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New Alert: U.S. Gold Corp. (NASDAQ: USAU)
USAU is our new NASDAQ gold alert.
Gold is having one of the most extraordinary runs in modern financial history.
And most investors are still looking at gold ETFs and bullion while missing the companies that actually dig the metal out of the ground - where the real leverage to a rising gold price lives.
USAU is one of those companies.
Earlier this year, gold moved to new all-time highs after having rallied about 65% in 2025 – the strongest annual gain since the late 1970s, with USAU advancing alongside it – marking a gain of roughly +300% from our first USAU alert in 2025.
Both have since pulled back into a consolidation phase - a common reset after historic rallies and often the setup before the next big move higher.
Since then, we have been closely monitoring for a new breakout opportunity.
Now, both gold and USAU are approaching a zone that has triggered strong rallies in the past.
According to JP Morgan: “Looking ahead, the 2026 and 2027 outlook for the metal remains bullish. Prices are expected to push toward $5,000/oz by the fourth quarter of 2026, with $6,000/oz a possibility longer term” with “Central bank and investor demand for gold is set to remain strong, averaging 585 tonnes a quarter in 2026.”
USAU is a NASDAQ listed, “publicly traded, U.S. focused gold and copper exploration and development company”.
USAU has a “World-class portfolio, in stable and mining friendly U.S. jurisdictions, offering investors both near-term gold-copper production potential with blue-sky exploration upside.”
“The Company's CK Gold Project is located in Southeast Wyoming and has a Feasibility Study technical report, which was completed by Halyard-Micon International, Inc.”
“Its fully permitted CK Gold Project is located in Southeast Wyoming”, “just 20 miles west of Cheyenne, offers abundant access to infrastructure and recently achieved the critical milestone of being granted a Surface Mine Permit from the Wyoming Department of Environmental Quality.”
“The Company's Keystone exploration property is on the Cortez Trend in Nevada.”
“Together with the district-scale Keystone Gold Project, located 11 miles from Nevada Gold Mines' second largest gold producer in the Cortez Trend, and the prospective Challis, Idaho Gold Project, U.S. Gold Corp. is ideally positioned to benefit from an upward trending precious metal and copper market.”
The backdrop for gold is unlike anything the market has seen in decades.
It’s also important to note that USAU is not purely a gold story. The company has meaningful copper exposure and as “copper is an essential element in renewable energy and electric transmission while gold has long demonstrated its value in preserving wealth and defending against inflation and currency volatility”, the combination creates a broader commodity tailwind. Ongoing supply constraints and electrification demand continue to support copper's long-term outlook alongside gold.
“Gold mining stocks are effectively a leveraged bet on gold prices”. “As the value of gold moves further above a miner's cost of production, profitability scales up dramatically”.
In other words:
When the price of commodities and assets like gold moves higher, small mining and exploration companies often present the highest growth potential.
As we have seen, all of this has been very positive for companies like USAU.
In 2025, USAU was added to “the Russell 3000® and Russell 2000® Indexes”.
In March, the company announced that it was “Added To GDXJ Junior Gold Miners ETF”.
Inclusion in these indexes is a meaningful milestone.
Together, these additions place USAU in front of a much broader investor base as momentum across the metals sector continues to build.
In addition, the company announced:
“U.S. Gold Corp. Delivers Robust Feasibility Study For Ck Gold Project Highlighting Attractive Economics And Detailing Relative Low Development Risk”
U.S. Gold Commentary on 2026 CK Gold Project Feasibility Study Highlights:
“Solid Project returns: After-tax net present value ("NPV") 5% of $632 million ("M") and 27% after-tax internal rate of return ("IRR") using base case metal prices of $3,250 per ounce ("/oz") gold ("Au"), $4.50/lb copper ('Cu"), and $40/oz silver ("Ag"); After-tax NPV(5) of $1.30 billion ("B") and 45% after-tax IRR using recent spot metal prices of $4,500/oz Au, $5.50/lb Cu and $70/oz Ag.
Fully permitted: All required permits to begin construction are in-hand. $5M reclamation bond in place to cover first year of planned construction.
Initial 11-yr mine-life: Current fully permitted mine plan focused on 1.6 million1 ("Moz") of contained gold equivalent ("AuEq") ounces, as stated in Mineral Reserves.
Attractive production profile focused on early higher grades: After 1 year of ramp up, average sales of 102 thousand ounces ("koz") AuEq from year 2 to 8, with average life of mine ("LOM") sales of 85 koz AuEq at total cash costs of $1,748/oz AuEq. Ore body shows low LOM strip ratio of 0.89:1 with minimal pre-stripping.
