P2 Gold 2025 PEA Update Delivers Strong Economics and Increased Metal Production

Original announcement by tmx on

Company
P2 Gold Inc.
Ticker
PGLD
Exchange
TSX
Region
Nevada
Primary commodity
Gold
Secondary commodities
Silver, Copper
Document categories
Other, Production, Metallurgy
Extracted
2026-09-12 19:03:33 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

P2 Gold Inc. has released a positive updated Preliminary Economic Assessment (2025 PEA) for its wholly-owned Gabbs Project in Nevada, showing strong economics and increased metal production. The 2025 PEA reports an after-tax NPV5% of US$2.253 billion and an IRR of 77.5% at spot metal prices, with a life-of-mine after-tax cash flow of US$3.737 billion over a 14.2-year mine life. The update incorporates increased metal process recoveries from the Phase Three Metallurgical Program and updated operating and capital costs, leading to projected LOM production of 1.547 million ounces of gold, 2.481 million ounces of silver, and 213,000 tonnes of copper.

Reasoning: The updated PEA demonstrates robust economics and increased metal production for the Gabbs Project, driven by improved metallurgical recoveries, despite some cost increases and the preliminary nature of the study.

Positive factors

  • Strong after-tax NPV and IRR at spot prices
  • Increased life-of-mine metal production
  • Improved metal process recoveries
  • Relatively low pre-production capital cost
  • QP/CP signed off
  • High gold recovery for sulphide material

Negative factors

  • PEA is preliminary and includes Inferred Mineral Resources
  • Processing involves a SART plant and mill for sulphides, indicating some complexity/refractory nature
  • Operating and capital costs increased compared to the 2024 PEA

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

Facts used in scoring: 44

Classification and evidence

PEA-Supportingneutral · Story-specific tag

Resource estimate prepared to support a Preliminary Economic Assessment — early-stage study.

Why it applies: The document is an updated Preliminary Economic Assessment (PEA) for the Gabbs Project.

Evidence · text

“P2 Gold 2025 PEA Update Delivers Strong Economics and Increased Metal Production”

QP/CP Signedpositive · Story-specific tag

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 2025 PEA was prepared by several Qualified Persons (QP) as defined by NI 43-101.

Evidence · text

“The 2025 PEA was prepared by Carl E. Defilippi , RM SME and Caleb Cook, P.E. of KCA and Eugene Puritch , P.Eng., FEC, CET, and Andrew Bradfield , P.Eng. of P&E Mining Consultants Inc. ("P&E") of Brampton, Ontario , each of whom is a "Qualified Person" as defined by NI 43-101”

Tonnage Growthpositive · Story-specific tag

Tonnage increase reaching the strong tier vs prior estimate, with grade maintained or improved.

Why it applies: Life-of-Mine production for gold and copper is expected to increase due to improved metal process recoveries.

Evidence · text

“Life-of-Mine production at Gabbs is now expected to be approximately 1.55 million ounces of gold and almost 470 million pounds of copper, a direct result of the improvement in metal process recoveries we've been able to achieve since the last PEA”

Inferred Resourcenegative · Story-specific tag

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

Why it applies: The 2025 PEA is preliminary in nature and includes Inferred Mineral Resources.

Evidence · text

“The 2025 PEA is preliminary in nature, includes Inferred Mineral Resources that are considered too speculative geologically to have the economic considerations applied to them that would enable them to be categorized as Mineral Reserves”

Refractory Orenegative

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

Why it applies: The processing flowsheet includes a SART plant for cyanide soluble copper and a mill for sulphide material, indicating processing complexity.

Evidence · text

“A portion of this copper is cyanide soluble and is expected to be extracted in the heap leach circuit. The cyanide soluble copper has an effect on the cyanide consumption. A SART (sulphidization, acidification, recycling and thickening) plant... is included.”

High Recoverypositive

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

Why it applies: Mill - Gold Recovery, Sulphide is 94.5%, which is a strong recovery for this processing route.

Evidence · table

“94.5 %”

Context: Mill - Gold Recovery, Sulphide

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: the document describes a heap_leach route ("heap leach")

Mill Routeneutral

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

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

Multi-Domain Testedpositive

Variability across ore domains (oxide, transition, fresh) has been addressed.

