Project 9 statements
The deposit 4
Key takeaway. Management states that the deposit consists of the same mineralized ore body on each side of the fence.
Read the full summary
They also note that exploration upside is a factor not currently being factored into the company's projections.
What was actually said
deposit type
same mineralized ore body on each side of the fence
“our two deposits are the deposits on each side of the fence are really the same mineralized ore body”
Unknown speaker·
14 Apr 2026·
exploration upside
mentioned as a factor not being factored into current projections
“and that's not even factoring in the exploration upside”
Unknown speaker·
14 Apr 2026·
exploration upside
additional ounces from extensional drilling to the north and drilling within the pit off the main shear
“Um so extensional drilling to the north um additional drilling um actually within the pit itself uh where we've interpreted and modeled additional plays off the main shear.”
Unknown speaker·
09 Oct 2025·
Show the other 1 statement
resource size
175 to 200,000 ounces of production at TZ, Okco West brings to 500
“I think with TZ we're at 175 to 200,000 ounces of production. Okco West brings us to to 500.”
Unknown speaker·
09 Oct 2025·
Jurisdiction 2
Key takeaway. Management reports that the Oko West project in Guyana is fully permitted, and the G2 property—located about 3 km apart from Oko West—is expected to be added as an addendum to the existing permit by April 2026.
What was actually said
permit status
Oko West fully permitted, G2 to be added as addendum
“we already have a fully permitted project with Oko West. We get to do essentially an addendum”
Unknown speaker·
14 Apr 2026·
region
Guyana, 3 km apart from Oko West
“This is really within 3 km of what we're building”
Unknown speaker·
14 Apr 2026·
Technical risk 3
Key takeaway. Management says that because both deposits mine the same ore body, recovery rates are expected to be similar between them.
Read the full summary
The company also reports that confirmatory metallurgical test work is planned to validate those recoveries.
What was actually said
metallurgy
confirmatory metallurgical test work planned to validate recoveries
“we'll just do some confirmatory uh, metallurgical test work to validate uh, the recoveries”
Unknown speaker·
14 Apr 2026·
recovery rate
expected to be similar between deposits as they mine the same ore body
“we're essentially mining the same mineralized ore body. So, we're not expecting a lot of variation”
Unknown speaker·
14 Apr 2026·
key assumption
at $3,400 gold price, 4 billion US NAV for Okco West
“But if you look at just $3,400 gold price uh we're talking 4 billion US NAV.”
Unknown speaker·
09 Oct 2025·
Economics 5 statements
Economics 2
Key takeaway. Management of G Mining highlights capital cost synergies from not duplicating infrastructure, and reports that the expansion would deliver 25% to 30% synergies on operating costs, according to an April 2026 interview.
What was actually said
capex
capital cost synergies from not duplicating infrastructure
“There's capital cost synergies and then there's operating cost synergies”
Unknown speaker·
14 Apr 2026·
operating cost
25 to 30% synergies from expansion
“we estimated something in the 25 to 30% range in terms of expansion”
Unknown speaker·
14 Apr 2026·
Financing 3
What was actually said
capital needed
close to 100 million spend on project by end of August, including 74 million and 24 million in prepayments
“we've spent uh close to $74 million at the end of August, uh, which is going towards the project, uh, plus a lot of, uh, prepayments on equipment, uh, for another like 24 million. Um, so we're already at about, you know, just just close to 100 million spend on the project at the end of August.”
Unknown speaker·
09 Oct 2025·
capital needed
350 million with accordion feature of 150 million
“Uh so it consists of a bank essentially corporate facility um for 350 million uh to start with an accordion feature uh where we can add 150 million to it.”
Unknown speaker·
09 Oct 2025·
capital needed
25 to 26 million exploration spend this year across three properties
“So we're looking at about 25 to 26 million uh expiration spend this year across our three prop properties projects.”
Unknown speaker·
09 Oct 2025·
Timeline 12 statements
Timeline 12
Key takeaway. G Mining's management has outlined a multi-phase timeline for its expanded project in an April 2026 interview.
Read the full summary
They said the feasibility study is due in the first half of next year (2027), with an infill drilling program to feed into that study set for April 2026. Permitting and procurement for the expanded project are expected in 2028, first production from that expanded project is targeted for 2029, and underground production is planned to kick in by 2030.
What was actually said
first production
expanded project delivering 2029
“and then have an expanded uh, project delivering come 2029”
Unknown speaker·
14 Apr 2026·
milestone
permitting and procurement for expanded project in 2028
“we would execute on that in 28 and then have an expanded uh, project delivering come 2029”
Unknown speaker·
14 Apr 2026·
milestone
underground production kicks in 2030
“the underground production will only kick in come 2020, like 30”
Unknown speaker·
14 Apr 2026·
Show the other 9 statements
milestone
infill drilling program to feed into feasibility study
“there's the whole infill drilling program that needs to take place to feed into a feasibility study”
Unknown speaker·
14 Apr 2026·
study due
feasibility study in the first half of next year (2027)
“our objective is to try and publish a feasibility study in the first half of of next year”
Unknown speaker·
14 Apr 2026·
first production
500,000 ounces of production by 2028
“which will bring us to uh 500,000 ounces of production um when that's complete by 2028.”
Unknown speaker·
09 Oct 2025·
first production
first gold in October 27
“but currently we're targeting first gold in in in October 27.”
Unknown speaker·
09 Oct 2025·
milestone
final investment decision this month
“Um so now with the financing in place, we're going to be making a final investment decision uh this this month.”
Unknown speaker·
09 Oct 2025·
milestone
workforce on site about 700 people currently
“Um, we have about 700 people on site now.”
