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Here is the show for September 23, 2026.
piped.video/watch?v=eIFRl-oW…
Beaver Creek week (Denver Gold Show right after) — five deep dives with the new format: news →
CEO.CA Pro Sentiment → Lassonde Curve. Heavy news flow after the summer work season.
Cambria Gold Mines’ Premier Gold Project infill (Stewart / Golden Triangle, B.C.): 6,923 m from 70 surface and underground holes — 166.2 g/t Au and 3,383 g/t Ag over 3.1 m (mineable width; ~3⅓ kilos silver with the gold), plus 18 g/t over 9.2 m, ~14.7 g/t Au with silver over 10 m, and 37 g/t Au with 134 g/t Ag over 5 m. Rob McLeod (who worked underground here early in his career) cites strong continuity and excellent silver alongside gold — historic Premier produced over 40 Moz silver in high-silver areas; expanding infill into wider, potentially bulk-mineable zones inside the Premier Mine Complex, with year-round underground access from multiple stations. Sentiment: mixed but opportunity-focused — bulls on Premier / Red Mountain restart, existing mill and infrastructure, Mount Margaret (U.S.) spin-out potential; skepticism on dilution, warrant overhang, permitting timelines, construction costs, streaming liabilities, and whether management can execute a profitable restart (it had problems before). On the Lassonde Curve: they have around a C$366M market value — not much left-side drill-story room left; I plot them about 10% into my sweet spot still inside the development-discount window. Watch production-path catalysts more than single holes.
Andina Copper at Cobrasco (Chocó, Colombia): high-grade near-surface step-outs ~200 m out — 82 m of 0.65% Cu within 302 m of 0.51% Cu; drill-defined footprint now ~1,300 m by 550–700 m, with more assays pending and drilling into the western extension of the high-grade from hole 001. At ~US$7/lb copper, half a percent looks high grade for open-pit economics (vs the old 1990s “need >1%” mindset when copper was ~60¢). Cross-sections show a lot of >0.5% and >1% material that would make a wonderful pit — Colombia’s geology is spectacular and under-explored; security has improved and the new president is pro-mining. Sentiment: strongly bullish on broad near-surface intercepts, scale, and re-rating / strategic / spin-out chatter (M&A is hard to time). On the Lassonde Curve: they have around a C$359M market value; still an explorer (not yet in the development-discount window) — I put them at the top end of my left-side sweet spot. Stock was sideways for ~6 months then +8.3% on the news; depth of market skewed to the buy side.
Inventus Mining’s Pardo conglomerate (near-surface): 100 holes into a flat-lying system that daylights — ~5 g/t Au over 2 m starting only 2.72 m from surface (incl. 30 g/t over 0.33 m); even diluted, that’s very valuable scoop-and-truck rock to a nearby mill. Witwatersrand-style layer cake (Matinenda and other units) with disseminated lower grade alongside the highs — that’s what makes conglomerates mineable (vs random-nugget failure modes). Bulk sampling is unusual here: they spend ~$1M and recover ~$2M in gold (not dollar-for-dollar data buys); 100,000-ton bulk-sample permit; DSO / ore-sorting path; Golden Rose acquisition as a possible source story. Sentiment: broadly optimistic but divided — bulls on shallow low-cost rock, bulk-sample revenue, sorting / heap-leach ideas, insider buying, planned MRE; skeptics on liquidity, follow-through, bulk-sample timing, resource size / production timeline. On the Lassonde Curve: unique mix of exploration + getting gold out of the ground; they have around a C$60M market value — I see that as very inexpensive vs accessible, free-milling rock that already pays in bulk-sample mode. Underloved, in my view.
BlackRock Silver extends Tonopah West (Nevada) to the northwest: >100 Moz AgEq-class resource with kilogram-per-ton silver numbers on a regular basis; Andrew Pollard on one of America’s great silver districts (historic ~174 Moz Ag and 1.8 Moz Au, mostly a century ago). Programs about addition not subtraction — high-grade beyond the resource footprint, veins heading toward a mineralized intrusive that could be the source (that’s the drill re-rate I’m watching); permitting on private land can move fast. Sentiment: strongly positive on the long-term Nevada case, management, permitting / hydrology / bulk sample / non-dilutive funding path; frustration on batched drill releases and sparse IR updates (they’re past the one-or-two-hole promo cycle). On the Lassonde Curve: they have around a C$450M market value — development-discount window; fairly valued for where they are today. Vein step-outs matter less for market moves now; the story is advancing toward production, with upside if they tag the intrusive source.
Dryden Gold at Gold Rock (near Dryden, Ontario): 7.88 g/t Au over 12.7 m along strike between Jubilee and Pearl (~65 m true depth); second rig mobilized; focused on footprint plus — for me — the downplunge, because orogenic systems have deep roots and make wonderful underground mines once you hit the bonanza zone. Mud Lake North (same package, ~1–1.5 km away) initial observations also interesting. I’m skeptical of open-pitting narrow high-grade orogenic veins; the real story is chasing high grade to depth at the intersections of deformation events. Sentiment: generally constructive but mixed — bulls on high grade, Mud Lake, 45,000 m program, second rig, deeper plans, and a shareholder list that includes Alamos, Centerra, Eric Sprott, and Rob McEwen; frustration on share-price/valuation lag and narrow-interval continuity questions (nature of the beast). On the Lassonde Curve: they have around a C$62–64M market value — cheap vs the high grade they’ve shown, but still early on proving depth; discovery concept is in, left-side climb just starting. I’ve got issues with “next Great Bear / exit strategy” talk before the depth story is proven — those are my problems, not yours — but do your homework.
@cambgold @AndinaCopper @BRCSilver @InventusMining @drydengold @ceodotca
I’m only an idea generator. I don’t make buying or selling recommendations. You need to speak with your financial advisors and do your homework before making any investment decisions. The best place to do that homework is on
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All the best,
Allan Barry Laboucan