Good Evening Traders!!

 

 

Lets do a somewhat deep dive into *NASDAQ::USAU

 

On Friday the stock opened at $12.78 and selling started to happen right off the bat.. Now, we don’t know if those were shorts or investors taking profits.. But here’s whats interesting: the stock traded almost 2 million shares…

 

We could be wrong but at a quick glance that’s the biggest day that USAU Has had in volume in the last year… and it closed down….  (something was suspect ) 

 

On a more positive note TODAY we saw the stock drift down on the open but if you follow our SMS;s you would know that we kept saying things were looking suspect on friday and it could turn today  and that it did!

 

*USAU* Closed in the green today at $12.20 and after hours hit a high of $12.40.. 

 

Are these signs of things to come??

 

We would love a crystal ball right but are settling for a nice cold beer…. 

 

*NASDAQ:USAU* Has our full attention and we can’t wait to see what tomorrow brings!!! 

 

So cheers to good night humans..

 

See you tomorrow!

 

Full report below..

 

 

Full Company  report below!

 

U.S.-Focused Exploration Company US Gold Corp. Aims to Capitalize as the Trump Administration Prioritizes Critical Minerals Such as Gold and Copper.

The Trump Administration is Advancing the First the Wave of Critical Mineral Production Projects and NASDAQ-traded USAU is Ready to Go and Fully Permitted!

The Company’s CEO George Bee was influential at Barrick Gold, one of the biggest mining companies in the world. 

Could he deliver again at USAU?

With a $18.75 Price Target and Notable Investors, Discover How This Growing Nasdaq-traded Copper and Gold Firm Could Triumph!

Top Investment Highlights

• The company’s share price has increased from $4.18 to as high as $12 over the past year, an 187% increase!
• Market capitalization increased from $45 million to $140 million!
• Growth has been supported by the February 2025 updated prefeasibility study and the receipt of full permits for the company’s CK Gold Project.
• The Company raised $10.2 million in November 2024.
• Treasury strengthened through the ongoing exercise of warrants.

5 BIG Reasons to Have USAU on Your Radar

1. Gold is in a bull rally. Gold prices increased 13% in 2023 and more than 20% in 2024. 2025 is proving to be another record-breaking year.
2. Development package with blue sky potential: The company has an exciting world-class portfolio combining later-stage development assets and exploration. The portfolio offers investors both potential near-term production and district-scale blue sky exploration.
3. High upside: Large growth potential for the current resource and valuation upside based on market comps.
4. Dual exposure: The company’s CK Gold project’s notable strength is its dual exposure to copper and gold markets.
5. Advancing U.S. production: USAU has a nearly “shovel-ready” gold-copper project in Wyoming and high-potential exploration projects in Nevada and Idaho. The company’s projects in Nevada and Idaho stand to benefit greatly from the current gold and copper markets, potentially leading to enhanced company valuations and increased merger and acquisitions activity in the sector.

About U.S. Gold Corp.

U.S. Gold Corp. is a publicly traded, U.S.-focused gold and copper exploration and development company.

Its fully permitted CK Gold Project is located in Southeast Wyoming and has a Preliminary Feasibility Study technical report, which was completed by Samuel Engineering Inc.

In addition, the Company has two exploration projects: Keystone Goldlocated on the Cortez Trend in Nevada about 11 miles south of Nevada Gold Mines’ Cortez Hills Complex, and Challis Gold located in Idaho.

• USAU believes the CK Project, projected to produce gold and copper, promises a truly remarkable opportunity that helps meet the current U.S. administration’s desire for homegrown domestic critical mineral production.

 

• Keystone holds the potential of being a world-class, tier 1 district-scale opportunity currently waiting for exploration capital or a partnership to unlock its full potential and take advantage of the attractive exploration opportunity it presents.
• At Challis the company has revived a prior plan of operations and has put a bond in place to allow exploration activities to commence. As with Keystone, Challis awaits exploration financing and capacity to pursue an exploration program either in-house or with a partner. 

As the Trump Administration Continues to Fast Track Gold and Copper Projects, US Gold Corp. (NASDAQ: USAU) is Ready to Go and Fully Permitted!

