{"id":5965,"date":"2026-08-23T15:05:23","date_gmt":"2026-08-23T13:05:23","guid":{"rendered":"https:\/\/www.powertrade.fr\/?p=5965"},"modified":"2026-08-23T19:25:44","modified_gmt":"2026-08-23T17:25:44","slug":"gogold-resources-depuis-notre-interview-de-mai-le-dossier-a-change-de-dimension","status":"publish","type":"post","link":"https:\/\/www.powertrade.fr\/index.php\/2026\/08\/23\/gogold-resources-depuis-notre-interview-de-mai-le-dossier-a-change-de-dimension\/","title":{"rendered":"GoGold Resources : depuis notre interview de mai, le dossier a chang\u00e9 de dimension"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Le <strong>23 mai 2026<\/strong>, nous avions consacr\u00e9 sur la cha\u00eene <em>Mati\u00e8re \u00e0 Profit<\/em> une interview \u00e0 <strong>GoGold Resources<\/strong>, soci\u00e9t\u00e9 canadienne sp\u00e9cialis\u00e9e dans l&rsquo;argent et l&rsquo;or au Mexique suite \u00e0 notre participation \u00e0 la Swiss Mining Institute au Panama.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c0 l&rsquo;\u00e9poque, notre int\u00e9r\u00eat reposait notamment sur une configuration assez particuli\u00e8re : une soci\u00e9t\u00e9 disposant d\u00e9j\u00e0 d&rsquo;un actif productif avec <strong>Parral<\/strong>, mais surtout d&rsquo;un important relais de croissance avec le district de <strong>Los Ricos<\/strong>, dans l&rsquo;\u00c9tat de Jalisco.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trois mois plus tard, le dossier m\u00e9rite clairement d&rsquo;\u00eatre revisit\u00e9.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<p class=\"responsive-video-wrap clr\"><iframe title=\"INTEVIEW Bradley Langille CEO Director GOGOLD RESOURCES\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/mOg304oMLRU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Car depuis notre interview, GoGold a franchi l&rsquo;une des \u00e9tapes les plus importantes de son histoire : <strong>Los Ricos South est d\u00e9sormais enti\u00e8rement autoris\u00e9 et la construction de la mine a \u00e9t\u00e9 approuv\u00e9e.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Le 23 mai 2026, nous recevions GoGold Resources sur la cha\u00eene Mati\u00e8re \u00e0 Profit. L&rsquo;\u00e9volution qui a suivi est d&rsquo;autant plus int\u00e9ressante que plusieurs catalyseurs fondamentaux se sont mat\u00e9rialis\u00e9s depuis cette interview.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Un changement de statut pour GoGold<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Le 8 juin 2026, soit quelques semaines seulement apr\u00e8s notre interview, GoGold a annonc\u00e9 avoir obtenu les <strong>derniers permis n\u00e9cessaires pour Los Ricos South<\/strong> et avoir officiellement approuv\u00e9 la construction de la mine.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">C&rsquo;est un point essentiel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Il existe une diff\u00e9rence consid\u00e9rable, en mati\u00e8re de valorisation boursi\u00e8re, entre un projet disposant de ressources int\u00e9ressantes sur le papier et un projet <strong>financ\u00e9, autoris\u00e9 et entrant dans sa phase de construction<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">C&rsquo;est pr\u00e9cis\u00e9ment cette transition qu&rsquo;est en train d&rsquo;effectuer GoGold.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">La premi\u00e8re concerne justement <strong>Los Ricos South<\/strong>. GoGold indique d\u00e9sormais que le projet est enti\u00e8rement autoris\u00e9 et que la d\u00e9cision de construction a \u00e9t\u00e9 prise le <strong>8 juin 2026<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L&rsquo;\u00e9tude de faisabilit\u00e9 donne une id\u00e9e de l&rsquo;effet de levier potentiel : <strong>VAN apr\u00e8s imp\u00f4ts de 355 M$ US<\/strong>, TRI apr\u00e8s imp\u00f4ts de <strong>28 %<\/strong>, dur\u00e9e de vie de <strong>15 ans<\/strong> et environ <strong>80 millions d&rsquo;onces d&rsquo;\u00e9quivalent argent payables<\/strong>. La production moyenne des cinq premi\u00e8res ann\u00e9es est estim\u00e9e \u00e0 <strong>7,3 millions d&rsquo;onces AgEq par an<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Un chiffre me para\u00eet particuli\u00e8rement important pour l&rsquo;article : l&rsquo;<strong>AISC pr\u00e9vu n&rsquo;est que de 11,19 $\/oz AgEq pendant les cinq premi\u00e8res ann\u00e9es<\/strong>. M\u00eame sur l&rsquo;ensemble de la phase souterraine, il ressort \u00e0 environ 12,32 $\/oz. Cela donne au projet un levier potentiellement tr\u00e8s important lorsque les prix de l&rsquo;argent et de l&rsquo;or sont \u00e9lev\u00e9s.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">L<strong>e financement<\/strong>. Le CAPEX initial de Los Ricos South est \u00e9valu\u00e9 \u00e0 <strong>227 M$ US<\/strong>. Or, fin mars 2026, GoGold disposait de <strong>262,2 M$ US de tr\u00e9sorerie<\/strong>, auxquels s&rsquo;ajoutent les cash-flows g\u00e9n\u00e9r\u00e9s par Parral. La soci\u00e9t\u00e9 indiquait donc disposer de ressources sup\u00e9rieures au CAPEX initial pr\u00e9vu dans l&rsquo;\u00e9tude de faisabilit\u00e9.