Desert Gold Delivers Positive PEA for SMSZ Project with USD $24M After-Tax NPV (10%) and 34% IRR at USD $2,500/oz Gold for Barani and Gourbassi Deposits in Mali

Original announcement by tmx on

Company
Desert Gold Ventures Inc.
Ticker
DAU
Exchange
TSX
Region
Mali
Primary commodity
Gold
Secondary commodities
None reported
Document categories
Resource update, Production, Metallurgy
Extracted
2026-09-15 19:14:37 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Desert Gold Ventures Inc. announced a positive maiden Preliminary Economic Assessment (PEA) for its SMSZ Gold Project in Mali, outlining a low-capex, open-pit oxide mining operation. The PEA projects an after-tax NPV (10%) of $24 million and an IRR of 34% at a $2,500/oz gold price, with an initial capital cost of $15 million and all-in sustaining costs of $1,352/oz. The study highlights a modular plant design and potential for future expansion, but notes its early-stage nature and reliance on Inferred Mineral Resources.

Reasoning: Desert Gold's maiden PEA for the SMSZ Project in Mali outlines positive economics with a low initial capex and strong returns, supported by a conventional processing route. However, the study is early-stage and relies heavily on Inferred Mineral Resources, which carry higher geological uncertainty.

Positive factors

  • Positive after-tax NPV and IRR at base case gold price
  • Low initial capital expenditure for project development
  • Low all-in sustaining costs per ounce
  • Modular plant design allows for staged development and flexibility
  • Free-milling gold mineralization with conventional processing route

Negative factors

  • Preliminary Economic Assessment (PEA) is an early-stage study with inherent uncertainties
  • Significant portion of the resource is in the Inferred category, which has lower geological confidence
  • Economic assessment is sensitive to gold price fluctuations
  • Metallurgical test work is preliminary (bottle roll and gravity tests)

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

Facts used in scoring: 29

Classification and evidence

Maiden Resourceneutral

First formal MRE for the project — establishes baseline but typically exploration-stage with high Inferred component. No prior estimate exists, so every change band is not applicable.

Why it applies: The document announces the results of its maiden Preliminary Economic Assessment ('PEA') for the Barani and Gourbassi deposits.

Evidence · text

“maiden Preliminary Economic Assessment”

Inferred Resourcenegative

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

Why it applies: The PEA includes Inferred Mineral Resources, which are considered too geologically uncertain to support economic evaluations.

Evidence · text

“This Preliminary Economic Assessment (PEA) is an early-stage study that includes Inferred Mineral Resources. These resources are considered too geologically uncertain to support economic evaluations that would allow them to be classified as Mineral Reserves.”

NI 43-101 Compliantpositive

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

Why it applies: The PEA and MRE were prepared in accordance with NI 43-101 standards.

Evidence · text

“prepared in accordance with the definitions and guidelines set out by the Canadian Institute of Mining, Metallurgy and Petroleum (CIM), as adopted by reference under National Instrument 43-101 - Standards of Disclosure for Mineral Projects.”

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: Mr. Daniel (Daan) van Heerden and Ty Magee are named as Qualified Persons responsible for the technical content.

Evidence · text

“Mr. Daniel (Daan) van Heerden (B Eng (Min.), MCom (Bus. Admin.), MMC, Pr.Eng. (Reg. No. 20050318), FSAIMM (Reg. No. 37309), AMMSA), a Director with Minxcon who is a Qualified Person (QP) as defined by NI 43-101 and independent of Desert Gold Ventures Inc. The full NI 43-101 Technical Report for the SMSZ Project will be filed and available on SEDAR+ (www.sedarplus.ca) within 45 days of this news release. The scientific and technical information contained in this news release has been also reviewed and approved by Ty Magee (M.Sc., P. Geo), a Qualified person as defined by National Instrument 43-101 Standards of Disclosure for Mineral Projects.”

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: The document is a Preliminary Economic Assessment (PEA) for the project.

Evidence · text

“maiden Preliminary Economic Assessment ('PEA')”

Low Capexpositive · Story-specific tag

No canonical definition is currently available.

Why it applies: The PEA outlines a low-capex operation with an initial capital cost of $15 million.

Evidence · text

“low-capex, open-pit oxide mining operation”

Low AISCpositive · Story-specific tag

No canonical definition is currently available.

