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8-K ·Filed Oct 5, 2026

NG

NOVAGOLD RESOURCES INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed27d 19h ago SEC0001104659-26-113739
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

This is a routine filing of historical documents with no new information. Monitor NOVAGOLD's future filings for updates on Donlin Gold project permitting, financing, or construction timeline.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled: T+5d ⚠ clustered
NG ▲ +0.15% at T+5d
NEUTRAL call +0.15% · α vs SPY +0.29% · entry $6.62 → $6.63
Next anchor: T+20d due 4h ago
Latest observation: T+17 -7.75% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-3.93%
call -3.93% · α -3.69%
$6.36
settled 27d ago
T+5d
+0.15%
call +0.15% · α +0.29%
$6.63
settled 21d ago
T+20d
Pending
due 4h ago
T+60d
Pending
in 8w

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Executive Summary

NOVAGOLD Resources Inc. filed an 8-K attaching three historical agreements related to the Donlin Gold project in Alaska: (1) a 2012 surface lease and mining lease assignment with the Lyman family for placer mining rights, (2) a 2014 revised and restated surface use agreement with The Kuskokwim Corporation (TKC) for surface access, and (3) the restated exploration and lode mining lease with Calista Corporation. These are legacy documents filed for reference purposes; no new material corporate event, financial data, or operational update is reported.

Key Facts

  • Filing attaches three historical agreements: 2012 Lyman surface lease/assignment, 2014 TKC surface use agreement, and restated Calista lode mining lease (effective 1995, restated 2011).
  • No new financial figures, operational updates, or material corporate events are reported in this 8-K.
  • The Donlin Gold project is a 50/50 joint venture between Barrick Gold U.S. Inc. and NovaGold Resources Alaska, Inc. (NOVAGOLD's subsidiary).
  • The agreements govern surface access, mining rights, royalties, and reclamation obligations for the Donlin Gold project in Alaska.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • No new risks identified from this filing.

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-113739
Document: tm2625949d2_ex10-3.htm0001104659-26-113739
Document: tm2625949d2_ex10-1.htm0001104659-26-113739
30 reports for NG
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 8 of 11 best @ T+20▲ +50.09%Jul 31, 2026
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Oct 30, 2026
3d ago
SC 13G/A
NEUTRAL ★ 2/10
$5.95awaiting T+60awaiting T+60$5.99 (+0.67%)
Oct 27, 2026
5d ago
DEFA14A
NEUTRAL ★ 3/10
$6.26awaiting T+60awaiting T+60$5.99 (−4.31%)
Oct 23, 2026
9d ago
DEFA14A
NEUTRAL ★ 4/10
$5.98awaiting T+60awaiting T+60$5.99 (+0.17%)
Oct 23, 2026
9d ago
8-K
NEUTRAL ★ 4/10
$5.98awaiting T+60awaiting T+60$5.99 (+0.17%)
Oct 21, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$6.24awaiting T+60awaiting T+60$5.99 (−4.01%)
Oct 15, 2026
17d ago
DEFA14A
NEUTRAL ★ 3/10
$6.60awaiting T+60awaiting T+60$5.99 (−9.24%)
Oct 12, 2026
21d ago
Institutional Cluster
NEUTRAL ★ 3/10
$6.73awaiting T+60awaiting T+60$5.99 (−11.00%)
Oct 8, 2026
25d ago
DEFA14A
BULLISH ★ 6/10
$6.28awaiting T+60awaiting T+60$5.99 (−4.62%)
Oct 8, 2026
25d ago
DEFA14A
BULLISH ★ 7/10
$6.28awaiting T+60awaiting T+60$5.99 (−4.62%)
Oct 8, 2026
25d ago
8-K
NEUTRAL ★ 5/10
$6.28awaiting T+60awaiting T+60$5.99 (−4.62%)
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Report published Oct 5, 2026