • Silver recovery of 64% from CIL operations is below the weak band (75%) for this processing route.

Evidence · table

“64%”

Context: 99.76

Tags used in scoring

Mill Routeneutral

Processing via mill or concentrator (CIL, CIP, tank leach, flotation).

Why it applies: processing_route matches the mill_cil signal

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: 64% is below the weak band (75%)

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.