Lomiko Metals Inc. Delivers Positive Preliminary Feasibility Study For La Loutre Graphite Project

Original announcement by tmx on

Company
Lomiko Metals Inc.
Ticker
LMR
Exchange
TSX
Region
Quebec
Primary commodity
Graphite
Secondary commodities
None reported
Document categories
Resource update, Metallurgy, Other
Extracted
2026-09-12 11:03:12 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Lomiko Metals Inc. announced positive results from a Preliminary Feasibility Study (PFS) for its La Loutre Graphite Project in Quebec. The PFS outlines a 28-year mine life with robust economics, including an after-tax NPV of CAD$617.4 million and an IRR of 24.7% at a graphite price of US$1,524/t. The study includes updated mineral resource and reserve estimates, with probable reserves of 46.8 Mt at 4.79% Cg, and projects a high mill recovery rate of 93.0% producing a 97.0% Cg concentrate.

Reasoning: The Preliminary Feasibility Study for the La Loutre Graphite Project demonstrates strong economic viability with a significant after-tax NPV and IRR, supported by updated NI 43-101 compliant mineral resources and maiden probable reserves, and high metallurgical recovery rates.

Positive factors

  • Strong economic metrics (NPV, IRR)
  • Significant probable reserves declared
  • High Measured and Indicated resource confidence
  • High metallurgical recovery
  • NI 43-101 compliant study

Negative factors

  • Metallurgical test work based on a master composite, suggesting limited domain coverage

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

Facts used in scoring: 12

Classification and evidence

PFS-Supportingneutral

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

Why it applies: The document is a Preliminary Feasibility Study (PFS) which provides economic and technical parameters for the project.

Evidence · text

“Lomiko Metals Inc. Delivers Positive Preliminary Feasibility Study For La Loutre Graphite Project”

NI 43-101 Compliantpositive

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

Why it applies: The PFS, mineral resource, and mineral reserve estimates were prepared in accordance with National Instrument 43-101.

Evidence · text

“The PFS was completed by DRA Global (“DRA”) in accordance with National Instrument 43-101 (“NI 43-101”).”

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: Multiple Qualified Persons (QPs) are named as responsible for the mineral resource and reserve estimates.

Evidence · text

“The independent and qualified persons for the mineral resource estimate, as defined by NI 43-101, are Marina Iund, P.Geo. (Norda Stelo), Kerrine Azougarh, P.Eng. (Norda Stelo) and Oliver Peters, P.Eng. (DRA).”

Measured Resourcepositive

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

Why it applies: The mineral resource estimate includes a Measured category for the EV deposit and total.

Evidence · table

“Measured resource”

Context: EV

Indicated Resourcepositive

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

Why it applies: The mineral resource estimate includes a significant Indicated category for both EV and Battery deposits.

Evidence · table

“Indicated resource”

Context: EV

Inferred Resourcenegative

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

Why it applies: The mineral resource estimate includes an Inferred category for both EV and Battery deposits.

Evidence · table

“Inferred resource”

Context: EV

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The document declares maiden Probable Mineral Reserves for the project.

Evidence · text

“The probable mineral reserves were prepared in accordance with NI43-101 using a 1.50% Cg cut-off grade of 46.8 Mt at an average grade of 4.79% Cg for a contained in-situ graphite quantity of 2.24 Mt.”

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 declaration of maiden Probable Mineral Reserves.

Evidence · text

“declaration of reserves”

Resource Updateneutral

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

Why it applies: The PFS includes updated mineral resource estimates, building upon previous studies.

Evidence · text

“updated resources”

Cut-off Disclosedpositive

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

Why it applies: The cut-off grades for both mineral resources (0.95% Cg) and reserves (1.50% Cg) are clearly stated.

Evidence · text

“At the base case cut-off grade of 0.95% Cg”

High Recoverypositive

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

Why it applies: The average LOM mill recovery rate is projected at 93.0% Cg, which is exceptional for graphite flotation.

Evidence · text

“Average LOM mill recovery of 93.0% Cg.”

Locked-Cycle Testpositive · Story-specific tag

No canonical definition is currently available.

Why it applies: Metallurgical test work included locked cycle testing (LCT) on the master composite, indicating a strong test scale.

Evidence · text

“The size distribution was derived from the lock cycle testing (LCT) on the master composite by SGS Canada Inc.”

