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GoldMining Inc.

Gold company, with a project stated to be in Canada.

NoneCanada — as stated on the recordings

gold NoneCanada
May 2026Covered
8 of 10Topics on record
1 executiveNamed on the record
Primary commodity
Gold
Jurisdiction
Canada
Deposit
gold and copper resource
Latest appearance
15 May 2026
On record
1 interview · 15 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
over 13 million gold equivalent ounces indicated and over 9 million ounces gold equivalent inferred
Management-stated Alastair Still May 2026
Money on hand
cash in hand and cash and marketable securities almost equivalent to market cap
Stated capital need: fully funded for advancing projects this year
Management-stated Alastair Still May 2026
What happens next
PEA study published in April for Lamina project
Management-stated Alastair Still May 2026
The main open question
No independent voice has commented on the company's assets or strategy.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
1 independent voice on record — 1 constructive
Unknown speaker
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 GoldMining Inc.'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.

1 constructive
  • Unknown speaker “Diversified resource-stage gold company with ~C$500M market cap, ~C$350M cash and securities, seven projects across the Americas, …”

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 Lamina project delivered a $1 billion NPV in a PEA study published in April, backed by over 13 million gold equivalent ounces indicated across seven projects in stable jurisdictions (Canada, Brazil, Colombia, Peru).

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

Management says the Lamina project delivered a $1 billion NPV in a PEA study published in April, backed by over 13 million gold equivalent ounces indicated across seven projects in stable jurisdictions (Canada, Brazil, Colombia, Peru). The company is fully funded for this year, holds cash and marketable securities nearly equal to its C$400 million market cap, and includes a 74% stake in NASDAQ-listed US Gold Mining plus a 10% stake in a cash-flowing NYSE royalty company.

▼ Bear case

No independent voice has commented on the company's assets or strategy.

What it rests on
▶
Evidence: 1 moment from 1 interview
Read the full case

No independent voice has commented on the company's assets or strategy. The $1 billion NPV relies on a $3,500 gold price assumption, well above current market levels. Beyond the published PEA, no feasibility study exists, and no timetable is given for moving Lamina toward production or capital raise. The company trades at C$400 million market cap against cash and securities "almost equivalent" — material detail missing on exact position and any dilution from future funding.

◆ Watch next

Advancement of the Lamina project toward feasibility study and any permitting milestones in 2024–2025.

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

Advancement of the Lamina project toward feasibility study and any permitting milestones in 2024–2025. Exploration results from tens of thousands of hectares at San George. Updates on the 74% stake in US Gold Mining's Alaska project and any near-term cash flow or liquidity events from the 10% royalty company holding. Timing and size of any capital raise needed beyond current cash reserves to fund development.

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 4 statements

The deposit 3

Key takeaway. Management reports that the deposit is a gold and copper resource with over 13 million gold equivalent ounces indicated and over 9 million ounces gold equivalent inferred as of May 2026.

Read the full summary

The company also notes exploration upside across tens of thousands of hectares of land at the San George project, where it is pursuing additional targets.

What was actually said
deposit type
gold and copper resource
“has gold has copper really starting to demonstrate uh not just that it's a resource in the ground but it's a tangible resource”
Alastair Still· 15 May 2026·
exploration upside
tens of thousands of hectares of land with exploration for additional targets at San George project
“We've got tens of thousands of hectares of land there. We're going exploring for additional targets.”
Alastair Still· 15 May 2026·
resource size
over 13 million gold equivalent ounces indicated and over 9 million ounces gold equivalent inferred
“we have seven projects in that list. Uh there's over 13 million gold equivalent ounces indicated and over 9 million ounces gold equivalent uh inferred.”
Alastair Still· 15 May 2026·

Jurisdiction 1

What was actually said
country
Canada, Brazil, Colombia, Peru
“All uh good solid areas to be in. We're in Canada. It's in Brazil. It's in Colombia and Peru.”
Alastair Still· 15 May 2026·

Economics 5 statements

Economics 2

Key takeaway. Management stated in May 2026 that, using a $3,500 per ounce gold price assumption, the Lamina project has an NPV of $1 billion.

What was actually said
npv
$1 billion NPV at Lamina project
“we came out with that PA study just in April of this year has a $1 billion NPV”
Alastair Still· 15 May 2026·
price assumption
$3,500 per ounce gold price
“That's using a $2500 price uh excuse me $3,500 per ounce gold price”
Alastair Still· 15 May 2026·

Financing 3

Key takeaway. As of May 2026, GoldMining Inc.

