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...
3 days 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...
5 days 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...
6 days ago • 8 min read
Mining Stock Monkey VIP Bulletin #65 April 10, 2025 The past few days has resulted in some of the craziest market action that I've seen in my lifetime. I'm surprised at the wild market swings that's caused by a single sentence from one man. I don't comment much on macro as I feel like my strength is focusing on what's happening at a company level. But I'd like to quickly opine on what's created some turbulence in the markets recently. One day, the market action hangs on a single word in a...
18 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #64 April 4, 2025 Wow, a lot has changed over the past week! With the markets crashing there's a lot of bargains to be had, so in this newsletter issue I'm going to share with you what I think are the best buys in our portfolio today. There have also been some updates with a few the companies in our portfolio, so I'll be sharing those with you as well. Note, I'm writing this when the markets are open on a very volatile day, so it's possible that the stock...
24 days ago • 12 min read
Mining Stock Monkey VIP Bulletin #63 March 29, 2025 B2Gold's stock price fell nearly 9% today after they released a new technical report and life of mine plan for the Goose Project that they're building in Nunavut, Canada. Is this a buying opportunity or did the stock deserve to fall 9%? Let's dig in... Summary It is my opinion that this new technical report is very bad news and this is not a buying opportunity. In fact, I think the stock price should've been down a lot more on this news. In...
29 days ago • 10 min read
Mining Stock Monkey VIP Bulletin #62 March 26, 2025 Right after Gold Royalty Corp announced Q4 earnings, the stock was down sharply. I sent out a quick update that morning saying that I thought the 14% drop in the stock price was a good buying opportunity. However, I also said that "buy" call was based on very quick preliminary research and I told you that I'd get back to you again after having a chance to do a deep dive into their 2024 year-end financials. Since then, the stock price is up...
about 1 month ago • 8 min read
Mining Stock Monkey VIP Bulletin #61 March 20, 2025 I wanted to share with you a quick update this morning on Gold Royalty Corp (GROY) because the stock price fell hard after releasing Q4 earnings. Is this an over-reaction by the market? I've only done a quick preliminary assessment of their earnings so far but I believe this is a great time to buy more shares. I think the main reason for the sharp correction in their stock price is because 2025 guidance isn't as good as investors had hoped...
about 1 month ago • 1 min read
Mining Stock Monkey VIP Bulletin #60 March 18, 2025 We've had a busy couple weeks of companies in our portfolio reporting earnings, so in this bulletin I'm going to cover some earnings updates. By the way, when it comes to analyzing earnings reports, sometimes it takes a while for me to fully digest all of the information. To do it right, it takes a lot more work than simply reading their 5 or 10-page press release. For example, Endeavour Mining is a company that releases a lot of material...
about 1 month ago • 10 min read
Mining Stock Monkey VIP Bulletin #59 March 11, 2025 In today's bulletin we'll be adding two new uranium positions and covering some important updates from a couple companies in our portfolio. Let's start with those already in our portfolio... B2Gold I believe that one of the big overhangs on B2Gold's stock price is that it has taken longer than expected to receive the exploitation permit for Fekola Regional, which would allow the company to truck high-grade ore from nearby deposits for...
about 2 months ago • 10 min read