Lomiko Metals Inc. Files a Positive Preliminary Feasibility Study For La Loutre Graphite Project on SEDAR

Original announcement by tmx on

Company
Lomiko Metals Inc.
Ticker
LMR
Exchange
TSX
Region
Quebec, Canada
Primary commodity
Graphite
Secondary commodities
None reported
Document categories
Resource update, Other
Extracted
2026-09-12 10:44:15 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Lomiko Metals has filed its Preliminary Feasibility Study (PFS) for the La Loutre Graphite Project in Quebec. The study reports probable reserves of 46.8 Mt at 4.79% Cg and demonstrates strong economics with an after-tax NPV of CA$617.4 M.

Reasoning: The filing of the PFS technical report formalizes previously announced results, including the declaration of probable reserves and strong economic indicators for the La Loutre project.

Positive factors

  • Declaration of probable reserves
  • Strong economic metrics (NPV CA$797.5M, 30.3% IRR)
  • High recovery (93.0%)
  • Long mine life (28 years)

Negative factors

  • Results were previously reported in March 2026

Facts used in scoring: 4

Classification and evidence

NI 43-101 Compliantpositive

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

Why it applies: The report was prepared in accordance with NI 43-101 standards.

Evidence · text

“prepared in accordance with National Instrument 43-101”

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: The PFS includes the declaration of probable mineral reserves.

Evidence · text

“The Project has probable mineral reserves prepared in accordance with NI 43-101”

Extracted facts

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

Resource Estimates (4)

probableLa Loutre Graphite Project · graphiteTonnes: 46800000Grade: 4.79Grade Unit: % CgContained Metal: 2.24Contained Unit: mtHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

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

Resource scope

Estimate type
reserve
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Colin Fyfe, Danielle Demers, David Sims, Denys Vermette, Georgi Doundarov, Jessica Breault, Jordan Zampini, Kerrine Azougarh, Marina Iund, Oliver Peters
Resource group id
resource:4fed5657640868f1ca8d
Deposit or zone
La Loutre

Resource Data

Category
probable
Tonnes
46800000
Grade
4.79
Grade Unit
% Cg
Contained Metal
2.24
Contained Unit
mt
Cutoff Grade
1.5
Cutoff Unit
% Cg

Prior Estimate

Resource Date
2026-03-24

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-24T00:00:00.000Z

Dates

Event date
2026-05-08T00:00:00.000Z

Reasoning: Declaration of probable reserves at a high grade of 4.79% Cg.

Positive factors

  • Probable reserve status

Negative factors

  • Previously reported

Evidence · text

“The Project has probable mineral reserves... 46.8 Mt at an average grade of 4.79% Cg”

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

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: % CgContained Metal: 9700Contained Unit: ktHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

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

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Colin Fyfe, Danielle Demers, David Sims, Denys Vermette, Georgi Doundarov, Jessica Breault, Jordan Zampini, Kerrine Azougarh, Marina Iund, Oliver Peters
Resource group id
resource:0bc4875bb0fa8986b5de
Deposit or zone
La Loutre

Resource Data

Category
measured
Tonnes
215000
Grade
4.47
Grade Unit
% Cg
Contained Metal
9700
Contained Unit
kt
Cutoff Grade
0.95
Cutoff Unit
% Cg

Prior Estimate

Resource Date
2026-03-24

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-24T00:00:00.000Z

Dates

Event date
2026-05-08T00:00:00.000Z

Reasoning: Measured resource component of the PFS.

Positive factors

  • Measured category

Negative factors

  • Previously reported

Evidence · text

“a measured resource of 215 kt at a 4.47 % Cg grade for 9,7 kt of graphite”

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

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: % CgContained Metal: 3075Contained Unit: ktHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

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

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Colin Fyfe, Danielle Demers, David Sims, Denys Vermette, Georgi Doundarov, Jessica Breault, Jordan Zampini, Kerrine Azougarh, Marina Iund, Oliver Peters
Resource group id
resource:a5b1f80b7f6335e073cf
Deposit or zone
La Loutre

Resource Data

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

Prior Estimate

Resource Date
2026-03-24

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-24T00:00:00.000Z

Dates

Event date
2026-05-08T00:00:00.000Z

Reasoning: Indicated resource component of the PFS.

Positive factors

  • Indicated category

Negative factors

  • Previously reported

Evidence · text

“an indicated resource of 69,741 kt at a 4.41 % Cg grade for 3,075 kt of graphite”

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

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: % CgContained Metal: 716Contained Unit: ktHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

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

Resource scope

Estimate type
resource
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Colin Fyfe, Danielle Demers, David Sims, Denys Vermette, Georgi Doundarov, Jessica Breault, Jordan Zampini, Kerrine Azougarh, Marina Iund, Oliver Peters
Resource group id
resource:225ee9c5071ac929d41c
Deposit or zone
La Loutre

Resource Data

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

Prior Estimate

Resource Date
2026-03-24

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-24T00:00:00.000Z

Dates

Event date
2026-05-08T00:00:00.000Z

Reasoning: Inferred resource component of the PFS.

Negative factors

  • Inferred category

Evidence · text

“an inferred resource of 20,279 kt at a 3.53 % Cg grade for 716 kt of graphite”

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

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

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.