Why it applies: The all-in sustaining cost (AISC) is estimated at $1,352/oz, which is a competitive cost.

Evidence · text

“Mine site all in sustaining cost (per ounce sold) $1,352”

Free Millingpositive

Simple, clean ore amenable to standard processing without oxidation.

Why it applies: Metallurgical test work indicates free-milling gold mineralization suitable for conventional processing.

Evidence · text

“demonstrate free-milling gold mineralization suitable for gravity recovery followed by carbon-in-leach (CIL) processing.”

Bench Scale Onlynegative

Only preliminary bench tests completed — no locked-cycle or pilot work.

Why it applies: Metallurgical test work consists of preliminary bottle roll and gravity recovery tests, which are bench-scale.

Evidence · text

“Preliminary bottle roll and gravity recovery tests”

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: The cutoff grade for reporting the Mineral Resource Estimate (MRE) is explicitly stated as 0.2 g/t Au.

Evidence · text

“The current cutoff grade for reporting the Mineral Resource Estimate (MRE) is 0.2 g/t Au.”

Mill Routeneutral

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

Why it applies: the document describes a mill_cil route ("CIL")

Gravity Routeneutral

Gravity separation forms a material part of the flowsheet.

Why it applies: the document describes a gravity route ("gravity")

Extracted facts

Stored fact records: 29. Some facts used in scoring do not have a stored record.

Resource Estimates (28)

measuredSMSZ Project · goldTonnes: 2460000Grade: 0.78Grade Unit: g/tContained Metal: 61600Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:ce290dbeee7af04783bd
Deposit or zone
Gourbassi West
Mining method
combined
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
2460000
Grade
0.78
Grade Unit
g/t
Contained Metal
61600
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Measured resource at Gourbassi West provides a high-confidence base for the project, though the grade is moderate for gold.

Positive factors

  • Measured category indicates high geological confidence
  • Contributes to the overall project resource

Evidence · table

“2.46”

Context: Measured

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

measuredSMSZ Project · goldTonnes: 680000Grade: 2Grade Unit: g/tContained Metal: 43900Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:96e3c75ddb8849300e83
Deposit or zone
Barani East
Mining method
combined
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
680000
Grade
2
Grade Unit
g/t
Contained Metal
43900
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Measured resource at Barani East provides a high-confidence base for the project with a good gold grade.

Positive factors

  • Measured category indicates high geological confidence
  • Higher grade for gold

Evidence · table

“0.68”

Context: Measured

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

measuredSMSZ Project · goldTonnes: 3140000Grade: 1.05Grade Unit: g/tContained Metal: 105500Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:bde4429c513b647b88dc
Deposit or zone
Total Measured
Mining method
combined
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
3140000
Grade
1.05
Grade Unit
g/t
Contained Metal
105500
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The total Measured resource provides a strong, high-confidence foundation for the project's economic assessment.

Positive factors

  • Total Measured resource provides a solid high-confidence base for the project

Evidence · table

“3.14”

Context: Total Measured

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 2720000Grade: 1.06Grade Unit: g/tContained Metal: 92600Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:08e02e8b7e98ec2c38f5
Deposit or zone
Gourbassi East
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
2720000
Grade
1.06
Grade Unit
g/t
Contained Metal
92600
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Indicated resource at Gourbassi East adds to the project's confidence with a good gold grade.

Positive factors

  • Indicated category provides reasonable geological confidence
  • Good gold grade

Evidence · table

“2.72”

Context: Indicated

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 4280000Grade: 0.65Grade Unit: g/tContained Metal: 89700Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:c5c18de00af4aff13e2a
Deposit or zone
Gourbassi West
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
4280000
Grade
0.65
Grade Unit
g/t
Contained Metal
89700
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Indicated resource at Gourbassi West adds significant tonnage to the project, though with a lower gold grade.

Positive factors

  • Indicated category provides reasonable geological confidence
  • Significant tonnage

Evidence · table

“4.28”

Context: Indicated

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 980000Grade: 1.56Grade Unit: g/tContained Metal: 49000Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:9536a6e11cb7544bedc3
Deposit or zone
Barani East
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
980000
Grade
1.56
Grade Unit
g/t
Contained Metal
49000
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Indicated resource at Barani East contributes to the project's confidence with a good gold grade.

