← Back to TranscriptAgent TranscriptAgent
← All mining companies

Daura Gold

Gold explorer, with a project stated to be in Peru.

NonePeru — as stated on the recordings

explorer gold NonePeru
Jun 2026Covered
7 of 10Topics on record
1 executiveNamed on the record
Stage
Explorer
Primary commodity
Gold
Jurisdiction
Peru
Deposit
high-grade epiothermal gold silver vein system
Latest appearance
16 Jun 2026
On record
1 interview · 19 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.

Money on hand
closed October 9 at 25 cents with a full 2-year warrant exercise at 37 1.5 cents bringing in a total of about $7 million
Management-stated Mark Daura Jun 2026
What happens next
couple years with $150,000 option payments
Management-stated Mark Daura Jun 2026
The main open question
The company carries significant dilution risk: 32.1 million warrants and 7 million options represent 32% dilution to a 123 million fully-diluted base, while recent financing at 25 cents with warrants at 37.5 cents limits upside.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
1 independent voice on record
Mark Sumner
Outside voices

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 Daura Gold's own claims across 1 interview — most-covered theme first.

What outside voices pick up on

1 independent voice — people who do not speak for the company — across 1 mention.

  • Mark Sumner “Company is advancing multiple exploration projects, but timing depends on permitting, community access, and financing.”

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 flagship project has confirmed a large high-grade epithermal gold-silver vein system with phase one drilling completed in May and assays in hand.

What it rests on
Evidence: 3 moments from 1 interview
Read the full case

Management says the flagship project has confirmed a large high-grade epithermal gold-silver vein system with phase one drilling completed in May and assays in hand. Phase 2 drilling is scheduled for H2 2026 with a maiden resource estimate possible, offering both near-term exploration upsets and a defined path to resource definition.

▼ Bear case

The company carries significant dilution risk: 32.1 million warrants and 7 million options represent 32% dilution to a 123 million fully-diluted base, while recent financing at 25 cents with warrants at 37.5 cents limits upside.

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

The company carries significant dilution risk: 32.1 million warrants and 7 million options represent 32% dilution to a 123 million fully-diluted base, while recent financing at 25 cents with warrants at 37.5 cents limits upside. An outside investor noted that timing depends critically on permitting and community access, concrete risks not yet resolved.

◆ Watch next

Phase 2 follow-up drilling at Antonella and broader exploration portfolio kick off in H2 2026, with maiden resource estimate possible by year-end.

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

Phase 2 follow-up drilling at Antonella and broader exploration portfolio kick off in H2 2026, with maiden resource estimate possible by year-end. The path hinges on historic core resampling results and ongoing community engagement work—both underway but not yet concluded.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 8 statements

The deposit 5

Key takeaway. Management describes the deposit as a large, high-grade epithermal gold-silver vein system.

Read the full summary

The company points to Yanamina, 40 km north of its land package and a historical project with high-grade wide intercepts from surface in Calapoui volcanics, as a good analogue. They also note the Tayakoto target is very grassroots, with high-grade epithermal gold and silver values at surface, good copper values and indications of a porphyry system; the project is about 5 km southwest of the Highland Silver San Louise project, according to management.

What was actually said
deposit type
high-grade epiothermal gold silver vein system
“Dora is chasing a high-grade epiothermal gold silver vein system there”
Mark Daura· 16 Jun 2026·
deposit type
large epiothermal system
“assays already having come through and confirming a large epiothermal system”
Mark Daura· 16 Jun 2026·
deposit type
Yanamina is a good example it's 40 km north of the the land package, historical project with historical resource, Calapoui volcanics, high-grade wide intercepts from surface
“Yanamina is a good example it's 40 km north of the the land package around in in you know in and around the San Louis area um it's a historical project it's got a historical resource on it. Um the you know the same Calapoui volcanics um that you see down at at Antella.”
Mark Daura· 16 Jun 2026·
Show the other 2 statements
deposit type
Tayakoto very grassroots with high-grade epiothermal gold and silver values at surface and good copper values and indications of a porefree
“We also have Tayakoto um very grassroots. We've done some um some wrecky samples. Um you know we've done some mapping. Um, you know, we've got really nice high-grade epiothermal gold and silver values at surface. Um, also some good copper values and indications of a porefree.”
Mark Daura· 16 Jun 2026·
exploration upside
about 5 km southwest of Highland Silver San Louise project
“their project is about 5 km southwest of Highland Silver San Louise project.”
Mark Daura· 16 Jun 2026·

Jurisdiction 3

Key takeaway. Management says Daura Gold is active in Argentina, and also in Peru and Argentina.

Read the full summary

In Peru, the company reports its focus is on the Anash region within the Cordiera Negra Epiothermal belt, as stated in June 2026.

