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GoGold ResourcesTSX:GGD

Silver developer, with a project stated to be in Haliscoco Mexico.

NoneMexico — as stated on the recordings

developer silver NoneMexico
Apr 2025 → Jul 2026Covered
10 of 10Topics on record
6Figures tracked over time
1 executiveNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 8 interviews with the company · 6 independent recordings
Stage
Developer
Primary commodity
Silver
Jurisdiction
Haliscoco Mexico
Deposit
bulk tonnage underground mine
Latest appearance
16 Jul 2026
On record
9 interviews · 71 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
close to 100 million ounces of silver equivalent reserves in Los Rico South
Management-stated Brad Langille Jul 2025
Grade
good grade, really good grade
Management-stated Brad Langille Jun 2026
Money on hand
262 million in the bank at end of last quarter, probably closer to 280 to 285 right now
Stated capital need: already spent 7 million of 227 million capex
Management-stated Brad Langille Jun 2026
What happens next
24-month build from commencement to first pour
Management-stated Brad Langille Jun 2026
The main open question
Three years of permit waiting in Mexico with uncertainty on timing—officials say "weeks or possibly months" but the jurisdiction has changed its permitting rules, introducing timing risk.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
10 independent voices on record — 14 constructive, 4 neutral
Clive Thompson, Don Durett, Rick Rule, David Erfle…
Outside voices

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.

AISC about $12$12 ● Broadly unchanged 2 statements on record
11 Jul 2025
about $12 a silver equivalent ounce for Los Rico district
“The all-in sustaining cost for the ounces in the Los Rico district would be about $12 a silver equivalent ounce.”
11 Jun 2026
all-in sustaining costs of $12 per silver equivalent ounce
“both Los Ricos North and Los Ricos South are all-in sustaining costs of $12 per silver equivalent ounce.”
Cash position 135 million262 million ● Higher 3 statements on record
11 Jul 2025
135 million US
“we have 135 million US cash in the bank”
11 Jun 2026
262 million in the bank at end of last quarter, probably closer to 280 to 285 right now
“we had 262 million in the bank. And we're probably a little closer to 280 to 285 right now.”
Capital needed over $300 million227 million ≠ Different basis One statement qualifies the figure and the other does not (capex) 3 statements on record
11 Jul 2025
over $300 million
“we'll have spent over $300 million”
11 Jun 2026
227 million dollar capex
“with a 227 million dollar capex build um and us being about 280 plus right now we don't have to slow down and go to arrange financing.”
NPV about 355 millionaround 1.4 billion ≠ Different basis One statement qualifies the figure and the other does not (total) 3 statements on record
11 Jul 2025
about 355 million for Los Rico South at lower prices; about 650 million at current spot prices
“Really at today's commodity prices, Los Rico South in our study at um much lower prices uh had an NPV of um about 355 million. But if you apply the current uh spot prices or close to spot price, you'd…”
08 May 2026
Los Ricos South around 1.4 billion at consensus pricing; Los Ricos North around 1.8 billion at consensus pricing; total around 3 billion at consensus pricing. At spot price: Los Ricos South 2.3 to 2.5 billion; Los Ricos North about 2.5 to 3 billion; total
“Los Rico South, if you take consensus pricing, which would be around $3,500 gold and around $40 silver, Los Rico South by itself would be um right around 1.4 billion. And then, if you talk Los Rico No…”
Operating cost ≠ Different basis One statement qualifies the figure and the other does not (flow) 2 statements on record
11 Jul 2025
all in cost right around $12
“all in cost right around $12”
08 May 2026
Parral generating between 70 and 85 million dollars per year in free operating cash flow at current prices
“We have our Parral tailings uh retreatment project where we developed new technology around treating old tailings in Mexico. And um that project is generating at current prices between 70 and 85 milli…”
First production ? Wording changed No comparable date in one of the two statements 3 statements on record
11 Jul 2025
Los Ricos South in production, Los Ricos North as second mine after
“rico south in production we go to 9 million ounces leos north is in our pipeline”
11 Jun 2026
24-month build from commencement to first pour
“It's a 24-month build from commencement to first pour.”

