US Gold Corp.

09/04/2026

Gold's 3% Pullback Tests Whether Record Central Bank Buying Can Sustain Upside

Gold slipped about 3% from its three-month high after September rate-increase odds moved above 40%. Central banks didn't flinch.

They purchased a net 289 tonnes in Q2 2026 — the strongest second quarter on record and up 62% year over year — while the average LBMA price sat 8% below the prior quarter's record. Buying spread across Poland, China, Uzbekistan, Kazakhstan and the Czech Republic, and exceeded gold-backed ETF outflows by more than six to one.

That demand landed against a supply base that can't respond quickly. Global mine production rose just 2% year over year to 966 tonnes, meaning official-sector buying alone absorbed roughly 30% of quarterly output.

We've built CK Gold for that environment rather than for a peak. Our March 2026 feasibility study uses a $3,250/oz base case — well below the roughly $3,800 analyst consensus — and still delivers a $632 million after-tax NPV5% and a 27% after-tax IRR.

Day-to-day moves follow the Fed. Project economics should hold up either way.

Read more on Crux Investor — article by Ryan Charles: https://www.cruxinvestor.com/posts/golds-3-pullback-tests-whether-record-central-bank-buying-can-sustain-upside

09/02/2026

U.S. Gold Corp. to Present at Moody Capital Solutions, Inc.Conference

Join Luke Norman, Co-Founder & Chairman of U.S. Gold Corp., for a virtual presentation at the Moody Capital Solutions 2026 Disruptive Growth Conference on September 9.

🔹 September 9, 2026

🔹 11:05–11:25 AM ET | Room 1

🔹 Webcast Presentation

🔹 Breakout: 11:30–11:50 AM ET

Tune in to hear Luke Norman discuss U.S. Gold Corp. and the CK Gold Project.

https://event.summitcast.com/view/aUaginU35PTsUt9aSGQScM/cyeiU534eYZEkoa338t28G

08/28/2026

Capital-Structure Moat: Tight Share Count Amplifies Per-Share Leverage at US Gold Corp

16,526,163 shares outstanding.

That number does more work in our story than any other. Most development-stage companies arrive at a construction decision after a decade of issuing equity, with the value of each new ounce spread across hundreds of millions of shares. We've kept the register tight on purpose.

Against that share base, CK Gold's March 2026 feasibility study shows a $632 million after-tax NPV5% and a 27% after-tax IRR at $3,250/oz gold. At recent spot prices near $4,500/oz, the after-tax NPV is approximately $1.37 billion with payback compressing to 1.6 years.

We intend to keep it that way. Management is prioritizing non-dilutive debt, streaming and offtake structures for the estimated $394 million initial capital, and evaluating a spin-out of our Nevada Keystone project so early-stage exploration costs don't dilute the parent.

The project is fully permitted on Wyoming state land, with access road construction underway since January 2026 and a construction decision targeted for the second half of 2026.

Read more on Crux Investor — article by Imogen Minall: https://www.cruxinvestor.com/posts/capital-structure-moat-tight-share-count-amplifies-per-share-leverage-at-us-gold-corp

08/27/2026

U.S. Gold Corp. (Nasdaq: $USAU) will present at the Moody Capital Solutions, Inc. 2026 Disruptive Growth & Life Sciences Conference on September 9–10, 2026, at the Westin New York Grand Central in Manhattan.

Chairman Luke Norman will deliver the company presentation and participate in one-on-one investor meetings throughout the conference.

The presentation will also be available via webcast once the event begins.
For in person attendance of the conference please:

Click here to register. - https://www.meetmax.com/sched/event_139861/investor_reg_new.html?attendee_role_id=MOODY_INVESTOR

U.S. Gold Corp. is advancing its U.S.-focused gold and copper portfolio, led by the CK Gold Project in Southeast Wyoming, alongside the Keystone exploration property on Nevada’s Cortez Trend and the Challis Gold Project in Idaho.

08/27/2026

Gold's Reserve Demand Broadens Beyond Fed-Driven Price Swings

Central banks bought a record 288.9 tonnes in Q2 2026, up 62% year over year, with purchases spread across Poland, China, Uzbekistan and Kazakhstan. A World Gold Council survey of 76 central banks found 89% expect global reserves to rise over the next 12 months.

We're pleased to be included in Crux Investor's look at how development-stage projects are positioned against that demand.

