Triple Flag Announces Record Q1 2026 Results

Original announcement by tmx on

Company
Triple Flag Precious Metals Corp.
Ticker
TFPM
Exchange
TSX
Region
Unavailable
Primary commodity
Gold
Secondary commodities
Silver, Copper, Nickel, Zinc, Cobalt
Document categories
Production, Resource update, Agreement transaction
Extracted
2026-09-15 02:52:46 UTC

Analysis by Minestarters Atlas

Minestarters Atlas analysis

Summary

Triple Flag Precious Metals Corp. reported record Q1 2026 results, including record Gold Equivalent Ounces (GEOs) and cash flow per share, and maintained its 2026 and 2030 GEOs guidance. The company highlighted strategic agreements, such as funding for the E44 gold deposit at Northparkes and acquiring a royalty on the Gunnison copper project, alongside positive developments across its portfolio, including resource updates and production expansions at various assets.

Reasoning: Triple Flag announced record Q1 2026 financial and operational results, maintaining its guidance and highlighting significant progress across its portfolio, including new agreements, project advancements, and resource growth, despite the default of the ATO stream and the step-down of the Cerro Lindo stream.

Positive factors

  • Record Q1 2026 Results
  • record GEOs and record cash flow per share
  • maintained 2026 and 2030 GEOs guidance
  • agreement with Evolution Mining to unlock the new gold-dominant E44 deposit at Northparkes
  • potential mill expansion to 10 Mtpa or more at Northparkes
  • acquisition of a 3.0% GR royalty on the Gunnison copper project
  • upcoming construction decision by Agnico Eagle at Hope Bay expected later in May 2026
  • strong cash flow generation and over $1.1 billion of available liquidity
  • active deal pipeline
  • Beta Hunt expansion project to achieve consistent underground mining rates at Beta Hunt of 2 million tonnes per annum
  • Fosterville annual production expected to further increase to a new steady-state of 160 to 190 thousand ounces in 2028
  • Cerro Lindo reserve life extended to 2032
  • Buriticá throughput to ramp up to 5,000 tpd in 2028
  • discovery of at least four new veins at La Colorada
  • federal government approval for the mining and processing of the remainder of oxide open pit material at Camino Rojo
  • Arcata mine re-started
  • Era Dorada underground gold project in Guatemala approved for development
  • Queensway open pit operations to production with C$205 million debt and equity financing
  • South Railroad board approval to start project construction
  • Eskay Creek permitting process completed and construction reached 49% completion
  • Koné project earlier production start expected in late 2026
  • Prieska copper-zinc project construction of the Uppers Phase in the second half of 2026, with production starting in 2027
  • Enchi updated resource estimate more than doubled the previous resource in the Indicated category

Negative factors

  • ATO stream in default
  • Cerro Lindo stream step-down from 65% to 25% commenced with silver deliveries starting in late April 2026

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

Facts used in scoring: 56

Classification and evidence

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: James Lill, Director, Mining for Triple Flag Precious Metals and a “qualified person” under NI 43-101 has reviewed and approved the written scientific and technical disclosures contained in this press release.

Evidence · text

“James Lill, Director, Mining for Triple Flag Precious Metals and a “qualified person” under NI 43-101 has reviewed and approved the written scientific and technical disclosures contained in this press release.”

NI 43-101 Compliantpositive

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

Why it applies: The press release states that James Lill, a “qualified person” under NI 43-101, has reviewed and approved the scientific and technical disclosures.

Evidence · text

“James Lill, Director, Mining for Triple Flag Precious Metals and a “qualified person” under NI 43-101 has reviewed and approved the written scientific and technical disclosures contained in this press release.”

Category Upgradepositive

Resource confidence improved — Inferred upgraded to Indicated, or Indicated to Measured. De-risking signal.

Why it applies: The Koné project highlighted a 3% increase in Measured and Indicated ounces at a 21% higher grade, as well as a 147% increase in Inferred ounces also at a 21% higher grade.

Evidence · text

“Montage announced an updated resource estimate for the main Koné deposit, which highlighted a 3% increase in Measured and Indicated ounces at a 21% higher grade, as well as a 147% increase in Inferred ounces also at a 21% higher grade.”

Tonnage Growthpositive

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

Why it applies: The updated resource estimate for the Enchi open pit gold project more than doubled the previous resource in the Indicated category.