Positive factors

  • Indicated category provides reasonable geological confidence
  • Good gold grade

Evidence · table

“0.98”

Context: Indicated

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 7980000Grade: 0.9Grade Unit: g/tContained Metal: 231300Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:b5acaf52eacfddf662c0
Deposit or zone
Total Indicated
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
7980000
Grade
0.9
Grade Unit
g/t
Contained Metal
231300
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The total Indicated resource provides a significant base for the project with reasonable geological confidence.

Positive factors

  • Total Indicated resource provides a substantial base with reasonable geological confidence

Evidence · table

“7.98”

Context: Total Indicated

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 11120000Grade: 0.94Grade Unit: g/tContained Metal: 336800Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:6a462b66c3e1b4e78093
Deposit or zone
Total M&I
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
11120000
Grade
0.94
Grade Unit
g/t
Contained Metal
336800
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The total Measured and Indicated resource forms a substantial and reasonably confident foundation for the project's economic assessment.

Positive factors

  • Combined Measured and Indicated resource provides a strong, confident base for the project

Evidence · table

“11.12”

Context: Total M&I

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 14330000Grade: 0.97Grade Unit: g/tContained Metal: 447500Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:bb3da8ab275b4f851034
Deposit or zone
Mogoyafara South
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
14330000
Grade
0.97
Grade Unit
g/t
Contained Metal
447500
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Large Inferred resource at Mogoyafara South offers substantial future potential but requires further drilling to upgrade confidence.

Positive factors

  • Significant tonnage and contained gold in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“14.33”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 1470000Grade: 1.42Grade Unit: g/tContained Metal: 67000Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:18122fa31a4cd23fd71e
Deposit or zone
Linnguekoto West
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
1470000
Grade
1.42
Grade Unit
g/t
Contained Metal
67000
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Linnguekoto West shows good grade potential but requires further work to increase confidence.

Positive factors

  • Good gold grade in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“1.47”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 2220000Grade: 1.21Grade Unit: g/tContained Metal: 86000Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:50d9bd8b543bae8c9f40
Deposit or zone
Gourbassi East
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
2220000
Grade
1.21
Grade Unit
g/t
Contained Metal
86000
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Gourbassi East shows good grade potential but requires further work to increase confidence.

Positive factors

  • Good gold grade in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“2.22”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 3460000Grade: 0.75Grade Unit: g/tContained Metal: 83800Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:20936f83cd418e73331f
Deposit or zone
Gourbassi West
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
3460000
Grade
0.75
Grade Unit
g/t
Contained Metal
83800
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Gourbassi West adds tonnage but with a lower grade, requiring further work to increase confidence.

Positive factors

  • Significant tonnage in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone
  • Lower gold grade

Evidence · table

“3.46”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 2450000Grade: 0.72Grade Unit: g/tContained Metal: 56500Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:1eeab505deebadea16bb
Deposit or zone
Gourbassi West North
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
2450000
Grade
0.72
Grade Unit
g/t
Contained Metal
56500
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Gourbassi West North adds to the resource base but with lower confidence and grade.

Positive factors

  • Contributes to the overall Inferred resource base

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone
  • Lower gold grade

Evidence · table

“2.45”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 1240000Grade: 1.38Grade Unit: g/tContained Metal: 55100Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:c286c3b14f6fc03cc6c4
Deposit or zone
Barani East
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
1240000
Grade
1.38
Grade Unit
g/t
Contained Metal
55100
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Barani East shows good grade potential but requires further work to increase confidence.

Positive factors

  • Good gold grade in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“1.24”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 1070000Grade: 0.88Grade Unit: g/tContained Metal: 30200Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:1867f2bed7c3e528a7a4
Deposit or zone
Barani Gap
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
1070000
Grade
0.88
Grade Unit
g/t
Contained Metal
30200
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Barani Gap adds to the resource base but with lower confidence and moderate grade.

Positive factors

  • Contributes to the overall Inferred resource base

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone
  • Moderate gold grade

Evidence · table

“1.07”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 460000Grade: 2.4Grade Unit: g/tContained Metal: 35200Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:d6e44a83cc2fc1c0658c
Deposit or zone
KenieGoulou
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
460000
Grade
2.4
Grade Unit
g/t
Contained Metal
35200
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at Keniegoulou shows high grade potential but is smaller in tonnage and requires further work to increase confidence.