Our CK Gold feasibility study is built on a $3,250/oz base case — about 26% below spot near $4,400/oz — generating a $632 million NPV5% and a 27% after-tax IRR. The study's own $3,000/oz downside case still delivers a positive $528 million NPV5% and a 23.8% IRR.

We modelled it that way on purpose. Strong economics shouldn't depend on gold staying where it is today.

Read more on Crux Investor: https://www.cruxinvestor.com/posts/golds-reserve-demand-broadens-beyond-fed-driven-price-swings

08/24/2026

US Gold Corp Evaluates M&A Interest as CK Gold Project Advances

Completing state permitting changed the conversation.

With the Mine Operating Permit and air quality permit secured and access road construction already underway, U.S. Gold Corp (NASDAQ: USAU) has drawn interest from development capital providers and potential M&A counterparties. The board has formed a Special Committee and appointed financial advisors to weigh joint ventures, asset-level deals and corporate transactions against building CK Gold independently.

The March 2026 Feasibility Study puts the after-tax NPV at $632 million with a 27% IRR and 2.5-year payback, based on $3,250/oz gold and $4.50/lb copper. At recent spot gold near $4,500/oz, that NPV rises to roughly $1.37 billion and payback compresses to 1.6 years.

With about 16.5 million shares outstanding, per-share exposure to that value is unusually concentrated.

A final construction decision is targeted for the second half of 2026. Strategic discussions carry no guarantee of a completed transaction.

Read more on Crux Investor — article by Imogen Minall: https://www.cruxinvestor.com/posts/us-gold-corp-evaluates-m-a-interest-as-ck-gold-project-advances

08/20/2026

U.S. Gold Corp. (NASDAQ: USAU) has reached a major inflection point as its flagship CK Gold Project in southeast Wyoming transitions from exploration to a fully permitted, shovel-ready development asset.

Backed by a robust March 2026 Feasibility Study, CK Gold continues to attract interest from potential sources of development capital as well as prospective M&A counterparties. The Company has engaged advisors and formed a Special Committee to evaluate M&A interest while remaining focused on advancing CK Gold and unlocking additional value beyond the current Feasibility Study.
U.S. Gold Corp. is also evaluating the potential spin-out of its Keystone Project in Nevada as a standalone exploration company, creating a potential pathway to advance Keystone while minimizing additional dilution for USAU shareholders.

Read More - https://www.usgoldcorp.com/news-media/press-releases/detail/251/u-s-gold-corp-provides-ceo-update---august-2026

08/12/2026

Central Bank Gold Buying Holds Through Fed Rate Uncertainty

Central banks bought a record 288.9 tonnes in Q2 2026, up 62% year-over-year. Supply stayed flat.

U.S. Gold Corp's CK Gold project is modelled at $3,250/oz — well below ~$3,800 consensus — and still shows a $632M after-tax NPV5% and 27% IRR.

Read more on Crux Investor: https://www.cruxinvestor.com/posts/central-bank-gold-buying-holds-through-fed-rate-uncertainty

08/10/2026

U.S. Gold Corp. CK Gold is fully permitted. Reserve-backed. And ready to build.

Our gold-copper project sits approximately 20 miles from Cheyenne, Wyoming — just 2.5 miles off the Interstate 80 corridor, with power being extended from 16 miles away and a major aggregates operation already running two miles south. The infrastructure is in place. The permits are in hand.

What the Definitive Feasibility Study shows:
• $632 million after-tax NPV5%
• 27% after-tax IRR
• 11-year mine life
• ~2.5-year payback
• 1.6 Moz gold-equivalent reserve

And we believe the story keeps growing. 80% of drill holes extending beyond the current reserve boundary continued to show mineralization, with additional lateral targets identified through geophysics.

Read More - Crux Investor

https://www.cruxinvestor.com/posts/the-financing-test-behind-us-gold-corps-ck-gold-development

07/24/2026

New from Crux Investor: 8 key takeaways from U.S. Gold Corp.’s CK Gold Feasibility Study, including full permitting, defined project economics, an 11-year mine plan and further resource upside in Wyoming.

https://www.cruxinvestor.com/posts/u-s-gold-corp-ck-gold-feasibility-study-8-things-you-need-to-know

$USAU

U.S. Gold Corp completed its CK Gold feasibility study, showing a permitted, financeable Wyoming mine with strong estimated value and clear next steps.