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Lahontan Gold

Gold developer, with a project stated to be in Walkerland, Nevada.

Nevada · United States — as stated on the recordings

developer gold Nevada, United States
Jan 2026 → Jun 2026Covered
8 of 10Topics on record
1Figures tracked over time
1 executiveNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 2 interviews with the company · 2 independent recordings
Stage
Developer
Primary commodity
Gold
Jurisdiction
Walkerland, Nevada
Deposit
Historic mine, past producer mined 1988 to 1994
Latest appearance
01 Jun 2026
On record
2 interviews · 27 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
2 million ounces
Management-stated Kimberly Ann Jun 2026
Grade
third highest grade of gold and silver in the Nevada Great Basin region
Management-stated Kimberly Ann Jan 2026
Capital needed
about $120 million
Management-stated Kimberly Ann Jan 2026
What happens next
Four to six months from permit receipt, using contract miners
Management-stated Kimberly Ann Jun 2026
The main open question
The timeline is compressed: a resource update next month, PEA redo over summer, and full permit in Q1 2027, leaving only 6–12 months to finalize construction, drill three more rigs, and bring a sonic rig online before pouring.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
2 independent voices on record — 2 constructive
Don Durett, John Rubino
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.

Permitting ? Wording changed No comparable date in one of the two statements 2 statements on record
28 Jan 2026
plan of operations received, middle of permitting
“We're in the middle of our permitting right now. Um last year um before the holidays, we received our plan of operations, which is the big drill permit that allows us to drill projectwide.”
01 Jun 2026
Permit anticipated Q1, with PA update in September as final document needed for permit application
“We'll have our permit to build it next year, early next year. We have a PA update in September. That is the final document we need to go into our application so we can get our mind permit.”

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 Lahontan Gold's own claims across 2 interviews — most-covered theme first.

What outside voices pick up on

2 independent voices — people who do not speak for the company — across 2 mentions.

2 constructive
  • Don Durett “He describes it as a potential 250-bagger if production and valuation re-rate play out.”
  • John Rubino “Nevada open-pit gold development project; benefits from strategic assets designation and easier permitting”

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 2 million ounces at third-highest grade in Nevada, low-cost heat-leach from a historic past-producer (1988–94), and just $120 million capex with payback on a short timeline.

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

Management claims 2 million ounces at third-highest grade in Nevada, low-cost heat-leach from a historic past-producer (1988–94), and just $120 million capex with payback on a short timeline. An outside investor noted it could be a 250-bagger if production and valuation re-rate. The permit is in hand (plan of operations received), with full permit anticipated Q1 2027 and first gold pour Q3–Q4 thereafter.

▼ Bear case

The timeline is compressed: a resource update next month, PEA redo over summer, and full permit in Q1 2027, leaving only 6–12 months to finalize construction, drill three more rigs, and bring a sonic rig online before pouring.

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

The timeline is compressed: a resource update next month, PEA redo over summer, and full permit in Q1 2027, leaving only 6–12 months to finalize construction, drill three more rigs, and bring a sonic rig online before pouring. Management's capex estimate ($120 million) is preliminary pending the new PEA; grade assumptions rely on historic heat-leach pads at 0.54 cutoff, which is untested at scale. Financing commitment for debt has not been announced.

◆ Watch next

Resource report within 12 weeks (fact 14); three rigs on property by April, sonic rig March–April (facts 13, 11); PEA redo completion over summer (fact 12); PA update in September as final doc for permit application (fact 7); Q1 2027 full…

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

Resource report within 12 weeks (fact 14); three rigs on property by April, sonic rig March–April (facts 13, 11); PEA redo completion over summer (fact 12); PA update in September as final doc for permit application (fact 7); Q1 2027 full permit (fact 15); Q3–Q4 first gold on site (fact 5).

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 6

Key takeaway. Management reports that the deposit is a past-producing open pit with about 2 million ounces of gold and silver, which the company describes as the third highest grade of gold and silver in the Nevada Great Basin region.

Read the full summary

As of January 2026, the company noted they own 28.6 square kilometers of land and aim to drill 25 different targets for exploration upside. The same 2-million-ounce resource figure and the past-producer status (mined 1988 to 1994) were reiterated by management in June 2026.

