Morning Briefing: 1911 Gold Publish Maiden Mineral Resource for the Ogama-Rockland Deposit

Good morning and welcome back to the Mining Stock Daily morning briefing.

It's Tuesday, August 11.

Gold is essentially flat, off 0.09% at $4,387 an ounce. Silver is down 0.71% to $65.24. Copper is the outperformer this morning, up 0.74% to $6.64 a pound. The market continues to enjoy the summer lull as traders await tomorrow's inflation report. Meanwhile, the US 30 year bond yield reached 5.28% earlier this morning. That's the highest it's been since the 2007 financial crisis. 

China's refined copper producers shifted heavily toward scrap-derived feedstocks in the first half of 2026 as copper concentrate availability tightened to a degree the market hasn't seen in years. Treatment and refining charges, which are the fees miners pay smelters to process concentrate into metal, have fallen to record lows and in many cases gone negative, meaning smelters are effectively paying for the privilege of processing ore. With concentrate in short supply, Chinese smelters are substituting secondary material to keep furnaces running, a dynamic that underscores just how strained the global copper supply chain has become.

This episode of Mining Stock Daily is brought to you by…Vizsla Silver.

Vizsla Silver is advancing the Panuco Silver-Gold Project in Sinaloa, Mexico — one of the highest-grade silver development assets in the world. The company is targeting a construction decision in the second half of 2026, with first production planned for the second half of 2027. Vizsla Silver trades on the TSX Venture Exchange and on the NYSE American, both under the symbol VZLA. Learn more at vizslasilver.ca.

Here’s what you need to know today. 

Montage Gold is out with its second quarter construction update on the Koné Mine in Côte d'Ivoire, and the project is tracking ahead of schedule and on budget for a fourth quarter 2026 first gold pour from the oxide circuit. The company has logged more than 12.9 million hours worked with over 3,600 people on site, committed approximately $714.4 million. That is roughly 81% of total capital. Montage has also begun dry commissioning following grid connection. Montage also announced it is acquiring an additional 15.5% interest in the Didievi project, bringing its ownership from 80% to 95.5%, funded by a $57.7 million acquisition payment and a $75 million Macquarie loan. Montage Gold trades on the TSX as MAU and on the OTCQX as MAUTF. NEWS RELEASE

Collective Mining is marking a milestone today as shares begin trading on the Nasdaq Global Select Market, following the company's transfer from the NYSE American — the last day of trading on NYSE American was yesterday, and the ticker symbol CNL remains unchanged. The company trades on both the Nasdaq and the TSX under the symbol CNL. NEWS RELEASE

1911 Gold has released a maiden Mineral Resource Estimate for its Ogama-Rockland deposit in the Rice Lake greenstone belt of Manitoba, approximately 45 kilometres from the company's True North Complex. The Inferred resource stands at 3,314,000 tonnes at 6.68 grams per tonne gold for 712,000 ounces, with mineralization traced over 1,500 metres of strike length to depths exceeding 600 metres. Follow-up drilling is planned for Q4 2026. The company trades on the TSX Venture Exchange as AUMB and on the OTCQX as AUMBF. NEWS RELEASE

Andina Copper is reporting a new intercept from its Cobrasco Porphyry target in Chocó, Colombia, with drill hole CDH010 returning 504 metres at 0.48% copper from 36 metres depth, including 264 metres at 0.63% copper and high-grade sections of 60 metres at 0.74% copper and 20 metres at 1.18% copper. The mineralized footprint now measures roughly 1,200 metres by 550 to 700 metres and remains open in all directions. Andina Copper trades on the TSX Venture Exchange as ANDC and on the OTCQB as PMMCF. NEWS RELEASE

Meridian Mining has released new drilling results from the Santa Helena VMS target, located 10 kilometres from its Cabaçal copper-gold project in Mato Grosso, Brazil, with drill hole CD-878 returning 11.3 metres at 0.8 grams per tonne gold, 0.2% copper, 17.6 grams per tonne silver, 3.4% zinc, and 0.6% lead from 199.8 metres. A Definitive Feasibility Study on Cabaçal is approaching completion. Meridian Mining trades on the TSX as MNO and on the OTCQX as MRRDF. NEWS RELEASE

Kingfisher Metals has provided an update on its active 2026 drill campaign at the HWY 37 and Forrest Kerr properties in BC's Golden Triangle. Three drills are turning with more than 4,500 metres completed across seven holes to date. Visual highlights include drill hole HW-25-015, which intersected 8.35 metres of massive sulfide vein carrying sphalerite, pyrite, chalcopyrite, and galena. Assays are pending. This is the first field season following Barrick Mining's strategic investment, which closed in July 2026; Kingfisher Metals trades on the TSX Venture Exchange as KFR and on the OTCQB as KGFMF. NEWS RELEASE

Alaska Silver announced a C$7.6 million PIPE financing at $0.55 per unit to expand its 2026 drill program at the Illinois Creek project in western Alaska from 6,000 metres to 9,000 metres. Crescat Capital, which holds approximately 13.8% of the company, will participate in the raise. Drillers are currently running about 25% ahead of schedule. Alaska Silver trades on the TSX Venture Exchange as WAM and on the OTCQX as WAMFF. NEWS RELEASE

And Aldebaran Resources has completed the spin-out of Centauri Minerals, the newly formed company that will advance the Rio Grande gold-copper project in Salta, Argentina, after shareholders approved the transaction on August 7th and the final court order was received. Aldebaran shareholders will receive one Centauri share for every ten Aldebaran shares held, and Centauri closed a $25 million financing on July 23rd to fund its initial work programs. Aldebaran Resources trades on the TSX Venture Exchange as ALDE and on the OTCQB as ADBRF. NEWS RELEASE

Pirate Gold has appointed Dr. Rael Lipson as Strategic Advisor.Dr. Lipson previously served as Chief Geologist for Gold Fields Exploration Inc., evaluating gold and copper-gold assets worldwide. (TSXV: YARR) (OTCQB: YARRF) NEWS RELEASE

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That's it for today everyone. Have a great day. Stay safe.