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Formation MetalsCSE:FOMO

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

Quebec · Canada — as stated on the recordings

explorer gold Quebec, Canada
Nov 2025 → May 2026Covered
9 of 10Topics on record
3Figures tracked over time
2 executivesNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 3 interviews with the company
Stage
Explorer
Primary commodity
Gold
Jurisdiction
Abitibi
Deposit
orogenic gold system
Latest appearance
28 May 2026
On record
3 interviews · 30 statements · 2 executives

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
about 61,000 ounces at the RJ zone from historic resource
Management-stated Deepak (Resource Talks) May 2026
Grade
7 g underground component (RJ zone)
Management-stated Deepak Varshney Apr 2026
Money on hand
just under 11 million dollars of working capital
Management-stated Deepak Varshney Apr 2026
What happens next
Expanded 75,000 meters drilling program
Management-stated Deepak (Resource Talks) May 2026
The main open question
The deposit remains undrilled and unresourced; the 870,000-ounce figure is a 1994 historic estimate without modern validation, and the company has raised capital through a "chunky" recent financing that dilutes existing holders to 147.6…
Weighed from the statements below, not our opinion of the company.
Our reading

How the stated figures have moved

The same figure, as management put it on the earliest and the latest recording we hold. A difference may be a genuine update, a different measure of the same thing (total against indicated), or a mis-heard number — both quotes are here, and both recordings are one click away.

Resource size ≠ Different basis One statement qualifies the figure and the other does not (historic, historical, resource) 3 statements on record
14 Apr 2026
870,000 historical ounces
“you've got what was it? 870,000 historical ounces, right?”
28 May 2026
about 810,000 ounces from historic resource from 1994
“there is a historic resource on this property from 1994 and it's showing about 810,000 ounces across multiple the zones.”
Ownership ≠ Different basis One statement qualifies the figure and the other does not (insiders, institutional, management) 3 statements on record
14 Apr 2026
anchor and institutional investors hold about 60% of the stock
“we have about 60% of the stock, right? We have big blocks.”
28 May 2026
about 60% of the shares in hands of insiders and management and strategics
“The presentation says about 60% of the shares are in the hands of insiders and um management and strategics.”
Shares outstanding 97 million shares147.6 million shares ≠ Different basis One statement qualifies the figure and the other does not (outstanding) 2 statements on record
14 Apr 2026
97 million shares outstanding
“With 97 million out as a group.”
28 May 2026
147.6 million shares
“After a um a pretty chunky financing closed last week, the company now has 147.6 6 million shares outstanding”

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 Formation Metals's own claims across 3 interviews — 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 Formation Metals sits on a substantial historic resource of 870,000 ounces across multiple zones in Canada's Abitibi Greenstone Belt, an established mining jurisdiction, with a shallow 30-foot depth that suits open pit…

What it rests on
Evidence: 3 moments from 2 interviews
Read the full case

Management says Formation Metals sits on a substantial historic resource of 870,000 ounces across multiple zones in Canada's Abitibi Greenstone Belt, an established mining jurisdiction, with a shallow 30-foot depth that suits open pit development and experienced mine builders on the team. The company has 30,000 metres fully funded drilling underway and aims to deliver a maiden NI 43-101 resource estimate in Q3–Q4 2025, positioning it for asset sale in 2027–2028 when Varshney expects buyer interest to peak.

▼ Bear case

The deposit remains undrilled and unresourced; the 870,000-ounce figure is a 1994 historic estimate without modern validation, and the company has raised capital through a "chunky" recent financing that dilutes existing holders to 147.6…

What it rests on
Evidence: 3 moments from 2 interviews
Read the full case

The deposit remains undrilled and unresourced; the 870,000-ounce figure is a 1994 historic estimate without modern validation, and the company has raised capital through a "chunky" recent financing that dilutes existing holders to 147.6 million shares plus 90 million warrants and 50 million options, creating heavy overhang. With only 11 million dollars of working capital and no independent validation of the resource, permitting timeline, or mine-building costs, the path to a buyable asset in 2027–2028 lacks detail.

◆ Watch next

Maiden NI 43-101 mineral resource estimate due Q3–Q4 2025 (note: management claims conflict: one says Q3 2026, another says Q3–Q4 2025) — this is the moment the historic resource either stands up to modern drilling or does not.

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

Maiden NI 43-101 mineral resource estimate due Q3–Q4 2025 (note: management claims conflict: one says Q3 2026, another says Q3–Q4 2025) — this is the moment the historic resource either stands up to modern drilling or does not. Track the 75,000-metre drilling program results and any updates to the three-to-five-kilometre pit size estimate. Monitor working capital burn and whether additional capital raises dilute further before the anticipated 2027–2028 sale window opens.