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 GoGold Resources's own claims across 9 interviews — most-covered theme first.

What outside voices pick up on

6 independent voices — people who do not speak for the company — across 18 mentions.

14 constructive 4 neutral
  • Clive Thompson “Named as one of his top four silver-related candidates ahead of results.”
  • Don Durett “He wants to see permits before upgrading it, implying constructive but conditional stance.”
  • Rick Rule “He expects it could benefit if Mexico’s president permits six mines this year.”
  • David Erfle “He says the stock is pressured by Mexico headlines but likes the project, cash, and permit/capex setup.”

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 claims $280–285M in cash against a $227M capex need for Los Ricos South, with 70–75% engineering done and no debt.

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

Management claims $280–285M in cash against a $227M capex need for Los Ricos South, with 70–75% engineering done and no debt. The deposit itself carries good grades in a bulk underground structure estimated at $12/oz all-in sustaining cost, with NPV projections of $1.4–2.5B depending on metal prices. An experienced team (Brad's fifth mine in Mexico) has built four mines before, and investors like Rick Rule, Jordan Roy-Byrne, and David Erfle cite the strong balance sheet, permit catalyst nearing in 2026, and lack of financing risk as key bullish factors.

▼ Bear case

Three years of permit waiting in Mexico with uncertainty on timing—officials say "weeks or possibly months" but the jurisdiction has changed its permitting rules, introducing timing risk.

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

Three years of permit waiting in Mexico with uncertainty on timing—officials say "weeks or possibly months" but the jurisdiction has changed its permitting rules, introducing timing risk. Underground mining carries geotechnical uncertainty that could push capex or costs higher than modeled; management planned conservatively for 20m sub-levels but assumes extension to 30m to cut costs 30%, a key assumption not yet proven. No independent technical review is cited; valuation rests heavily on metal price assumptions ($3,500 gold, $40 silver consensus) rather than on certainty of execution in Mexico.

◆ Watch next

Permit receipt is the gate (expected calendar 2026, weeks to months away); once approved, a 24-month build to first pour with earthworks and portal work commencing in next 6 months and ramp mobilization in the next two weeks.

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

Permit receipt is the gate (expected calendar 2026, weeks to months away); once approved, a 24-month build to first pour with earthworks and portal work commencing in next 6 months and ramp mobilization in the next two weeks. In first 18 months of production, management projects ~$600M in free cash flow after tax, which would validate the low-cost model and unlock funding for Los Ricos North (estimated ~$300M capex). The Parral tailings project is currently generating $70–85M annually and can bridge cash needs, but execution of both mines simultaneously in Mexico has not been proven.

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 23 statements

The deposit 9

Key takeaway. Regarding the deposit, management has described GoGold's project as a bulk tonnage underground mine and mill (Jun 2026, May 2026) with "good grade, really good grade" (Jun 2026).

Read the full summary

The company reports close to 100 million ounces of silver equivalent reserves in Los Ricos South, with projected annual production of about 2 million ounces of silver equivalent, or more specifically 9 million ounces from Los Ricos South and 15 to 16 million ounces from Los Ricos North (Jul 2025). Management notes "lots of exploration upside" in the Los Ricos district, stating that silver districts of this size, scale and quality are "extraordinarily rare" (May 2026), and has projected 8.5 million ounces for Los Ricos North (Jul 2025). The deposit is characterized as silver equivalent with gold, lead, zinc and copper (Jul 2025).