Positive factors

  • High gold grade in the Inferred category provides future upside potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone
  • Smaller tonnage

Evidence · table

“0.46”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 470000Grade: 1.23Grade Unit: g/tContained Metal: 18600Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:274a6c0c1656eaee2b2b
Deposit or zone
KE
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
470000
Grade
1.23
Grade Unit
g/t
Contained Metal
18600
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource at KE adds to the resource base but with lower confidence and smaller tonnage.

Positive factors

  • Contributes to the overall Inferred resource base

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone
  • Smaller tonnage

Evidence · table

“0.47”

Context: Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 27160000Grade: 1.01Grade Unit: g/tContained Metal: 879900Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:5a20450c6a155c94bf74
Deposit or zone
Total Inferred
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
27160000
Grade
1.01
Grade Unit
g/t
Contained Metal
879900
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The large total Inferred resource represents significant future potential but requires substantial work to upgrade confidence.

Positive factors

  • Large total Inferred resource provides significant future growth potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“27.16”

Context: Total Inferred

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

measuredSMSZ Project · goldTonnes: 148000Grade: 2.42Grade Unit: g/tContained Metal: 11500Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:10e8527ce2d35e6a5b43
Deposit or zone
Barani
Mining method
combined
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
148000
Grade
2.42
Grade Unit
g/t
Contained Metal
11500
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: High-grade Measured resource within the Barani PEA pit provides confident, high-quality feed for initial operations.

Positive factors

  • High-grade Measured resource within the PEA pit
  • Provides high confidence material for initial mining

Evidence · table

“148”

Context: Barani

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 43000Grade: 1.91Grade Unit: g/tContained Metal: 2700Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:2196dee3c20fc2c91b00
Deposit or zone
Barani
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
43000
Grade
1.91
Grade Unit
g/t
Contained Metal
2700
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Good grade Indicated resource within the Barani PEA pit contributes to the confident material for initial operations.

Positive factors

  • Good grade Indicated resource within the PEA pit
  • Adds to confident material for initial mining

Evidence · table

“43”

Context: Barani

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 339000Grade: 1.58Grade Unit: g/tContained Metal: 17300Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:72249ea906a8ce8bf81f
Deposit or zone
Barani
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
339000
Grade
1.58
Grade Unit
g/t
Contained Metal
17300
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource within the Barani PEA pit adds material to the mine plan but with lower confidence.

Positive factors

  • Contributes to the PEA mine plan with good grade potential

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“339”

Context: Barani

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 530000Grade: 1.84Grade Unit: g/tContained Metal: 31400Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:747501b10d6ae52c4111
Deposit or zone
Barani
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
530000
Grade
1.84
Grade Unit
g/t
Contained Metal
31400
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The total resource within the Barani PEA pit provides a good grade material for the mine plan, though it includes lower confidence Inferred resources.

Positive factors

  • Total resource within the Barani PEA pit provides a good grade material for the mine plan

Negative factors

  • Includes Inferred resources which have lower confidence

Evidence · table

“530”

Context: Grand Total

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

measuredSMSZ Project · goldTonnes: 1289000Grade: 0.92Grade Unit: g/tContained Metal: 38100Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:72fcdc5f5b060d79a75c
Deposit or zone
Gourbassi
Mining method
combined
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
1289000
Grade
0.92
Grade Unit
g/t
Contained Metal
38100
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Measured resource within the Gourbassi PEA pit provides confident material for the mine plan.

Positive factors

  • Measured resource within the PEA pit provides high confidence material for mining

Evidence · table

“1,289”

Context: Gourbassi

Tags used in scoring

Measured Resourcepositive

Highest confidence category — tonnage, grade, shape well-established from closely-spaced drilling. Basis for Proven Reserves.

Why it applies: category is "measured"

Cut-off Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 377000Grade: 0.86Grade Unit: g/tContained Metal: 10400Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:232d35b20bc70f19b286
Deposit or zone
Gourbassi
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
377000
Grade
0.86
Grade Unit
g/t
Contained Metal
10400
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Indicated resource within the Gourbassi PEA pit contributes to the confident material for the mine plan.

