Mining Stock Monkey VIP Bulletin #96 October 28, 2025 In today's newsletter, I'd like to look at the valuation of Royal Gold. I'm going to make the argument that it is the cheapest of the precious metals royalty/streaming companies and the stock price could reasonably double in the next 12 months. Royal Gold Royal Gold (RGLD) recently closed its acquisition of the mid-tier royalty company, Sandstorm Gold, as well as Sandstorm's spin-out, Horizon Copper. Royal Gold is the smallest of the three...
about 8 hours ago • 9 min read
Mining Stock Monkey VIP Bulletin #95 Oct 21, 2025 The price of the precious metals continue to be extremely volatile with massive gains over the past couple of months and gold down $250 just today. To start, I don't think this huge single day drop marks the end of the bull market. In a bull market, the biggest single day moves on a percentage basis are typically to the downside. The overall trend is up but violent corrections like today are normal. In this newsletter I'd like to do something...
7 days ago • 11 min read
Mining Stock Monkey VIP Bulletin #94 October 12, 2025 During the last few weeks I haven't been writing to you as often as I would like to. Going forward, you can expect to hear from me more frequently. In today's newsletter, I have some updates for you from a few of the companies in our portfolio. All numbers are in US Dollars unless specified otherwise. Altius Minerals Altius ended Q3 with a junior equities portfolio valued at C$44m compared to C$87.3m the previous quarter. This big drop in...
17 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #93 September 28, 2025 The gold and silver prices have been changing rapidly, so in today's bulletin I want to start revisiting the valuations of stocks in the portfolio. We've had virtually zero news flow from the portfolio over the past couple of weeks but I do have an update for you on B2Gold. All figures are in US Dollars unless specified otherwise. B2Gold According to Reuters, Mali recently issued exploitation and exploration agreements for 7 different...
about 1 month ago • 5 min read
Mining Stock Monkey VIP Bulletin #92 September 16, 2025 Lately, almost every stock in our portfolio has been soaring higher and sentiment in the precious metals and mining stock space is exceedingly bullish. Yesterday, many stocks were up 5-10% and some juniors were up 20-30% on no news. Whenever you start to feel really smart in regards to your investment choices, it's a good idea to be more cautious. I'm not saying the bull market is over by any means, but I don't think this is the time to...
about 1 month ago • 7 min read
Mining Stock Monkey VIP Bulletin #91 September 7, 2025 Lately, it seems that we can hardly go a month without major M&A happening in our portfolio: First, it was Calibre merging with Equinox. Then, it was Triple Flag buying Orogen. Next, it was Royal Gold buying Sandstorm. Now, it's Elemental Altus buying EMX. In today's newsletter, I'd like to give you my thoughts on the EMX/Elemental transaction and share an important update from another company in our portfolio. Elemental Altus merging...
about 2 months ago • 4 min read
Mining Stock Monkey VIP Bulletin #90 September 3, 2025 Today I wanted to send out a quick update on Empress Royalty because the stock dropped 30% this morning. Empress Royalty In a span of 10 minutes this morning, someone sold about 1 million shares of Empress Royalty hitting every bid all the way down to $0.45 USD. The stock only trades about 400,000 shares during an average trading day, so 10 minutes of trading volume wasn't nearly enough to absorb this large sell order, resulting in a...
about 2 months ago • 1 min read
Mining Stock Monkey VIP Bulletin #89 August 29, 2025 In this bulletin I'm sharing a few updates with you from our portfolio including more good news from Equinox Gold. All figures are in US Dollars unless specified otherwise. Equinox Gold Equinox announced that they are now processing ore through the Valentine mill and will pour 1st gold at the mine in less than 30 days. With Greenstone now approaching nameplate capacity and Valentine soon turning from a cash burner to a cash generator, we...
2 months ago • 2 min read
Mining Stock Monkey VIP Bulletin #88 August 15, 2025 Equinox Gold's stock shot way up on Thursday after releasing their Q2 earnings. The stock price was up more than 15% on the day, a one-day move we haven't seen in a very long time. In my newsletters over the past month or so I've repeated that Equinox was a strong buy and I was extremely bullish on the stock over the next 12 months or so because the company now has much better management, they have a big new mine in Ontario ramping up, and...
2 months ago • 4 min read
Mining Stock Monkey VIP Bulletin #87 August 12, 2025 Today, I'm reporting on three more companies from our portfolio that just released Q2 earnings. One company has increased guidance for 2025, one had a terrible quarter, and another just destroyed their record financials. Also, Denison Mines fell hard after market close when they announced a $250m convertible note offering, making them fully funded for their "Phoenix" mine build. In this newsletter I'll touch on this as well. All figures are...
3 months ago • 7 min read