Royal Gold surprises the market with 384,000 GEO Guidance


Mining Stock Monkey VIP Investment Memo #124 April 4, 2026 Welcome to Investment Memo #124. This week, we're diving deep into Royal Gold's highly anticipated Investor Day. Their inaugural 5-year outlook reveals big growth that I don't believe the market has fully priced in yet. To better capture this pipeline, I’m rolling out an upgraded valuation model. I'll also be breaking down Elemental Royalty's valuation method, discussing Devon Energy's hedging strategy, and updating our "Best Buys"...