Mining Stock Monkey VIP Bulletin #106 December 2, 2025 In today's newsletter I want to dive into my updated valuation for Endeavour Mining, a top-tier West African gold producer. In addition to this, I'll be sharing my latest valuations on other companies in the portfolio. All figures are in US Dollars unless specified otherwise. Positive changes to the newsletter coming soon: You may have noticed that in recent newsletters I've been sharing with you my fair value estimates for the companies...
4 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #105 November 28, 2025 On Wednesday this week, I put out a sell alert for Empress Royalty when the stock was trading at an all-time high of US$0.94/share. I added Empress to the portfolio at $0.25/share less than 18 months ago. We had a huge win and I thought the potential upside had decreased while risk had increased. My investment thesis had played out and I thought it was time to solidify our huge win. About 10-15 minutes after I pressed "send" on that...
8 days ago • 5 min read
Mining Stock Monkey VIP Bulletin #104 November 26, 2025 The time has come for us to sell one of our stocks after realizing a huge win in a relatively-short period of time. I bought this stock because they were going to see a huge increase in revenue and they were trading at a big discount to their Net Asset Value (NAV). Today, that discount to NAV is gone and the underlying value of the business is declining quarter by quarter as they aren't buying any new assets. The easy, lower-risk money...
10 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #103 November 20, 2025 Triple Flag Precious Metals (TFPM) is the 4th largest precious metals royalty company and one of a few royalty companies with heavy exposure to silver. In this newsletter, I'd like to review their Q3 earnings and try to figure out if it's a good time to enter the stock. Triple Flag Precious Metals During Q3, Triple Flag produced 27,037 Gold Equivalent Ounces (GEOs), which is on the lower end of their typical quarterly range. However,...
16 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #102 November 19, 2025 Lately, there has been a lot happening with the companies in our portfolio. In today's newsletter, I will cover some of these updates and well as some more quarterly earnings reports. Equinox Gold Equinox Gold has experienced a very fast ramp up at their new Valentine mine in Newfoundland, CA. Just two months after pouring first gold, Equinox announced commercial production at Valentine. Over the past 60 days, the plant has averaged 80%...
17 days ago • 8 min read
Mining Stock Monkey VIP Bulletin #100 November 10, 2025 We're in the midst of earnings season and in this newsletter I'd like to cover another company that just reported Q3 earnings: Equinox Gold The following are my findings after spending the last few days doing a deep dive into Equinox's quarterly earnings. All figures are in USD unless specified otherwise. Equinox Gold Overall, Equinox had a decent quarter producing 236,000 ounces of gold at a AISC of $1,833 per ounce. While that's a...
27 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #99 November 6, 2025 Q3 earnings season is in full swing and about half of the companies in our portfolio reported earnings after market close yesterday, all of which had their earnings calls this morning. It's A LOT of information that was all released at the same time so I'm working my way through a big stack of quarterly reports. In this newsletter I'll cover Devon Energy and tomorrow I plan to move onto B2Gold and Equinox Gold. Devon Energy Devon continues...
about 1 month ago • 4 min read
Mining Stock Monkey VIP Bulletin #98 November 3, 2025 I'm in the process of writing a different newsletter on oil, Devon Energy, and EMX Royalty but there's a situation with B2Gold that's developing rapidly and needs my attention more urgently. In this newsletter, I'd like to dive into why B2Gold's stock has fallen hard after reaching almost $6/share just two weeks ago. All figures are in US Dollars unless specified otherwise. B2Gold Over the past 2 weeks, the stock has fallen a lot,...
about 1 month ago • 9 min read
Mining Stock Monkey VIP Bulletin #97 October 29, 2025 In today's newsletter I'm putting a "sell" on a uranium stock in our portfolio. I added it to the portfolio when it was cheap but now it's expensive. Not much has changed with the company since we bought it 7 or 8 months ago and it still has major risks ahead. For these reasons I want to lock in our gains now. Sell - Denison Mines at $3.20 USD I added Denison Mines to our portfolio on March 11, 2025 at $1.30/share. Today, ~7.5 months later...
about 1 month ago • 2 min read