What was actually said
deposit type
Historic mine, past producer mined 1988 to 1994
“It was mined in 88 to 94. We're taking it back into production.”
Kimberly Ann· 01 Jun 2026·
resource size
2 million ounces
“We have 2 million ounces on paper right now with a new update to that next month.”
Kimberly Ann· 01 Jun 2026·
deposit type
past-producing open pit, heat leach operations
“Our Santa Fe mine was in production from 88 to 94. heat bleach open pit style mining so lowcost operations.”
Kimberly Ann· 28 Jan 2026·
Show the other 3 statements
exploration upside
28.6 square kilometers, want to drill 25 different targets
“We have 28.6 square kilometers. Uh, I have a map with stars all over it from my lovely geos. I want to drill 25 different targets.”
Kimberly Ann· 28 Jan 2026·
grade
third highest grade of gold and silver in the Nevada Great Basin region
“We have the third highest grade of gold and silver uh in the Nevada uh Great Basin region right now.”
Kimberly Ann· 28 Jan 2026·
resource size
2 million ounces
“We have a current resource in PA out on it with 2 million ounces in the ground.”
Kimberly Ann· 28 Jan 2026·

Jurisdiction 5

Key takeaway. Lahontan Gold is advancing its project in Nevada, United States, in the Walker Lane trend.

Read the full summary

Management reported in January 2026 that the plan of operations had been received and the project was in the middle of permitting. By June 2026, the company said it anticipates a permit in Q1, with a Plan of Operations Amendment update expected in September as the final document needed for the permit application.

What was actually said
country
Nevada, United States
“Yeah, look, we're Nevada focused. We've got a historic mine, past producer.”
Kimberly Ann· 01 Jun 2026·
permit status
Permit anticipated Q1, with PA update in September as final document needed for permit application
“We'll have our permit to build it next year, early next year. We have a PA update in September. That is the final document we need to go into our application so we can get our mind permit.”
Kimberly Ann· 01 Jun 2026·
country
United States
“We have amazing projects in the Walkerland, Nevada, best jurisdiction in the world.”
Kimberly Ann· 28 Jan 2026·
Show the other 2 statements
permit status
plan of operations received, middle of permitting
“We're in the middle of our permitting right now. Um last year um before the holidays, we received our plan of operations, which is the big drill permit that allows us to drill projectwide.”
Kimberly Ann· 28 Jan 2026·
region
Walkerland, Nevada
“We have amazing projects in the Walkerland, Nevada, best jurisdiction in the world.”
Kimberly Ann· 28 Jan 2026·

Technical risk 1

What was actually said
key assumption
historic heat leach pads have material left at 0.54 cutoff grade
“but all of a sudden you start thinking about like okay well how much is left there because the cutoff grade was 0.54 so we think there's a lot there and it's already crushed sitting right next to where the new one's going to go”
Kimberly Ann· 28 Jan 2026·

Economics 2 statements

Economics 2

Key takeaway. Regarding project economics, management says its last model used a $1,950 gold price, but that figure has since been revised down to a $2,500 gold price assumption.

Read the full summary

The company also reports a capex of about $120 million (all figures as of January 2026).

What was actually said
capex
about $120 million
“To build this thing, it's it's not a big ask. It's about $120 million and we'll be looking at taking mostly debt because the payback is such a short timeline.”
Kimberly Ann· 28 Jan 2026·
price assumption
last model done at 1950 gold, reunits down to $2,500 gold
“Our last model was done at 1950 gold. So even when we reunits down to $2,500 gold, for example, you're capturing a lot more ounces.”
Kimberly Ann· 28 Jan 2026·

Timeline 10 statements

Timeline 9

Key takeaway. Management has outlined a multi-phase timeline.

Read the full summary

From January 2026, the company said three rigs would be on the property through April, a sonic rig would work until March or April, and a resource report was expected "hopefully in the next 12 weeks," with a PEA redo over the summer. In June 2026, Lahontan reported that a Preliminary Assessment update is planned for September to support a permit application, with the full permit expected in Q1 "early next year," construction starting four to six months after permit receipt using contract miners, and first production targeted for Q3 or Q4 pouring gold on site. Earlier guidance from January 2026 had indicated a Q1 2027 permit timeline.