Evidence · text

“Newcore Gold Ltd. (“Newcore”) released an updated resource estimate for its Enchi open pit gold project in Ghana, which more than doubled the previous resource in the Indicated category.”

Inferred Resourcenegative

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

Why it applies: Several projects, including Northparkes, Cerro Lindo, Buriticá, Young-Davidson, Kensington, Kemess, Koné, and Enchi, report significant portions of their resources in the Inferred category.

Evidence · text

“Inferred gold resource is 58.75 million tonnes grading 0.16 g/t containing 0.30 million ounces Au”

Stale Estimatenegative

Effective date is >2 years old — data currency concern, may not reflect current geological understanding.

Why it applies: All resource updates mentioned in the document refer to estimates with effective dates in 2025 or early 2026, which are historical references within this May 2026 announcement.

Evidence · text

“On a 100% basis as of December 31, 2025, the Measured and Indicated gold resource (inclusive of Proved and Probable reserves) at Northparkes is 575 million tonnes grading 0.19 g/t containing 3.5 million ounces Au”

No QP/CP Disclosurenegative

No Qualified Person or Competent Person named — lower credibility for the estimate. A QP/CP should be a member of a recognized professional association with relevant experience.

Why it applies: While the overall press release has a QP sign-off, the individual resource estimates referenced from other companies do not explicitly state their QP/CP in this document.

Evidence · text

“i. Refer to Evolution’s press release dated May 1, 2026, “Annual Mineral Resources and Ore Reserves Statement”.”

Historical Estimate Onlynegative

Estimate pre-dates or does not comply with current JORC/NI 43-101 standards — requires verification drilling.

Why it applies: All resource estimates provided in the document are references to prior press releases from other companies, not new estimates released by Triple Flag in this document.

Evidence · text

“i. Refer to Evolution’s press release dated May 1, 2026, “Annual Mineral Resources and Ore Reserves Statement”.”

Resource Updateneutral

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

Why it applies: The document provides updates on several existing resource estimates for various projects.

Evidence · text

“Nexa announced updated reserves and resources for Cerro Lindo”

PEA-Supportingneutral

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

Why it applies: The Gunnison copper project, Kemess project, and Converse project all mention preliminary economic assessments (PEA) or studies to support them.

Evidence · text

“an updated preliminary economic assessment (“PEA”) was released for the Gunnison copper project”

PFS-Supportingneutral

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

Why it applies: Northparkes, Fenn-Gib, Arthur, and Kemess projects mention pre-feasibility studies (PFS) or studies to support them.

Evidence · text

“The pre-feasibility study on the potential 10.0 Mtpa mill expansion at Northparkes is on track for completion”

Extracted facts

Stored fact records: 20. Some facts used in scoring do not have a stored record.

Resource Estimates (20)

indicatedNorthparkes · goldTonnes: 575000000Grade: 0.19Grade Unit: g/tContained Metal: 3.5Contained Unit: mozHistorical resultNeeds review: historical_restatementView all details
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Identity

Project
Northparkes
Commodity
gold
Region
australia
Reported Region
Australia
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:1825eedc0c028fb2a3bc

Resource Data

Category
indicated
Tonnes
575000000
Grade
0.19
Grade Unit
g/t
Contained Metal
3.5
Contained Unit
moz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-05-01T00:00:00.000Z

Dates

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

Reasoning: The Northparkes Measured and Indicated gold resource provides a substantial base, though it is a historical reference in this document.

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Measured and Indicated gold resource (inclusive of Proved and Probable reserves) at Northparkes is 575 million tonnes grading 0.19 g/t containing 3.5 million ounces Au”

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

inferredNorthparkes · goldTonnes: 58750000Grade: 0.16Grade Unit: g/tContained Metal: 0.3Contained Unit: mozHistorical resultNeeds review: historical_restatementView all details
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Identity

Project
Northparkes
Commodity
gold
Region
australia
Reported Region
Australia
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:2bcd8ae71535c9dcdca4

Resource Data

Category
inferred
Tonnes
58750000
Grade
0.16
Grade Unit
g/t
Contained Metal
0.3
Contained Unit
moz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-05-01T00:00:00.000Z

