Mining Stock Monkey VIP Bulletin #103 November 20, 2025 Triple Flag Precious Metals (TFPM) is the 4th largest precious metals royalty company and one of a few royalty companies with heavy exposure to silver. In this newsletter, I'd like to review their Q3 earnings and try to figure out if it's a good time to enter the stock. Triple Flag Precious Metals During Q3, Triple Flag produced 27,037 Gold Equivalent Ounces (GEOs), which is on the lower end of their typical quarterly range. However,...
1 day ago • 6 min read
Mining Stock Monkey VIP Bulletin #102 November 19, 2025 Lately, there has been a lot happening with the companies in our portfolio. In today's newsletter, I will cover some of these updates and well as some more quarterly earnings reports. Equinox Gold Equinox Gold has experienced a very fast ramp up at their new Valentine mine in Newfoundland, CA. Just two months after pouring first gold, Equinox announced commercial production at Valentine. Over the past 60 days, the plant has averaged 80%...
2 days ago • 8 min read
Mining Stock Monkey VIP Bulletin #100 November 10, 2025 We're in the midst of earnings season and in this newsletter I'd like to cover another company that just reported Q3 earnings: Equinox Gold The following are my findings after spending the last few days doing a deep dive into Equinox's quarterly earnings. All figures are in USD unless specified otherwise. Equinox Gold Overall, Equinox had a decent quarter producing 236,000 ounces of gold at a AISC of $1,833 per ounce. While that's a...
12 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #99 November 6, 2025 Q3 earnings season is in full swing and about half of the companies in our portfolio reported earnings after market close yesterday, all of which had their earnings calls this morning. It's A LOT of information that was all released at the same time so I'm working my way through a big stack of quarterly reports. In this newsletter I'll cover Devon Energy and tomorrow I plan to move onto B2Gold and Equinox Gold. Devon Energy Devon continues...
15 days ago • 4 min read
Mining Stock Monkey VIP Bulletin #98 November 3, 2025 I'm in the process of writing a different newsletter on oil, Devon Energy, and EMX Royalty but there's a situation with B2Gold that's developing rapidly and needs my attention more urgently. In this newsletter, I'd like to dive into why B2Gold's stock has fallen hard after reaching almost $6/share just two weeks ago. All figures are in US Dollars unless specified otherwise. B2Gold Over the past 2 weeks, the stock has fallen a lot,...
19 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #97 October 29, 2025 In today's newsletter I'm putting a "sell" on a uranium stock in our portfolio. I added it to the portfolio when it was cheap but now it's expensive. Not much has changed with the company since we bought it 7 or 8 months ago and it still has major risks ahead. For these reasons I want to lock in our gains now. Sell - Denison Mines at $3.20 USD I added Denison Mines to our portfolio on March 11, 2025 at $1.30/share. Today, ~7.5 months later...
24 days ago • 2 min read
Mining Stock Monkey VIP Bulletin #96 October 28, 2025 In today's newsletter, I'd like to look at the valuation of Royal Gold. I'm going to make the argument that it is the cheapest of the precious metals royalty/streaming companies and the stock price could reasonably double in the next 12 months. Royal Gold Royal Gold (RGLD) recently closed its acquisition of the mid-tier royalty company, Sandstorm Gold, as well as Sandstorm's spin-out, Horizon Copper. Royal Gold is the smallest of the three...
25 days ago • 9 min read
Mining Stock Monkey VIP Bulletin #95 Oct 21, 2025 The price of the precious metals continue to be extremely volatile with massive gains over the past couple of months and gold down $250 just today. To start, I don't think this huge single day drop marks the end of the bull market. In a bull market, the biggest single day moves on a percentage basis are typically to the downside. The overall trend is up but violent corrections like today are normal. In this newsletter I'd like to do something...
about 1 month ago • 11 min read
Mining Stock Monkey VIP Bulletin #94 October 12, 2025 During the last few weeks I haven't been writing to you as often as I would like to. Going forward, you can expect to hear from me more frequently. In today's newsletter, I have some updates for you from a few of the companies in our portfolio. All numbers are in US Dollars unless specified otherwise. Altius Minerals Altius ended Q3 with a junior equities portfolio valued at C$44m compared to C$87.3m the previous quarter. This big drop in...
about 1 month ago • 6 min read