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Serabi GoldLSE:SRB

Gold producer.

producer gold
Feb 2026 → May 2026Covered
7 of 10Topics on record
4Figures 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 · 1 independent recording
Stage
Producer
Primary commodity
Gold
Latest appearance
13 May 2026
On record
2 interviews · 42 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
44,000 ounces
Management-stated Mike Hodgson May 2026
Money on hand
$50 million in the bank
Stated capital need: $50 million on exploration
Management-stated Mike Hodgson May 2026
What happens next
plant expansion ready in 2027
Management-stated Mike Hodgson May 2026
The main open question
The case rests on successful exploration and permitting in a complex jurisdiction with Indigenous and government approvals still pending.
Weighed from the statements below, not our opinion of the company.
Our reading
How outsiders read it
1 independent voice on record — 1 neutral
Ruari McKnight
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.

Operating cost ≠ Different measure Stated in percent, then in money — not the same quantity 3 statements on record
09 Feb 2026
Labor is 45% of costs, controlled by collective agreements with 7-8% annual increases
“Labor is a very big part of it's 45% of our cost but our labor is you know essentially it's controlled by collective agreements every every April with the national mine workers union”
13 May 2026
20 $2,000 margin
“So, but that's still even with those things in on top of the AISC we're probably wherever we want to put the gold price, 20 $2,000 margin.”
Resource size 1 million oz55,000 oz ≠ Different basis One statement qualifies the figure and the other does not (resource, total) 5 statements on record
09 Feb 2026
1 million ounce resource inventory total, moving to about 1.5 maybe up to 2 million ounces
“move from a 1 million ounce resource inventory total to about 1.5 maybe up to 2 million 2 million”
13 May 2026
55,000 oz or 53 is our lower end of of guidance this year
“times 55,000 oz or 53 is our lower end of of guidance this year.”
Capex ? New figure The earlier statement put no number on this 2 statements on record
09 Feb 2026
Fourth ball mill and plant expansion funded from cash flow
“The plant expansion that this is not a big cost of money. We've already got the ball mills from from the redundant plant at Coringo, which we're now going to build.”
13 May 2026
$50 million on exploration
“We're probably going to be in the 2000s in in 2026. But, we are spending a lot of money on exploration as much as we possibly can, probably about $50 million.”
Cash position ? Stated at several levels 4 statements on record — these are the earliest and the latest, not a trend 4 statements on record
09 Feb 2026
Started 2025 with about 20 million, ended with 54 million
“Started the year with about 20 million, ended the year with 54 million and that after funding a big expiration program”
13 May 2026
$65 million by the end of Q1
“And we actually accumulated I think we're about $65 million by the end of Q1.”

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 Serabi Gold's own claims across 2 interviews — 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 neutral
  • Ruari McKnight “Mentioned as McKnight's former company and one of the region's three operating miners — not an investment call but used as a credi…”

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

Serabi has just posted best-ever production (44,000 oz in 2025, beating prior 40,000) and achieved debt freedom with $65M cash by Q1 2026.

What it rests on
Evidence: 4 moments from 2 interviews
Read the full case

Serabi has just posted best-ever production (44,000 oz in 2025, beating prior 40,000) and achieved debt freedom with $65M cash by Q1 2026. Management expects 54–57k oz in 2026 and is reinvesting $50M annually in exploration to grow the resource from 1.4M oz to 1.5–2M oz, funded from strong cash flow at ~$1,816 AISC against a $3,451 gold price — leaving a $2,000+ margin per ounce even at lower prices. Fourth mill and throughput expansion come from existing Coringa equipment and cash flow, not dilution.

▼ Bear case

The case rests on successful exploration and permitting in a complex jurisdiction with Indigenous and government approvals still pending.

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

The case rests on successful exploration and permitting in a complex jurisdiction with Indigenous and government approvals still pending. Costs are heavily labor-exposed (45% of AISC), locked into 7–8% annual wage growth, while capital intensity is rising — $50M annual exploration burn, plus capex for milling, limits near-term margin expansion. Production guidance depends on sustained 12–13k oz quarterly rates; one miss and the 2027 target of 60k+ oz slips. Debt is cleared but exploration risk is high and scale remains modest versus regional peers.

◆ Watch next

Coringa final permitting and ECI agreement progress in 2026 [35, 23, 24]; fourth ball mill operational in Q3 2026 and plant expansion throughput gains in H2 2026 [21, 31]; quarterly production cadence vs.

