Koza Gold · Economic scale · Reference price $4,400/oz

The Economic Scale Transferred to Trustee Management in 2015

A graphic account of the gold resources, reserves, production capacity and cost discipline disclosed before the 2015 trustee appointment — expressed at a rounded reference gold price of US$4,400 per ounce as at 4 September 2026.

Reference date 4 September 2026 Reference price $4,400 / oz Source basis pre-2015 disclosures & later company reports

Headline figure

Before the trustee appointment, disclosed total gold resources stood at 13.40 million ounces. At the $4,400/oz reference price, the theoretical gross metal equivalent of that resource inventory is approximately $58.96 billion.

Pre-trustee total gold resources · 2014

13.40m oz≈ $58.96 billion

Theoretical gross metal equivalent at $4,400 per ounce. This is not a company valuation.

Latest disclosed resources

9.066m oz ≈ $39.89bn

Theoretical gross metal equivalent

Resource reduction

−4.334m oz ≈ $19.07bn

Proportional decline 32.3%

Pre-trustee reserves

4.20m oz ≈ $18.48bn

Latest disclosed reserves 2.551m oz ≈ $11.22bn

Correct reading: the theoretical gross metal equivalent of the 13.40 million ounces of total gold resources disclosed before the trustee appointment, calculated at a reference price of $4,400/oz, is approximately $58.96 billion. It is not “Koza Gold’s company value”, market capitalisation, or a definitive 2015 valuation.

Resources and reserves

Two comparison charts show how disclosed total gold resources and gold reserves moved from the pre-trustee 2014 position to the latest disclosed figures, with each ounce also expressed at the $4,400 reference price.

Total gold resources

Decline 32.3%
2014 / pre-trustee
13.40 million ozTheoretical gross metal ≈ $58.96 billion
Latest disclosed
9.066 million ozTheoretical gross metal ≈ $39.89 billion
Reduction
−4.334 million ozTheoretical gross metal ≈ $19.07 billion

Gold reserves

Decline 39.3%
2014 / pre-trustee
4.20 million ozTheoretical gross metal ≈ $18.48 billion
Latest disclosed
2.551 million ozTheoretical gross metal ≈ $11.22 billion
Reduction
−1.649 million ozTheoretical gross metal ≈ $7.26 billion

Annual production capacity and cost discipline

The 2014 operating structure combined high annual output with a cash cost of $440/oz. By 2025, disclosed production and unit cash cost presented a materially weaker profile when read against the same $4,400 reference price.

Pre-trustee structure · 2014

316,510 oz

Cash cost$440 / oz
Theoretical annual gross metal sales≈ $1.393 billion
Total production cash cost≈ $139.3 million
Simple price–cash-cost contribution≈ $1.253 billion

Reported outcome · 2025

118,356 oz

Cash cost$2,334 / oz
Theoretical annual gross metal sales≈ $520.8 million
Total production cash cost≈ $276.2 million
Simple price–cash-cost contribution≈ $244.5 million

2014 simple contribution indicator

$1.253bn

Annual output × ($4,400 − $440 cash cost)

2025 simple contribution indicator

$244.5m

Annual output × ($4,400 − $2,334 cash cost)

Gap ≈ $1.009 billion

The 2014 structure’s simple contribution indicator is approximately 5.1 times higher than the 2025 outcome under the same reference price.

These contribution figures are a transparent arithmetic illustration using disclosed production and cash-cost figures against a single reference price. They are not forecasts, EBITDA, free cash flow or net present value.

Important notice

Comparative source narrative: akinipek.info — Koza Gold before and after 2015