What was actually said
deposit type
bulk tonnage underground mine
“Los Ricos South, it's I mean, remind me again, is is it It's been this well, we took last time it's a bulk tonnage underground mine”
Brad Langille· 11 Jun 2026·
grade
good grade, really good grade
“these are big wide structures with good grade, really good grade.”
Brad Langille· 11 Jun 2026·
deposit type
underground mine and mill
“we're on the verge of building a 2,000 ton a day underground mine with a mill”
Brad Langille· 08 May 2026·
Show the other 6 statements
exploration upside
lots of exploration upside in Los Ricos district; silver districts of this size and scale and quality are extraordinarily rare
“Lots of exploration upside. This is an asset that I believe everybody will be talking about a decade from now.”
Brad Langille· 08 May 2026·
deposit type
silver equivalent with gold, lead, zinc and copper
“we operate a operating mine where we produce gold and silver and a little bit of lead and copper or sorry zinc and copper”
Brad Langille· 11 Jul 2025·
exploration upside
8.5 million ounces projected for Los Ricos North
“we also have our Los Ricos North which is a um at a earlier stage study a pea but it is projected to produce about 8.5 million ounces.”
Brad Langille· 11 Jul 2025·
resource size
close to 100 million ounces of silver equivalent reserves in Los Rico South
“And um in Los Rico South where we've started our uh work uh in 2019, we we drove off a resource which we've now brought to a reserve and um in the area that I'm uh circling on the map here. And um that area where we have close to 100 million ounces of um silver equivalent reserves now in a final feasibility study”
Brad Langille· 11 Jul 2025·
resource size
about 2 million ounces a year of silver equivalent
“we produce about 2 million ounces a year of silver equivalent”
Brad Langille· 11 Jul 2025·
resource size
9 million ounces silver equivalent with Los Ricos South and 15 to 16 million silver equivalent ounces annually with Los Ricos North
“rico south in production we go to 9 million ounces leos north is in our pipeline...brings us to 15 to 16 million silver equivalent ounces annually”
Brad Langille· 11 Jul 2025·

Jurisdiction 9

Key takeaway. GoGold Resources' Los Ricos South project is located in the Los Ricos district, about an hour and a half drive from Guadalajara, Mexico, in a region the company calls Haliscoco.

Read the full summary

Management reports it has been waiting for the final permit for Los Ricos South for three years, noting that permits there typically took about six months but that the timeline has since changed. As of July 2025, the company said it had obtained a blasting permit but was still awaiting environmental impact and change-of-use-of-land permits, while also waiting for permits at Los Ricos South and conducting a preliminary economic assessment-level study on Los Ricos North. The company has consistently identified Mexico as its jurisdiction across multiple statements from 2025 and 2026.

What was actually said
country
Mexico
“I'm the CEO of GoGold Resources. And we're a company that's focused on Mexico.”
Brad Langille· 11 Jun 2026·
country
Mexico
“we're going to build which is a 2,000 ton a day underground mine in Mexico in the Las Ricos”
Brad Langille· 08 May 2026·
permit status
awaiting final permit for Los Ricos South after waiting 3 years; permit typically takes 6 months in Mexico but has changed
“We've been waiting 3 years for the the permit. Which for us in Mexico after building four mines is being number five. Um you know, typically had taken us 6 months to get a permit. Things have changed in Mexico.”
Brad Langille· 08 May 2026·
Show the other 6 statements
country
Mexico
“we're a group that have built four mines down here in those companies over the years, over the last 28 years.”
Brad Langille· 11 Jul 2025·
permit status
have blasting permit; waiting for environmental impact and change of use of land permits
“We have some of our permits today. We for example have our blasting permit uh which is very important permit one that we need and we're just waiting for our environmental impact and our change of use of land.”
Brad Langille· 11 Jul 2025·
region
Haliscoco Mexico
“we also have our very exciting Los Rico's exploration development project in Haliscoco Mexico on the verge of construction.”
Brad Langille· 11 Jul 2025·
country
Mexico
“Los Rico is about an hour and a half drive out of Guadalajara, Mexico”
Brad Langille· 11 Jul 2025·
permit status
waiting for permit on Los Ricos South, PA level study on Los Ricos North
“We're waiting for a permit...Los Ricos North as well, which will be the second mine in that district that we're at a PA level study”
Brad Langille· 11 Jul 2025·
region
Los Ricos district, about an hour and a half drive out of Guadalajara, Mexico
“Los Rico is about an hour and a half drive out of Guadalajara, Mexico”
Brad Langille· 11 Jul 2025·

Technical risk 5

Key takeaway. Management acknowledges geotechnical uncertainty at the underground operation, noting that costs or CapEx "may be higher" as a result.