Simple, robust, financeable Project: Total initial capital cost of $394 M (excludes $28 M of preproduction owners' cost and includes contingency of $47 million) and sustaining capital of $35 M over the LOM; well understood regulatory jurisdiction with stability and an exceptional location for infrastructure, manpower and support services.
Competitive Project metrics3: Base case post tax NPV-to-capex ratio of 1.6 and payback of 2.5 years; spot price NPV-to-capex ratio and payback improve to 3.3 and 1.6 years, respectively.
Strong free cash-flow profile in early years2: Excellent profitability after initial ramp up at beginning of mine life; Year 2-8 average after-tax free cash flow of $160 M; continuation into additional resources and further anticipated resource extensions at depth.
Simple, compact Project layout and processing: ~80-acre open pit is the source of ore and waste rock to mine facilities all within a 1.5-mile haul. The ore is fed to a primary crusher or low-grade stockpile. Primary crushed ore is ground in a semi-autogenous grinding (SAG) - ball mill comminution circuit prior to flotation, regrind of rougher concentrate before final flotation to produce a clean gold rich copper concentrate. Dry-stack tailings enhance the most efficient use of water.
Significant benefits to State and local communities: Excellent local support for Project development built upon years of engagement and 2.1% royalty payments earmarked for grades K-12 education; an average of 198 direct permanent jobs are expected to be created at CK.
No cultural impacts revealed: The surrounding land was settled as the railroad developed 3-miles to the south of the Project in the 1860's. The State mineral and surface leases are surrounded by ranch land currently operated by the fifth generation of the original owners. Archaeological surveys have identified no significant artifacts or sites in the Project area.
Significant scarcity value: CK is one of the few fully permitted large-scale precious metals projects in the U.S. at the Feasibility Study level and is actively being advanced.
Visibility on short and long-term growth: Significant measured and indicated resource material has been excluded from the initial mine plan to avoid impacting a dry drainage channel. With known resources at depth, mine expansion at depth and along strike will be the focus of future plans and expansion to the permitted activity; CK is one of the few permitted undeveloped gold and copper resources in the U.S. with a discernable pathway to expansion.
Aggregate Potential: Additional revenue from aggregate production has largely been excluded from the feasibility study. Anticipate increased aggregate sales into the Rocky Mountain region as the gold and copper mine progresses.
Reclamation Savings: Potential to reduce reclamation costs as the city and state consider the use of the ultimate pit as recreation and water reservoir.
Excellent timing: With the FS now complete and full permits in hand, the Project is positioned to advance in a current gold–copper-silver price environment that is one of the strongest in history, supported by favorable U.S. sentiment toward domestic production and mineral security tailwinds.”
George Bee, President, CEO and Director of US Gold commented:
"The Feasibility Study is the culmination of 5-years of work to engineer and permit a U.S. domestic project ready for immediate development. CK is one of the most compelling, resilient, and capital-efficient copper-gold-silver projects in the U.S. ready for development. The FS outlines a technically simple, low risk, phased development with outstanding economics, including a rapid 2.5-year payback, strong early free cash flow profile, and a relatively modest capex and reasonable NPV-to-capex ratio. Importantly, the FS is delivered with all permits in hand at an opportune time. While the FS reflects an 11-year plan followed by closure, it represents only the beginning for CK. The Project also hosts a considerable mineral resource beyond the current mine, offering expansion opportunities that remain open, and a multi-decade opportunity to provide rock aggregate to the local market and beyond.”
In August, the company announced:
“U.S. Gold Corp. Provides CEO Update - August 2026”
U.S. Gold Corp. (NASDAQ: USAU) is at a pivotal inflection point.
As the company further explains:
“We have successfully transitioned the CK Gold Project ("CK Gold") from exploration to a development asset, one of the few fully permitted, shovel-ready gold-copper projects in the United States. Our flagship asset, CK Gold in southeast Wyoming is significantly de-risked, supported by a robust March 2026 Feasibility Study ("FS") indicating strong economics. Beyond the project outlined in the FS, there are multiple near-term catalysts that position us for significant value creation amid continued strength in gold and copper markets.
CK Gold continues to garner interest from various sources of development capital. The Company also continues to receive interest from potential M&A counterparties. As such, the Company has brought in certain advisors to consider these interested parties as well as formed a Special Committee to assess all M&A interest. U.S. Gold Corp. firmly believes that CK Gold is undervalued given current market conditions and opportunities beyond those identified in the current FS. The project has multiple potential sources of additional future value, and we remain focused on CK Gold's development.
