The New Devon Energy, Triple Flag's Q1, & Updated Best Buys
Published 13 days ago • 7 min read
Mining Stock Monkey VIP Investment Memo #131 May 12, 2026 Today, I break down the math behind the Coterra merger and the infrastructure bottlenecks that created our recent fair value dip for Devon Energy. We're looking at a massive 14.8% share buyback plan plus a record Q1 from Triple Flag and our updated 'Best Buy' list. Triple Flag Precious Metals Triple Flag had an excellent quarter, bringing in a record $147M in revenue from 30,166 Gold Equivalent Ounces (GEOs). The company remains debt...
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