Dates

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

Reasoning: The Inferred gold resource at Northparkes adds to the overall potential but has lower geological confidence and is a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resource is 58.75 million tonnes grading 0.16 g/t containing 0.30 million ounces Au”

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

probableCerro Lindo · silverTonnes: 39670000Grade: 21.2Grade Unit: g/tContained Metal: 27040Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Cerro Lindo
Commodity
silver
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
reserve
Resource group id
resource:6662fbdd9ad26e74e1de

Resource Data

Category
probable
Tonnes
39670000
Grade
21.2
Grade Unit
g/t
Contained Metal
27040
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-26T00:00:00.000Z

Dates

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

Reasoning: The Proven and Probable silver reserves at Cerro Lindo indicate a solid economic base, though this is a historical reference.

Positive factors

  • Proven Reserve
  • Probable Reserve

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Proven and Probable silver reserves of 39.67 Mt at 21.2 g/t totaling 27,040 koz Ag”

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

indicatedCerro Lindo · silverTonnes: 5160000Grade: 23.8Grade Unit: g/tContained Metal: 3951Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
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Identity

Project
Cerro Lindo
Commodity
silver
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:4029862cb3ad902b7746

Resource Data

Category
indicated
Tonnes
5160000
Grade
23.8
Grade Unit
g/t
Contained Metal
3951
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-26T00:00:00.000Z

Dates

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

Reasoning: The Measured and Indicated silver resources at Cerro Lindo add to the project's potential, but are a historical reference.

Positive factors

  • Indicated Resource

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Current Measured and Indicated silver resources are 5.16 Mt at 23.8 g/t totaling 3,951 koz Ag”

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

inferredCerro Lindo · silverTonnes: 8600000Grade: 25.3Grade Unit: g/tContained Metal: 6997Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Cerro Lindo
Commodity
silver
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:26c376ec752b9b692e80

Resource Data

Category
inferred
Tonnes
8600000
Grade
25.3
Grade Unit
g/t
Contained Metal
6997
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-26T00:00:00.000Z

Dates

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

Reasoning: The Inferred silver resources at Cerro Lindo provide additional potential but with lower confidence and are a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred silver resources are 8.60 Mt at 25.3 g/t totaling 6,997 koz Ag”

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

probableBuriticá · goldTonnes: 22400000Grade: 6.78Grade Unit: g/tContained Metal: 4880Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Buriticá
Commodity
gold
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
reserve
Resource group id
resource:270ca6c810692abc4465

Resource Data

Category
probable
Tonnes
22400000
Grade
6.78
Grade Unit
g/t
Contained Metal
4880
Contained Unit
koz

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2025-09-19T00:00:00.000Z

Dates

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

Reasoning: The Proven and Probable gold reserves at Buriticá are a strong asset, though this is a historical reference.

Positive factors

  • Proven Reserve
  • Probable Reserve

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Proven and Probable gold reserves at Buriticá totaled 22.4 Mt grading 6.78 g/t containing 4,880 koz Au”

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

indicatedBuriticá · goldTonnes: 29000000Grade: 7.2Grade Unit: g/tContained Metal: 6700Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Buriticá
Commodity
gold
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:8747c75b22c617f83658

Resource Data

Category
indicated
Tonnes
29000000
Grade
7.2
Grade Unit
g/t
Contained Metal
6700
Contained Unit
koz

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2025-09-19T00:00:00.000Z

Dates

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

Reasoning: The Measured and Indicated gold resources at Buriticá add to the project's potential, but are a historical reference.

Positive factors

  • Indicated Resource

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Current Measured and Indicated gold resources at Buriticá totaled 29.0 Mt grading 7.2 g/t containing 6,700 koz Au”

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

inferredBuriticá · goldTonnes: 21000000Grade: 7.1Grade Unit: g/tContained Metal: 4800Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Buriticá
Commodity
gold
Region
latin america
Reported Region
Latin America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:61fb454113ff4c801c67

Resource Data

Category
inferred
Tonnes
21000000
Grade
7.1
Grade Unit
g/t
Contained Metal
4800
Contained Unit
koz

Prior Estimate

Resource Date
2025-06-30

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2025-09-19T00:00:00.000Z

Dates

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

Reasoning: The Inferred gold resources at Buriticá provide additional potential but with lower confidence and are a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resources of 21.0 Mt grading 7.1 g/t totaling 4,800 koz Au”

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

probableYoung-Davidson · goldTonnes: 42180000Grade: 2.2Grade Unit: g/tContained Metal: 2983Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Young-Davidson
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
reserve
Resource group id
resource:bbd7c4c5793a30ba3389

Resource Data

Category
probable
Tonnes
42180000
Grade
2.2
Grade Unit
g/t
Contained Metal
2983
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Proven and Probable gold reserves at Young-Davidson are a strong asset, though this is a historical reference.