What was actually said
construction start
Four to six months from permit receipt, using contract miners
“the buildout is only six months, four to six months. We're using contract miners.”
Kimberly Ann· 01 Jun 2026·
first production
Q3 Q4 pouring gold on site
“We'll pouring gold on site um Q3 Q4.”
Kimberly Ann· 01 Jun 2026·
milestone
PA update in September for permit application
“We have a PA update in September. That is the final document we need to go into our application so we can get our mind permit.”
Kimberly Ann· 01 Jun 2026·
Show the other 6 statements
permit timing
Full permit in Q1, early next year
“we'll anticipate having our full permit to build it next year, early next year.”
Kimberly Ann· 01 Jun 2026·
milestone
sonic rig coming out in March, April
“Well, that's why we're bringing out or bringing out Sonic rig in March, April”
Kimberly Ann· 28 Jan 2026·
milestone
resource report coming out this year, hopefully in the next 12 weeks
“And then we have uh our resource report will be coming out this year uh hopefully in the next 12 weeks”
Kimberly Ann· 28 Jan 2026·
milestone
three rigs out the property between now and April
“So, we're going to have three rigs um out the property between now and April.”
Kimberly Ann· 28 Jan 2026·
milestone
PEA redo over summer months
“Once we redo our pea um over the summer months after we get all the drilling back people are going to see significant change in numbers”
Kimberly Ann· 28 Jan 2026·
permit timing
Q1 2027
“We anticipate to have our permits by Q1 in 2027.”
Kimberly Ann· 28 Jan 2026·

Catalysts 1

What was actually said
upcoming result
Resource update next month
“We have 2 million ounces on paper right now with a new update to that next month.”
Kimberly Ann· 01 Jun 2026·

Corporate 3 statements

Management 2

Key takeaway. Management points to its track record of raising capital across market cycles, and the CEO noted he has worked in Nevada for 25 years.

Read the full summary

The company also highlights that a previous (unnamed) company in Peru was sold for an 18-fold return, although this claim appears in a different interview (June 2026 vs. January 2026) and the two sources are not necessarily talking about the same metric.

What was actually said
track record
Track record of finding capital across market cycles
“I'm fortunate enough to be able to find money in any market because I do have um a pretty decent track record.”
Kimberly Ann· 01 Jun 2026·
track record
worked in Nevada for 25 years, previous company in Peru sold for 18fold
“We're fortunate in that we've been working in Nevada for 25 years. I had a company for 24 months, sold it for 18fold”
Kimberly Ann· 28 Jan 2026·

Market 1

What was actually said
cost curve position
lowcost operation
“heat bleach open pit style mining so lowcost operations. Uh they managed to make money at $350 gold”
Kimberly Ann· 28 Jan 2026·

Outside views 2 mentions

2 mentions by people who do not speak for the company — 2 constructive, 0 cautious, 0 neutral. These are their views, not the company's.

Don Durett
bullish
He describes it as a potential 250-bagger if production and valuation re-rate play out.
The Silver Market· 23 Apr 2026·
John Rubino
bullish
Nevada open-pit gold development project; benefits from strategic assets designation and easier permitting
The Silver Market· 06 Feb 2026·

Sources 2 interviews

Every interview 2

DateChannelInterviewStatements
01 Jun 2026 The Deep Dive This Nevada Gold Mine Could Be Back in Production Next Year | Kimberly Ann - Lahontan Gold 10
28 Jan 2026 Investing News Lahontan Gold: On Track to Restarting a Past-producing Gold Mine in Nevada in 2027 17

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 2
silver 2
new york stock exchange 1
santa fe 1
nevada 1
lahontan gold (otcqb) 1
copper 1

Questions people ask

What is Lahontan Gold's project and where is it?

Lahontan Gold is a developer gold company, with a project stated to be in Nevada, United States. Everything here is drawn from its executives' own interviews.

Which interviews mention Lahontan Gold?

We track 2 interviews mentioning Lahontan Gold, across 2 channels (Investing News, The Deep Dive).

What are investors saying about Lahontan Gold?

2 independent voices — people who do not speak for the company — are on record discussing it (2 bullish). Their reasoning is quoted in the outside-view section above.

What do recent interviews with Lahontan Gold cover?

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