The Opportunity

The Trump administration is focusing on accelerating the production of various minerals, including gold and copper, by streamlining permitting processes and prioritizing projects through the Federal Permitting Dashboard.

President Trump signed an Executive Order, “Immediate Measures to Increase American Mineral Production,” which defines “minerals” beyond the existing list of critical minerals to include copper, uranium, gold, and potash, with the potential for adding other materials as determined by the National Energy Dominance Council (NEDC). This expands support for these materials, which are crucial for national, economic, and energy security interests.

Identifying transparency projects under the Permitting Council’s statutory program advances the President’s directive to take immediate action to facilitate domestic production of America’s vast mineral resources to create jobs, fuel prosperity, and significantly reduce our reliance on foreign nations.

The Trump administration has been actively involved in advancing various critical mineral projects as part of its broader initiative to bolster domestic critical mineral production and reduce reliance on foreign supply chains. 

Since President Trump took office, the White House has added 25 projects and counting to the Federal Permitting Dashboard. This momentum is anticipated to continue.

You can read more here: https://www.permitting.gov/newsroom/press-releases/trump-administration-adds-five-more-critical-mineral-production-projects

The Company is Poised to be the Next 100,000+ Ounce Annual Gold-Copper Producer in Wyoming! 

How?  With a 44 million AuEq Proven & Probable oz Reserve!

At today’s prices, do the math just to see the TREMENDOUS potential that lies here!

 

Key Focus: The CK Gold Project

The CK Gold Project is an advanced-stage gold and copper exploration and development project that is located in the Silver Crown mining district of Wyoming, it’s situated about 20 miles west of Cheyenne. The project’s aim is to extract both gold and copper. 

• Fully permitted as of November 2024.
• February 2025 prefeasibility study shows strong project economics at conservative metal prices ($2,100/oz gold, $4.10/lb copper). Gold is well over $3,000 an ounce currently!
• Located near Cheyenne, Wyoming, with access to skilled labor, contractors, and transportation infrastructure.
• Project strategy includes mitigating tariff exposure by prioritizing American-sourced materials and equipment.
• Receiving interest from debt providers and concentrate buyers; the Company is focused on minimizing shareholder dilution.
• This project is one of the few permitted and shovel-ready gold and copper endeavors in North America, allowing for a streamlined path to production!

The Company’s permitted CK Gold Project shows compelling economic indicators!

 

Updates and improvements in the permitted project’s PFS include strong economic performance with increased reserves and resources. Project highlights include:

• Average gold equivalent (AuEq) production of 1,112,000 AuEq ounces over the mine life, or 111,250 AuEq ounces per year, assuming a 10-year mine life. The first three years average 143,278 AuEq ounces annually. Over the life of the mine, the PFS estimates total production of approximately 679,548 ounces of gold, 208.3 million pounds of copper, and 2.04 million ounces of silver.
• Base case Net Present Value (“NPV”) of $459 million (pre-tax), at a discount rate of 5%, and Internal Rate of Return (“IRR”) of 36.0%, each based on price assumptions of $2,100 per ounce of gold, $4.10 per pound of copper and $27 per ounce of silver. The project payback improved by 15%, and the NPV improved by 42% over the prior PFS study. Reflecting potential higher price assumptions of $3,000 per ounce gold and $4.50 per pound copper, the NPV increases to $952 million (pre-tax) with a 60.8% IRR.
• All-in sustaining cost of $937 per AuEq ounce (life of mine average).
• Initial capital requirements of $277 million, which includes capital retention payments post-construction.
• Mineral Reserves of 1.672 million AuEq ounces, supporting an eight-year mine life and 10 years of processing. This includes 1.022 million ounces of gold, 259.7 million pounds of copper, and 3.008 million ounces of silver—a 16% increase over the AuEq ounces reflected in the prior PFS.
• Aggregate potential, not included in the study economics presented, could provide significant upside potential for an additional revenue stream should the beneficial use of aggregate produced from mine waste be recognized and commercialized.
• Advancing toward FS completion by the end of 2025, with key groundwork already completed to facilitate fast-tracking. No extensive additional fieldwork or major expenses are required for FS completion.
• Exploration potential exists to expand resources at depth and to the southeast of the main orebody, potentially extending mine life or increasing production.