Positive factors

  • Proven Reserve
  • Probable Reserve

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Proven and Probable gold reserves of 42.18 Mt at 2.20 g/t totaling 2,983 koz Au”

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

indicatedYoung-Davidson · goldTonnes: 14700000Grade: 3.15Grade Unit: g/tContained Metal: 1489Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Young-Davidson
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:5e3ec58ad834886ba39f

Resource Data

Category
indicated
Tonnes
14700000
Grade
3.15
Grade Unit
g/t
Contained Metal
1489
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Measured and Indicated gold resources at Young-Davidson add to the project's potential, but are a historical reference.

Positive factors

  • Indicated Resource

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Current Measured and Indicated gold resources are 14.7 Mt at 3.15 g/t totaling 1,489 koz Au”

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

inferredYoung-Davidson · goldTonnes: 1410000Grade: 3.67Grade Unit: g/tContained Metal: 167Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Young-Davidson
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:2d52f6fab042cf55cf32

Resource Data

Category
inferred
Tonnes
1410000
Grade
3.67
Grade Unit
g/t
Contained Metal
167
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Inferred gold resources at Young-Davidson provide additional potential but with lower confidence and are a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resources are 1.41 Mt at 3.67 g/t totaling 167 koz Au”

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

probableKensington · goldTonnes: 2836000Grade: 5.99Grade Unit: g/tContained Metal: 546Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Kensington
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
reserve
Resource group id
resource:f2927f2287714b4b2369

Resource Data

Category
probable
Tonnes
2836000
Grade
5.99
Grade Unit
g/t
Contained Metal
546
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Proven and Probable gold reserves at Kensington are a strong asset, though this is a historical reference.

Positive factors

  • Proven Reserve
  • Probable Reserve

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Proven and Probable gold reserves totaled 2,836 kt at 5.99 g/t containing 546 koz Au”

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

indicatedKensington · goldTonnes: 1788000Grade: 7.52Grade Unit: g/tContained Metal: 433Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Kensington
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:0cfb9a6240c1790d5d76

Resource Data

Category
indicated
Tonnes
1788000
Grade
7.52
Grade Unit
g/t
Contained Metal
433
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Measured and Indicated gold resources at Kensington add to the project's potential, but are a historical reference.

Positive factors

  • Indicated Resource

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Measured and Indicated gold resources totaled 1,788 kt at 7.52 g/t containing 433 koz Au”

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

inferredKensington · goldTonnes: 452000Grade: 6.6Grade Unit: g/tContained Metal: 96Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Kensington
Commodity
gold
Region
north america
Reported Region
North America
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:3f94cf4ea34578a7ca55

Resource Data

Category
inferred
Tonnes
452000
Grade
6.6
Grade Unit
g/t
Contained Metal
96
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-02-17T00:00:00.000Z

Dates

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

Reasoning: The Inferred gold resources at Kensington provide additional potential but with lower confidence and are a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resources totaled 452 kt at 6.60 g/t containing 96 koz Au”

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

indicatedKemess · silverTonnes: 244431000Grade: 1.37Grade Unit: g/tContained Metal: 10780Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Kemess
Commodity
silver
Region
canada_bc
Reported Region
British Columbia
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:1e970c020b43a1e9ef36

Resource Data

Category
indicated
Tonnes
244431000
Grade
1.37
Grade Unit
g/t
Contained Metal
10780
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-01-19T00:00:00.000Z

Dates

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

Reasoning: The Indicated silver resources at Kemess are a significant asset, though this is a historical reference.

