Facts vs Noise: What has already been delivered.....30 Jan 2026 10:32
Sometimes, with everything happening at once, it’s easy to become short-sighted about progress. That’s why it’s worth stepping back and looking at what has actually been delivered — not promised — over the last two months:
🔥 Experienced mining contractor formally appointed. Kuboc is already operating two mines in Peru and is authorised by MINEM — this is not a trial outfit.
🔥 Mobilisation confirmed and imminent. An initial 25-person mining team mobilising immediately, expanding to ~32 on site including explosives specialists, logistics, security and catering.
🔥 Mining restart scheduled for February. Not vague wording. The RNS explicitly states mining is expected to commence next month, with first sales targeted this quarter.
🔥 Economic grades already identified for initial mining. Operations will target 5–25 g/t gold zones, consistent with (and higher than) previously reported surface and underground results.
🔥Mine plan complete and adaptive. Production will ramp methodically, with the plan evolving alongside mining in consultation with NTVO geologists — exactly how narrow-vein mines should be run.
🔥 Specialist explosives solution secured. Industrial pyrotechnics designed specifically for narrow veins, reducing dilution, vibration and collapse risk — this materially lowers operational risk.
🔥 Infrastructure and logistics already mobilised. Camp upgrades, accommodation, sanitation, food and logistics are already on site — this removes one of the most common restart bottlenecks.
🔥 Clear scale-up pathway defined. Initial production is deliberately conservative, with a stated objective to materially increase throughput after the first few months.
This is not “talking about mining”. This is mining execution. We’ve moved decisively from: preparation → contractor engagement → mobilisation → imminent production!!! 🔥🔥🔥. That transition is where risk drops and value starts to unlock.
Anyone still arguing that “mining won’t happen” is now arguing against "signed contracts" , "mobilised teams", "confirmed timelines" and "on-site operations". 🔥
For me, this is exactly why confidence is building and why the market has started to re-price NTVO. The groundwork has been done and delivery is now underway. dyor!!!