Read the full summary

At the same time, the company reports that 70% detailed engineering is complete with updated pricing, "right on budget with no big blow-ups in capital cost expected" (May 2026). The June 2026 commentary adds that the resource model was "very tightly drilled" and that although the feasibility study assumed 20 m sub-levels, management believes it can extend to 30 m, which would cut costs by about 30%.

What was actually said
key assumption
planned conservatively for 20 m sub levels underground, think can extend to 30 m which would cut cost by about 30%
“we planned very conservatively in the feasibility study for 20 m sub levels in the underground. So we think we can maybe extend those to 30 m which would cut down our underground cost development by about 30%.”
Brad Langille· 11 Jun 2026·
metallurgy
resource model very tightly drilled
“The resource model very very tightly drilled. Um I don't have any hesitations about saying it I have a lot of faith in our resource model”
Brad Langille· 11 Jun 2026·
stated risk
underground: costs may be higher or CapEx may be higher due to geotechnical uncertainty
“When you get underground, obviously you do we've done geotechnical surface drilling and we're doing some more to see if we can expand those levels, which will just make it you know, optimize optimize. Um that's where you have more of your if there's risk, there's more risk there. Not uh binary risk. It's all risk about hey, maybe the costs are higher or a little higher or or maybe the CapEx is a little higher because you don't”
Brad Langille· 11 Jun 2026·
Show the other 2 statements
key assumption
70% detailed engineering complete with updated pricing within a month ago; right on budget with no big blow-ups in capital cost expected
“We're at 70% called what's called detailed engineering...we've got updated prices for within a month ago...right now what we can say is that we're 70% finished that process and we're right on budget. So, we don't see big blow-ups in capital cost here”
Brad Langille· 08 May 2026·
key assumption
Los Rico South final feasibility study brings accuracy to plus or minus 10%
“That brings it to plus or minus 10% of accuracy. That's what we aim for in a final feasibility study.”
Brad Langille· 11 Jul 2025·

Economics 20 statements

Economics 10

Key takeaway. Management provided project economics across multiple dates.

Read the full summary

In May 2026, the company reported that Los Ricos South carries an NPV of around 1.4 billion at consensus pricing (roughly $3,500 gold and $40 silver), while Los Ricos North NPV is around 1.8 billion, for a total of about 3 billion. At spot prices, they estimated Los Ricos South NPV at 2.3 to 2.5 billion and Los Ricos North at about 2.5 to 3 billion. Capital costs were put at $227 million for Los Ricos South and around $300 million for Los Ricos North. In July 2025, management had cited a district NPV in excess of a billion, closer to about 1.2 billion, with Los Ricos South alone at about 355 million at lower prices and about 650 million at then-current spot prices. All-in sustaining costs were stated at about $12 per silver equivalent ounce in both July 2025 and June 2026.

