I-80 GOLD CORP.
In the published model solve dated 2026-Q2, anchored at $1.25, I-80 GOLD CORP. (IAUX) is priced for today's economics sustained for ~19.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• i-80 Gold is a Nevada development-stage miner, not yet a real producer, assembling a hub-and-spoke plan around refurbishing the Lone Tree autoclave to process ore from Granite Creek, Archimedes, and Cove. • The decisive fact is timing: meaningful Phase 1 production of 150,000 to 200,000 ounces a year is not expected until 2028 to 2029, while the company burns cash today, so the stock is a bet on a build-out that is years from cash flow. • Watch the ramp milestones: first gold production is sch
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186 institutional managers reported holding IAUX in 13F filings for the quarter ended 2026-03-31. Together they hold about 44% of the company; the top 10 hold 30%. 48 opened new positions that quarter. Held by Vanguard Group, Millennium Management, BlackRock, among others. On the short side, 73.6M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (7.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at IAUX over the trailing three years: 2025: 11 buys totaling $540k; 2026: 3 buys totaling $1.45M. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
IAUX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-08-14 | +10.3% | +71.9% |
| 2025-11-13 | +4.1% | +52.0% |
| 2026-02-20 | -2.1% | -16.2% |
| 2026-05-13 | -1.6% | pending |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IAUX's latest 8-K filings: 2026-07-30 (items 7.01, 9.01); 2026-07-01 (items 7.01, 9.01); 2026-06-26 (items 8.01, 9.01); 2026-06-24 (items 5.07, 7.01, 9.01); 2026-05-15 (items 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.