What was actually said
country
Argentina
“What they are working on right now though is a serero bio and lafllora earnin project over in Argentina.”
Mark Daura· 16 Jun 2026·
country
Peru and Argentina
“High-grade gold and silver exploration in Peru and Argentina together with Dora Gold.”
Mark Daura· 16 Jun 2026·
region
Peru's Anash region, Cordiera Negra Epiothermal belt
“Dora's flagship project is the u what's actually in in the Cordiera Negra Epiothermal belt. Maybe that's important to start off with. That's in Peru's Anash region.”
Mark Daura· 16 Jun 2026·

Economics 1 statement

Financing 1

What was actually said
financing status
closed October 9 at 25 cents with a full 2-year warrant exercise at 37 1.5 cents bringing in a total of about $7 million
“The last financing they closed was closed on October 9. So that's last year at 25 cents with a full 2-year warrant exercise at 37 1.5 cents bringing in a total of about $7 million.”
Mark Daura· 16 Jun 2026·

Timeline 6 statements

Timeline 5

Key takeaway. Management reports that phase one diamond drilling was completed in May 2026, and a maiden resource estimate is expected in the second half of 2026.

Read the full summary

A phase 2 followup is also scheduled for the second half of 2026. The company notes there will be a couple of years with $150,000 option payments, and it is currently undertaking historic core resampling from the 2011 program along with ongoing community engagement work.

What was actually said
milestone
couple years with $150,000 option payments
“Um and it gave us a couple years with $150,000 option payments.”
Mark Daura· 16 Jun 2026·
milestone
phase 2 followup scheduled for the second half of 2026
“phase 2 followup is already scheduled for the second half of 2026”
Mark Daura· 16 Jun 2026·
milestone
historic core resampling from the 2011 program and ongoing community engagement work
“right now they're working on historic core resampling from the 2011 program and ongoing community engagement work.”
Mark Daura· 16 Jun 2026·
Show the other 2 statements
milestone
phase one diamond drilling wrapped up in May of this year
“That's where phase one diamond drilling wrapped up in May of this year with the assays already having come through”
Mark Daura· 16 Jun 2026·
study due
maiden resource estimate sometime in the second half of 2026
“plus any early results that could maybe justify a maiden resource estimate sometime in the second half of 2026”
Mark Daura· 16 Jun 2026·

Catalysts 1

What was actually said
upcoming result
start of follow-up drilling at Antonella
“The biggest near-term catalyst for this project specifically, because this is not the only project they've got, but the biggest catalyst for this one is the start of follow-up drilling at Antonella itself.”
Mark Daura· 16 Jun 2026·

Corporate 4 statements

Management 1

What was actually said
track record
studied geology at University of Arizona, worked in private wealth multifamily office investment advisory firm in Portland area, invested in Phelps Dodge and Freeport Macran, first junior mining investment in Australian phosphate rock company Legend Inter
“I studied a little bit of geology in school um at Arizona. Um it's really where I caught the bug. I immediately went to work in um sort of a private wealth multif family office type um investment advisory firm, financial planning firm um in the Portland area. we were invested in Phelps Dodge. Freeport Macaran took them over. Then Freeport Macaran stock went up. Um, my first [clears throat] junior mining investment was also at that firm. Um, it was a uh it was an Australian phosphate rock company called Legend International... we got into Legend at 90 cents and sold it at five bucks”
Mark Daura· 16 Jun 2026·

Share structure 3

Key takeaway. In June 2026, management of Daura Gold reported a little under 84.5 million shares outstanding, with 7 million options and close to 32.1 million warrants on issue.

What was actually said
options
7 million options
“There are close to 32.1 million warrants and 7 million options together representing about 32% of the fully diluted 123 million shares.”
Mark Daura· 16 Jun 2026·
shares outstanding
a little under 84.5 million shares outstanding
“with a little under 84.5 million shares outstanding and a 22.5 million market cap.”
Mark Daura· 16 Jun 2026·
warrants
close to 32.1 million warrants
“There are close to 32.1 million warrants and 7 million options together representing about 32% of the fully diluted 123 million shares.”
Mark Daura· 16 Jun 2026·

Outside views 1 mention

1 mention by people who do not speak for the company. These are their views, not the company's.

Mark Sumner
mixed
Company is advancing multiple exploration projects, but timing depends on permitting, community access, and financing.
Resource Talks· 16 Jun 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
16 Jun 2026 Resource Talks Large Silver-Gold Projects, But Can They Afford to Drill in Two Countries at Once? | Daura Gold 19

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.

antonella 1
cerro bayo 1
emx royalty 1
la flora 1
newmont 1
rio tinto 1
san luis 1

Questions people ask

What is Daura Gold's project and where is it?

Daura Gold is a explorer gold company, with a project stated to be in Peru. Everything here is drawn from its executives' own interviews.

Which interviews mention Daura Gold?

We track 1 interview mentioning Daura Gold, across 1 channel (Resource Talks).

What are investors saying about Daura Gold?

1 independent voice — people who do not speak for the company — are on record discussing it. Their reasoning is quoted in the outside-view section above.

What do recent interviews with Daura Gold cover?

The most-discussed topics on record are the deposit, timeline, jurisdiction, share structure — 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.

Workspace Intelligence
YOUR AGENT
Investigation
Open the latest investigation, or start a new one from the left.

Notice

Loading…