What was actually said
aisc
all-in sustaining costs of $12 per silver equivalent ounce
“both Los Ricos North and Los Ricos South are all-in sustaining costs of $12 per silver equivalent ounce.”
Brad Langille· 11 Jun 2026·
capex
Los Ricos South 227 million US; Los Ricos North around 300 million dollars in today's dollars
“the build cost for Los Ricos South, and it's a fairly fresh study. I mean, there will be some inflation, but um $227,000,000 is the build for Los Ricos South for 2,000 ton a day underground and a mill...That'd be in today's dollars inflation, that was a study of PEA that was done 3 years ago. It's going to be more around 300 million dollars.”
Brad Langille· 08 May 2026·
npv
Los Ricos South around 1.4 billion at consensus pricing; Los Ricos North around 1.8 billion at consensus pricing; total around 3 billion at consensus pricing. At spot price: Los Ricos South 2.3 to 2.5 billion; Los Ricos North about 2.5 to 3 billion; total
“Los Rico South, if you take consensus pricing, which would be around $3,500 gold and around $40 silver, Los Rico South by itself would be um right around 1.4 billion. And then, if you talk Los Rico North, um at those consensus pricing, would be a little bit more, would be around 1.8...the whole district at spot price would be pushing between four and a half and five billion dollars.”
Brad Langille· 08 May 2026·
Show the other 7 statements
operating cost
Parral generating between 70 and 85 million dollars per year in free operating cash flow at current prices
“We have our Parral tailings uh retreatment project where we developed new technology around treating old tailings in Mexico. And um that project is generating at current prices between 70 and 85 million dollars uh depending on the price swings per year in free operating cash flow.”
Brad Langille· 08 May 2026·
price assumption
consensus pricing around $3,500 gold and around $40 silver; spot price
“if you take consensus pricing, which would be around $3,500 gold and around $40 silver”
Brad Langille· 08 May 2026·
aisc
about $12 a silver equivalent ounce for Los Rico district
“The all-in sustaining cost for the ounces in the Los Rico district would be about $12 a silver equivalent ounce.”
Brad Langille· 11 Jul 2025·
npv
about 355 million for Los Rico South at lower prices; about 650 million at current spot prices
“Really at today's commodity prices, Los Rico South in our study at um much lower prices uh had an NPV of um about 355 million. But if you apply the current uh spot prices or close to spot price, you'd be looking about 650 million NPV in Los Rico's uh south”
Brad Langille· 11 Jul 2025·
npv
over a billion dollars of net asset value in the Los Rico district; in excess of a billion probably closer to about 1.2 two billion
“So over a billion dollars of net asset uh value or net present value in the Los Rico district and that is discounted at 5% and that's after tax.”
Brad Langille· 11 Jul 2025·
operating cost
all in cost right around $12
“all in cost right around $12”
Brad Langille· 11 Jul 2025·
price assumption
approximately $3 million a month of free cash flow at current operations
“making around at my side around $3 million a month of free cash flow”
Brad Langille· 11 Jul 2025·

Financing 10

Key takeaway. Management states the company had about $270 million US in cash with no debt as of May 2026, and that this is sufficient to build Los Ricos South and potentially generate cash to build Los Ricos North.

Read the full summary

By June 2026, the company reported a capex of $227 million for Los Ricos South, of which $7 million had already been spent, and said its cash position was probably closer to $280–285 million. Earlier, in July 2025, management had described a capital need of over $300 million, noted $86 million raised in April 2025, and reported having eight term sheets for project debt financing narrowed to a couple of options — though the financing packages arranged at that time are not further detailed in later statements.

What was actually said
burn rate
already spent 7 million of 227 million capex
“227 we would have already spent 7 million of that.”
Brad Langille· 11 Jun 2026·
capital needed
227 million dollar capex
“with a 227 million dollar capex build um and us being about 280 plus right now we don't have to slow down and go to arrange financing.”
Brad Langille· 11 Jun 2026·
cash position
262 million in the bank at end of last quarter, probably closer to 280 to 285 right now
“we had 262 million in the bank. And we're probably a little closer to 280 to 285 right now.”
Brad Langille· 11 Jun 2026·
Show the other 7 statements
capital needed
sufficient capital on hand to build Los Ricos South and potentially generate cash to build Los Ricos North
“in the first 18 months of production, after tax, we would generate about 600 million US in free cash flow. And no debt to pay back. We have all the capital to build it.”
Brad Langille· 08 May 2026·
cash position
about 270 million US cash in the bank with no debt
“We have about uh today we'd be about 270 million US cash in the bank with um no debt.”
Brad Langille· 08 May 2026·
financing status
financing packages arranged for Los Rico South construction
“we've arranged our financing packages. We've arranged our business plan that well, we're building Los Ricos South”
Brad Langille· 11 Jul 2025·
capital needed
over $300 million
“we'll have spent over $300 million”
Brad Langille· 11 Jul 2025·
cash position
135 million US
“we have 135 million US cash in the bank”
Brad Langille· 11 Jul 2025·
financing status
eight term sheets for project debt financing, narrowed to a couple
“we have eight term sheets in front of us for uh the project debt financing and we've narrowed that down to a couple”
Brad Langille· 11 Jul 2025·
recent capital raise
$86 million in April
“you guys just raised $86 million back in April”
Brad Langille· 11 Jul 2025·

Timeline 17 statements

Timeline 15

Key takeaway. Management has provided a shifting timeline for the Los Ricos South project.