Single Domain Onlynegative

Testing limited to one composite or domain — representativeness not established.

Why it applies: Metallurgical test work was conducted on a 'master composite', suggesting limited variability testing across different ore domains.

Evidence · text

“The size distribution was derived from the lock cycle testing (LCT) on the master composite by SGS Canada Inc.”

Mill Routeneutral

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

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

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

Resource Estimates (11)

measuredLa Loutre Graphite Project · graphiteTonnes: 215000Grade: 4.47Grade Unit: %Contained Metal: 9.6Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:3ad3cd4bc0eb74b63d59
Deposit or zone
EV
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
215000
Grade
4.47
Grade Unit
%
Contained Metal
9.6
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Measured resource for the EV deposit provides high confidence in a portion of the resource base, contributing positively to the overall project de-risking.

Positive factors

  • High confidence Measured category
  • NI 43-101 compliant

Evidence · table

“215”

Context: EV

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

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

indicatedLa Loutre Graphite Project · graphiteTonnes: 27114000Grade: 5.43Grade Unit: %Contained Metal: 1473Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:24c71c2dc49b81b4f4b3
Deposit or zone
EV
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
27114000
Grade
5.43
Grade Unit
%
Contained Metal
1473
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Indicated resource for the EV deposit represents a substantial portion of the project's resource base with a good grade, supporting the PFS.

Positive factors

  • High confidence Indicated category
  • Good grade for graphite
  • NI 43-101 compliant

Evidence · table

“27,114”

Context: EV

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

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

inferredLa Loutre Graphite Project · graphiteTonnes: 4021000Grade: 3.93Grade Unit: %Contained Metal: 158Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:434760a6b648c4117a10
Deposit or zone
EV
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
4021000
Grade
3.93
Grade Unit
%
Contained Metal
158
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Inferred resource for the EV deposit adds to the project's overall potential but carries lower geological confidence compared to Measured and Indicated categories.

Positive factors

  • Adds to overall resource potential
  • NI 43-101 compliant

Negative factors

  • Lower confidence Inferred category

Evidence · table

“4,021”

Context: EV

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

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

indicatedLa Loutre Graphite Project · graphiteTonnes: 42627000Grade: 3.76Grade Unit: %Contained Metal: 1602Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:a77a3a563dda67c3b088
Deposit or zone
Battery
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
42627000
Grade
3.76
Grade Unit
%
Contained Metal
1602
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Indicated resource for the Battery deposit is a large component of the project's resource base, providing strong support for the PFS.

Positive factors

  • High confidence Indicated category
  • Significant tonnage
  • NI 43-101 compliant

Evidence · table

“42,627”

Context: Battery

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

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

inferredLa Loutre Graphite Project · graphiteTonnes: 16258000Grade: 3.43Grade Unit: %Contained Metal: 558Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:de080436c11d8088eaab
Deposit or zone
Battery
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
16258000
Grade
3.43
Grade Unit
%
Contained Metal
558
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Inferred resource for the Battery deposit contributes to the project's overall scale but requires further drilling to upgrade confidence.

Positive factors

  • Adds to overall resource potential
  • NI 43-101 compliant

Negative factors

  • Lower confidence Inferred category

Evidence · table

“16,258”

Context: Battery

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

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

measuredLa Loutre Graphite Project · graphiteTonnes: 215000Grade: 4.47Grade Unit: %Contained Metal: 9.6Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:f74948928b32ce7ce05e
Deposit or zone
TOTAL
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
measured
Tonnes
215000
Grade
4.47
Grade Unit
%
Contained Metal
9.6
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The total Measured resource provides a high-confidence base for the project, supporting the PFS.

Positive factors

  • High confidence Measured category
  • NI 43-101 compliant

Evidence · table

“215”

Context: TOTAL

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

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

indicatedLa Loutre Graphite Project · graphiteTonnes: 69741000Grade: 4.41Grade Unit: %Contained Metal: 3075Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:0ed4ae009ed0c7b29a1f
Deposit or zone
TOTAL
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
69741000
Grade
4.41
Grade Unit
%
Contained Metal
3075
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The total Indicated resource forms a significant and high-confidence portion of the project's mineral inventory, underpinning the PFS.

