Mining Stock Monkey VIP Oct 5, 2024 Some subscribers have requested that I offer this newsletter on Substack. I'm happy to let you know that you can find it here: https://substack.com/@miningstockmonkey A couple things to note: If you're happy with the way things are, you can ignore this email because this newsletter isn't changing. The content on Substack will be the same as it is here. Since you're already signed up for this newsletter, if you'd like, I will offer you a complimentary...
5 days ago • 1 min read
Mining Stock Monkey VIP Bulletin #30 October 3, 2024 This morning Equinox Gold Issued a press release that scared the market and caused an unwarranted drop in the share price. This creates a great buying opportunity for us at US$5.80 at the time of writing this email. The press release announced that the convertible note issued in 2019 was being converted into shares. We already knew that this share conversion was probably coming soon as the convertible note was set to mature in less than two...
7 days ago • 2 min read
Mining Stock Monkey VIP Bulletin #29 October 1, 2024 Yesterday was the last day of Q3 and I wanted to reflect on some stocks in our portfolio. Gold had a record quarterly close of $2,634/oz and averaged approximately $2,500/oz for the quarter or $2505.60 using the average price of Dec 2024 futures. That's about $150/oz higher than the already exceptional Q2 numbers. In a little over a month when they start releasing Q3 earnings, we're going to see that Q3 was very, very good for the gold...
9 days ago • 12 min read
Mining Stock Monkey VIP Bulletin #28 September 24, 2024 I'm sending out a quick bulletin today to let you know that we're selling one of our securities. Sell Sprott Physical Uranium Trust @ US$19.72 When I added the Sprott Physical Uranium Trust to the portfolio I said that we were only buying it as a place to put some cash because it was trading at a nice discount to NAV. I also told you that we'd be selling it when that discount disappeared. Today, the discount to NAV is gone and we are...
16 days ago • 1 min read
Mining Stock Monkey Bulletin #26 September 12, 2024 In this bulletin I wanted to quickly give you an update on one of the companies in our portfolio. B2Gold has experienced a lot of pressure on their stock price because of what has happened in Mali (a military coup, rumors of nationalization, Russian influence, tax audits, new unfavorable mining code). While there was certainly a lot of risk in Mali, I think that risk just reduced substantially with yesterday evening's news. The company...
28 days ago • 1 min read
Mining Stock Monkey VIP Bulletin #25 September 10, 2024 Last week we experienced a broad market sell-off and nearly all resource companies got taken down with it. This provides us with an opportunity to get into quality stocks at great prices; they were already cheap and now they're even cheaper. In this bulletin I'd like to focus on why one company is a pound-the-table buy right now. They are going to have a stellar 3rd quarter and I strongly advice picking up more shares right now. As for...
29 days ago • 6 min read
Mining Stock Monkey VIP Bulletin #24 August 28, 2024 In today's bulletin I'm covering some (mostly positive) updates from a few of the companies in our portfolio. Also, we are adding a new company to the portfolio and adding another tranche to one of our existing positions. At the moment, gold is trading for $2,510 per ounce while many of the gold stocks remain quite weak. There are some incredible values available right now and I don't think that these bargains will last much longer. Just...
about 1 month ago • 6 min read
Mining Stock Monkey VIP Bulletin #23 August 16, 2024 In today's bulletin we're covering a couple of the companies in our portfolio that recently reported earnings for Q2 2024. In addition to earnings reports we have some relevant updates from a few other companies in our portfolio as well. EMX Royalty EMX continues to see strong performance from its portfolio of producing royalties, especially from their Timok royalty operated by Zijin Mining. The revenue from this royalty sets a new record...
about 2 months ago • 6 min read
Mining Stock Monkey VIP Bulletin #22 August 14, 2024 In today's bulletin we are covering a couple more companies in our portfolio that recently reported earnings for Q2 2024. Please note that I'm still way behind on emails because of the things I mentioned in my previous bulletin, so if you've sent me something in the past couple of weeks I'll get back to you as soon as possible. Equinox Gold Equinox faced some problems this quarter such as having to shut down operations at their Aurizona...
about 2 months ago • 3 min read