Read the full summary

In July 2025, the company said it was "on the cusp of getting the permit" and would begin a 24-month construction period once received, followed by six more months to ramp to full production. By May 2026, the permit was still expected "in calendar 2026," and by June 2026 — after receiving board approval for the mine build — management said earthworks equipment would mobilize within two weeks, with a 24-month build from commencement to first pour.

What was actually said
first production
24-month build from commencement to first pour
“It's a 24-month build from commencement to first pour.”
Brad Langille· 11 Jun 2026·
milestone
starting to mobilize earthworks equipment to site over next two weeks
“really over the next two weeks we should be starting to mobilize earthworks equipment to site”
Brad Langille· 11 Jun 2026·
milestone
deposit on SAG mill and filter presses about 4 months ago
“we put a deposit actually about 4 months ago on our SAG mill and on our filter presses.”
Brad Langille· 11 Jun 2026·
Show the other 12 statements
milestone
Over next 6 months: earthwork, foundations, start of mill, portal entrance, starting down ramp
“over next 6 months you're going to see earthwork, foundations, start of the mill, and and the portal or the entrance to the underground mine, and starting down that ramp.”
Brad Langille· 11 Jun 2026·
milestone
Board approval for mine build decision made on weekend
“we've made that uh, official mine build decision, you know, at a board meeting on the weekend, actually, just to make it official.”
Brad Langille· 11 Jun 2026·
milestone
75% engineering done
“we're 75% done. So, we can maybe even shorten up that timeline a little bit”
Brad Langille· 11 Jun 2026·
milestone
towards end of summer starting down ramp
“on the underground uh, towards the end of the summer we'll be starting down that ramp.”
Brad Langille· 11 Jun 2026·
permit timing
a little over 3 years
“It's been a bit of a wait. It's been a a little over 3 years.”
Brad Langille· 11 Jun 2026·
first production
Los Ricos South is about a 2-year build after permit
“we could build Las Cristinas South, which is about 2-year build”
Brad Langille· 08 May 2026·
permit timing
permit expected in calendar 2026; could be weeks or possibly months away
“We're told independently, which doesn't make it true, that we can expect to see that permit in calendar 2026...It could be weeks or possibly months, but I think it's probably in the very short term.”
Brad Langille· 08 May 2026·
construction start
24 months of construction once permit received, then six more months to ramp to full production
“we're shovel ready we're ready to go that that build is going to take 24 months of construction and then six more months to ramp it up to full production.”
Brad Langille· 11 Jul 2025·
milestone
7.2 million ounces of silver equivalent production from Los Rico South over first 5 years of operation
“uh the project that we're about to build will produce um over the first uh 7 uh 5 years about 7.2 million ounces of silver equivalent.”
Brad Langille· 11 Jul 2025·
first production
Los Ricos South in production, Los Ricos North as second mine after
“rico south in production we go to 9 million ounces leos north is in our pipeline”
Brad Langille· 11 Jul 2025·
milestone
ready to start construction with full feasibility
“we're shovel ready with full feasibility to build”
Brad Langille· 11 Jul 2025·
permit timing
think we're on the cusp of getting the permit
“We're waiting for a permit. We think we're on the cusp of getting the permit”
Brad Langille· 11 Jul 2025·

Catalysts 2

Key takeaway. Management says the company expects to begin construction on Los Ricos South and continue producing at its current operation as an upcoming milestone, while the permit for Los Ricos South is expected in the first part of 2026.

What was actually said
upcoming decision
permit for Los Ricos South expected in first part of 2026
“That means we have our permit and I think it'll be uh you know in the first part of that year”
Brad Langille· 11 Jul 2025·
upcoming milestone
construction start on Los Ricos South, continue producing at current operation
“We'll have started construction um on the mine in Los Rico South”
Brad Langille· 11 Jul 2025·

Corporate 11 statements

Management 5

Key takeaway. Management points to the CEO's 32-year career in the industry, including 28 years in Mexico, and says he has built four mines and led his fourth public company (Jul 2025).

Read the full summary

The company notes the CEO is a founder of 13 years who has never sold a share and owns 6% of the company, making him the second largest reporting shareholder (Jul 2025). In a separate statement from June 2026, management also described the CEO's 32-year career and referred to the project as the number five mine in Mexico.