What it rests on
Evidence: 4 moments from 1 interview
Read the full case

Coringa final permitting and ECI agreement progress in 2026 [35, 23, 24]; fourth ball mill operational in Q3 2026 and plant expansion throughput gains in H2 2026 [21, 31]; quarterly production cadence vs. 12–13k oz target in Q1 2026 and 54–57k oz full-year guidance [36, 30]; exploration drilling campaign update toward 1.5–2M oz resource by end-2026 [25, 27].

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 8

Key takeaway. Management described Serabi Gold's deposit in terms of current resource size and exploration upside, with figures shifting across two interviews in 2026.

Read the full summary

In May, the company reported 800,000 ounces at Karinga, a total resource inventory of 1 million to 1.4 million ounces for 2025, and noted that 55,000 or 53 ounces is the lower end of that year's guidance, alongside a separate figure of 44,000 ounces. On the exploration side, management said Karinga alone could host a 1.5 million-ounce deposit, with a possible total of close to 1.8 or 2 million ounces, citing an 8-km strike length of which only 1.5 km has been drilled and a 20-km anomaly that remains undrilled. In a February 2026 interview, the company had previously stated a 1-million-ounce resource inventory total, moving toward about 1.5, maybe up to 2 million ounces.

What was actually said
exploration upside
1.5 million-oz deposit at Karinga alone
“I look at Karinga and think that can easily be a 1.5 million-oz deposit alone.”
Mike Hodgson· 13 May 2026·
exploration upside
8-km strike length at Karinga, only 1.5 km drilled, 20 km of anomaly not drilled
“we've got an 8-km s- sort of strike length of a structure, only of which 1.5 km have been drilled. And on top of that, we've got another 20 km of anomaly, which hasn't even got a drill hole in.”
Mike Hodgson· 13 May 2026·
exploration upside
close to 1.8 2 million oz, maybe
“We're going to continue that campaign to the end of 2026. See where we get to. We hope we can get to close to 1.8 2 million oz, maybe.”
Mike Hodgson· 13 May 2026·
Show the other 5 statements
resource size
44,000 ounces
“With 2024, we did 38,000 ounces. We had a meaningful increase to 44,000 ounces.”
Mike Hodgson· 13 May 2026·
resource size
1 million to 1.4 million oz in 2025
“in 20 25, we grew the resource from 1 million to 1.4 million oz.”
Mike Hodgson· 13 May 2026·
resource size
800,000 ounces at Karinga
“we've we've got half a million ounces there before this resource update 3 weeks ago. Now we've got 800,000.”
Mike Hodgson· 13 May 2026·
resource size
55,000 oz or 53 is our lower end of of guidance this year
“times 55,000 oz or 53 is our lower end of of guidance this year.”
Mike Hodgson· 13 May 2026·
resource size
1 million ounce resource inventory total, moving to about 1.5 maybe up to 2 million ounces
“move from a 1 million ounce resource inventory total to about 1.5 maybe up to 2 million 2 million”
Mike Hodgson· 09 Feb 2026·

Jurisdiction 3

Key takeaway. On jurisdiction and permitting at its Coringa project, Serabi Gold management reports progress on two fronts.

Read the full summary

In February 2026, they stated the land-use agreement with INCRA is nearly complete and a mining license extension is in progress, while they continue working on an agreement with indigenous communities. A subsequent May 2026 update indicates the company has now signed an ECI (Environmental Compliance Instrument) with unanimous approval from those same indigenous groups.

What was actually said
community agreement
ECI signed with unanimous approval from indigenous groups
“At the end of last year, the ECI was um, presented to the indigenous groups and it was signed you know, with a unanimous approval.”
Mike Hodgson· 13 May 2026·
community agreement
Making progress with indigenous communities at Coringa, working on agreement
“We're making progress with the indigenous communities there, which is great. We're we're certainly uh in consultations with those guys. We're making real progress.”
Mike Hodgson· 09 Feb 2026·
permit status
Coringa permitting: land use agreement with INCRA nearly complete, mining license extension in progress
“It is a land change of land use agreement with INCRA, which is land registry. that is nearly there and hopefully we're going to be able to put that out in the news fairly soon”
Mike Hodgson· 09 Feb 2026·

Technical risk 1

What was actually said
key assumption
six rigs for exploration, about 80 people in exploration (50/50 underground and surface)
“So, we've got six rigs, which is a lot. And we've got about 80 people in exploration. No, no, no, it's 50/50. Some underground, some on surface.”
Mike Hodgson· 13 May 2026·

Economics 16 statements

Economics 9

Key takeaway. Serabi Gold's management provided several economic figures during a May 2026 interview.

