Mining Stock Monkey VIP Bulletin #78 July 10, 2025 In this newsletter issue I'd like to cover a few updates from companies in our portfolio including our investment into Empress Royalty on which we are now up 144% since doubling our position 6 months ago. All figures are in USD unless specified otherwise. Empress Royalty After teasing a potential transaction earlier this year, Empress Royalty finally announced the purchase of a 5% gold and silver royalty on the Milford Copper Mine in Utah,...
1 day ago • 3 min read
Mining Stock Monkey VIP Bulletin #77 July 8, 2025 Royal Gold is taking over Sandstorm Gold at a 17% premium to the previous day's closing price. Since Sandstorm is one of the companies in our portfolio, I'd like to share with you my thoughts on the transaction and my take on whether we should sell, hold, or buy more. All figures are in US Dollars unless specified otherwise. Sandstorm Gold / Royal Gold On Monday, Sandstorm Gold announced a takeover bid by Royal Gold (RGLD) at a 17% premium to...
3 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #76 July 2, 2025 In today's newsletter I like to give a quick recap of each company in our portfolio and share with you whether or not I think it's a good time to buy. To start, I'd like to cover a huge update from Equinox Gold that hasn't been shared with the market. I believe the stock price of Equinox Gold will go up as soon as the market finds out about this. All figures are in US Dollars unless specified otherwise. Equinox Gold moving ahead with Los Filos...
9 days ago • 11 min read
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...
23 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...
29 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...
about 1 month 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...
about 1 month 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 2 months 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 2 months 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...
2 months ago • 3 min read