The Company also recognizes that our Keystone Project, located near Nevada Gold Mines' Cortez Complex in Nevada, offers a tremendous exploration opportunity. We intend to advance and explore Keystone and make it beneficial to our shareholder base. As such, we are exploring the spin-out of Keystone as a standalone exploration company to minimize additional dilution.”
Key Achievements & Current Status
“CK Gold Project Feasibility Study (March 2026): Favorable base-case economics with an after-tax NPV5% of $632 million at $3,250/oz Au, $4.50/lb Cu, and $40/oz Ag, alongside a 27% after-tax IRR and ~2.5-year payback. At recent spot prices (~$4,500/oz Au and $4.50/lb Cu), after-tax NPV5% would be approximately $1.37 billion, with a higher IRR and a ~1.6-year payback. The FS outlines an 11-year mine life at ~20 kt/d and average production of ~85,000 AuEq oz/year (higher in the early years) with competitive all-in sustaining costs. Proven and Probable reserves total ~1.6 Moz AuEq.”
“Permits, Infrastructure and Logistics: All major permits are in hand (including the Mine Operating Permit—The first new non-coal, hard-rock permit approved in decades). Preliminary site work has commenced under the Industrial Siting Permit (which has been extended through December 2027). CK Gold's excellent infrastructure advantages include that the project is adjacent to Interstate-80 and major railways, nearby power infrastructure, locally housed labor pool, and close proximity to existing aggregate operations. Initial capital is estimated to be manageable at ~$394 million (plus pre-production owners' costs).”
“Balance Sheet: Cash position of approximately $31 million (as of April 30, 2026) following earlier financings. The cash position is expected to support near-term milestones, subject to the Company's financing needs as we maintain a tight share structure (~16.5 million shares outstanding).”
“Exploration Update: The expanded drone magnetic survey coupled with a gravity survey completed mid-year 2026 at CK Gold identified new anomalies extending beyond and below the proposed pit, along with opportunities to follow up on historic high-grade zones in the Silver Crown Mining District. Interpretation has identified new targets requiring investigation. A resource expansion drilling program is being developed to evaluate whether additional resources may be converted to reserves and to test these geophysical targets.”
Path Forward (2026–2028)
“Project Financing & Construction Decision (as soon as H2 2026): With the FS complete and permits secured, we continue active discussions with potential debt, equity, streaming, and offtake partners. We are prioritizing structures that would minimize shareholder dilution. A construction decision remains targeted for later this year.”
“Development/Operations Manpower (2027): Build out of our team with strategic personnel to support the continued success of CK Gold.”
“Construction & Production Ramp (2027–2028): An 18 to 24-month build timeline is expected to support first production as soon as late 2028—offering rare near-term cash flow potential relative to peer junior developers.”
“Resource & Reserve Growth: Convert known resources outside the current mine plan into reserves and systematically test the new geophysical targets to extend mine life and further enhance project economics.”
“Additional Project Opportunities:
Keystone (Nevada): District-scale opportunity on the Cortez Trend, near Nevada Gold Mines' operations.
Challis (Idaho): High-potential gold exploration in a historic mining district.
Additional value at CK Gold from potential aggregate/rail ballast production, additional gold recovery from tailings, and an alternative closure scenario reducing costs (potential use of the expended pit as a water reservoir).”
Upcoming Milestones and Catalysts
“Financing announcement and potential construction start (targeted as soon as late 2026).”
“Potential M&A or strategic partnership interest as we continue to evaluate strategic alternatives.”
“Maximize Keystone project value (potential spinout)”
“Drill results and resource updates from expansion targets.”
“Strong leverage to gold and copper prices.”
“Ongoing U.S. domestic critical minerals demand and a supportive policy environment for American mining projects.”
Last week, the company announced:
“U.S. Gold Corp. Announces Participation in September 2026 Investor Conferences”
Conference Schedule:
Moody Capital Solutions - Disruptive Growth & Life Sciences Conference
September 9–10, 2026 The Westin New York Grand Central, New York, NYH.C. Wainwright 28th Annual Global Investment Conference September 14–16, 2026 Lotte New York Palace Hotel, New York, NY
2026 Precious Metals Summit Beaver Creek September 22–25, 2026 Beaver Creek Resort, Beaver Creek, CO
Mining Forum Americas 2026 September 27–30, 2026 The Broadmoor Hotel & Resort, Colorado Springs, CO
We believe USAU could be positioned for a big breakout higher.
Make sure to do your own due diligence.
Sources: Bloomberg, JPM, Presentation, Mining, TS, PR1, PR2, PR3, PR4, PR5, PR6, PR7, PR8, PR9, PR10, Website, Chart
Happy Trading!
SmallCapStocks Team
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