Read the full summary

They assume a gold price of $3,451, with all-in sustaining costs of $1,816 for the year and in the "2,000s" in 2026, and an operating margin of $2,000. Capital expenditure includes $50 million on exploration, while a fourth ball mill and plant expansion are funded from cash flow, as noted in February 2026. Management also said in February 2026 that costs are "pretty flat" year-on-year, though labor — 45% of costs — sees 7-8% annual increases under collective agreements.

What was actually said
aisc
1816 for the year
“We realized an ASIC of 1816 for the year, which was great.”
Mike Hodgson· 13 May 2026·
aisc
2000s in 2026
“We're probably going to be in the 2000s in in 2026.”
Mike Hodgson· 13 May 2026·
capex
$50 million on exploration
“We're probably going to be in the 2000s in in 2026. But, we are spending a lot of money on exploration as much as we possibly can, probably about $50 million.”
Mike Hodgson· 13 May 2026·
Show the other 6 statements
operating cost
20 $2,000 margin
“So, but that's still even with those things in on top of the AISC we're probably wherever we want to put the gold price, 20 $2,000 margin.”
Mike Hodgson· 13 May 2026·
price assumption
3451
“The gold price Our average gold price for the year was 3451.”
Mike Hodgson· 13 May 2026·
capex
Fourth ball mill and plant expansion funded from cash flow
“The plant expansion that this is not a big cost of money. We've already got the ball mills from from the redundant plant at Coringo, which we're now going to build.”
Mike Hodgson· 09 Feb 2026·
operating cost
Labor is 45% of costs, controlled by collective agreements with 7-8% annual increases
“Labor is a very big part of it's 45% of our cost but our labor is you know essentially it's controlled by collective agreements every every April with the national mine workers union”
Mike Hodgson· 09 Feb 2026·
operating cost
Costs pretty flat year-on-year
“our costs are pretty flat, you know.”
Mike Hodgson· 09 Feb 2026·
price assumption
Average gold price in 2025 was 3,480
“Our average gold price making all that money last year from 20 million to 54 million. Our average gold price was 3,480”
Mike Hodgson· 09 Feb 2026·

Financing 7

Key takeaway. In a February 2026 interview, Serabi Gold's management stated the company started 2025 with about $20 million in cash, ended the year with $54 million, and paid off about $7 million in debt in January 2026.

Read the full summary

By May 2026, management reported being debt-free with a cash position of $50 million in the bank, though they also noted a cash position of $65 million by the end of Q1 in that same month. The company has a 20% of cash flow dividend policy, and management said they spent $12 million on drilling in 2025 and are planning the same for 2026.

What was actually said
cash position
$50 million in the bank
“ended the year with $50 million in the bank, which was great.”
Mike Hodgson· 13 May 2026·
cash position
$65 million by the end of Q1
“And we actually accumulated I think we're about $65 million by the end of Q1.”
Mike Hodgson· 13 May 2026·
dilution
20% of cash flow dividend policy
“That's 20% of cash flow of 2025. That's our policy. We anticipate keeping that the same for 2026.”
Mike Hodgson· 13 May 2026·
Show the other 4 statements
financing status
debt-free
“So, we got rid of the debt in January and February as well. So, we had a we wiped we have absolutely debt-free with the company now.”
Mike Hodgson· 13 May 2026·
burn rate
12 million drilling in 2025, planning same in 2026
“we drilled about $12 million worth of drilling last year. We're going to do the same this year”
Mike Hodgson· 09 Feb 2026·
cash position
Started 2025 with about 20 million, ended with 54 million
“Started the year with about 20 million, ended the year with 54 million and that after funding a big expiration program”
Mike Hodgson· 09 Feb 2026·
cash position
Paid off about 7 million debt in January 2026
“we just paid off what little bit of debt we had left, which is about $7 million. We just we just u u um retired that in January.”
Mike Hodgson· 09 Feb 2026·

Timeline 13 statements

Timeline 13

Key takeaway. Management's timeline spans near-term production targets, resource updates, and longer-term expansion.

Read the full summary

For 2025 the company targets 44,000 ounces, followed by 54,000 to 57,000 ounces in 2026. In February 2026 management said it expects resource updates at Pito and Karinga in March 2026 targeting about 1.3 million ounces, with the company reaching about 1.5 to 1.6 million ounces by end of 2026. The plant expansion at Palito is expected to start increasing throughput in the second half of 2026, with a fourth ball mill operational in Q3 2026 and full expansion ready in 2027, when production is targeting north of 60,000 ounces. On permitting, management said in May 2026 that Coringa final permitting could come by the end of that year or maybe the first part of the next year, and in February 2026 it expected positive news during 2026. A possible restart of the Saigo mine is seen in 2027.