The sensitivity table in the February 2025 prefeasibility studyindicated that at $3,000 per ounce gold and $4.50 per pound copper, the CK Gold Project could represent an exceptional opportunity!

 

“While the rise in gold and copper prices has undoubtedly played a role in our growth, it is our updated CK prefeasibility study released on February 11th, 2025, along with securing a full permit to begin construction on the project that continues to bolster our valuation. Despite the ongoing challenges in the resource sector and low valuations in general that do not align with industry norms, we are heartened to see the market beginning to recognize U.S. Gold’s potential. We are committed to maximizing this potential and delivering value to our shareholders.” – CEO George Bee

 

As CEO of USAU, George Bee has a history of success in the mining industry! Bee’s expertise and accomplishments are influential for USAU’s growth.

Mr. Bee has more than 30-years of experience operating and developing world-class mines and projects, including an eight-year tour with Barrick in Latin America during his 16-year service with the company.

Having been part of the team that developed Goldstrike in phases between 1988 and 1995, he left Goldstrike as Mine Manager. Between 1998 and 2007, he returned to Barrick to complete the construction of the Pierina mine, and continued as Operations Manager until being reassigned to Chile and Argentina.

As General Manager, he formed and led the team responsible for the successful development of the Veladero mine in 2005. After leaving Barrick, he became President and CEO of Andina Minerals, before moving on to become CEO at Jaguar Mining.

USAU has a proven team. This is a top-quality management and advisory team with pedigrees of developing renowned gold projects. USAU’s team has renowned explorers and proven company builders, who have made and financed the discovery and development of numerous world-class gold assets.

BULLISH ANALYSIS

U.S. Gold Corp has been issued a price target increase from Beacon Securities. The firm’s 12-month target price increased from $18.25 to $18.75 per share.

Beacon says the price “represents significant upside from current share price levels.” The firm has a “BUY” rating currently on the company.

USAU has also received a BULLIsh price target not long ago from Paradigm Capital and for $16.50.

“We have forecast the future production of the CK Gold Project using the basic metrics (size/scope) in the December 2021 PFS but adjusted capex and operating costs to reflect current market conditions and arrive at a compelling project with an IRR of over 50% at US$2,600/oz gold. After allowing for future equity dilution for the development capex and giving some upside for the aggregate potential (as detailed in the Valuation section), we are initiating coverage of U.S. Gold with a Speculative Buy rating and US$16.50 target price.”

• Paradigm Capital

You can read the research report HERE.

USAU boasts the following price targets from esteemed analysts:

• $13 issued by HC Wainwright & Co. on November 20, 2024.
• $16.50 issued by Paradigm Capital on December 9, 2024.
• $18.00 issued by Alliance Global Partners on July 13, 2023. 
• $18.75 issued by Beacon Securities on February 19, 2025.

Significant International Resource Investors

Notable Canadian resource sector investor, Eric Sprott, Terra Capital Natural Resources Fund (Australia), and others that are holding long positions in the gold mining sector, have joined USAU’s long-term investors!

A self-proclaimed gold bull, Eric Sprott is a multi-billionaire that holds a significant portion of his assets in gold and silver. He is renowned for his expertise in precious metals, particularly gold, and he sees the potential of USAU!

Mr. Luke Norman, Chairman of the board of directors of U.S. Gold said, “We are gratified by the continued support from our long-standing investors along with the addition of some key resource sector investors who acknowledge the CK Gold Project opportunity. At a time when there are very few permitted projects in the pipeline ready to meet the growing demand for gold and copper production, we believe the importance of what the U.S. Gold team has accomplished is finally becoming recognized. Continued validation of our efforts, by way of investment from the caliber of investors such as Eric Sprott, Terra Capital, Phoenix Gold and all the other investors, should help to continue to increase our exposure internationally and domestically as we move this exciting project forward and continue to create value for our shareholders.”

The Gold Bull Rally Offers Opportunity

As a hedge against volatility, gold exploration companies provide a way for investors to gain access to the gold market without investing directly in physical gold. The metal hit a record high in 2025 of over 3,500 an oz.!