Positive factors

  • Large Indicated resource base
  • Good grade for graphite
  • NI 43-101 compliant

Evidence · table

“69,741”

Context: 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

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

inferredLa Loutre Graphite Project · graphiteTonnes: 20279000Grade: 3.53Grade Unit: %Contained Metal: 716Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
resource
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Marina Iund, Kerrine Azougarh, Oliver Peters
Resource group id
resource:3f298407942adf1f8ed1
Deposit or zone
TOTAL
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
20279000
Grade
3.53
Grade Unit
%
Contained Metal
716
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The total Inferred resource provides additional exploration upside but requires further work to achieve higher confidence categories.

Positive factors

  • Adds to overall resource potential
  • NI 43-101 compliant

Negative factors

  • Lower confidence Inferred category

Evidence · table

“20,279”

Context: TOTAL

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

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

probableLa Loutre Graphite Project · graphiteTonnes: 18894000Grade: 5.66Grade Unit: %Contained Metal: 1070Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
reserve
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Kerrine Azougarh
Resource group id
resource:bdc51e4140d1c69587d5
Deposit or zone
EV
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
18894000
Grade
5.66
Grade Unit
%
Contained Metal
1070
Contained Unit
kt
Cutoff Grade
1.5
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The declaration of Probable Reserves for the EV deposit is a significant de-risking event, demonstrating economic viability for a substantial portion of the resource.

Positive factors

  • Maiden Probable Reserve declaration
  • Good grade for graphite
  • NI 43-101 compliant

Evidence · table

“18,894”

Context: EV

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

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

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

probableLa Loutre Graphite Project · graphiteTonnes: 27906000Grade: 4.2Grade Unit: %Contained Metal: 1171Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
reserve
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Kerrine Azougarh
Resource group id
resource:d4c35674dbc09f532595
Deposit or zone
Battery
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
27906000
Grade
4.2
Grade Unit
%
Contained Metal
1171
Contained Unit
kt
Cutoff Grade
1.5
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The Probable Reserves for the Battery deposit add substantial economically viable tonnage to the project, further de-risking its development.

Positive factors

  • Maiden Probable Reserve declaration
  • Significant tonnage
  • NI 43-101 compliant

Evidence · table

“27,906”

Context: Battery

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

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

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

probableLa Loutre Graphite Project · graphiteTonnes: 46804000Grade: 4.79Grade Unit: %Contained Metal: 2241Contained Unit: ktView all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Resource scope

Estimate type
reserve
Effective date
2026-02-19T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Kerrine Azougarh
Resource group id
resource:e989859f085b2e617d2d
Deposit or zone
Total
Mining method
open_pit
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
46804000
Grade
4.79
Grade Unit
%
Contained Metal
2241
Contained Unit
kt
Cutoff Grade
1.5
Cutoff Unit
%

Prior Estimate

Resource Date
2026-02-19

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The total Probable Reserves provide a robust and economically viable foundation for the La Loutre project, confirming its potential for development.

Positive factors

  • Overall maiden Probable Reserve declaration
  • Significant contained graphite
  • Good average grade
  • NI 43-101 compliant

Evidence · table

“46,804”

Context: Total

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

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

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)

flotationLa Loutre Graphite Project · graphiteRecovery: 93 %View all details
Link to this fact

Identity

Project
La Loutre Graphite Project
Commodity
graphite
Region
canada_qc
Reported Region
Quebec
Ticker
LMR

Test Work

Program Status
detailed
Test Type
flotation
Processing Route
standard flotation technology
Sample
master composite

Recovery

Recovery
93 %
Recovery Basis
actual_test
Conc. Grade
97
Conc. Grade Unit
%

Lab

Laboratory
SGS Canada Inc.
Consultant
Metpro Management Inc.

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-24T00:00:00.000Z

Reasoning: The high recovery rate of 93.0% and concentrate grade of 97.0% Cg from flotation test work are very positive, indicating efficient processing, though the use of a master composite suggests further variability testing may be beneficial.

Positive factors

  • High recovery rate for graphite flotation
  • Good concentrate grade
  • Locked-cycle test (LCT) provides strong confidence

Negative factors

  • Test work based on a master composite, suggesting limited domain coverage

Evidence · text

“The plant has been designed to realize an average recovery of 93.0% of the graphite at a concentrate grade of 97% Cg over the life of the project based on metallurgical test work completed by SGS Canada Inc. and the process design work as part of the PFS.”

Tags used in scoring

Mill Routeneutral

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

Why it applies: processing_route matches the flotation 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.