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 12 statements

The deposit 7

Key takeaway. Management describes the deposit as an orogenic gold system that is fundamentally an open-pit deposit, with an exploration upside estimated as a three- to five-kilometre open pit.

Read the full summary

The company reports historical resource figures of about 810,000 ounces (May 2026) and 870,000 historical ounces (April 2026), plus about 61,000 ounces at the RJ zone, which carries a 7 g/t underground component. The figures differ slightly by date and source, but the overall picture is of a bulk-tonnage, open-pittable system with a higher-grade underground zone.

What was actually said
deposit type
orogenic gold system
“It's a norenic gold system that's located approximately 25 km south of Maragami in Quebec's Abbiti Greenstone belt”
Deepak (Resource Talks)· 28 May 2026·
resource size
about 61,000 ounces at the RJ zone from historic resource
“there's another resource of about 61,000 ounces uh at what they call the RJ zone.”
Deepak (Resource Talks)· 28 May 2026·
resource size
about 810,000 ounces from historic resource from 1994
“there is a historic resource on this property from 1994 and it's showing about 810,000 ounces across multiple the zones.”
Deepak (Resource Talks)· 28 May 2026·
Show the other 4 statements
deposit type
open pit deposit, fundamentally an open pit deposit
“But this is fundamentally an open pit deposit, right?”
Deepak Varshney· 14 Apr 2026·
exploration upside
three to five kilometre open pit (estimated range)
“We have firm view this is over three to five, you know, that's the range we think this is going to fall into.”
Deepak Varshney· 14 Apr 2026·
grade
7 g underground component (RJ zone)
“It's at 7 g, you know, it there's an underground mine adjacent to us”
Deepak Varshney· 14 Apr 2026·
resource size
870,000 historical ounces
“you've got what was it? 870,000 historical ounces, right?”
Deepak Varshney· 14 Apr 2026·

Jurisdiction 4

Key takeaway. Management highlights that the project is located in Canada, within Quebec's Abitibi Greenstone belt, roughly 25 km south of Matagami (May 2026).

Read the full summary

The company notes the jurisdiction is Abitibi (Apr 2026) and reiterates that it is in Canada (Apr 2026).

What was actually said
country
Canada
“located approximately 25 km south of Maragami in Quebec's Abbiti Greenstone belt”
Deepak (Resource Talks)· 28 May 2026·
region
Quebec's Abbiti Greenstone belt, approximately 25 km south of Maragami
“located approximately 25 km south of Maragami in Quebec's Abbiti Greenstone belt and it's along the Casabari deformation zone”
Deepak (Resource Talks)· 28 May 2026·
country
Canada
“We are what I think is going to be the next developer in the Abitibi.”
Deepak Varshney· 14 Apr 2026·
Show the other 1 statement
region
Abitibi
“We are what I think is going to be the next developer in the Abitibi.”
Deepak Varshney· 14 Apr 2026·

Technical risk 1

What was actually said
key assumption
shallow deposit at 30 feet depth
“they're 300 m deep we're 30 ft deep right whenever ano decides is to buy them out and start building that project.”
Deepak (Resource Talks)· 28 May 2026·

Economics 2 statements

Financing 2

Key takeaway. Management says the company ended with just under 11 million dollars of working capital as of April 2026, noting that the flow-through financing that supported this position was raised in 2025.

Read the full summary

The CEO acknowledged the financing caused dilution.

What was actually said
cash position
just under 11 million dollars of working capital
“we still have just under 11 million dollars of working capital.”
Deepak Varshney· 14 Apr 2026·
dilution
flow-through financing raised in 2025
“all the flow that we raised in 2025 has come free.”
Deepak Varshney· 14 Apr 2026·

Timeline 6 statements

Timeline 4

Key takeaway. Management of Formation Metals has outlined a two-phase drilling plan, with a 30,000-meter program that was fully funded as of April 2026 and an expanded 75,000-meter program slated for May 2026.

Read the full summary

The company reports that a maiden NI 43-101 mineral resource estimate is expected in Q3 2026, though an earlier April 2026 statement indicated the resource would come out later in the year, covering both Q3 and Q4.

What was actually said
milestone
Expanded 75,000 meters drilling program
“formation is currently drilling. Uh it's a pretty big program that they've got going on. It's also expanded 75,000 mters uh program is what they're drilling right now.”
Deepak (Resource Talks)· 28 May 2026·
upcoming result
maiden NI4311 mineral resource estimate in Q3 of 2026
“Most important catalyst on the horizon is the um a maiden NI4311 mineral resource estimate. They're expecting it in Q3 of 2026”
Deepak (Resource Talks)· 28 May 2026·
milestone
30,000 m fully funded drill program
“we got 30,000 m fully funded.”
Deepak Varshney· 14 Apr 2026·
Show the other 1 statement
study due
resource coming out later this year (Q3 and Q4)
“We're aiming to deliver a resource here in Q3 and Q4, you know, it's about second half of the year.”
Deepak Varshney· 14 Apr 2026·

Catalysts 2

Key takeaway. Formation Metals management outlined two upcoming catalysts for the project.

