Mining Stock Monkey VIP Investment Memo #136 July 14, 2026 In this memo, we’re adjusting our valuation models following a $168 million capital deployment in the renewable royalty space and surging lithium prices. We also dive into Q2 gold production numbers across the portfolio to unpack stream step-downs, grade dilution realities, and a major 20-year mine restart. The market is giving us some outstanding buying opportunities in the precious metals sector and at the end of this memo we will...