A VanEck report highlighted that gold prices directly influence the performance of gold stocks, underscoring the correlation between the two:

“Gold stocks are supposed to outperform the metal when gold’s price rises. Their leverage to gold justifies outperformance. For any given move in the price of gold, the operating cash flow generated by these companies increases (or decreases) by a much greater percentage. Take Alamos (8.06% of Fund net assets), for example. The company estimates that a 5% increase in the price of gold (about a+$100/oz move), would translate into an increase of almost 30% in their free cash flow in 2024. ”

The VanEck report noted a recent disconnect between gold prices and gold stocks in the past two years, primarily due to central bank buying and other temporary factors.

 “There is no question that the gold mining equities are undervalued. With fuel and energy costs remaining largely stagnant, the profit margins for the producers are skyrocketing. Alternatively, the producers are out looking for “replacement” ounces for their constantly dwindling mineral inventories. As such, money and investment traditionally pour into the developers and explorers. This cycle has barely begun. Capital inflows from generalists, and ultimately the long gold funds, have barely begun. The cycle will result in massive shifts in the mining equities’ valuation metrics, bringing them closer to traditional norms in the industry-and like all good bull markets, well beyond.” – USAU Chairman and Co-Founder, Luke Norman

 

As the price of gold rises, gold mining companies see increased margins as well as the ability to expand operations.

One company in a strong position to take advantage of this bull market is USAU!

The company is also discovering the next major GOLD OPPORTUNITY on the Cortez Trend in Nevada!

The Keystone Project

• An established gold mining jurisdiction
• Produced ~4.47 M oz of gold produced in 2021 – approx. 78% of U.S. gold production *USFunds.com
• 6th largest gold producing “country” in the world, if Nevada were a country
• Historically, Nevada has produced > 225M oz of gold, hosting numerous world-class deposits
• “Elephant country”: >20M oz gold deposits
• Pro-mining environment, geopolitical stability, major infrastructure Keystone Project Location Keystone exhibits many similarities to Barrick’s deposits to the north; similar host rock, stratigraphy, structure and Eocene intrusions

Priority Target Areas:

• Consolidated an entire district on the Cortez Trend, NV – 20 square miles, 100% controlled by U.S. Gold Corp.
• Never previously consolidated nor systematically explored by model -driven, modern -day exploration techniques
• The extent and intensity of the alteration and the thickness of permissive rock packages encountered, highlight the potential of this district-scale mineral system
• Systematic exploration has primed Keystone for discovery
• Recent hyperspectral survey undergoing ground investigation for potential additional targets

Cortez Complex Comparison to Keystone:

More Company Highlights

• One of the only permitted, shovel-ready gold/copper projects in North America that is yet to be developed. Producing companies are desperate to replace dwindling ounces from their production assets. Other companies are looking to increase their production profiles to garner a re-rating from the mining analysts. US Gold is in a unique situation due to this and the M&A interest it will generate as the mining sector gains momentum.
• Jurisdiction: The company’s asset is in the safest mining jurisdiction on the planet-State of Wyoming land. Wyoming is a resource/mining friendly area, with no federal nexus. This was hugely important to the permitting process of the CK Gold project and its ongoing development.
• US senior exchange listing: USAU trading on the NASDAQ affords the company the ability to access retail investors throughout the US as well as institutional investors globally. With a very tight share structure, the company is very well positioned to make the most out of this burgeoning bull market.
• Copper: USAU’s copper component offers diversification of the asset for those who aren’t bullish on the gold-cycle.
• Other value metrics around the CK project that have not been valued into the company yet: New generation is going to be key as USAU unlocks these value markers.

The Copper Situation

Prefeasibility Study Highlights of Ck Gold also include a staggering copper amount:

• M+I includes: Gold – 1.110 million ounces and Copper – 280 million lbs!!!

 

Why is this a big deal? Because copper will be a big part of the clean revolution.

Besides clean energy technologies, several industries including construction, infrastructure, and defense use copper for its unique properties. The metal is critical in many fast-growing clean industries from the electric grid and electric vehicles to renewable technologies.

Copper is essential in electrical wiring and transportation and is playing an increasingly large role in alternative energy, as it is a crucial component in wind turbines, solar panels, and electric vehicles, which require four times as much copper as conventional gas vehicles!