Positive factors

  • Indicated resource within the PEA pit adds to confident material for mining

Evidence · table

“377”

Context: Gourbassi

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

inferredSMSZ Project · goldTonnes: 1452000Grade: 0.93Grade Unit: g/tContained Metal: 43200Contained Unit: ozView all details
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Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:09b53b69c10bb0742dd4
Deposit or zone
Gourbassi
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
1452000
Grade
0.93
Grade Unit
g/t
Contained Metal
43200
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: Inferred resource within the Gourbassi PEA pit adds significant tonnage to the mine plan but with lower confidence.

Positive factors

  • Contributes significant tonnage to the PEA mine plan

Negative factors

  • Inferred resource has a low level of confidence and cannot support economic studies alone

Evidence · table

“1,452”

Context: Gourbassi

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

indicatedSMSZ Project · goldTonnes: 3117000Grade: 0.92Grade Unit: g/tContained Metal: 91800Contained Unit: ozView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Daniel (Daan) van Heerden, Ty Magee
Resource group id
resource:9bf5eaed62fca196967b
Deposit or zone
Gourbassi
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
3117000
Grade
0.92
Grade Unit
g/t
Contained Metal
91800
Contained Unit
oz
Cutoff Grade
0.2
Cutoff Unit
g/t Au

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The total resource within the Gourbassi PEA pit provides substantial material for the mine plan, though it includes lower confidence Inferred resources.

Positive factors

  • Total resource within the Gourbassi PEA pit provides substantial material for the mine plan

Negative factors

  • Includes Inferred resources which have lower confidence

Evidence · table

“3,117”

Context: Grand Total

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 Disclosedpositive

Cut-off grade used for resource reporting is clearly stated, enabling like-for-like comparison.

Why it applies: cutoff_grade is 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

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

Fact 27SMSZ Project · goldView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Reporting standards
ni_43_101
Resource group id
resource:aebaf2a2d29bf3218bf7
Mining method
combined
Ownership percent
100 %

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The PEA outlines strong economic metrics for the project at the base case gold price, with a low initial capex and long mine life, but is subject to the uncertainties of an early-stage study.

Positive factors

  • Positive after-tax NPV and IRR at base case gold price
  • Low initial capital expenditure
  • Low all-in sustaining costs
  • Long mine life

Negative factors

  • PEA is an early-stage study with inherent uncertainties
  • Reliance on Inferred Mineral Resources

Evidence · table

“$24 M”

Context: NPV @10% Discount Rate (millions, after tax)

Tags used in scoring

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

Fact 28SMSZ Project · goldView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Resource scope

Reporting standards
ni_43_101
Resource group id
resource:aebaf2a2d29bf3218bf7
Mining method
combined
Ownership percent
100 %

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The project demonstrates significantly improved economics at the current spot gold price, indicating strong leverage to gold price, though still an early-stage assessment.

Positive factors

  • Significantly enhanced economics at current spot gold price
  • Very high IRR and NPV

Negative factors

  • PEA is an early-stage study with inherent uncertainties
  • Reliance on Inferred Mineral Resources

Evidence · table

“54 M”

Context: NPV @10% Discount Rate (millions, after tax)

Tags used in scoring

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

PEA-Supportingneutral

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: the release names the study this estimate supports

Metallurgical Results (1)

bottle rollSMSZ Project · goldRecovery: 86 %Head Grade: 0.95Head Grade Unit: g/tView all details
Link to this fact

Identity

Project
SMSZ Project
Commodity
gold
Region
mali
Reported Region
Mali
Ticker
DAU

Test Work

Program Status
scoping
Test Type
bottle roll
Processing Route
gravity and CIL

Recovery

Recovery
86 %
Recovery Basis
actual_test
Head Grade
0.95
Head Grade Unit
g/t

Lab

Laboratory
Minxcon
Consultant
Minxcon

Review

Needs Review
No
Historical
No

Dates

Event date
2025-08-07T00:00:00.000Z

Reasoning: The 86% gold recovery is positive for a CIL process, indicating free-milling ore, but the preliminary nature of the test work introduces some uncertainty.

Positive factors

  • Good gold recovery for a CIL process
  • Free-milling mineralization supports conventional processing

Negative factors

  • Test work is preliminary (bottle roll and gravity tests)

Evidence · table

“86”

Context: Gold process recovery (%)

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

Gravity Routeneutral

Gravity separation forms a material part of the flowsheet.

Why it applies: processing_route matches the gravity signal

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.