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B2Gold's

Gold producer.

producer gold
Mar 2026Covered
6 of 10Topics on record
1 executiveNamed on the record
Stage
Producer
Primary commodity
Gold
Latest appearance
05 Mar 2026
On record
1 interview · 16 statements · 1 executive

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

What is in the ground
Global production 2026 guidance 820 to 970000 ounces
Management-stated Mike Cinnamond Mar 2026
Capital needed
Stage one crusher remediation less than 10 million Canadian; Stage two remediation in tens of millions Canadian
Management-stated Mike Cinnamond Mar 2026
What happens next
first gold pour at end of June 2025, commercial production after end of Q3 2025
Management-stated Mike Cinnamond Mar 2026
The main open question
Management disclosed oversized material jamming the crusher at Goose, requiring remediation in two stages: <$10M in H2 2026, then tens of millions more in 2027.
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from B2Gold's's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the Goose mine will deliver first gold in June 2025 and ramp to 300,000 oz/yr at steady state (2027), with all-in sustaining costs potentially south of $2,000/oz—a strong margin at current gold prices.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management says the Goose mine will deliver first gold in June 2025 and ramp to 300,000 oz/yr at steady state (2027), with all-in sustaining costs potentially south of $2,000/oz—a strong margin at current gold prices. The company guides 820–970k oz globally in 2026 and expects full production by mid-2027, anchored by CFO continuity since 2014 and an experienced leadership transition ahead.

▼ Bear case

Management disclosed oversized material jamming the crusher at Goose, requiring remediation in two stages: <$10M in H2 2026, then tens of millions more in 2027.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Management disclosed oversized material jamming the crusher at Goose, requiring remediation in two stages: <$10M in H2 2026, then tens of millions more in 2027. The crusher study won't complete until Q2 2026, and full remediation extends past Q3 2026. No independent voices are on record; the company's own production guidance (170–230k oz at Goose in 2026) suggests the ramp remains constrained by unresolved technical risk.

◆ Watch next

Crusher study completion in early Q2 2026 and Stage One remediation by end of Q3 2026 are critical gates to the 3,200 tpd steady state.

What it rests on
Evidence: 2 moments from 1 interview
Read the full case

Crusher study completion in early Q2 2026 and Stage One remediation by end of Q3 2026 are critical gates to the 3,200 tpd steady state. The ramp to 4,000 tpd (300k oz/yr) depends on Stage Two work in 2027. New CEO starts ahead of June 2026 AGM—monitor messaging on timeline confidence and capex discipline through execution.

Each moment links to the exact point in the source recording.

Not our view. These cases are assembled from what was said in the interviews below — management's own claims, and the sentiment of independent speakers as expressed in those transcripts. They are a summary of statements on the record, not TranscriptAgent's assessment of the company, not a rating or price target, and not investment advice.

Project 7 statements

The deposit 5

Key takeaway. In March 2026, B2Gold's management gave production guidance for the Goose deposit, reporting 2026 output of 170,000 to 230,000 ounces and 2027 output of approximately 300,000 ounces.

Read the full summary

They said Goose is expected to produce approximately 300,000 ounces per year at 4,000 tons per day in steady state during its first five years. For broader context, management guided total global production of 820,000 to 970,000 ounces in 2026, noting that 2025 global production was just over 970,000 ounces.

What was actually said
resource size
Global production 2026 guidance 820 to 970000 ounces
“In 26, we've guided 820 to 970, right?”
Mike Cinnamond· 05 Mar 2026·
resource size
2027 production guidance approximately 300000 ounces for Goose
“27 you can you know we're going to ramp up from 32 where we'll have gotten to by the end of 26 to 4,000 a little bit later in the year. But even then, we think we can we can come in somewhere around a 300,000 ounce mark for that year”
Mike Cinnamond· 05 Mar 2026·
resource size
Global production 2025 just over 970000 ounces
“We we we did um just over 970,000 ounces in 25”
Mike Cinnamond· 05 Mar 2026·
Show the other 2 statements
resource size
2026 production guidance 170000 to 230000 ounces for Goose
“What we have guided for 2026 is somewhere between 170,000 and 230,000 ounces”
Mike Cinnamond· 05 Mar 2026·
resource size
approximately 300,000 ounces per year at 4000 tons per day steady state first 5 years
“when goose is running 4,000 tons per day study state, uh you can expect the first 5 years of full production to be somewhere around the 300,000 per year mark”
Mike Cinnamond· 05 Mar 2026·

Jurisdiction 1

What was actually said
permit status
Fakola in Mali: existing permit held; only applying for modification to step down scale for higher grade operation
“We already have a permit, which is a bonus. So, we're only asking for modification and not going out and asking for a brand new permit”
Mike Cinnamond· 05 Mar 2026·

Technical risk 1

What was actually said
stated risk
oversized material jamming the crusher; crusher remediation needed
“we're finding that the we're having oversized material coming in and jamming up the crusher”
Mike Cinnamond· 05 Mar 2026·

Economics 2 statements

Economics 2

Key takeaway. Management of B2Gold reports that stage one crusher remediation will cost less than CA$10 million, with stage two remediation in the tens of millions of Canadian dollars (March 2026).