What was actually said
track record
32-year career, number five mine in Mexico
“when I think about Las Mercedes South I think about my 32-year career and and that'll be my number five”
Brad Langille· 11 Jun 2026·
insider ownership
6% of company as CEO, second largest reporting shareholder
“I'm a very large investor of the company as the CEO. I'd be the second largest reporting shareholder at about uh 6% of the company.”
Brad Langille· 11 Jul 2025·
track record
32 years in industry, 28 years in Mexico, led fourth public company, built four mines
“myself, I've been in this industry for 32 years and for the last 28 of that in Mexico. And um this is really the fourth uh company, public company that uh I've led in Mexico. And we're a group that have built four mines down here in those companies over the years, over the last 28 years.”
Brad Langille· 11 Jul 2025·
Show the other 2 statements
insider ownership
founder for 13 years, never sold a share
“I've been uh one of the founders for now 13 years and...I've never sold a share in the company”
Brad Langille· 11 Jul 2025·
track record
built four mines in career
“I built four in my, you know, career now in 1999”
Brad Langille· 11 Jul 2025·

Share structure 3

Key takeaway. Management reports that about 20% of GoGold Resources shares are held by insiders, with Brad being the second largest reporting shareholder (as of July 2025), and institutional ownership stands at about 50% (July 2025).

Read the full summary

On share count, the company says market capitalization was about 725 to 750 million US as of May 2026.

What was actually said
shares outstanding
market capitalization about 725 to 750 million US
“market cap today in US dollars uh about 725 range around 725 to 750 million US”
Brad Langille· 08 May 2026·
insider stake
about 20% insiders including Brad as second largest reporting shareholder
“we're about another 20% um insiders. and uh that includes myself and I'd be the second largest reporting shareholder”
Brad Langille· 11 Jul 2025·
institutional ownership
about 50% institutional
“our share structure, we're about 50% institutional”
Brad Langille· 11 Jul 2025·

Market 3

Key takeaway. Management describes GoGold Resources as a low-cost producer.

Read the full summary

In July 2025 they said the company produces "very low cost silver equivalent ounces at $12 per ounce." By May 2026 they were calling themselves a "high-grade, low-cost producer in a silver district with lots of exploration upside," and in June 2026 they reiterated their low-cost position. The dollar figure and the mention of exploration upside are from different dates.

What was actually said
cost curve position
low cost
“that can be mined very um productively in in a bulk underground mine. And at low cost.”
Brad Langille· 11 Jun 2026·
cost curve position
high-grade, low-cost producer in silver district with lots of exploration upside
“This is an asset that I believe everybody will be talking about a decade from now. As it's um producing a lot and finding a whole bunch more.”
Brad Langille· 08 May 2026·
cost curve position
very lowcost silver equivalent ounces at $12 per ounce
“not only are we going to produce a we hope to produce a lot of silver equivalent ounces, but also they're very lowcost silver equivalent ounces.”
Brad Langille· 11 Jul 2025·

Outside views 18 mentions

18 mentions by people who do not speak for the company — 14 constructive, 0 cautious, 4 neutral. These are their views, not the company's.

