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Yukon Metals is an exploration company focused on the Yukon. Bet you didn’t expect that. They hold 17 projects, but are focused on 3. In this conversation, CEO Rory Quinn and I talked about what actually moved the needle in 2025, the drilling at AZ (Cu-Au), Birch (Cu-Au skarn/porphyry indicators), and Star River (Au-Ag-Cu), why capital is being concentrated on these three out of a 17-project portfolio, how the team plans to handle assay disclosure and QA/QC, and the near-term catalysts and hard red-lines for 2026. We also touched upon permitting, community partnerships, and the cap table to better understand potential risks, dilution and runway before the next results hit later this year.

TLDR

1. 17 projects, 3 matter right now.
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   Rory made is clear that they’re now concentrating capital and time on AZ, Birch, and Star River, not playing whack-a-mole across 17 properties. AZ is ~6 km off the Alaska Highway with >2,000 m drilled in 2025 to validate a copper system. Birch is a 7,000-ha copper-gold skarn with porphyry potential. Star River is the road-accessible Au-Ag-Cu play they’re lining up with geophysics and first-pass drilling. The rest of the portfolio exists, but the valuation lives or dies on these three… for now.
2. More 2025 results are pending.
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   Birch is the only project with a released drill hole carrying “stacked scarn horizons” and “multiple intervals with over 3% copper.” Six holes were drilled at Birch with only one published so far, and “all eight holes” at Star River plus additional Birch assays are still to come. At AZ, they ran an initial 2,000 m to confirm a copper-bearing system and kept working. Waiting on assays and follow-up targeting across all three.
3. Moving from Class 1 to Class 3, year-round.
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   Rory said they’re transitioning key programs to Class 3 to “drill off” the skarn and scale work, calling permitting a year-round grind. He also emphasized First Nation engagement repeatedly. Kluane area partners on one end, Ross River Dena Council on Star River. Mr. Quinn said they’ve “never had a permit refused.”
4. Cap table reality check.
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   Just over C$66M market cap, insiders around 18%, close to 20 million warrants with an average strike around C$0.70, and just over 9 million options averaging ~C$0.50. Treasury is split roughly between cash and term deposits.
5. November-heavy newsflow.
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   Rory said that technical work will drive the tape, not storytelling. Expect more results batches (he talked about a heavier near-term news window), more structural mapping and soils to tighten vectors, and a bias to keep meters turning at AZ and Birch. “One hole can make all the difference.”

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