(1)
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The centerpiece is CK Gold in Wyoming — a fully greenlit mine with strong numbers: 30% IRR, $356M NPV, and costs below $940/oz, all based on conservative prices.Â
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At today’s elevated levels, those figures rise
dramatically: NPV climbs to ~$678M, IRR hits 47%, and payback shrinks to just 1.4 years.
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The centerpiece is CK Gold in Wyoming — a fully permitted mine with strong numbers: 30% IRR, $356M NPV, and costs below $940/oz, all based on conservative prices.Â
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At today’s elevated levels, those figures rise
dramatically: NPV climbs to ~$678M, IRR hits 47%, and payback shrinks to just 1.4 years.  (1)
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What sets it apart? Everything is in place.
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Final surface mining approval came in late 2024.Â
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Engineering is already underway with top-tier partners (Micon-Halyard), aiming to begin
construction later this year. That’s extremely rare in this space. 🛠️⏳ (1)
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But CK is just part of the picture.
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There’s untapped potential in Keystone (Nevada) and Challis (Idaho). Keystone lies just 11 miles from Cortez Hills — a region known for multi-billion-dollar finds.Â
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Early data shows promise, and the land is wide open.
Challis, in Idaho, holds a historical resource of ~314,000 oz and is drill-ready.Â
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With permits reactivated, both sites offer room to grow. đź§đź”ŤÂ (2)
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Meanwhile, gold just topped $3,288/oz and copper surged past $5.15/lb — both near record territory. Â
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That’s not just a blip.Â
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These moves are
backed by larger forces: a weakening U.S. dollar, ongoing inflation, infrastructure buildouts, and global interest in hard assets. USAU modeled CK at $2,100 gold and $4.10 copper — so current pricing drastically improves project economics. 🔥 (3)
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Momentum is building. USAU was just added to Russell 2000 and 3000 indexes, effective June 30. 📊Â
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That means significant
fund flows are expected in the weeks ahead.Â
With only ~12.6M shares outstanding, even modest demand could have a big impact. (4)
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Coverage is also expanding.Â
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Five firms now follow USAU closely, including Paradigm, Alliance, H.C. Wainwright, Roth, and Beacon. Price targets range from $10 to $23.50 — with the most recent target raised to
$14.Â
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That’s nearly 5x current levels. 🧠📌 (5)
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Leadership matters too. CEO George Bee helped lead projects at Barrick, Rio Tinto, and Anglo American. Chairman Luke Norman has raised over $300M in resource finance.Â
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This is a group that knows how to build and scale. 🤝🏗️
(5)
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In short: USAU has permits in hand, a billion-dollar-scale project ready to advance, and upside from exploration acreage in prime territory.
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 Add in a strong metal backdrop and new fund flows from index inclusion — and it’s a setup that’s hard to ignore. ⏱️ (5)
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Check out U.S. Gold Corp (NASDAQ: USAU)
NOW!
To your success,
Â
Max Masters
Co-founder, Market Tips Newsletter
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Sources:
1. https://www.usgoldcorp.gold/investors/presentations/
2. https://www.usgoldcorp.gold/news-media/press-releases/detail/161/u-s-gold-corp-announces-updated-pre-feasibility-study
3.
https://www.usgoldcorp.gold/news-media/press-releases/detail/166/u-s-gold-corp-announces-appointment-of-micon-and-halyard
4. https://www.usgoldcorp.gold/news-media/press-releases/detail/165/u-s-gold-corp-announces-filing-of-final-permit-approval
5. https://www.russell.com/indexes/events/2025-russell-reconstitution
6.
https://www.nasdaq.com/market-activity/stocks/usau
7. https://www.kitco.com/news/2025-06-28/Gold-closes-at-record-3-288-as-dollar-weakens-fed-eyes-jobs-data.html
8. https://www.investing.com/news/commodities-news/copper-price-hits-5.15-as-supply-concerns-and-infrastructure-boom-collide-95CH387
9.
https://www.focus-economics.com/blog/inflation-and-gold-what-history-tells-us
10. https://www.state.gov/u-s-foreign-exchange-and-gold-holdings
11. https://finance.yahoo.com/news/u-gold-corp-officially-joins-120000587.html
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