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...
4 days 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...
7 days ago • 7 min read
Mining Stock Monkey VIP Bulletin #86 August 11, 2025 Just this morning we got some positive news from Equinox Gold, so in this bulletin I'd like to tell you about that as well as a few of the companies that reported earnings in the last couple of trading days. All figures are in US Dollars unless specified otherwise. Equinox Gold One of Equinox's key development projects, "Castle Mountain Phase 2", just got accepted into the FAST-41 program to expedite federal permitting of the project....
8 days ago • 5 min read
Mining Stock Monkey VIP Bulletin #85 August 11, 2025 A lot of companies have reported earnings in the last couple of trading days, mostly with good results. One of those that disappointed the market on Friday was B2Gold, so in this newsletter I'd like to talk about why the stock is down on their earnings release and whether or not this drop in the stock price is justified. B2Gold Good News Management expects to reach commercial production at the new Goose mine in September. If they can...
8 days ago • 2 min read
Mining Stock Monkey VIP Bulletin #84 August 7, 2025 Devon Energy just released their Q2 results. The company continues to increase its cash position while buying back a lot of shares and paying a decent dividend. In this newsletter I'd like to share my thoughts on their quarterly results as well as an update from Equinox Gold. All figures are in US Dollars unless specified otherwise. Devon Energy Despite the low oil prices, Devon still managed to generate $589 million in Free Cash Flow (FCF)...
12 days ago • 3 min read
Mining Stock Monkey VIP Bulletin #83 August 5, 2025 Just this morning, we got meaningful news from three of the companies in our portfolio. One of these is Royal Gold, another is a junior royalty company, and the third is a uranium developer. We're right in the middle of earnings season, so I'll have a lot more updates coming soon but today's newsletter isn't to report quarterly earnings. All figures are in US Dollars unless specified otherwise. Sandstorm Gold / Royal Gold While Royal Gold...
14 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #82 August 4, 2025 We're getting into earnings season so you're going to be hearing from me a lot over the next couple of weeks. In this newsletter issue I have a big update for you from B2Gold as well as the first company in our portfolio to report Q2 earnings. B2Gold - Approved for Fekola Underground In late July, B2Gold's senior executives met with key leadership in Mali including the Prime Minister, the Minister of Finance, and the Minister of Mines....
14 days ago • 4 min read
Mining Stock Monkey VIP Bulletin #81 July 29, 2025 In this newsletter issue I'd like to share some updates with you from the companies in our portfolio and also give a quick overview of every stock that I didn't cover in my last newsletter. All figures are in US Dollars unless specified otherwise. Altius Minerals Altius just sold 2/3 of it's 1.5% royalty on Anglogold's "Expanded Silicon" project to Franco Nevada for $275 million. The stock price didn't move much on this news because this...
21 days ago • 11 min read
Mining Stock Monkey VIP Bulletin #80 July 23, 2025 In today's newsletter I'd like to update you with some recent developments from companies in our portfolio and give you a quick overview of each of the positions we hold. Just yesterday we got the big news that Equinox Gold's CEO Greg Smith resigned so I'd like to start off by covering what this means for the company. All figures are in US Dollars unless specified otherwise. Equinox Gold We got the news yesterday that Greg Smith resigned as...
27 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #79 July 16, 2025 Because of attractive valuations, in this newsletter issue we are taking a bigger stake in two of the stocks in our portfolio. All figures are in USD unless specified otherwise. Orogen Royalties As mentioned in a previous newsletter, Orogen officially completed the transaction with TFPM on July 9th. Orogen relisted on the on the TSX Venture exchange under the ticker TSX.V:OGN and will be relisting on the OTC under a new ticker symbol. I...
about 1 month ago • 4 min read