Read the full summary

management reports the company is fully funded for advancing its projects this year, with its market cap just under 400 million Canadian dollars. The company's cash in hand and cash and marketable securities are almost equivalent to that market cap, according to management.

What was actually said
capital needed
fully funded for advancing projects this year
“we have cash in hands, we're fully funded for advancing our projects this year”
Alastair Still· 15 May 2026·
cash position
cash in hand and cash and marketable securities almost equivalent to market cap
“we have cash in hands, we're fully funded for advancing our projects this year, but we also have a very sizable portfolio of equities”
Alastair Still· 15 May 2026·
dilution
market cap just under 400 million Canadian dollars
“market cap uh my last notes here is just under 400 million Canadian dollars”
Alastair Still· 15 May 2026·

Timeline 1 statement

Timeline 1

What was actually said
milestone
PEA study published in April for Lamina project
“we came out with that PA study just in April of this year has a $1 billion NPV”
Alastair Still· 15 May 2026·

Corporate 5 statements

Management 2

Key takeaway. GoldMining Inc.

Read the full summary

management points to a deep bench of experience. The VP of Project Development brings over 30 years in building and operating mines, while the CEO has over 30 years of industry experience, including stints at Kinross, Barrick Dome and Gold Corp, where he worked on building mines in South America and executed over $10 billion of M&A transactions, the company reports.

What was actually said
track record
VP of Project Development with over 30 years experience in building and operating mines
“we've added a VP of project development for the first time an engineer Amola Guts who has over 30 years experience she's built and operated mines”
Alastair Still· 15 May 2026·
track record
CEO with over 30 years of industry experience, worked at Kinross, Barrick Dome, Gold Corp, built mines in South America, over $10 billion of M&A transactions for Gold Corp
“I've been with the company now just over 5 years. Uh I've had over 30 years of industry experience. My training background is as a geologist. I worked at a number of operating mines um for major operating companies likes of Kin Ross, Plaster Dome, Gold Corp, uh mainly in Northern Ontario. I built mines in South America. I did over 10 billion dollars of M&A transactions for Gold Corp globally.”
Alastair Still· 15 May 2026·

Share structure 2

Key takeaway. Regarding the company's share structure, management notes that insiders hold just under a 10% interest in Gold Royalty Corporation and a 74% interest in US Gold Mining, a NASDAQ-listed company, both as of May 2026.

What was actually said
insider stake
just under 10% interest in Gold Royalty Corporation
“just under 10% interest in gold royalty corporation, a cash flowing NYC listed royalty company”
Alastair Still· 15 May 2026·
insider stake
74% interest in US Gold Mining, a NASDAQ listed company
“We have a 74% interest in US gold mining, a NASDAQ listed company developing a project in Alaska”
Alastair Still· 15 May 2026·

Market 1

What was actually said
potential acquirer
G Mining created token tenanzen mine in same jurisdiction as San George, a 200,000 ounce a year producer
“G mining have just put into production token tenanzen mine which is a long trend from us in the same jurisdiction that was an exceptional 200,000 ounce a year producer”
Alastair Still· 15 May 2026·

Outside views 1 mention

1 mention by people who do not speak for the company — 1 constructive, 0 cautious, 0 neutral. These are their views, not the company's.

Unknown speaker
bullish
Diversified resource-stage gold company with ~C$500M market cap, ~C$350M cash and securities, seven projects across the Americas, dual-listed; positioned to benefit from higher metal prices via PEA re-rating.
VRIC Media· 26 Feb 2026·

Sources 1 interview

Every interview 1

DateChannelInterviewStatements
15 May 2026 Rule Investment Media Alastair Still, President and CEO of GoldMining Inc. | Rule Symposium 2026: Rick Rule interviews 15

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.

copper 1
gold 1
gold royalty corp. 1
la mina project 1
san jorge project 1
u.s. goldmining 1

Questions people ask

What is GoldMining Inc.'s project and where is it?

GoldMining Inc. is a resource gold company, with a project stated to be in Canada. Everything here is drawn from its executives' own interviews.

Which interviews mention GoldMining Inc.?

We track 1 interview mentioning GoldMining Inc., across 1 channel (Rule Investment Media).

What are investors saying about GoldMining Inc.?

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

What do recent interviews with GoldMining Inc. cover?

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