What was actually said
milestone
plant expansion ready in 2027
“we're anticipating the final permit is going to be awarded at Kalinga in 2020 end of before the end of this year, or maybe the first part of next year. That's what our legal counsel is advising. So, we're we've already started work on an expansion in the plant, which will be ready in 2027.”
Mike Hodgson· 13 May 2026·
permit timing
end of this year, or maybe the first part of next year
“we're anticipating the final permit is going to be awarded at Kalinga in 2020 end of before the end of this year, or maybe the first part of next year.”
Mike Hodgson· 13 May 2026·
milestone
Fourth ball mill operational in Q3 2026
“putting in a fourth ball mill which we're doing right now. That'll be operational in Q in Q3”
Mike Hodgson· 09 Feb 2026·
Show the other 10 statements
milestone
Plant expansion at Palito ready to start increasing throughput in second half of 2026
“We're already putting in place plant expansion at Palito, ready to start increasing the throughput in the second half of the year”
Mike Hodgson· 09 Feb 2026·
milestone
2026 production target between 54 and 57,000 ounces
“This year we're going to we're aiming between 40 54 and 57,000 ounces.”
Mike Hodgson· 09 Feb 2026·
milestone
2027 production targeting north of 60,000 ounces
“will probably be doing another incremental rise and will be uh north of 60.”
Mike Hodgson· 09 Feb 2026·
milestone
44,000 ounces in 2025
“Best year ever for Sarabi historical production, you know, 44,000 ounces made guidance never our previous best was just over 40,000.”
Mike Hodgson· 09 Feb 2026·
milestone
Possible restart of Saigo mine in 2027
“and a possible probable restart of Saigo as well”
Mike Hodgson· 09 Feb 2026·
milestone
Q3 2024, Q4 2025, and Q4 2025 each produced about 12,000 ounces
“we've done three consecutive 12,000 ounce quarters. Q3 24 uh um Q324, two, sorry, two. We've done Q3 24 and Q Q 25 and Q 425.”
Mike Hodgson· 09 Feb 2026·
milestone
Q1 2026 expecting about 12 13,000 ounces
“we're probably going to do about 12 13,000 hours in in Q1 2026”
Mike Hodgson· 09 Feb 2026·
milestone
End of 2026 at about 1.5 1.6 million ounces
“at the end of 2026 end of this year we're going to be at about 1.5 1.6 6 million ounces”
Mike Hodgson· 09 Feb 2026·
milestone
Resource updates at Pito and Karinga in March 2026, targeting 1.3 mill range
“We will be putting out new resource updates at Pito and at Karinga hopefully before PDA probably just after to be perfectly honest but sometime in March this year which will hopefully get us to the 1.3 mill range”
Mike Hodgson· 09 Feb 2026·
milestone
Expected positive news on Coringa final permitting during 2026
“I think it's going this year is going to be a year of all being well um positive news on permitting final permitting at Coringa”
Mike Hodgson· 09 Feb 2026·

Corporate 1 statement

Market 1

What was actually said
cost curve position
Targeting 70,000-80,000 ounces production through plant expansion
“and that will be achieved by adding more milling capacity at the PTO plant and getting us up to sort of I think 70 80,000 ounces.”
Mike Hodgson· 09 Feb 2026·

Outside views 1 mention

1 mention by people who do not speak for the company. These are their views, not the company's.

Ruari McKnight
neutral
Mentioned as McKnight's former company and one of the region's three operating miners — not an investment call but used as a credibility reference and competitive context.
Crux Investor· 03 Oct 2025·

Sources 2 interviews

Every interview 2

DateChannelInterviewStatements
13 May 2026 Crux Investor Serabi Gold (LSE:SRB) - Debt-Free Balance Sheet Fuels Expansion, Dividends and M&A Ambitions 20
09 Feb 2026 Crux Investor Serabi Gold (LSE:SRB) – The Playbook for Growing to 70,000–100,000oz While Returning Capital 22

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
g mining ventures 1
aisc 1
karinga 1
palito 1

Questions people ask

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

Serabi Gold is a producer gold company. Everything here is drawn from its executives' own interviews.

Which interviews mention Serabi Gold?

We track 2 interviews mentioning Serabi Gold, across 1 channel (Crux Investor).

What are investors saying about Serabi Gold?

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

What do recent interviews with Serabi Gold cover?

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