Read the full summary

For all-in sustaining costs, the company's 2026 guidance is between CA$2,600 and CA$2,900 per ounce, and management says AISC could potentially fall below CA$2,000 per ounce at steady state.

What was actually said
aisc
2026 guidance between 2600 and 2900 per ounce; potentially south of 2000 per ounce at steady state
“We give like a $300 range. So between somewhere around 26 and $2,900 all in sustaining costs... and then we hope we can get that all in sustaining cost guidance somewhere. Maybe even south of $2,000 an ounce”
Mike Cinnamond· 05 Mar 2026·
capex
Stage one crusher remediation less than 10 million Canadian; Stage two remediation in tens of millions Canadian
“It's less than 10 million Canadian to do that first step. And we have that in the budget for 26. But our our our more permanent stage of remediation is next year... it's probably in the tens of millions of dollars Canadian to remedy that”
Mike Cinnamond· 05 Mar 2026·

Timeline 6 statements

Timeline 6

Key takeaway. Regarding B2Gold's timeline, management said in March 2026 that first gold pour at Goose is expected at the end of June 2025, with commercial production coming after the end of Q3 2025.

Read the full summary

The company reports that the crusher study completion is expected early in Q2 2026, with stage one crusher remediation targeted for the end of Q3 2026 and stage two remediation in 2027. Ramping at Goose is expected to reach 3,200 tons per day by the end of Q3 2026 and 4,000 tons per day by mid-2027, while the incoming CEO starts ahead of the AGM in June 2026.

What was actually said
first production
first gold pour at end of June 2025, commercial production after end of Q3 2025
“the goose um had his first gold power uh June the end of June 25 and then we hit commercial production just after the end of the third quarter”
Mike Cinnamond· 05 Mar 2026·
milestone
Goose ramping to 4000 tons per day by mid 2027
“I think we can really aim for that to be somewhere around um mid 2027”
Mike Cinnamond· 05 Mar 2026·
milestone
Incoming CEO starts ahead of AGM in June 2026
“you are the incoming CEO of B2 Gold uh ahead of the AGM in June”
Mike Cinnamond· 05 Mar 2026·
Show the other 3 statements
milestone
Stage one crusher remediation end of Q3 2026; Stage two remediation 2027
“Step one is going to be in the second half of 26 probably let's aim for like the end of the third quarter”
Mike Cinnamond· 05 Mar 2026·
milestone
crusher study completion expected sometime early in Q2 2026
“that study should be it should be complete uh sometime early in the second quarter here”
Mike Cinnamond· 05 Mar 2026·
milestone
Goose ramping to 3200 tons per day by end of Q3 2026
“by the end of the third quarter when we've done stage one remediation will be run in steady state 3200 tons per day”
Mike Cinnamond· 05 Mar 2026·

Corporate 1 statement

Management 1

What was actually said
track record
CFO since 2014; previously audit partner at PWC for approximately a decade; known B2 and predecessor Beimma since late 1990s
“I joined I was lucky enough to join B2 uh 13 years ago now and um since 2014, I've served as the CFO... I was an audit partner at Price Waterhouse Coopers for maybe a decade or so... B2 and its predecessor company Beimma Gold were actually my clients so I've known BEMA B2 Beimma right back since the late 90s”
Mike Cinnamond· 05 Mar 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
05 Mar 2026 Mining Network B2Gold's Incoming CEO, Mike Cinnamond 16

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

b2gold 1
fekola 1
fekola regional 1
goose 1
gramalote 1
masbate 1
otjikoto 1
price waterhouse coopers 1

Questions people ask

What is B2Gold's's project and where is it?

B2Gold's is a producer gold company. Everything here is drawn from its executives' own interviews.

Which interviews mention B2Gold's?

We track 1 interview mentioning B2Gold's, across 1 channel (Mining Network).

What are investors saying about B2Gold's?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with B2Gold's cover?

The most-discussed topics on record are timeline, the deposit, economics, jurisdiction — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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