Mining Stock Monkey VIP Bulletin #75 June 18, 2025 The 2-year saga between the Malian government and Barrick has escalated once again as Mali has taken the drastic step to operate Barrick's large Loulo-Gounkoto gold mine in Mali "for 6 months". This comes very close to looking like an expropriation of the mine. I wouldn't be surprised to see them keep extending this "temporary" action. While we don't own Barrick in our portfolio, I'd like to address how this may effect B2Gold who operates...
10 days ago • 4 min read
Mining Stock Monkey VIP Bulletin #74 June 13, 2025 In this bulletin I have some portfolio updates to share with you, particularly from Equinox Gold and EMX Royalty. Also, I think it's a good time to sell one of our positions. All figures are in US Dollars unless specified otherwise. EMX Royalty In a recent newsletter I shared that EMX announced the sale of their Fennoscandian assets to First Nordic Metals but I wasn't sure what I thought about the transaction. I chatted with CEO Dave Cole for...
15 days ago • 3 min read
Mining Stock Monkey VIP Bulletin #73 June 9, 2025 If you're a shareholder of Orogen royalties, your broker should have sent you the voting materials for the Orogen / Triple Flag transaction. In this newsletter, I'd like to share with you how I voted and my reasoning for voting the way I did. Orogen's share price has seen continued strength, currently trading at $1.40 per share. If you own shares of Orogen, you should have received communication from your broker asking you to vote for or...
19 days ago • 2 min read
Mining Stock Monkey VIP Bulletin #72 June 2, 2025 Some new subscribers asked me how often I send out newsletters. I send about one per week on average, sometime more and sometimes less often, depending on news flow. You haven't heard from me since May 20th because it's been a slow period of news flow from our portfolio. In this bulletin, I'd like to cover a couple of updates from our companies and share with you what I think is a good buy today. All numbers are in USD unless specified...
26 days ago • 7 min read
Mining Stock Monkey VIP Bulletin #71 May 20, 2025 Today I want to give you a recap of all of the companies in our portfolio, remind you why we own each one, and let you know whether or not I think each is a good buy today. All numbers I mention are in US Dollars, unless specified otherwise. Sprott Physical Uranium Trust OTC:SRUUF TSX:U.UN We added the Sprott physical uranium trust to the portfolio at $13.63 on March 11th when the uranium price was weak and the trust was trading at about a 13%...
about 1 month ago • 21 min read
Mining Stock Monkey VIP Bulletin #70 May 14, 2025 Some more companies in our portfolio have reported Q1 earnings and the gold price has been extremely volatile lately, so in this newsletter I'd like to give you an update on some of the stocks we own. EMX Royalty EMX continues to perform very well and they're buying back and cancelling a lot of shares. There are only slightly more than 100 million shares outstanding and in Q1 they bought back the remainder of the shares allotted under their...
about 1 month ago • 10 min read
Mining Stock Monkey VIP Bulletin #69 May 8, 2025 Equinox Gold released Q1 earnings and the stock is down big. As I start writing this, EQX is down about 10.6% this morning. These disappointing earnings came as a surprise to the market but it shouldn't have been a surprise for anyone who follows the company closely. As I've said in a couple of my recent newsletters, the stock was likely to fall on Q1 earnings news because historically Q1 is their weakest quarter because that's when they...
about 2 months ago • 3 min read
Mining Stock Monkey VIP Bulletin #68 April 24, 2025 In this bulletin, I'll be answering some readers' questions about the recently announced Orogen deal, letting you know about a modification of the proposed Equinox Gold / Calibre Mining merger, and sharing with you how to get a free call option on Triple Flag Precious Metals. Equinox / Calibre Merger Last night they announced a modification to the Equinox Gold / Calibre Mining merger. Instead of it being a zero-premium merger, Calibre...
2 months ago • 10 min read
Mining Stock Monkey VIP Bulletin #67 April 22, 2025 This morning it was announced that Orogen Royalties is getting acquired by Triple Flag Precious Metals for C$421 million or C$2.00 per share. However, that's not actually what's happening. Let's dive in... What's actually happening is that Orogen is selling their "Silicon" gold royalty in Nevada to Triple Flag for C$343m (US$248m) and the rest of Orogen is being spun out as a new company. We don't yet know the name of this new company but...
2 months ago • 10 min read
Mining Stock Monkey VIP Bulletin #66 April 21, 2025 With gold shooting to record highs, we've seen a tremendous amount of volatility in the portfolio recently. Many gold stocks have screamed higher in the past couple of weeks and I think the risk embedded in the gold stocks has increased because of this unhealthy run. Pullbacks are normal and healthy in a bull market and we haven't really seen that, hence why I call it "unhealthy". Also, given the recent increase in gold stocks, I no longer...
2 months ago • 8 min read