Unknown speaker·
09 Oct 2025·
milestone
detail engineering 35% complete at end of August
“So I mean at the end of August we're we're about 35% complete on the detail engineering um”
Unknown speaker·
09 Oct 2025·
milestone
ramping up to 1,500 plus people by Q1 next year
“we'll be ramping up to you know 1,500 plus people on the project uh kind of in Q1 by Q1 next year.”
Unknown speaker·
09 Oct 2025·
permit timing
full permit received in early September
“Um we do have our full permit um that we received uh a couple months ago in early se you know in September.”
Unknown speaker·
09 Oct 2025·
Corporate 3 statements
Management 1
What was actually said
track record
currently producing at TZ Gold Mine in Brazil, building Oko West in Guyana
“we're currently producing at the TZ Gold Mine in Brazil and we're building the Oko West project”
Unknown speaker·
14 Apr 2026·
Market 1
What was actually said
cost curve position
up to 500,000 oz with expanded throughput, potentially higher
“we've envisioned is something that can produce up to 500,000 oz with this expanded throughput”
Unknown speaker·
14 Apr 2026·
Outside views 24 mentions
24 mentions by people who do not speak for the company — 23 constructive, 0 cautious, 1 neutral. These are their views, not the company's.
Brent Cook
bullish
He cites G Mining’s purchase of G2 in Guyana as a smart strategic move.
David Lin·
15 Jul 2026·
Alan Carter
bullish
Cited as evidence that major capital and operational success are now present in Brazil.
Crux Investor·
13 Jul 2026·
Mike Hodgson
bullish
Cited as evidence that major capital and operational success are now present in Brazil.
Crux Investor·
13 Jul 2026·
Jonathan Goodman
neutral
Mentioned as the acquirer in the Reunion Gold exit.
Mining Network·
10 Jul 2026·
Show the other 20 mentions
Matt Manson
bullish
Referenced as the acquirer in a recent M&A comparable.
Crux Investor·
08 Jul 2026·
Rick Rule
bullish
He references Tokentino as a G Mining deposit in the sum-of-the-parts discussion.
Rule Investment Media·
11 Jun 2026·
Rick Rule
bullish
Cited as a successful acquirer that paid a high premium yet remained accretive.
The Bullion Brief·
09 Jun 2026·
Rick Rule
bullish
He strongly endorsed the firm as a mine builder with growth and tropical jurisdiction expertise.
Rule Investment Media·
08 May 2026·
Rick Rule
bullish
Rule says the G2 acquisition created major synergies and was accretive on a per-share basis.
MiningStockEducation.com·
26 Apr 2026·
Rick Rule
bullish
Rule cites G Mining (Gignac family) as an example of a developer with 40-year track record in orogenic gold mines in tropical high-rainfall settings, stock up 10x in 3.5 years and still undervalued
The Bullion Brief·
22 Apr 2026·
Rick Rule
bullish
He cites it as a successful developer and takeover example.
The Silver Market·
21 Apr 2026·
Rick Rule
bullish
He cites its takeover of G2 as evidence of rich M&A premiums in mining.
The Bullion Brief·
21 Apr 2026·
Rick Rule
bullish
He praises the takeover of G2 by G Mining as an amazing accretive transaction.
The Bullion Brief·
19 Apr 2026·
Rick Rule
bullish
Used as the acquirer in an accretive gold-equity takeover that supports his M&A thesis.
The Silver Market·
18 Apr 2026·
Rick Rule
bullish
Used as an example of a developer/executor that created strong value and remains undervalued.
Palisades Gold Radio·
17 Apr 2026·
Don Durett
bullish
He says they are acquisitive and likely to keep growing.
The Silver Market·
20 Mar 2026·
Jonathan Goodman
bullish
Referenced as the acquirer / stock that appreciated after the Reunion exit.
Rule Investment Media·
19 Mar 2026·
Alex Black
bullish
Used as a peer comparison for valuation and scale, implying West Red Lake Gold sees major upside if it executes.
Crux Investor·
16 Feb 2026·
Sean Roosen
bullish
Used as a valuation comp showing large rerating potential from developer to producer.
Jimmy Connor·
05 Feb 2026·
Sean Roosen
bullish
Used as a peer valuation reference for Osisko’s potential market cap.
The Deep Dive·
27 Oct 2025·
Rick Rule
bullish
He highlights it as a high-quality developer with definable competitive advantages and takeover potential.
Commodity Culture·
16 Aug 2025·
Rick Rule
bullish
He says performers like G Mining have durable competitive advantage.
Kitco NEWS·
31 May 2025·
Rick Rule
bullish
Named as a strong-performing gold-related holding in his portfolio.
Commodity Culture·
23 May 2025·
Don Hansen
bullish
He likes the company and says the market trusts its experienced builders.
Investing News·
15 May 2025·
Sources 2 interviews
Every interview 2
| Date | Channel | Interview | Statements |
|---|---|---|---|
| 14 Apr 2026 | Crux Investor | G Mining (TSX:GMIN) - G2 Acquisition Builds Tier-1 Gold Hub with 500koz pa Potential | 16 |
| 09 Oct 2025 | Crux Investor | G Mining Ventures (TSX:GMIN) Fully-Financed Path Towards 500koz/pa Gold Production by 2028 | 13 |
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 G Mining's project and where is it?
G Mining is a producer gold company, with a project stated to be in Guyana. Everything here is drawn from its executives' own interviews.
Which interviews mention G Mining?
We track 2 interviews mentioning G Mining, across 1 channel (Crux Investor).
What are investors saying about G Mining?
24 independent voices — people who do not speak for the company — are on record discussing it (23 bullish, 1 neutral). Their reasoning is quoted in the outside-view section above.
What do recent interviews with G Mining cover?
The most-discussed topics on record are timeline, the deposit, financing, technical risk — each claim quoted and dated in the sections above.