Challenger Gold's (ASX:CEL) first gold-silver doré from its Hualilán project in Argentina marked the company's transition to a gold producer from an explorer, Euroz Hartleys said in a Tuesday note.
The first pour, under a toll milling agreement with Austral Gold (ASX:AGD), produced around 200 kilograms of doré estimated to contain 500 ounces of gold and 6,000 ounces of silver from around 15,000 tonnes of ore.
The agreement provides the company with an annual guaranteed processing capacity of 150,000 tonnes and a total secured capacity of 450,000 tonnes over three years.
The Hualilán toll milling pre-feasibility study used recoveries of 84% for gold and 66% for silver at nearly 100% payability, implying revenue potential of roughly $2.7 million.
There are no changes to the modelling assumptions for the initial toll milling operations, the financial services firm said.
Euroz Hartleys reaffirmed its speculative buy recommendation and AU$0.40 price target on Challenger Gold.
Challenger Gold shares rose more than 3% in midday trade on Wednesday, while Austral Gold shares were down 4%.