U.S. Gold Corp. Seeks London Capital for American Metals

LONDON, UK – December 01, 2025 – This week, the center of the junior mining universe shifts from the resource-rich terrains of North America to the financial heart of London. U.S. Gold Corp. (Nasdaq: USAU), a company with its assets firmly planted in American soil, is making a significant transatlantic journey to participate in the Mines & Money @ Resourcing Tomorrow conference. The move is far more than a routine investor relations trip; it represents a calculated push to capture the attention of a global capital market at a pivotal moment for both the company and the metals sector.

As President & CEO George Bee prepares his corporate presentation, the stakes are high. The company is not just selling shares; it is selling a vision of a de-risked, U.S.-based gold and copper supply chain at a time when geopolitical instability and the green energy transition have made resource security a paramount concern for Western economies. For a junior miner on the cusp of a major development decision, connecting with the institutional funds, private equity, and family offices that flock to this premier European event could be the final catalyst needed to move from exploration to production.

The Strategic Pitch in a Global Arena

The Mines & Money @ Resourcing Tomorrow conference is not just any industry gathering. It stands as Europe's largest mining investment event, a crucible where capital allocators meet project developers. For a company like U.S. Gold Corp., with a market capitalization hovering around $250 million, gaining access to this ecosystem is a strategic imperative. The event provides a platform to tell a story that might otherwise be lost in the noise of larger domestic markets, directly reaching an audience specifically seeking opportunities in the resource sector.

The timing, just weeks after the global COP30 climate summit, adds another layer of significance. The conference is buzzing with discussions on critical minerals, sustainable supply chains, and the technological demands of AI and electrification. U.S. Gold Corp.'s portfolio, particularly its dual exposure to gold and copper, positions it squarely within these crucial conversations. The one-on-one meetings scheduled in the background of the formal presentations are where the real work gets done, allowing for deep dives into geology, feasibility studies, and financing structures away from the public glare.

Wyoming's Crown Jewel Nears the Finish Line

The centerpiece of U.S. Gold Corp.'s pitch is undoubtedly the CK Gold Project in southeast Wyoming. This is not a speculative, early-stage venture. It is an advanced, well-defined asset moving “full steam ahead” toward a Definitive Feasibility Study (DFS), the final technical milestone before a construction decision. This advanced stage is the company's primary leverage with investors. The project’s Preliminary Feasibility Study (PFS) already outlines robust economics, projecting an annual output of over 110,000 gold-equivalent ounces with an attractive pre-tax Internal Rate of Return (IRR) of 36% and All-In Sustaining Costs (AISC) of just $937 per ounce, based on a $2,100 gold price.

However, that calculation now looks conservative. With gold prices recently testing the $4,080 level, the project's potential profitability has expanded dramatically, a point that will not be lost on the financially astute audience in London. More importantly, the company has systematically de-risked the project on the ground. Recent strategic acquisitions have secured critical surface rights and water access, while a long-term power agreement with Black Hills Energy is already in place. With key state permits approved and initial site work underway, the project has cleared many of the hurdles that often delay or derail mining developments in Western jurisdictions. With financing decisions for the project expected before the end of the year, the timing of this London roadshow is impeccable.

A Portfolio Built for Growth and Discovery

While the near-term focus is on bringing CK Gold into production, the company's broader portfolio offers investors exposure to significant long-term upside. Chief among these assets is the Keystone exploration property located on Nevada's prolific Cortez Gold Trend. This is elephant country for gold mining, a region that has yielded over 245 million ounces and hosts world-class deposits operated by giants like Barrick Gold.

U.S. Gold Corp. has painstakingly consolidated a district-scale land package at Keystone, a feat that took 25 years. The project exhibits geological hallmarks and a massive arsenic anomaly characteristic of the region’s major Carlin-type systems, suggesting the potential for a transformative discovery. While advancing Keystone will require substantial new capital, it represents the kind of high-reward exploration play that can attract a different class of investor—one with an appetite for the outsized returns a major discovery can deliver. The portfolio is further rounded out by the Challis Gold Project in Idaho, providing additional jurisdictional diversification in another state known for its mining-friendly stance.

Riding Favorable Macroeconomic Tides

U.S. Gold Corp.'s London venture is buoyed by powerful macroeconomic tailwinds. The surge in gold prices provides a straightforward boost to project economics, but the story for copper is arguably even more compelling from a long-term industrial perspective. Analysts are forecasting what some call a “psychedelic” surge in copper demand, driven by the exponential growth of electric vehicles, renewable energy infrastructure, and the data centers powering the AI revolution. An average EV requires several times more copper than a conventional car, and demand is projected to soar as the energy transition accelerates.

This demand surge is colliding with a looming supply deficit. The industry has been underinvesting in new copper mines for years, creating a structural gap that will be difficult to close. This dynamic elevates the strategic value of projects like CK Gold, which can contribute new supply from a stable, domestic U.S. source. For investors and policymakers increasingly wary of relying on volatile or adversarial nations for critical materials, the appeal of a fully permitted, U.S.-based asset is undeniable. The company's stock performance, up over 118% in the past year, reflects a growing market awareness of this unique positioning, even as the broader junior resource sector remains under pressure.

The meetings and presentations in London this week will test the depth of international investor appetite for this American story. Success here could unlock the final funding tranche for the CK Gold project, transforming U.S. Gold Corp. from an explorer into a producer and marking a small but meaningful step in the broader quest for a secure domestic supply of critical metals.