Read the full summary

The company expects to deliver a maiden resource in the second half of the year, during Q3 and Q4, according to an April 2026 statement. Separately, in a May 2026 remark, management said the company faces a decision on whether to sell the project, ideally in 2027 or 2028.

What was actually said
upcoming decision
sale of the project, ideally in 2027 or 2028
“I would ideally like to sell the Steg Nico in 2027 or 2028.”
Deepak (Resource Talks)· 28 May 2026·
upcoming result
maiden resource in second half of the year (Q3 and Q4)
“We're aiming to deliver a resource here in Q3 and Q4, you know, it's about second half of the year.”
Deepak Varshney· 14 Apr 2026·

Corporate 10 statements

Management 2

Key takeaway. Management of Formation Metals highlights the team's relevant experience.

Read the full summary

The company reports that Louis Gariepy, VP of Exploration, is an open pit mine builder, and that CEO Deepak Varshney is a professional geologist.

What was actually said
team experience
Louis Gariepy, VP of exploration, open pit mine builder
“Louis Gariepy, who's obviously VP of exploration at Abitibi, is a big part of our program. And Louis, you know, is an open pit mine builder, right?”
Deepak Varshney· 14 Apr 2026·
track record
Deepak Varshney is professional geologist and CEO
“I am as I said a professional geologist.”
Deepak Varshney· 14 Apr 2026·

Share structure 7

Key takeaway. Management has provided two different snapshots of Formation Metals' share structure at separate dates.

Read the full summary

As of April 2026, the company reports about 97 million shares outstanding, with the Deepak Varshney family owning 9% and anchor and institutional investors holding about 60% of the stock. By May 2026, management says shares outstanding had risen to 147.6 million, with about 90 million warrants (May 2026 expiry) and about 50 million options outstanding, and insiders, management and strategic investors together holding about 60% of the shares.

What was actually said
insider stake
about 60% of the shares in hands of insiders and management and strategics
“The presentation says about 60% of the shares are in the hands of insiders and um management and strategics.”
Deepak (Resource Talks)· 28 May 2026·
options
about 50 million options
“About 90 million warrants are outstanding now after this financing as well as about 50 million options”
Deepak (Resource Talks)· 28 May 2026·
shares outstanding
147.6 million shares
“After a um a pretty chunky financing closed last week, the company now has 147.6 6 million shares outstanding”
Deepak (Resource Talks)· 28 May 2026·
Show the other 4 statements
warrants
about 90 million warrants
“About 90 million warrants are outstanding now after this financing as well as about 50 million options”
Deepak (Resource Talks)· 28 May 2026·
insider stake
anchor and institutional investors hold about 60% of the stock
“we have about 60% of the stock, right? We have big blocks.”
Deepak Varshney· 14 Apr 2026·
insider stake
Deepak Varshney family owns 9%
“My family owns 9%, right?”
Deepak Varshney· 14 Apr 2026·
shares outstanding
97 million shares outstanding
“With 97 million out as a group.”
Deepak Varshney· 14 Apr 2026·

Market 1

What was actually said
timing rationale
asset will be bought in next 2 to 3 years
“this is an asset which firmly I think will be bought in the next 2 to 3 years”
Deepak (Resource Talks)· 28 May 2026·

Sources 3 interviews

Every interview 3

DateChannelInterviewStatements
28 May 2026 Resource Talks High-Grade Gold at Surface, But Why Hasn't it Been Mined Already? | Formation Metals CEO Interview 14
14 Apr 2026 Crux Investor Formation Metals (CSE:FOMO) - 30,000m Drill Program Targets 2Moz+ Resource 16
13 Nov 2025 Commodity Culture Fiat 'Losing Credibility' Means GOLD Can Only Scream Higher No claims identified

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.

n2 gold project 2
agnico 1
canadian federal budget 1
casa berardi 1
brics 1
detour gold 1
casabari deformation zone 1

Questions people ask

What is Formation Metals's project and where is it?

Formation Metals is a explorer gold company, with a project stated to be in Quebec, Canada. Everything here is drawn from its executives' own interviews.

Which interviews mention Formation Metals?

We track 3 interviews mentioning Formation Metals, across 3 channels (Commodity Culture, Crux Investor, Resource Talks).

What are investors saying about Formation Metals?

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

What do recent interviews with Formation Metals cover?

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