Some of the world’s largest mining companies and metal traders are warning that by 2025, a massive shortfall will emerge for copper, which is now the world’s most critical metal due to its essential role in the green economy.

The deficit will be so large that The Financial Post stated that it could itself hold back global growth, stoke inflation by raising manufacturing costs and throw global climate goals off course.

The copper supply issue is scary. There may not be enough copper to go around for the millions of electric vehicles (EVs) expected to hit the roads, or to fuel wind turbines and solar power.

In fact, wind and solar energy use more copper than conventional forms of energy, such as coal, natural gas, and nuclear power plants. Conventional power plants require about one ton of copper to produced one megawatt of electricity, whereas wind and solar can require between three to five tons per megawatt!

To make matters worse, these numbers only reflect the amount of copper needed to build wind turbines or solar panels, and do not factor in the additional copper needed to transport the electricity generated from wind and solar facilities to the population centers that consume the electricity.

Exploration

• At CK there remains opportunity around the current mineral reserves and resources, and USAU knows that the current mineral resource is “drill limited”. The company will do additional reconnaissance work around the current project area but will postpone proving up the additional mineral reserves and resource at depths below and to the southeast of the currently planned pit to maximize its investment dollars.
• Keystone holds the potential of being a world-class, tier 1 district-scale opportunity currently waiting for exploration capital or a partnership to unlock its full potential and take advantage of the attractive exploration opportunity it presents. Remote spectral sensing work revealed additional targets to the south of the Company’s 20-square mile holding that have only had some initial surface grab samples taken that show near surface oxide mineralization. Keystone offers two opportunities, near surface oxide potential and deeper high-grade sulfide mineralization. The Company has an approved plan of operations for exploration on several sites, and we await the right opportunity to investigate some very promising exploration targets.
• At Challis USAU has revived a prior plan of operations and have put a bond in place to allow exploration activities to commence. As with Keystone, Challis awaits exploration financing and capacity to pursue an exploration program either in-house or with a partner. The company’s laser focus is on CK for now, but a pivot back to realize the Company’s significant exploration opportunities is not forgotten, merely waiting for the right time and opportunity.

Next Steps

In the coming months, investors can anticipate the completion of the FS and possible announcements regarding project financing, with potential commencement of project development in late 2025 or early 2026.  Management and insiders, along with a cadre of supportive shareholders who believed in the CK Project from the outset, have an all-important stake in the success of the project.

They are aligned by a common interest to avoid unnecessary dilution, and are working on illuminating the benefits of CK to the market in anticipation of continued increased interest and shareholder value. Furthermore, last November, the Company raised $10.2 million and since then the exercising of warrants has been reinforcing treasury, so the Company is well positioned through to project financing. With much of the necessary groundwork already completed and our burn rate relatively low, further enhancing our financial stability. Rest assured, we have a priority to limit shareholder dilution and are well positioned for future success.

In Summary…

U.S. Gold Corp. (NASDAQ: USAU) represents a compelling opportunity as the Trump Administration prioritizes critical minerals such as gold and copper. 

This promising gold exploration and development company has several projects in the United States holding a 100% interest in the CK Gold project in Wyoming, the Keystone project in Nevada, and the Challis Gold project in Idaho.

The company is PERMIT ready as it advances its high-potential projects in Wyoming, as well as Nevada, and Idaho, with a seasoned team. Exploration efforts combine deep experience with state-of-the-art leading-edge technology to help the company drive toward exploration success.

To Reiterate Company Highlights: 

 

• Nasdaq Listed
• A price target as high as $18.75 recently issued by Beacon Securities
• Acclaimed investors including Eric Sprott
• Good liquidity
• World-class projects in friendly U.S. jurisdictions
• Gold is in a bull rally
• Copper is in big demand
• Shares have ran to as high as $12 in the past year from $4.18

Gold has crossed the $3,500 mark this year thus far. Gold itself can be complicated and expensive to buy, but gold-related stocks can offer unprecedented value as investors wonder how to add the precious metal to their portfolio.

 

U.S. Gold Corp. (NASDAQ: USAU) is a precious metals exploration and development company that could benefit immensely as gold skyrockets to record highs and as domestic demand for copper and gold amplify!