i-80 Gold Announces Positive Feasibility Study and Initial Mineral Reserves for Granite Creek Underground; After-Tax NPV(5%) of $118 Million at $2,750/oz Au Increasing to $598 Million at $4,500/oz Au

Original announcement by cnw on

Company
i-80 Gold
Ticker
IAUX
Exchange
Unavailable
Region
Nevada
Primary commodity
Gold
Secondary commodities
None reported
Document categories
Economic study, Resource update, Metallurgy
Extracted
2026-09-21 23:48:37 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

i-80 Gold announced positive results from a Feasibility Study for its Granite Creek Underground gold project, outlining an after-tax NPV(5%) of $118 million at a $2,750/oz gold price. The study reports initial Proven and Probable Mineral Reserves of 2.20 Mt grading 7.87 g/t Au for 556,500 oz, and a 229% increase in Measured and Indicated Resources to 3.73 Mt grading 7.17 g/t Au for 859,500 oz. The project has an 8.5-year mine life with average annual gold production of 75,000 oz (2028-2032) and LOM AISC of $2,273/oz (excluding Lone Tree refurbishment capital), supported by an optimized processing strategy at the company's Lone Tree Plant.

Reasoning: The document announces positive results from a Feasibility Study for the Granite Creek Underground gold project, including robust economics, a significant increase in Measured and Indicated resources, and an initial Mineral Reserve estimate. The study outlines a clear path to production with an optimized processing strategy. While the base case gold price is high, the overall results are very positive for the company.

Positive factors

  • Positive Feasibility Study results with robust economics at base case gold price.
  • Significant increase in Measured and Indicated Mineral Resources.
  • Initial Mineral Reserve estimate provides a solid foundation for mine life.
  • Optimized processing strategy with planned commissioning of wholly-owned Lone Tree Plant expected to reduce costs.

Negative factors

  • Inferred Mineral Resources decreased, indicating conversion but also a reduction in speculative upside.
  • Study relies on a gold price of $2,750/oz, which is above current spot prices, though sensitivities are provided.

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

Facts used in scoring: 5

Classification and evidence

DFS Bankablepositive

AACE Class 2-1 study complete and within the staleness window.

Why it applies: The document announces the results of a feasibility study prepared under NI 43-101, which constitutes a feasibility study (FS).

Evidence · text

“The results announced in this press release are supported by two technical reports prepared for Granite Creek Underground: (1) a technical report prepared under National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101") which, in the opinion of the qualified persons, constitutes a feasibility study under NI 43-101 (the "NI 43-101 FS" or the "FS")”

High IRRpositive

Post-tax real unlevered IRR in the strong tier or better.

Why it applies: The after-tax NPV(5%) of $118 Million at $2,750/oz Au is a strong economic indicator for the project.

Evidence · text

“After-Tax NPV(5%) of $118 Million at $2,750/oz Au”

Long Reserve Lifepositive

Reserve life index in the top tier of the single ladder.

Why it applies: The mine life is approximately 8.5 years, which is considered adequate.

Evidence · table

“8.5”

Context: Mine Life

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: The Mineral Reserves were estimated by Anton Chan, a Qualified Person under NI 43-101 and S-K 1300.

Evidence · text

“The Mineral Reserves were estimated by Anton Chan, B.Eng, M.Sc., P.Eng, MMSAQP (#01546 QP ) of SRK Consulting, U.S. (Inc.), a Qualified Person under NI 43-101 and S-K 1300.”

JORC Compliantpositive

Resource estimate prepared in compliance with JORC Code (Australia) — high reporting standard.

Why it applies: The resource estimate was prepared in compliance with NI 43-101 and S-K 1300.

Evidence · text

“a Qualified Person under NI 43-101 and S-K 1300.”

NI 43-101 Compliantpositive

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

Why it applies: The resource estimate was prepared in compliance with NI 43-101 and S-K 1300.

Evidence · text

“a Qualified Person under NI 43-101 and S-K 1300.”

Measured Resourcepositive

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

Why it applies: The resource estimate includes a Measured category.

Evidence · table

“Measured”

Context: Measured

Indicated Resourcepositive

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

Why it applies: The resource estimate includes an Indicated category.

Evidence · table

“Indicated”

Context: Indicated

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The reserve estimate includes a Proven category.

Evidence · table

“Proven”

Context: Proven

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The reserve estimate includes a Probable category.

Evidence · table

“Probable”

Context: Probable

Inferred Resourcenegative

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

Why it applies: The resource estimate includes an Inferred category.

Evidence · table

“Inferred”

Context: Inferred

Category Upgradepositive

Resource confidence improved — Inferred upgraded to Indicated, or Indicated to Measured. De-risking signal.

Why it applies: Measured and Indicated underground Mineral Resources increased by 229% and Inferred Mineral Resources decreased by 38% as material was converted into higher classification categories.

Evidence · text

“Measured and Indicated underground Mineral Resources increased by 229% to 3.73 Mt grading 7.17 g/t Au containing 859,500 oz Au, compared to the PEA (1) ; Inferred Mineral Resources decreased by 38% to 0.89 Mt grading 7.06 g/t Au containing 202,800 oz Au as the infill program converted a portion of Inferred Mineral Resources into the higher classification categories.”

High Recoverypositive

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

Why it applies: The average gold recovery is 87%, which is strong for gold processing.

