XTOMORROW · A multi-asset, multi-jurisdiction investment platform Dallas · Albuquerque · Singapore · London · Buenos Aires Members
Operating Asset · Argentina

Farallón Negro · Peirano Block · YMAD 60-year PPP.

A sovereign-scale Andean mining platform on the Culampaja Fault belt — the same belt that produced Alumbrera (USD 62.7B realized) and hosts MARA (USD 125B+). Anchored by a 60-year exclusive public-private partnership with the Argentine state mining enterprise YMAD, endorsed by both the provincial Governor and the federal Office of the President.

54,000 ha

Peirano Block Concession

Exclusive 60-year operating rights over the full Peirano Block (Farallón Negro + Los Vizcos + Las Blendas + surrounding unexplored areas).

USD 4.3B

Farallón Negro M&I In-Situ

757,000 oz Au + 22.1M oz Ag delineated as Measured & Indicated resources in the primary vein system.

USD 40B

22 IEP Concessions Aggregate

The full IEP mineral-asset pool — gold, silver, copper, molybdenum, lithium, and rare-earth element anomalies.

USD 80–100B

Post-Belt Expansion

With policy-committed adjacent-concession transfer (Capillitas, Cerro Atajo, Filo Colorado, Nueva Esperanza), the full Argentina-side Culampaja belt.

The geology

The Culampaja Fault — Chile's Andean twin.

The Culampaja Fault System is a 31-mile-wide mineral-rich belt that extends from the Chilean Domeyko Fault (Atacama / Antofagasta) into Argentina's Catamarca Province (22°S–30°S). On the Chilean side, 101 mines produce 28% of global copper (5Mt/yr). On the Argentine side — three times the area, almost entirely unexplored.

Reference MineOperatorRealized / Potential ValueGeological Setting
La Escondida (Chile)BHP 57.5% / Rio Tinto 30%USD 260B (Cu 20Mt+)Domeyko Fault
Bajo de la AlumbreraGlencore (closed)USD 62.7B (Au-Cu)Culampaja Fault — Catamarca
MARA ProjectGlencoreUSD 125B+ (~2× Alumbrera)Culampaja Fault — Catamarca
Casale (Chile)Barrick / Newmont 50:50 JVUSD 186B (Au+Cu)Domeyko Fault
★ Peirano Block (IEP × YMAD)IEP × YMAD — 60-yr exclusiveUSD 40 – 80B+Same Culampaja Fault as Alumbrera & MARA
Operating asset — Farallón Negro

50 years of production, brownfield ready.

Farallón Negro has been in continuous operation for over 50 years, producing more than 1,000,000 oz of gold to date. The site has fully-built brownfield infrastructure (20 km permanent waterline, grid power, year-round road access, on-site airstrip, 350-bed camp, integrated processing plant). The plant is designed for 2,000 tpd but currently operates at 1,200 tpd — leaving 67% of installed capacity available for immediate ramp-up without new construction.

  • NI 43-101 work underway — 757,000 oz Au + 22.1M oz Ag M&I.
  • AISC USD 2,300/oz vs. gold at USD 3,000+ — margin USD 700-1,000/oz.
  • 15-year minimum mine life at current grade, extendable through near-mine vein development.
  • Recovery: gold 92-97%, silver 40% (Merrill-Crowe) — upgradeable to 99% via PCE retrofit.

Phase-by-Phase Value Trajectory

  • 2026 current: USD 70-120M (operating mine, no upgrade)
  • Post Phase I STO (USD 500M): USD 1.0-1.5B EV
  • Post Phase II expansion (2028): USD 3.0-4.5B EV
  • Post Phase III Index (2029): USD 5.0-8.0B EV
  • Post De-SPAC (2030): USD 8-15B EV
  • Full belt consolidation (2032+): USD 20-40B+
Sovereign backing

Endorsed by the Governor and the Office of the President.

On 28 February 2025, the YMAD Board of Directors formally resolved to declare the IEP proposal of "Industrial Interest" — a discretionary instrument that exempts the transaction from open tender and designates IEP as the sole PPP counterparty. The transaction is supported simultaneously by the Catamarca Provincial Government and the federal Office of the President under Argentina's Strategic Mining Projects program.

Catamarca Provincial Endorsement

Mining accounts for 95.6% of Catamarca's provincial exports. The Governor's office has assigned explicit policy priority to expanding mining capacity. Adjacent concession transfer (Capillitas, Cerro Atajo, Filo Colorado, Nueva Esperanza) is a policy-committed pathway.

Federal RIGI Program

Argentina's RIGI (Régimen de Incentivo para Grandes Inversiones) guarantees 30-year tax, foreign-exchange, and export stability for qualifying large-scale investments. The project is a flagship RIGI-qualifying transaction.

Free Export Repatriation

Federal policy guarantees 100% free repatriation of mining export revenues for five years — materially de-risking USD cash flows for international investors and lenders.

PCE deployment opportunity

Tailings reprocessing as a second EBITDA engine.

Beyond primary ore production, Farallón Negro holds 4.0 million tonnes of historical tailings — left unrecovered by traditional cyanidation. PCE-driven reprocessing of this material unlocks an entire second EBITDA engine, with USD 52.3M annual EBITDA in conservative scenarios.

  • PCE replaces cyanide with thiourea/glycine — 90% gold yield from refractory tailings.
  • Nanopowder output (10-60 nm) commands 25× bullion price premium.
  • Zero cyanide use; arsenic and heavy-metal remediation embedded into recovery.
  • EDMSU dry pre-concentration unlocks an additional ~1.0 g/t reserves at 99.0-99.2% extraction.

Tailings Reprocessing Economics

  • Historical tailings: 4.0M tonnes
  • PCE plant CAPEX: USD 45-60M
  • Annual EBITDA: USD 52.3M
  • 5-yr cumulative EBITDA: USD 261M+
  • ROI: 12-18 months
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