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Et Parral est loin d&rsquo;\u00eatre anecdotique. Sur le trimestre clos fin mars, GoGold a r\u00e9alis\u00e9 <strong>30,3 M$ US de chiffre d&rsquo;affaires<\/strong>, <strong>21,2 M$ de cash-flow op\u00e9rationnel<\/strong>, dont <strong>14,6 M$ de free cash-flow provenant de Parral<\/strong>, et un b\u00e9n\u00e9fice net de <strong>16,4 M$<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Le permis d\u00e9finitifs et d\u00e9cision de construction en juin, <strong>hausse de 21 % de la production de Parral annonc\u00e9e en juillet<\/strong>, puis publication des r\u00e9sultats du troisi\u00e8me trimestre le <strong>12 ao\u00fbt 2026<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Los Ricos North<\/strong>, qui repr\u00e9sente potentiellement le deuxi\u00e8me \u00e9tage de la fus\u00e9e : sa PEA affiche une VAN apr\u00e8s imp\u00f4ts de <strong>413 M$ US<\/strong>, un TRI de <strong>29,1 %<\/strong>, environ <strong>110,3 Moz AgEq payables<\/strong> et une production moyenne envisag\u00e9e de <strong>8,8 Moz AgEq par an<\/strong> sur les douze premi\u00e8res ann\u00e9es.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GoGold n&rsquo;est plus seulement une junior argent\/or disposant d&rsquo;un beau projet de d\u00e9veloppement. Elle est progressivement en train de passer du statut de d\u00e9veloppeur \u00e0 celui de futur producteur multi-actifs, tout en conservant Los Ricos North comme option de croissance suppl\u00e9mentaire.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"767\" src=\"https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-1024x767.png\" alt=\"\" class=\"wp-image-5966\" srcset=\"https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-1024x767.png 1024w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-300x225.png 300w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-768x575.png 768w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-1536x1150.png 1536w, https:\/\/www.powertrade.fr\/wp-content\/uploads\/2026\/08\/GGD_2026-08-23_14-41-23-2048x1534.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Depuis le 23 mai, le titre GoGold \u00e0 gagn\u00e9 plus de 30 % <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tous nos syst\u00e8mes sont \u00e0 l&rsquo;achat pour savoir tous nos achats et ventes en temps r\u00e9el, passez abonn\u00e9 PRO:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-power-trade wp-block-embed-power-trade\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"oceanwp-oembed-wrap clr\"><blockquote class=\"wp-embedded-content\" data-secret=\"l5QXzOZxp0\"><a href=\"https:\/\/www.powertrade.fr\/index.php\/passez-au-niveau-superieur\/\">Passez au niveau sup\u00e9rieur<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"\u00ab\u00a0Passez au niveau sup\u00e9rieur\u00a0\u00bb \u2014 Power-Trade\" src=\"https:\/\/www.powertrade.fr\/index.php\/passez-au-niveau-superieur\/embed\/#?secret=uHEVrixJfE#?secret=l5QXzOZxp0\" data-secret=\"l5QXzOZxp0\" width=\"600\" height=\"338\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Avertissement<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Cet article refl\u00e8te notre analyse \u00e0 la date de publication. Il ne constitue ni une recommandation personnalis\u00e9e d\u2019achat ou de vente, ni un conseil en investissement. Les investissements dans les soci\u00e9t\u00e9s mini\u00e8res sont par nature volatils et comportent un risque de perte en capital. Chaque investisseur doit effectuer ses propres recherches avant toute d\u00e9cision d\u2019investissement.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Article \u00e9crit par Patrick GUIBOUD-RIBAUD le 23 ao\u00fbt 2026<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Le 23 mai 2026, nous avions consacr\u00e9 sur la cha\u00eene Mati\u00e8re \u00e0 Profit une interview \u00e0 GoGold Resources, soci\u00e9t\u00e9 canadienne sp\u00e9cialis\u00e9e dans l&rsquo;argent et l&rsquo;or au Mexique suite \u00e0 notre participation \u00e0 la Swiss Mining Institute au Panama. \u00c0 l&rsquo;\u00e9poque, notre int\u00e9r\u00eat reposait notamment sur une configuration assez particuli\u00e8re : une soci\u00e9t\u00e9 disposant d\u00e9j\u00e0 d&rsquo;un [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5967,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"ocean_front_end_style_editor":"no","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ofc_meta_disable_footer_callout":"","ofc_meta_callout_button_url":"","ofc_meta_callout_button_txt":"","ofc_meta_callout_text":"","ofc_enable_fullscreen":"disable","ofc_fullscreen_speed":0,"ofc_fullscreen_nav":"enable","ofc_fullscreen_nav_pos":"right","ofc_fullscreen_nav_color":"","ofc_fullscreen_nav_tooltip_color":"","ofc_fullscreen_responsive":0,"osp_disable_panel":"default","osh_disable_topbar_sticky":"default","osh_disable_header_sticky":"default","osh_sticky_header_style":"default","osh_sticky_header_effect":"","osh_custom_sticky_logo":0,"osh_custom_retina_sticky_logo":0,"osh_custom_sticky_logo_height":0,"osh_background_color":"","osh_links_color":"","osh_links_hover_color":"","osh_links_active_color":"","osh_links_bg_color":"","osh_links_hover_bg_color":"","osh_links_active_bg_color":"","osh_menu_social_links_color":"","osh_menu_social_hover_links_color":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[44,49,15,45],"tags":[17,240,239],"class_list":["post-5965","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industriel","category-matieres-premieres","category-metaux-precieux","category-minieres","tag-argent","tag-gogold","tag-mines","entry","has-media"],"categories_names":["Industriel","Mati\u00e8res 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