REG - Bluebird Mining Vnt. - July 2026 Operational Update

RNS Number : 9354P Bluebird Mining Ventures Ltd 10 August 2026  10 August 2026Bluebird Mining Ventures Ltd("BMV" or the "Company")July 2026 Operational UpdateBluebird Mining Ventures Ltd , the gold streaming, mining and treasury company, provides the following operational update for July 2026.During the month, the Company continued to focus on the development of its streaming business and the disciplined management of its treasury.StreamingThe Company's initial Bitcoin streaming investment completed its first full month of operation following commencement of production on 22 June 2026, generating recurring revenue throughout July and performing in line with management expectations.Building on this initial deployment, BMV continues to develop its zero-upfront-capital streaming model, under which counterparties can access the productive assets and infrastructure required to generate Bitcoin without funding the associated capital expenditure upfront. The Company intends to demonstrate and refine this model through its existing streaming activities before considering broader deployment.In parallel, the Company continues to develop its structured gold streaming product, designed to provide gold producers with flexible, non-dilutive capital in exchange for an agreed participation in future production. During July, BMV continued discussions with prospective commercial counterparties and progressed the operational framework required to support the product, including refining, custody, legal and compliance arrangements.The Company's objective is to develop scalable streaming products across Bitcoin and gold that can generate recurring revenues for BMV. The model is designed to build the Company's balance sheet through the accumulation of Bitcoin and gold by providing value-added services, including transaction structuring and access to digital asset payment infrastructure, rather than deploying capital, enabling BMV to acquire streaming interests on a zero-capital expenditure basis.TreasuryThe Company continued to manage its treasury conservatively during July while evaluating opportunities to improve long-term returns.A limited testing programme across selected decentralised finance protocols also continued using small treasury allocations. These activities remain exploratory and are not currently considered a material operating business.Net Asset ValueAt 31 July 2026, total NAV was US$1,176,325 (30 June 2026: USD$1,142,682), comprising US$449,059 of streaming NAV and US$727,266 of treasury NAV.Net Asset Value Summary (31 July 2026)NAV Summary expressed in USD, Gold (Ounces), Bitcoin and on a per share basis.Expressed in United States Dollars (USD)USDPer Ten Million SharesMoM (%)YTD (%)Total Streaming NAV449,05915720%Total Treasury NAV727,26625465%Total NAV1,176,32541173%786%Expressed in Gold (Ounces)Gold (Oz)Per Ten Million SharesMoM (%)YTD (%)Total Streaming NAV1110.389-1%Total Treasury NAV1800.6294%Total NAV2911.0182%849%Expressed in Bitcoin (BTC)​BTCPer Ten Million SharesMoM (%)YTD (%)Total Streaming NAV70.025-7%Total Treasury NAV120.041-2%Total NAV190.066-4%1169%NAV BreakdownUSD% AllocationSTREAMINGTexas Stream*131,49011.2%Cascadia Stream*317,56927.0%Total Streaming449,05938.2%TREASURYPhysical Gold (Monetary Metals)28,0942.4%Bitcoin (BTC)338,74528.8%Tether Gold (XAUT)360,42630.6%Total Treasury727,26661.8%Total NAV1,176,325100.0%Notes:1. Total Shares Outstanding : 2,857,000,8042. *These are physical miners in inventory.3. MoM (%) and YTD (%) figures represent growth on a per share basis.OutlookThe Company's near-term focus remains straightforward: grow its existing streaming revenues, progress the development of its Bitcoin and gold structured streaming products, maintain disciplined treasury management and convert its commercial pipeline into revenue-generating transactions.Sath Ganesarajah, Chief Executive Officer, commented:"July was a month of continued execution. Our first Bitcoin streaming investment completed its first full month of operation and we continued to progress the development of our structured streaming products across Bitcoin and gold."Our focus is increasingly on developing repeatable, capital-efficient products that can provide our counterparties with access to productive assets or capital without significant upfront investment, while creating recurring streaming revenues for BMV."August is traditionally a quieter period for the market, and our focus remains on execution. We look forward to providing further updates as these initiatives reach material commercial milestones."For further information, please contact;Bluebird Mining Ventures LtdSath Ganesarajah, Chief Executive Officerc/o +44 (0)20 4582 3500Yellow Jersey PRCharles Goodwin / Annabelle Wills+44 (0)20 3004 9512Investor questions on this announcementWe encourage all investors to share questions on this announcement via our investor hub: https://bmvbtc.com/link/yan2jeAbout Bluebird Mining Ventures LtdBluebird Mining Ventures Ltd is a gold streaming, mining and treasury company focused on building long-term shareholder value through disciplined capital allocation into scarce real-world assets.The Company applies a capital-light streaming and royalty model across opportunities in metals, energy and treasury management, seeking to generate recurring cash flows while maintaining a strong focus on balance sheet discipline and long-term net asset value growth.Drawing on its heritage in precious metals, BMV aims to develop scalable investment platforms that provide exposure to scarce assets without the operational risks associated with direct ownership or operation.For more information, please visit www.bmvbtc.com.This information is provided by RNS, the news service of the London Stock Exchange. 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