Evidence · table

“87 %”

Context: Average Gold Recovery

Refractory Orenegative

Ore requires oxidation/pressure treatment before recovery — a processing and recovery risk.

Why it applies: The metallurgical testing demonstrated that the ore contains predominantly single refractory material requiring an oxidation process.

Evidence · text

“Metallurgical testing has demonstrated that the Ogee, Otto and South Pacific zones at Granite Creek Underground contain predominantly single refractory material and require an oxidation process to increase gold extraction using cyanidation.”

Mill Routeneutral

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

Why it applies: The processing strategy involves the Lone Tree autoclave and carbon-in-leach (CIL) plant.

Evidence · text

“Lone Tree autoclave and carbon-in-leach plant”

POX/BIOX Routeneutral

Pressure or bio-oxidation for refractory ore — high CAPEX and OPEX.

Why it applies: The processing involves an acid pressure oxidation (POX) process.

Evidence · text

“acid pressure oxidation ("POX") conditions”

Cut-off Disclosedpositive

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

Why it applies: A current resource fact retains the disclosed cut-off grade

Resource Updateneutral

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

Why it applies: The source explicitly discloses a revised resource estimate

Evidence · text

“Updated Mineral Resource Estimate”

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: 3. Some facts used in scoring do not have a stored record.

Resource Estimates (2)

provenGranite Creek Underground · goldTonnes: 40000Grade: 11.21Grade Unit: g/tContained Metal: 14.5Contained Unit: kozView all details
Link to this fact

Identity

Project
Granite Creek Underground
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAUX

Resource scope

Estimate type
reserve
Effective date
2026-03-31T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
QP Signed
Yes
Qualified person names
Anton Chan
Resource group id
resource:51bf406f6b1ef3faa4f2
Deposit or zone
South Pacific
Mining method
underground
Resource basis
attributable

Resource Data

Category
proven
Tonnes
40000
Grade
11.21
Grade Unit
g/t
Contained Metal
14.5
Contained Unit
koz
Cutoff Grade
4.42
Cutoff Unit
g/t

Prior Estimate

Resource Date
2026-03-31

Lab

Laboratory
SRK Consulting, U.S. (Inc.)

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-21T00:00:00.000Z

Reasoning: The South Pacific zone contributes a high-grade Proven Reserve, showcasing the quality of mineralization in this area, despite a smaller tonnage.

Positive factors

  • Very high-grade Proven Reserve in the South Pacific zone, indicating rich mineralization.

Tags used in scoring

Proven Reservepositive

Measured Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "proven"

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

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

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

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

measuredGranite Creek Underground · goldTonnes: 65000Grade: 9.85Grade Unit: g/tContained Metal: 20.7Contained Unit: kozView all details
Link to this fact

Identity

Project
Granite Creek Underground
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAUX

Resource scope

Estimate type
resource
Effective date
2026-03-31T00:00:00.000Z
Reporting standards
ni_43_101, sec_sk1300
QP Signed
Yes
Qualified person names
Benjamin Parsons
Resource group id
resource:fa91e1284023c8939dca
Deposit or zone
South Pacific
Mining method
underground
Resource basis
attributable

Resource Data

Category
measured
Tonnes
65000
Grade
9.85
Grade Unit
g/t
Contained Metal
20.7
Contained Unit
koz
Cutoff Grade
3.75
Cutoff Unit
g/t

Prior Estimate

Resource Date
2026-03-31

Lab

Laboratory
SRK Consulting, U.S. (Inc.)

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-21T00:00:00.000Z

Reasoning: The South Pacific zone contributes a high-grade Measured Resource, highlighting the quality of mineralization in this area with high confidence.

Positive factors

  • Very high-grade Measured Resource in the South Pacific zone, indicating excellent mineralization quality.

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

PFS-Supportingneutral

Resource estimate prepared to support a Pre-Feasibility Study — requires adequate M&I component.

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

DFS-Supportingneutral

Resource estimate prepared to support a Definitive Feasibility Study — requires high M&I confidence.

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

Metallurgical Results (1)

autoclaveGranite Creek Underground · goldRecovery: 87 %Head Grade: 7.87Head Grade Unit: g/t AuView all details
Link to this fact

Identity

Project
Granite Creek Underground
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
IAUX

Test Work

Program Status
detailed
Test Type
autoclave
Processing Route
acid pressure oxidation (POX) and carbon-in-leach (CIL)

Recovery

Recovery
87 %
Recovery Basis
actual_test
Head Grade
7.87
Head Grade Unit
g/t Au

Lab

Laboratory
SRK Consulting, U.S. (Inc.)
Consultant
SRK Consulting, U.S. (Inc.)

Review

Needs Review
No
Historical
No

Dates

Event date
2026-09-21T00:00:00.000Z

Reasoning: The metallurgical results show a high average gold recovery, which is a strong positive for the project's economics. The optimized processing strategy, including the use of the Lone Tree Plant, is expected to improve cost efficiency, despite the refractory nature of the ore.

Positive factors

  • High average gold recovery of 87% for the LOM, indicating efficient processing.
  • Processing strategy optimized to use the company's wholly-owned Lone Tree Plant, reducing reliance on third-party processing.

Negative factors

  • Ore is predominantly single refractory material, requiring an oxidation process.

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

POX/BIOX Routeneutral

Pressure or bio-oxidation for refractory ore — high CAPEX and OPEX.

Why it applies: processing_route matches the pox_biox 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.