LUCARA ANNOUNCES UPDATED FEASIBILITY STUDY FOR KAROWE UNDERGROUND PROJECT

Original announcement by tmx on

Company
Lucara Diamond Corp.
Ticker
LUC
Exchange
TSX
Region
Botswana
Primary commodity
Diamond
Secondary commodities
None reported
Document categories
Resource update
Extracted
2026-09-12 11:17:34 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Lucara Diamond Corp. has released an updated Feasibility Study for its Karowe Underground Project in Botswana, which extends the mine life by approximately 10 years and is expected to generate over $3.3 billion in diamond revenue. The study includes updated mineral resource and reserve estimates, prepared in accordance with NI 43-101, and outlines pre-production capital costs of $779 million. The project is designed to support a 2.85 million tonnes per annum underground mine, focusing on high-value diamond recovery.

Reasoning: Lucara Diamond Corp. announced an updated Feasibility Study for its Karowe Underground Project, extending the mine life and providing updated mineral resource and reserve estimates. The study is NI 43-101 compliant and signed off by Qualified Persons, reinforcing the project's viability. However, the resource estimate uses a size cut-off, and the reserve estimate assumes 100% process recovery, which are points to note.

Positive factors

  • Updated Feasibility Study reinforces project economics
  • Extends mine life and generates significant revenue
  • NI 43-101 compliant with QP sign-off

Negative factors

  • Resource estimate uses a size cut-off rather than a grade cut-off
  • Reserve estimate assumes 100% process recovery

Facts used in scoring: 23

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 is prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects.

Evidence · text

“prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("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: The Mineral Resource Estimate was prepared by Hermanus Grütter, P.Geo, Ph.D., and the Mineral Reserve Estimate by Brandon Chambers, P.Eng., both Qualified Persons.

Evidence · text

“prepared by Qualified Person ("QP") Hermanus Grütter, P.Geo, Ph.D.”

Resource Updateneutral

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

Why it applies: The document announces an updated Feasibility Study and Mineral Resource Estimate for the Karowe Underground Project.

Evidence · text

“LUCARA ANNOUNCES UPDATED FEASIBILITY STUDY FOR KAROWE UNDERGROUND PROJECT”

DFS-Supportingneutral

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

Why it applies: The document is an updated Feasibility Study, which is a definitive level of study.

Evidence · text

“updated Feasibility Study ("FS" or "Study")”

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: All Mineral Reserves in Table 9 are classified as Probable Mineral Reserves.

Evidence · table

“Probable”

Context: South_EM/PK(S)

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 Indicated Mineral Resources.

Evidence · table

“Indicated”

Context: South_M/PK(S)

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 Inferred Mineral Resources, which is a speculative category.

Evidence · table

“Inferred”

Context: South_M/PK(S)

Cut-off Disclosedpositive

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

Why it applies: Mineral Resources are stated above a +1.25 mm bottom cut-off diamond size, and Mineral Reserves are estimated with specific value cut-offs.

Evidence · text

“Mineral Resources are stated above a +1.25 mm bottom cut-off”

Extracted facts

Stored fact records: 23. Some facts used in scoring do not have a stored record.

Resource Estimates (23)

indicatedKarowe · diamondTonnes: 15700000Grade: 10.8Grade Unit: cphtContained Metal: 1696Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:4fd139d6326a39f91ff2
Deposit or zone
South_M/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
15700000
Grade
10.8
Grade Unit
cpht
Contained Metal
1696
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Indicated resource for South_M/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study, providing high confidence in the estimate, though the resource uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • Resource estimate uses size cut-off

Evidence · table

“10.8”

Context: 15.70

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

indicatedKarowe · diamondTonnes: 17440000Grade: 21Grade Unit: cphtContained Metal: 3662Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:43a4547c9723d3644778
Deposit or zone
South_EM/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
17440000
Grade
21
Grade Unit
cpht
Contained Metal
3662
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Indicated resource for South_EM/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study, providing high confidence in the estimate, though the resource uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • Resource estimate uses size cut-off

Evidence · table

“21.0”

Context: 17.44

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

indicatedKarowe · diamondTonnes: 33130000Grade: 16.2Grade Unit: cphtContained Metal: 5358Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:452fcb118a9814d73962
Deposit or zone
Total Indicated
Mining method
combined
Ownership percent
100 %