Positive factors

  • Indicated Resource

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Indicated silver resources at Kemess are 244,431 thousand tonnes grading 1.37 g/t containing 10,780 koz Ag”

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

inferredKemess · silverTonnes: 299593000Grade: 1.26Grade Unit: g/tContained Metal: 12146Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Kemess
Commodity
silver
Region
canada_bc
Reported Region
British Columbia
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:3b528aeb710f19710359

Resource Data

Category
inferred
Tonnes
299593000
Grade
1.26
Grade Unit
g/t
Contained Metal
12146
Contained Unit
koz

Prior Estimate

Resource Date
2025-12-31

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-01-19T00:00:00.000Z

Dates

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

Reasoning: The Inferred silver resources at Kemess provide additional potential but with lower confidence and are a historical reference.

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred silver resources at Kemess are 299,593 thousand tonnes grading 1.26 g/t containing 12,146 koz Ag”

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

indicatedKoné · goldTonnes: 209000000Grade: 0.69Grade Unit: g/tContained Metal: 4.63Contained Unit: mozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Koné
Commodity
gold
Region
côte d’ivoire
Reported Region
Côte d’Ivoire
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:ef0eba4a9ad72c29a67e

Resource Data

Category
indicated
Tonnes
209000000
Grade
0.69
Grade Unit
g/t
Contained Metal
4.63
Contained Unit
moz

Prior Estimate

Resource Date
2026-03-30

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-30T00:00:00.000Z

Dates

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

Reasoning: The updated Measured and Indicated gold resources at Koné show a significant increase in ounces and grade, though this is a historical reference.

Positive factors

  • Category Upgrade
  • Contained Metal Growth

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Measured and Indicated gold resources at the Koné deposit now total 209 Mt at 0.69 g/t containing 4.63 million ounces of gold”

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

inferredKoné · goldTonnes: 75000000Grade: 0.52Grade Unit: g/tContained Metal: 1.26Contained Unit: mozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Koné
Commodity
gold
Region
côte d’ivoire
Reported Region
Côte d’Ivoire
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:7868072ec78566c8ebb5

Resource Data

Category
inferred
Tonnes
75000000
Grade
0.52
Grade Unit
g/t
Contained Metal
1.26
Contained Unit
moz

Prior Estimate

Resource Date
2026-03-30

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-30T00:00:00.000Z

Dates

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

Reasoning: The updated Inferred gold resources at Koné show a substantial increase in ounces and grade, though this is a historical reference.

Positive factors

  • Category Upgrade
  • Contained Metal Growth

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resources of 75 Mt at 0.52 g/t containing 1.26 million ounces of gold”

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

indicatedEnchi · goldTonnes: 83600000Grade: 0.56Grade Unit: g/tContained Metal: 1.5Contained Unit: mozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Enchi
Commodity
gold
Region
ghana
Reported Region
Ghana
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:28740afd0c6b3b6f1e9a

Resource Data

Category
indicated
Tonnes
83600000
Grade
0.56
Grade Unit
g/t
Contained Metal
1.5
Contained Unit
moz

Prior Estimate

Resource Date
2026-03-18

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-18T00:00:00.000Z

Dates

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

Reasoning: The updated Measured and Indicated gold resources at Enchi more than doubled, indicating significant growth, though this is a historical reference.

Positive factors

  • Tonnage Growth
  • Category Upgrade

Negative factors

  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Measured and Indicated gold resources now total 83.6 Mt grading 0.56 g/t containing 1.5 million ounces Au”

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

inferredEnchi · goldTonnes: 40100000Grade: 0.49Grade Unit: g/tContained Metal: 626Contained Unit: kozHistorical resultNeeds review: historical_restatementView all details
Link to this fact

Identity

Project
Enchi
Commodity
gold
Region
ghana
Reported Region
Ghana
Ticker
TFPM

Resource scope

Estimate type
resource
Resource group id
resource:9c4396b9e897697666da

Resource Data

Category
inferred
Tonnes
40100000
Grade
0.49
Grade Unit
g/t
Contained Metal
626
Contained Unit
koz

Prior Estimate

Resource Date
2026-03-18

Review

Needs Review
Yes
Review Reason
historical_restatement
Historical
Yes
Historical Source Date
2026-03-18T00:00:00.000Z

Dates

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

Reasoning: The Inferred gold resources at Enchi show significant growth, providing additional potential, though this is a historical reference.

Positive factors

  • Tonnage Growth

Negative factors

  • Inferred Resource
  • Stale Estimate
  • No QP/CP Disclosure

Evidence · text

“Inferred gold resources of 40.1 Mt grading 0.49 g/t containing 626 thousand ounces Au”

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

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.