NGEx Welcomes Lundin Mining as New Partner at Los Helados

Original announcement by tmx on

Company
NGEx Minerals Ltd.
Ticker
NGEX
Exchange
TSX
Region
Chile
Primary commodity
Copper
Secondary commodities
Gold, Silver
Document categories
Resource update, Agreement transaction
Extracted
2026-09-14 15:03:33 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

NGEx Minerals has welcomed Lundin Mining as a new minority partner at the Los Helados Project in Chile following a transaction with JX Advanced Metals. The project is a large-scale copper-gold-silver resource with significant potential synergies due to its proximity to the operating Caserones mine.

Reasoning: The announcement of a new strategic partner (Lundin Mining) for a large-scale, advanced-stage copper project with significant infrastructure synergies is highly material and positive.

Positive factors

  • Strategic partnership with Lundin Mining
  • Proximity to Caserones operating infrastructure
  • Large-scale copper-gold-silver resource
  • High-quality precious metal-rich copper concentrate indicated by metallurgy

Facts used in scoring: 9

Classification and evidence

NI 43-101 Compliantpositive

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

Why it applies: The Mineral Resource estimate was reviewed and approved by a Qualified Person as defined by NI 43-101.

Evidence · text

“reviewed and approved by Bob Carmichael, B.A.Sc., P.Eng. who is the Qualified Person as defined by NI 43-101”

Cut-off Disclosedpositive

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

Why it applies: The cut-off grade for the Mineral Resource estimate is explicitly stated as 0.33% CuEq.

Evidence · text

“Mineral Resources are estimated at a cut-off grade of 0.33 g/t CuEq”

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: Bob Carmichael is named as the Qualified Person responsible for the technical disclosure.

Evidence · text

“reviewed and approved by Bob Carmichael, B.A.Sc., P.Eng. who is the Qualified Person”

Extracted facts

Stored fact records: 9. Some facts used in scoring do not have a stored record.

Resource Estimates (9)

indicatedLos Helados · copperTonnes: 2080000000Grade: 18.4Grade Unit: billion lbsView all details
Link to this fact

Identity

Project
Los Helados
Commodity
copper
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:f5f4254fb152c16530a9
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
2080000000
Grade
18.4
Grade Unit
billion lbs
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.51
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated copper grade of 0.4% in a large 2.08Bt resource.

Positive factors

  • Large tonnage

Evidence · table

“18.4”

Context: 2.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedLos Helados · goldTonnes: 2080000000Grade: 10.2Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
gold
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:f5f4254fb152c16530a9
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
2080000000
Grade
10.2
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.51
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated gold grade of 0.15 g/t.

Evidence · table

“10.2”

Context: 2.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedLos Helados · silverTonnes: 2080000000Grade: 97.5Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
silver
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:f5f4254fb152c16530a9
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
2080000000
Grade
97.5
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.51
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated silver grade of 1.5 g/t.

Evidence · table

“97.5”

Context: 2.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

inferredLos Helados · copperTonnes: 1080000000Grade: 8.2Grade Unit: billion lbsView all details
Link to this fact

Identity

Project
Los Helados
Commodity
copper
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:3d2b916942a9549a96cb
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
inferred
Tonnes
1080000000
Grade
8.2
Grade Unit
billion lbs
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.42
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Inferred copper grade of 0.34%.

Evidence · table

“8.2”

Context: 1.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

inferredLos Helados · goldTonnes: 1080000000Grade: 3.6Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
gold
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:3d2b916942a9549a96cb
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
inferred
Tonnes
1080000000
Grade
3.6
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.42
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Inferred gold grade of 0.1 g/t.

Evidence · table

“3.6”

Context: 1.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

inferredLos Helados · silverTonnes: 1080000000Grade: 50.2Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
silver
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:3d2b916942a9549a96cb
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
inferred
Tonnes
1080000000
Grade
50.2
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.42
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Inferred silver grade of 1.4 g/t.

Evidence · table

“50.2”

Context: 1.08

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedLos Helados · copperTonnes: 510000000Grade: 6.3Grade Unit: billion lbsView all details
Link to this fact

Identity

Project
Los Helados
Commodity
copper
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:2d9e55e1a01b3e40d360
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
510000000
Grade
6.3
Grade Unit
billion lbs
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.72
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated copper grade of 0.4% in a large 2.08Bt resource. (Expanded from multi-commodity resource table for completeness.)

Positive factors

  • Large tonnage

Evidence · table

“6.3”

Context: 0.51

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedLos Helados · goldTonnes: 510000000Grade: 3.5Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
gold
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:2d9e55e1a01b3e40d360
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
510000000
Grade
3.5
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.72
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated copper grade of 0.4% in a large 2.08Bt resource. (Expanded from multi-commodity resource table for completeness.)

Positive factors

  • Large tonnage

Evidence · table

“3.5”

Context: 0.51

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

indicatedLos Helados · silverTonnes: 510000000Grade: 30.2Grade Unit: million ozView all details
Link to this fact

Identity

Project
Los Helados
Commodity
silver
Region
chile
Reported Region
Chile
Ticker
NGEX

Resource scope

Estimate type
resource
Effective date
2025-07-29T00:00:00.000Z
Reporting standards
ni_43_101
QP Signed
Yes
Qualified person names
Bob Carmichael
Resource group id
resource:2d9e55e1a01b3e40d360
Deposit or zone
Los Helados
Mining method
underground

Resource Data

Category
indicated
Tonnes
510000000
Grade
30.2
Grade Unit
million oz
Cutoff Grade
0.33
Cutoff Unit
% CuEq

Prior Estimate

Resource Date
2025-07-29

Metal Equivalent

Metal Eq. Grade
0.72
Metal Eq. Unit
% CuEq
Assumptions Disclosed
Yes

Review

Needs Review
No
Historical
No

Dates

Event date
2026-03-11T00:00:00.000Z

Reasoning: Indicated copper grade of 0.4% in a large 2.08Bt resource. (Expanded from multi-commodity resource table for completeness.)

Positive factors

  • Large tonnage

Evidence · table

“30.2”

Context: 0.51

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

No Contained Metalnegative

Tonnage and grade reported but contained metal not calculated or disclosed — incomplete reporting.

Why it applies: contained_metal was not reported

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.