Clive Thompson
bullish
Named as one of his top four silver-related candidates ahead of results.
Commodity Culture· 19 Jun 2026·
Clive Thompson
bullish
Listed by Warren AI as a top EPS-growth candidate.
Clive Thompson· 15 Jun 2026·
Don Durett
bullish
He wants to see permits before upgrading it, implying constructive but conditional stance.
The Silver Market· 29 Apr 2026·
Don Durett
bullish
He calls the CEO top-notch and says he absolutely loves it.
The Silver Market· 18 Apr 2026·
Show the other 14 mentions
Don Durett
bullish
He cites GoGold’s CEO as top-notch and likes the company’s team.
The Deep Dive· 14 Apr 2026·
Rick Rule
bullish
He expects it could benefit if Mexico’s president permits six mines this year.
Rule Investment Media· 10 Apr 2026·
David Erfle
bullish
He says the stock is pressured by Mexico headlines but likes the project, cash, and permit/capex setup.
MiningStockEducation.com· 24 Feb 2026·
John Rubino
bullish
Developer with Los Ricos project; already a producer but Cordero is the development asset
The Silver Market· 06 Feb 2026·
Alberto Orozco
neutral
Mentioned as a comparable intermediate-sulfidation system (Los Ricos) in Mexico.
Crux Investor· 22 Jan 2026·
Don Durett
bullish
He likes it as a silver-gold story and expects permit-related upside.
In it to Win it· 13 Nov 2025·
Alberto Orozco
neutral
Referenced as another billion-dollar single-asset silver story (Los Ricos) alongside other peers.
Crux Investor· 10 Oct 2025·
Rick Rule
bullish
Experienced team, experienced mine builders in Mexico, Brad has built and sold 4-5 mines before. Near-term risk permitting, long-term geology in good shape.
In it to Win it· 06 Aug 2025·
Rick Rule
bullish
Rule owns it and rates it 4, citing a potential camp-scale discovery set plus sponsor status at the conference.
CapitalCosm· 30 Jun 2025·
Darrell Rader
neutral
Referenced as a higher-tier silver explorer peer in Mexico
TheDailyGold· 28 May 2025·
Jordan Roy-Byrne
neutral
Referenced as a higher-tier silver explorer peer in Mexico
TheDailyGold· 28 May 2025·
Glenn Jessome
bullish
Sister company in the same Halifax group; also received unsolicited bought-deal financing from institutions in March 2025.
The Deep Dive· 12 May 2025·
Jordan Roy-Byrne
bullish
Trades at 0.35x NAV with permit catalyst approaching; dual value-creation path via multiple expansion and NAV growth; strong balance sheet with $135M cash, no debt, and positive FCF from Parral.
TheDailyGold· 24 Apr 2025·
Steve Barton
bullish
He likes the geology but says political risk in Mexico is the key issue.
Rule Investment Media· 20 Mar 2025·

Sources 9 interviews

Every interview 9

DateChannelInterviewStatements
16 Jul 2026 The Deep Dive The Best Silver Bull Market in 30 Years? | Bradley Langille - GoGold No claims identified
14 Jul 2026 Mining Network GoGold Fully Funded: Los Ricos South Construction Starts - Path to 17 Moz No claims identified
14 Jul 2026 Natural Resource Stocks GoGold CEO: $284 Million in Cash, No Debt and Ready to Build No claims identified
11 Jun 2026 Crux Investor GoGold Resources (TSX:GGD) - Los Ricos South Permit Secured, Fully Funded Mine Build Begins 20
08 May 2026 Rule Investment Media Bradley Langille , CEO of GoGold Resources | Rule Symposium 2026: Rick Rule interviews 15
28 Jul 2025 In it to Win it GoGold’s $1.6B Silver Play! Brad Langille’s Silver Mine in Mexico No claims identified
11 Jul 2025 Liberty and Finance Mining Silver At $12/oz | Bradley Langille of GoGold Resources 16
11 Jul 2025 The Deep Dive Why $50 Silver, $4000 Gold Might Be Closer Than Anyone Thinks | Bradley Langille - GoGold Resources 20
24 Apr 2025 TheDailyGold GoGold Moves Closer to Permit While Advancing High Impact Drilling 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.

gold 7
silver 7
silvercrest metals 2
first majestic silver 2
filter presses 1
endeavour silver 1
aya silver 1
gogold resources (us otc) 1

Questions people ask

What is GoGold Resources's project and where is it?

GoGold Resources is a developer silver company, with a project stated to be in Mexico. Everything here is drawn from its executives' own interviews.

Which interviews mention GoGold Resources?

We track 9 interviews mentioning GoGold Resources, across 8 channels (Crux Investor, In it to Win it, Liberty and Finance, Mining Network, Natural Resource Stocks, Rule Investment Media…).

What are investors saying about GoGold Resources?

18 independent voices — people who do not speak for the company — are on record discussing it (14 bullish, 4 neutral). Their reasoning is quoted in the outside-view section above.

What do recent interviews with GoGold Resources cover?

The most-discussed topics on record are timeline, economics, financing, the deposit — 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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