Blue Gold Limited Stock Price, News & Analysis

Blue Gold (NASDAQ:BGL) signed a strategic Letter of Intent with Trust Stamp (NASDAQ:IDAI) on December 22, 2025 to develop a biometric, passwordless "Wallet-of-Wallets" for holders of Blue Gold Standard Gold Coins (SGC).

Each SGC represents 1 gram of physical gold stored in Brink's vaults under a Wyoming digital asset statutory trust. Blue Gold said it has secured access to up to one million ounces of physical gold to support initial SGC issuance. The LOI covers Trust Stamp's tokenized biometric authentication, non-custodial passwordless access, multi-device design, shard-based helper data, and governance/recovery features. Definitive agreements and commercialization are subject to negotiation and expected early in 2026.

Blue Gold Limited (Nasdaq: BGL) announced an updated independent analyst price target of up to $20 per share on Dec. 19, 2025.

The revised valuation cites rising institutional interest in gold-backed financial solutions, Blue Gold’s vertically integrated model (acquisition, refinement, certification, digital representation), and 2025 improvements to systems and metal verification procedures. Analysts linked the company’s combined physical-asset security and digital infrastructure to potential long-term upside amid steady global gold demand.

Blue Gold (NASDAQ:BGL) issued a notice to disregard a prior news release dated Dec. 18, 2025, titled "Updated Analyst Price Target of Up to $22" distributed over GlobeNewswire.

The company advised journalists and readers that the Dec. 18 release should be ignored; no new financial data, guidance, or transactions were provided in the notice.

Blue Gold Limited (Nasdaq: BGL) announced an updated independent analyst price target of up to $22 per share on Dec 18, 2025. The revision reflects rising institutional interest in gold-backed financial solutions and hybrid commodity–digital models.

Blue Gold operates a vertically integrated model that covers acquisition, refinement, certification, and digital representation of physical gold. Analysts cited the company’s 2025 initiatives to strengthen internal systems and metal verification as supportive of the revised valuation, while noting several implementation phases remain in progress. The report also cited steady global demand for gold and increased adoption of digital tools in commodities as drivers of the assessment.

Blue Gold (Nasdaq: BGL) published the White Paper for the Standard Gold Coin (SGC) – Institutional Edition on December 17, 2025.

The document describes SGC as a non-investment digital commodity instrument with value tied to underlying physical gold and details design, governance, custody framework, reserve management, segregation of assets, bankruptcy remoteness, and compliance controls. It also outlines technological architecture including smart contract design, security measures, and on-chain/off-chain verification. The White Paper is targeted at professional and institutional audiences — custodians, exchanges, financial institutions, and regulators — and is publicly available via Blue Gold's official channels.

Blue Gold (Nasdaq: BGL) announced completion of a comprehensive smart contract audit by Nethermind on Dec 9, 2025 ahead of the public launch of its Standard Gold Coin (SGC) on Base. The audit reviewed SGC smart contracts and Base-deployed infrastructure, including minting/redemption, reserves logic, upgradeability, and pause controls.

Nethermind reported no critical or high-severity vulnerabilities outstanding. Blue Gold will publish the full audit summary and technical documentation on its website and governance hub to support transparency and regulatory alignment.

Blue Gold (Nasdaq: BGL) announced the appointment of Rob Simpson as Director of Risk and Digital Operations effective Dec 4, 2025. Simpson joins from Bolt, where he served as Head of Risk and Payments and contributed to risk, payments infrastructure, and operational scaling during Bolt's growth to an $11B valuation.

At Blue Gold, Simpson will lead enterprise risk framework development, digital operations including blockchain and tokenization strategies, scalable governance and compliance for digital-asset operations, and support exploration of a gold-backed digital token.

Blue Gold (Nasdaq: BGL) announced that Zacks Small-Cap Research initiated independent equity research coverage on Dec. 3, 2025, assigning a price target of $20.00. The report describes Blue Gold as a vertically integrated gold fintech and technology company. The full Zacks report is available on the Zacks website. This initiation provides a new third-party analyst valuation and broader institutional visibility for shareholders and the market.

Blue Gold (Nasdaq: BGL) announced a $15 million gold trading facility with DL Hudson Dunes on December 3, 2025 to begin proprietary gold trading and expand its tokenisation business. The facility targets 2–3 trades per month with expected net profit margins of 1%–5% per trade and gives capacity to complete $30M–$45M of trades monthly.

The company reiterated a 1m oz supply agreement (Dec 2, 2025) that it says supports creating $4.2bn of tokens at current gold prices. Token fees include up to 3% on creation and ongoing 0.02% transaction fees; a fintech wallet is targeted for Q3 2026.