Don’s Newsletter

Don’s Newsletter

Weekly Notes (7/22/2026)

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Don Durrett
Jul 23, 2026
∙ Paid

New Pacific Metals (7/16/2026: PEA for Carrangas. $650M capex to produce 15M oz AG at $12 AISC).

Blue Lagoon Resources (7/17/2026: Increased production from 90 tpd to 125 tpd. Planning to ramp up to 150 tpd by year-end, which is 15K oz/year).

Orosur Mining (7/17/2026: 135M at 1.9 gpt AU at ATP).

Cerrado Gold (7/20/2026: Paid $31M to eliminate future stre…

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