Resource Data

Category
indicated
Tonnes
33130000
Grade
16.2
Grade Unit
cpht
Contained Metal
5358
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Total Indicated resource, part of an updated NI 43-101 compliant Feasibility Study, providing high confidence in the estimate, though the resource uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • Resource estimate uses size cut-off

Evidence · table

“16.2”

Context: 33.13

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 300000Grade: 10.5Grade Unit: cphtContained Metal: 32Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:b105f8e9d2898be6429b
Deposit or zone
South_M/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
300000
Grade
10.5
Grade Unit
cpht
Contained Metal
32
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_M/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“10.5”

Context: 0.30

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 4160000Grade: 20.9Grade Unit: cphtContained Metal: 874Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:9d027592317b345710eb
Deposit or zone
South_EM/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
4160000
Grade
20.9
Grade Unit
cpht
Contained Metal
874
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_EM/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“20.9”

Context: 4.16

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 1200000Grade: 10.9Grade Unit: cphtContained Metal: 131Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:fabd9a01ce81129d52de
Deposit or zone
South_KIMB3
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
1200000
Grade
10.9
Grade Unit
cpht
Contained Metal
131
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_KIMB3 domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“10.9”

Context: 1.20

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 330000Grade: 5Grade Unit: cphtContained Metal: 17Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:7cf087a461cf9c333a71
Deposit or zone
South_WM/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
330000
Grade
5
Grade Unit
cpht
Contained Metal
17
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_WM/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“5.0”

Context: 0.33

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 300000Grade: 15Grade Unit: cphtContained Metal: 45Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:018bd066166b5d03b2a1
Deposit or zone
South_KIMB4a
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
300000
Grade
15
Grade Unit
cpht
Contained Metal
45
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_KIMB4a domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“15.0”

Context: 0.30

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 200000Grade: 15Grade Unit: cphtContained Metal: 30Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:8ac5116878b7a54a9634
Deposit or zone
South_KIMB1
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
200000
Grade
15
Grade Unit
cpht
Contained Metal
30
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_KIMB1 domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“15.0”

Context: 0.20

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 170000Grade: 10Grade Unit: cphtContained Metal: 17Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:42c2f2f57eae4b4e36e5
Deposit or zone
South_KIMB5
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
170000
Grade
10
Grade Unit
cpht
Contained Metal
17
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_KIMB5 domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“10.0”

Context: 0.17

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 10000Grade: 15Grade Unit: cphtContained Metal: 2Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:2dcd98a93caf791d933a
Deposit or zone
South_KIMB6
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
10000
Grade
15
Grade Unit
cpht
Contained Metal
2
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_KIMB6 domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“15.0”

Context: 0.01

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 40000Grade: 10Grade Unit: cphtContained Metal: 4Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:b81993b2494def9b363c
Deposit or zone
South_RFW-ALT
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
40000
Grade
10
Grade Unit
cpht
Contained Metal
4
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Inferred resource for South_RFW-ALT domain, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“10.0”

Context: 0.04

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

inferredKarowe · diamondTonnes: 6720000Grade: 17.2Grade Unit: cphtContained Metal: 1152Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
resource
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Hermanus Grütter, P.Geo, Ph.D.
Resource group id
resource:303eda934e8be8702751
Deposit or zone
Total Inferred
Mining method
combined
Ownership percent
100 %

Resource Data

Category
inferred
Tonnes
6720000
Grade
17.2
Grade Unit
cpht
Contained Metal
1152
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Total Inferred resource, part of an updated NI 43-101 compliant Feasibility Study. While part of a positive update, Inferred resources carry lower confidence and the estimate uses a size cut-off.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • lower confidence category
  • Resource estimate uses size cut-off

Evidence · table

“17.2”

Context: 6.72

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 Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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

probableKarowe · diamondTonnes: 100000Grade: 21Grade Unit: cphtContained Metal: 25Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:2e30d0a1209bf903c41f
Deposit or zone
South_EM/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
100000
Grade
21
Grade Unit
cpht
Contained Metal
25
Contained Unit
kct
Cutoff Grade
35
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Open Pit South_EM/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“21.0”

Context: 0.1

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 1000000Grade: 10.8Grade Unit: cphtContained Metal: 109Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:8b9b8da3de753fae41b2
Deposit or zone
South_M/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
1000000
Grade
10.8
Grade Unit
cpht
Contained Metal
109
Contained Unit
kct
Cutoff Grade
35
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Open Pit South_M/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“10.8”

