Project 8 statements
The deposit 6
Key takeaway. Management describes the deposit as having three 43-101 deposits exposed at surface, calling it a near two gram deposit (June 2026).
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The company reports resource figures of 630 million pounds of molybdenum and half a million ounces (June 2026), and a reserve size of six years (June 2026). An earlier statement from January 2026 gave a reserve figure of 1,860 gold.
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Jurisdiction 2
Key takeaway. Management of Erdene Resource Development Corporation states that the company's project is located in Mongolia.
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This jurisdictional claim was repeated in both January 2026 and June 2026 statements from the company.
Economics 11 statements
Economics 7
Key takeaway. Management has outlined the project economics at different points in 2026.
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In January 2026 the company put capex at $115 million, while by June 2026 they referred to a capex of $120 million over 22 months. The June 2026 outlook assumes molybdenum prices at $30 a pound, with the company targeting a 20-to-25-million-pound-per-year moly producer generating close to C$100 million in revenue and an EBITDA margin close to 50%. Separately, management also cited production in excess of 75,000 oz per year, which appears to reference a different metal or a separate stream.
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Financing 4
Key takeaway. Regarding financing, management reports the company held $28 million in cash at the corporate level and close to $30 million in a subsidiary as of June 2026, while $122 million in debt was outstanding at that time.
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In January 2026, the CEO cited $123 million in debt in the subsidiary and noted that an exploration budget of a few million was approved at the end of the prior year, with another $10 million budgeted for 2026.
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Timeline 7 statements
Timeline 5
Key takeaway. Management has presented different timelines at different points.
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In January 2026, the company said construction would start 22 months before September and first production would occur in September (late Q3). By June 2026, management reported that the project is now in commercial production, with mid-July drill results due at Teralgo and a PEA for Zuun Mod due this year.
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Catalysts 2
Key takeaway. Management said the next milestone is opening the Darkorse deposit, which is expected to deliver high grade material into late 2027.
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The company also reports that resources on all projects, along with updated reserves and a mine plan, are expected by the end of Q2.
Corporate 2 statements
Sources 2 interviews
Every interview 2
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 09 Jun 2026 | Crux Investor | Erdene Resource Developments (TSX:ERD) - 'Undervalued?' Investment Series, with Peter Akerley | 19 |
| 13 Jan 2026 | Crux Investor | Erdene Resource Development (TSX:ERD)- First Gold Flows as Multi-Mine District Strategy Unfolds | 9 |
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.
Questions people ask
What is Erdene Resource Development Corporation's project and where is it?
Erdene Resource Development Corporation is a producer gold company, with a project stated to be in Mongolia. Everything here is drawn from its executives' own interviews.
Which interviews mention Erdene Resource Development Corporation?
We track 2 interviews mentioning Erdene Resource Development Corporation, across 1 channel (Crux Investor).
What are investors saying about Erdene Resource Development Corporation?
No independent commentary is on record yet — so far the page carries only the company's own voice.
What do recent interviews with Erdene Resource Development Corporation cover?
The most-discussed topics on record are economics, the deposit, timeline, financing — each claim quoted and dated in the sections above.