Company Interviews

Cassiar Gold (TSXV:GLDC) - Updated 2.3M Oz Project Fast-Tracked by Existing Infrastructure


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Interview with Marco Roque, President & CEO of Cassiar Gold Corp.

Our previous interview: https://www.cruxinvestor.com/posts/cassiar-gold-tsxvgldc-dual-strategy-drives-growth-to-234moz-eyes-5moz-target-7293

Recording date: 11th September 2025

Cassiar Gold Corporation represents a unique investment opportunity in the current elevated gold market environment, combining substantial existing resources with rare infrastructure advantages that position the company for accelerated development timelines. With gold prices above $3,600 per ounce, the company's 59,000-hectare flagship project in northern British Columbia offers investors exposure to both immediate development potential and significant exploration upside.

The project's resource inventory of 2.3 million ounces provides immediate scale, with 1.9 million inferred ounces grading 0.95 g/t and 410,000 indicated ounces at 1.43 g/t. Critically, this mineralization starts from surface and remains open for expansion, offering both development certainty and growth potential. The ongoing 7,000-meter drill program targets resource expansion at the established Taurus deposit while defining the promising Newcoast prospect, which features a footprint three times larger than Taurus with similar mineralization characteristics.

Cassiar Gold's most significant competitive advantage lies in its existing infrastructure, a rare asset in the exploration and development sector. The project includes mine permits, road access, and a fully owned and permitted mill—infrastructure elements that typically require years to develop and permit. This positioning enables the company to potentially achieve production within three years for bulk tonnage operations, compared to the industry average of 18 years from discovery to production.

The geological setting supports multiple development pathways through its orogenic nature, providing both predictability and operational flexibility. The bulk tonnage component grading approximately 1 g/t offers foundation for large-scale operations appealing to major mining companies, while discrete high-grade veins averaging 3 meters wide with grades between 10-20 g/t provide opportunities for earlier cash flow generation through selective mining approaches.

Multiple near-term catalysts position the company for value creation over the next 18 months. Drill results are expected through year-end, metallurgical results in Q1 2026, and the critical Preliminary Economic Assessment in the first half of 2026. These studies will translate the geological and infrastructure advantages into economic terms, providing production scenarios, capital requirements, and return projections at current elevated gold prices.

The investment thesis is strengthened by favorable market dynamics. Current gold prices provide robust economic margins for gram-per-ton mineralization starting from surface, while infrastructure advantages reduce typical capital intensity requirements. The combination creates attractive return profiles without extended development timelines that have historically challenged investor patience in the mining sector.

Management's strategic vision balances near-term value creation through advancing known resources toward production with longer-term growth through systematic exploration of the broader land package. President and CEO Marco Roque notes the sector is buzzing with current market conditions creating favorable environments for advancing development projects and securing financing.

The Cassiar Gold opportunity represents a new category of gold investments that bridge traditional exploration and development stage classifications. The company's existing mine permits, processing facilities, and access infrastructure address primary concerns that have historically deterred institutional investment: regulatory uncertainty, extended timelines, and capital intensity. For investors seeking exposure to gold sector growth while mitigating traditional development risks, Cassiar Gold offers a compelling combination of resource scale, infrastructure advantages, and development optionality positioned to benefit from current market strength.

View Cassiar Gold's company profile: https://www.cruxinvestor.com/companies/cassiar-gold

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