Why it applies: 2 distinct composites were tested

Extracted facts

Stored fact records: 6. Some facts used in scoring do not have a stored record.

Metallurgical Results (6)

Phase Three Metallurgical ProgramGabbs Project · goldRecovery: 85 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
heap leach
Sample
Oxide

Recovery

Recovery
85 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: An 85.0% gold recovery from oxide material via heap leach is an excellent result, indicating efficient extraction for this processing route.

Positive factors

  • High recovery for heap leach gold
  • Recovery improved from prior PEA

Evidence · table

“85.0 %”

Context: Heap - Gold Recovery, Oxide

Tags used in scoring

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: processing_route matches the heap_leach signal

High Recoverypositive

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

Why it applies: 85% is at or above the exceptional band (75%)

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

Phase Three Metallurgical ProgramGabbs Project · silverRecovery: 60 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
silver
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
heap leach
Sample
Oxide

Recovery

Recovery
60 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: A 60.0% silver recovery from oxide material via heap leach is a moderate result, providing valuable byproduct credits.

Positive factors

  • Recovery improved from prior PEA

Evidence · table

“60.0 %”

Context: Heap - Silver Recovery, Oxide

Tags used in scoring

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: processing_route matches the heap_leach signal

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: 60% is below the weak band (75%)

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

Phase Three Metallurgical ProgramGabbs Project · copperRecovery: 67 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
copper
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
heap leach
Sample
Oxide

Recovery

Recovery
67 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: A 67.0% copper recovery from oxide material via heap leach is a moderate result, contributing to the project's overall metal production.

Positive factors

  • Recovery improved from prior PEA

Evidence · table

“67.0 %”

Context: Heap - Copper Recovery, Oxide

Tags used in scoring

Heap Leach Routeneutral

Processing via heap leach — lower CAPEX and OPEX, lower recovery expected.

Why it applies: processing_route matches the heap_leach signal

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

Phase Three Metallurgical ProgramGabbs Project · goldRecovery: 94.5 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
gold
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
mill flotation and cyanide leach
Sample
Sulphide

Recovery

Recovery
94.5 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: A 94.5% gold recovery from sulphide material via mill processing is a strong result, indicating efficient extraction from more complex ore.

Positive factors

  • Very high recovery for sulphide gold
  • Recovery improved from prior PEA

Evidence · table

“94.5 %”

Context: Mill - Gold Recovery, Sulphide

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

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

Phase Three Metallurgical ProgramGabbs Project · silverRecovery: 50 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
silver
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
mill flotation and cyanide leach
Sample
Sulphide

Recovery

Recovery
50 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: A 50.0% silver recovery from sulphide material via mill processing is a weak result, suggesting potential for optimization or limited economic contribution from silver in this stream.

Positive factors

  • Recovery improved from prior PEA

Evidence · table

“50.0 %”

Context: Mill - Silver Recovery, Sulphide

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

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: 50% is below the weak band (75%)

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

Phase Three Metallurgical ProgramGabbs Project · copperRecovery: 79.9 %View all details
Link to this fact

Identity

Project
Gabbs Project
Commodity
copper
Region
usa_nv
Reported Region
Nevada
Ticker
PGLD

Test Work

Test Type
Phase Three Metallurgical Program
Processing Route
mill flotation and cyanide leach
Sample
Sulphide

Recovery

Recovery
79.9 %
Recovery Basis
actual_test

Review

Needs Review
No
Historical
No

Dates

Event date
2025-10-07T00:00:00.000Z

Reasoning: A 79.9% copper recovery from sulphide material via mill processing is a weak result for flotation, indicating potential for further optimization.

Positive factors

  • Recovery improved from prior PEA

Evidence · table

“79.9 %”

Context: Mill - Copper Recovery, Sulphide

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

Low Recoverynegative

Recovery below the weak band for the commodity and processing route.

Why it applies: 79.9% is below the weak band (80%)

Byproduct Commodityneutral

The tested commodity is a byproduct rather than the primary economic driver.

Why it applies: the release describes a byproduct credit

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.