Recalibrating Risk in West Africa & Post-Selloff Buys


Mining Stock Monkey VIP Investment Memo #122 March 23, 2026 In investment memo #122, I'm covering Q4 earnings from two more of our companies, revising my valuation model for Triple Flag Precious Metals, and revisiting my best buys after a broad market sell off. Endeavour Mining Endeavour's Q4: Strong Cash Flow and the End of Hedges In Q4, on a 100% basis, Endeavour produced about 298,000 ounces of gold at an AISC of $1,648/oz. On an attributable basis, production was ~255,000 oz. Each...

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