From China's Export Ban To A Nevada Leach Pad: The Junior With a Domestic Solution to the US Antimony Supply Chain

Original announcement by tmx on

Company
NevGold Corp.
Ticker
NAU
Exchange
TSX
Region
Nevada
Primary commodity
Antimony
Secondary commodities
Gold
Document categories
Drill results, Metallurgy, Capital raise
Extracted
2026-09-16 14:54:36 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

NevGold Corp. reported high-grade antimony (1.11% over 6.1m) and gold equivalent (1.93 g/t over 100.6m) drill results at the Resurrection Ridge area of the Limousine Butte project in Nevada. Metallurgical testwork demonstrated exceptional sequential recovery, with gold recoveries up to 99% on material after antimony leaching. The company also successfully upsized a brokered placement to over C$42.2 million.

Reasoning: The document reports high-grade antimony drill results, exceptional sequential metallurgy results, and a significant upsized capital raise, all positioning the company for a maiden MRE and near-term production.

Positive factors

  • High-grade antimony intercept (1.11% over 6.1m)
  • Strong gold recoveries (up to 99%) on residual leach pad material
  • Significant capital raise (C$42.2M) on strong demand
  • Near-term production pathway (2027) from brownfield site

Facts used in scoring: 7

Classification and evidence

Bonanza Interceptpositive

Exceptionally high-grade zone, well above the deposit-type norm.

Why it applies: 1.11% antimony over 6.1m is a high-grade interval for the project context.

Evidence · text

“high-grade interval of 1.11% antimony over 6.1 meters”

QA/QC Disclosedpositive

Release includes QA/QC disclosure — certified lab, QP sign-off, or stated methods (blanks, standards, duplicates).

Why it applies: The release names a Qualified Person (Greg French, CPG) responsible for technical disclosures.

Evidence · text

“reviewed and approved by Greg French, CPG, the Company's Vice President, Exploration, who is NevGold's Qualified Person”

High Recoverypositive

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

Why it applies: Gold recoveries reached up to 99% on residual leach pad material.

Evidence · text

“individual samples reaching 99%”

Heap Leach Routeneutral

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

Why it applies: the document describes a heap_leach route ("heap leach")

Multi-Domain Testedpositive

Variability across ore domains (oxide, transition, fresh) has been addressed.

Why it applies: 2 distinct composites were tested

Extracted facts

Stored fact records: 6. Some facts used in scoring do not have a stored record.

Drill Results (4)

Fact 1Limousine Butte · antimonyGrade: 1.11Grade Unit: %Intercept: 6.1 mNeeds review: drill_no_hole_idView all details
Link to this fact

Identity

Project
Limousine Butte
Commodity
antimony
Region
usa_nv
Reported Region
usa_nv
Ticker
NAU

Geometry

Grade
1.11
Grade Unit
%
Intercept
6.1 m

Classification

Sample Type
drill
Group ID
null:0-0

Location

Location
Resurrection Ridge
Loc. Source
document

QA/QC

QP Signed
Yes
QA/QC Methods
standards

Review

Needs Review
Yes
Review Reason
drill_no_hole_id
Interp. Status
scored
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: High grade antimony intercept reported within a broader gold equivalent interval.

Positive factors

  • High grade antimony intercept

Evidence · text

“high-grade interval of 1.11% antimony over 6.1 meters”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

Fact 2Limousine Butte · goldGrade: 1.07Grade Unit: g/tIntercept: 100.6 mNeeds review: drill_no_hole_idView all details
Link to this fact

Identity

Project
Limousine Butte
Commodity
gold
Region
usa_nv
Reported Region
usa_nv
Ticker
NAU

Geometry

Grade
1.07
Grade Unit
g/t
Intercept
100.6 m

Classification

Sample Type
drill
Group ID
null:0-0

Location

Location
Resurrection Ridge
Loc. Source
document

QA/QC

QP Signed
Yes
QA/QC Methods
standards

Review

Needs Review
Yes
Review Reason
drill_no_hole_id
Interp. Status
scored
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: Broad gold intercept providing a credible bulk-tonnage signature.

Positive factors

  • Significant width and bulk-tonnage signature

Evidence · text

“1.93 g/t gold equivalent over 100.6 meters from surface (1.07 g/t gold + 0.22% antimony)”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

LB25-024Limousine Butte · goldGrade: 1.17Grade Unit: g/tIntercept: 7.7 mView all details
Link to this fact

Identity

Hole ID
LB25-024
Project
Limousine Butte
Commodity
gold
Region
usa_nv
Reported Region
usa_nv
Ticker
NAU

Geometry

Grade
1.17
Grade Unit
g/t
Intercept
7.7 m

Classification

Sample Type
drill
Group ID
LB25-024:0-7.7

QA/QC

QP Signed
Yes
QA/QC Methods
standards

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: Historical drill result mentioned for context.

Evidence · text

“Hole LB25-024 with 11.42 g/t AuEq over 7.7 meters (2.64% Sb + 1.17 g/t Au)”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

LB25-024Limousine Butte · antimonyGrade: 2.64Grade Unit: %Intercept: 7.7 mView all details
Link to this fact

Identity

Hole ID
LB25-024
Project
Limousine Butte
Commodity
antimony
Region
usa_nv
Reported Region
usa_nv
Ticker
NAU

Geometry

Grade
2.64
Grade Unit
%
Intercept
7.7 m

Classification

Sample Type
drill
Group ID
LB25-024:0-7.7

QA/QC

QP Signed
Yes
QA/QC Methods
standards

Review

Needs Review
No
Interp. Status
scored
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: Historical drill result mentioned for context.

Evidence · text

“Hole LB25-024 with 11.42 g/t AuEq over 7.7 meters (2.64% Sb + 1.17 g/t Au)”

Tags used in scoring

No QA/QC Disclosurenegative

Release does not disclose QA/QC — lab certification, CP/QP sign-off and assay protocols cannot be checked from this document.

Why it applies: qaqc_disclosed is not true

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was stated

Metallurgical Results (2)

cyanide shake testLimousine Butte · goldRecovery: 99 %View all details
Link to this fact

Identity

Project
Limousine Butte
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
NAU

Test Work

Program Status
detailed
Test Type
cyanide shake test
Sample
residual tailings after antimony leaching

Recovery

Recovery
99 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: Extremely high gold recovery on material that has already been processed for antimony.

Positive factors

  • Exceptional gold recovery on residual material

Evidence · text

“cyanide shake test average gold recoveries above 93%, with individual samples reaching 99%”

Tags used in scoring

High Recoverypositive

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

Why it applies: 99% is at or above the exceptional band (95%)

acid leachLimousine Butte · antimonyRecovery: 92 %View all details
Link to this fact

Identity

Project
Limousine Butte
Commodity
antimony
Region
usa_nv
Reported Region
Nevada
Ticker
NAU

Test Work

Program Status
detailed
Test Type
acid leach
Sample
oxide antimony-gold material

Recovery

Recovery
92 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2026-05-13T00:00:00.000Z

Reasoning: Reported range of antimony extraction from 54% to 92%.

Positive factors

  • Strong antimony extraction

Evidence · text

“Acid leach antimony extraction across the tested samples ranged from 54% to 92%”

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.