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See 21 May RNS - Framework agreement with local partners Kuboc. They have a short list of joint projects, where they are spending up to $70000 evaluating. I would think that this is what this is about. Imho.

A giveaway for the execution of a deal, I strongly think. Something specific and large in the offing, may well be in connection with the recent partnership deal with their contract miner in Peru.

The leadership here is solid, sound and savvy. This imho is good news.

Nativo Resources Strengthens Finances and Expands Peruvian Gold Operations (NTVO)

Fiona Craig

Mon, 1 June 2026 at 8:28 am BST 2 min read

Nativo Resources (LSE:NTVO) has reported its final results for 2025, outlining significant progress in its transformation into a Peru-focused gold mining and processing company. The group continued to build its operational platform during the year, positioning itself for near-term production growth centred on the Tesoro Gold Concession.

Key developments included the consolidation of ownership in Boku Resources, the acquisition of the Morrocota Gold Mine, and further progress at both the Bonanza mine and the La Patona processing facility. The company also secured an option agreement over the Toma La Mano tailings project, adding another potential source of future production and supporting its broader growth strategy.

Balance Sheet Restructuring Reduces Near-Term Financial Pressure

A major focus during the year was the strengthening of the company’s financial position. Nativo undertook a significant balance sheet restructuring that reduced immediate debt pressures through the renegotiation of its Spartan loan facility and obligations linked to a €10 million bond.

In addition, the company raised approximately £3 million and secured financing arrangements with Yorkville Advisors, providing greater flexibility as it advances its operational objectives. Management believes these measures have improved liquidity and created a more stable platform from which to execute its development plans.

Operational Progress Continues After Year-End

Following the reporting period, Nativo resumed underground activities at the Bonanza mine and announced encouraging results from sampling programmes. The company also established a JORC-compliant exploration target covering several key vein systems within its project portfolio.

Further strengthening its growth ambitions, Nativo entered into a partnership with Kuboc aimed at identifying and securing additional precious metals opportunities in Peru. The agreement is intended to broaden the company’s project pipeline while leveraging local expertise and industry connections.

Outlook Supported by Growth Plans Despite Financial Challenges

While operational momentum has improved, Nativo’s outlook remains constrained by weak financial metrics. The company continues to report losses, negative equity and ongoing cash outflows, while leverage levels remain elevated relative to its asset base.

Https://uk.finance.yahoo.com/news/nativo-resources-strengthens-finances-expands-072818535.html

Good, strong, sound leadership of NTVO. I am very pleased with progress to date and with what has been achieved.

Near term gold production and GOPP, the framework is solidly in place, as is the groundwork.

Operational update I think will follow soon.

Let's not forget. This is a mis-priced mining company. It will remain mis-priced only until one day it suddenly isn't!

Now's the time to buy, not as everybody else has been or is piling in .......

Imho

Thank you Iceman for posting that new X update. It says at base of photo that 38 tonnes of rock have now been bagged and stockpiled.

That was pretty quick and looking forward to the analysis and potential processing at this second mine, by the looks of it.

I think this is a 24 hour a day operation, not just 9 to 5.

This is most interesting. Does this mean that NTVO are now moving on to the Tesoro concession in addition to the Bonanza mine, with surface sampling starting here? That is my 'take' - this being 'Mine 2' out of say 4-5 mines that they talked about? So, a different area. But of course they could easily do the two - or more - simultaneously. This is a very fine development and they already have the geological mapping data in order to sample in the correct location. Just shows the quality of the leadership here.

In my opinion - this RNS is absolutely massive!

Simple as that!

I think we'll have an operational update very soon, on the back of this

More own gold, start of sales and development of GOPP plant to fruition. These guys are working very hard and know exactly what they're doing. I agree too that Tailings are still on the agenda: they appointed someone many months ago to obtain further sources, of which there are many.

The game plan is coming together here really well. NTVO are superb at communication. I am delighted to be invested here.

Zeus View:

"The definition of an Exploration Target represents a meaningful step forward for Tesoro, translating early-stage geological work into a structured estimate of potential scale. While inherently conceptual, it provides a clear foundation for potential future resource delineation.

Of the veins considered in the Exploration Target, the Tesoro vein appears most prospective in terms of both scale and grade potential, and we expect it to be the primary focus of ongoing work."

My View: I am a retired plant scientist and I greatly respect the truly scientific and methodical approach of NTVO in moving effectively toward the best SUSTAINABLE outcome in terms of maximum number of ounces of gold per day: where are the best assay results measured as amount of gold per tonne, and how to obtain the maximum number of tonnes per day: per mine and also fairly soon in the number of mines. Plus also of course the GOPP plant, and how to maximise the amount of gold produced by NTVO itself and third parties. All this equates to the maximum profitability for the company short, medium and long-term.

Great stuff, and great credit to all involved. Thank you, NTVO leadership, and also for keeping us as updated as possible, in a way that I don't think I have ever experienced as well before.

Https://x.com/nativoresources/status/2055204232840593837?s=20

An excellent video posted by NTVO last night, after market close. I am unable to post it right now, maybe someone could do so.

There's already a shortage of shares available here by the looks of it.

You may be right there, maidit. I do think that you have a point. Good though to have the news anyway, which is great for investors- and we were the 4th highest riser on the UK stock market yesterday. Like Fergal and others, expecting lots more good news here short term. A great company to invest in, and NTVO have done a great job of owning 100% of what they have.

My apologies, the 700 million gkp would refer to the extractable value, not the in- ground value. So, my previous valuation was incorrect. What we can say is that 1) the valuation for NTVO is far greater than it is right now and 2) my maths leaves a little to be desired. My apologies once again.

An in-ground gold valuation of 200,000 ounces of gold (the higher end for this maiden resource) is USD $930 million, or just under £700 million GBP. But NTVO right now only has a market value of £3 million!!

I have put this at the higher end as the previous explorers estimated that the amount of gold in the ground was far greater than this.

Just my thoughts and look at the huge discrepancy. This is about to be seriously related, surely!

Fergal, I entirely agree that there is further great news shortly to come. They have here a great gold resource estimate that confirms previous explorations by others. But about to restart gold production, then GOPP shortly.

We are about to be completely re-rated, that's for sure. This is to keep, not to trade, imho.

NTVO own 100%.

Hitou, yes I agree with you entirely. 1p for starters, but quickly and dramatically going much higher than that, short term.

No news now really is good news for the company.

I like the fact that it's been quiet recently. Indicates to me that all is moving forward well. They have the money to press forward with their own gold mining and with the GOPP. Now we're in May we will I think have an operations update in due course. No news is good news in my opinion.

Hi Fergal,

Thank you for your posts. I entirely agree with your comments. Not least, that no very recent X comments and update quite soon. That's my take anyway. I've just realised that the start of May is later this week. I wouldn't be at all surprised if we are very close to kick-off. I suspect that we will start selling the gold sometime in May. The contract company are certainly pressing on as fast as possible, and we know that there is a massive amount of gold there - plus gopp coming through relatively soon, esp now the company has a lot of money for setting things up.