U.S. Gold Corp. (USAU) Lytham Partners 2026 Industrials & Basic Materials Summit summary

Executive background and project overview

• Executive chairman has over 26 years in mining and finance, with a track record of building successful companies.

• The company holds a fully permitted, development-ready gold, copper, and silver project in Wyoming.

• The CK Gold project features a 1.7 million ounce reserve and is shovel-ready.

• Recent definitive feasibility study completed, drawing analyst and peer interest.

Gold market and macroeconomic insights

• Geopolitics and concerns over the fiat currency system are major drivers of gold demand.

• Central bank and private wealth accumulation of gold is increasing due to distrust in currencies.

• Safe mining jurisdictions are increasingly valued, but permitting remains a challenge even in stable countries.

Project de-risking and operational advantages

• All major permitting risks have been addressed, with permits uncontestable under Wyoming law.

• Community engagement and transparency were prioritized, including a dedicated website and town halls.

• The project benefits from proximity to an experienced workforce and infrastructure in Cheyenne.