Context: 1.0

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 1100000Grade: 11.9Grade Unit: cphtContained Metal: 134Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:d19173bb0f9773b0fb3f
Deposit or zone
Open Pit Total
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
1100000
Grade
11.9
Grade Unit
cpht
Contained Metal
134
Contained Unit
kct
Cutoff Grade
35
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Total Probable reserve for Open Pit, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“11.9”

Context: 1.1

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 14200000Grade: 17.1Grade Unit: cphtContained Metal: 2429Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:494ba094534147bc5793
Deposit or zone
South_EM/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
14200000
Grade
17.1
Grade Unit
cpht
Contained Metal
2429
Contained Unit
kct
Cutoff Grade
37
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Underground South_EM/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“17.1”

Context: 14.2

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 14300000Grade: 8.6Grade Unit: cphtContained Metal: 1240Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:6f77bf04243148e9c0e7
Deposit or zone
South_M/PK(S)
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
14300000
Grade
8.6
Grade Unit
cpht
Contained Metal
1240
Contained Unit
kct
Cutoff Grade
37
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Underground South_M/PK(S) domain, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“8.6”

Context: 14.3

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 28500000Grade: 12.9Grade Unit: cphtContained Metal: 3669Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:d0b437bdea905ed5398f
Deposit or zone
Underground Total
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
28500000
Grade
12.9
Grade Unit
cpht
Contained Metal
3669
Contained Unit
kct
Cutoff Grade
37
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Total Probable reserve for Underground, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“12.9”

Context: 28.5

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 4200000Grade: 13.1Grade Unit: cphtContained Metal: 546Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:07dd7746f196bfaf0188
Deposit or zone
Mixed Stockpile
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
4200000
Grade
13.1
Grade Unit
cpht
Contained Metal
546
Contained Unit
kct
Cutoff Grade
19.5
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Mixed Stockpile, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“13.1”

Context: 4.2

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 3500000Grade: 5.7Grade Unit: cphtContained Metal: 198Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:492f2200a6a02c51bbcf
Deposit or zone
Life of Mine
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
3500000
Grade
5.7
Grade Unit
cpht
Contained Metal
198
Contained Unit
kct
Cutoff Grade
19.5
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Probable reserve for Life of Mine stockpile, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“5.7”

Context: 3.5

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 7600000Grade: 9.8Grade Unit: cphtContained Metal: 745Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:7a1a5f6648e27862bee6
Deposit or zone
Stockpile Total
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
7600000
Grade
9.8
Grade Unit
cpht
Contained Metal
745
Contained Unit
kct
Cutoff Grade
19.5
Cutoff Unit
$/t

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Total Probable reserve for Stockpile, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“9.8”

Context: 7.6

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

Resource Updateneutral

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

Why it applies: the release compares against a previous estimate

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

probableKarowe · diamondTonnes: 37300000Grade: 12.2Grade Unit: cphtContained Metal: 4547Contained Unit: kctView all details
Link to this fact

Identity

Project
Karowe
Commodity
diamond
Region
botswana
Reported Region
Botswana
Ticker
LUC

Resource scope

Estimate type
reserve
Effective date
2025-09-30T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Brandon Chambers, P.Eng.
Resource group id
resource:f090e04db31fdde89542
Deposit or zone
Combined All Total
Mining method
combined
Ownership percent
100 %

Resource Data

Category
probable
Tonnes
37300000
Grade
12.2
Grade Unit
cpht
Contained Metal
4547
Contained Unit
kct

Prior Estimate

Resource Date
2025-09-30

Location

Loc. Confidence
medium

Review

Needs Review
No
Historical
No

Dates

Event date
2026-01-05T00:00:00.000Z

Reasoning: Overall total Probable reserve, part of an updated NI 43-101 compliant Feasibility Study. The estimate assumes 100% process recovery.

Positive factors

  • NI 43-101 compliant
  • QP signed
  • Feasibility Study update

Negative factors

  • 100% process recovery assumed

Evidence · table

“12.2”

Context: 37.3

Tags used in scoring

Probable Reservepositive

Indicated Resource with demonstrated economic viability after applying modifying factors.

Why it applies: category is "probable"

Cut-off Undisclosednegative

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

Why it applies: no cutoff_grade was 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

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.