DW
963 posts
Copperstone capex is to be funded from cash flow and the revolver if need be $MAIFF $MAI.V
D-Dubs@Mai_Bagholder
@Mark_IKN I hope you’re wrong, but I know you have a keen eye for this. This would be egg on face for Blasutti. Would explain recent price action as well.
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He’s given no less than five interviews / presentations stating no equity dilution. Have $46M on balance sheet and another ~$30M on revolver if needed. Build would start end of year so another two/three qtrs. of Pan production. Revolver has a 2029 bullet (full payment). You have all Darren’s with large stock positions, most bought in the open market.
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He’s given no less than five interviews / presentations stating no equity dilution. Have $46M on balance sheet and another ~$30M on revolver if needed. Build would start end of year so another two/three qtrs. of Pan production. Revolver has a 2029 bullet (full payment). You have all Darren’s with large stock positions, most bought in the open market.
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After a 2nd look at the balance sheet and reading this, it's not whether $MAI.v sells shares to fund Copperstone, it's when and how many. Knowing the M.O., they'll probably move soon & get the hurdle out the way. Best guess: 10m units @ C$6, incl 1/2 warrant at an armwave price.
Junior Mining Network@JrMiningNetwork
Minera Alamos Closes US$75 Million Revolving Credit Facility with Scotiabank and National Bank, Strengthening Balance Sheet for Organic Growth Profile $MAI.V tinyurl.com/24ls8z9r
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In line $MAI.v
Mine op earnings/share U$0.18, that should move to ~22c for fwd qtrs. Post forex adj that's a reasonable price target of C$6.90 near-term, so call it C$7. Should rally tomorrow. After that, we'll see if it can deliver on promises. Eyes on Copperstone capex number.
Junior Mining Network@JrMiningNetwork
Minera Alamos Reports First Quarter 2026 Results, Setting Quarterly Records for Revenue of US$39.2 Million, Earnings of US$10.9 Million, and EBITDA of US$15.3 Million $MAI.V tinyurl.com/28mkwtdn
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📣 New Podcast! "Episode #250 - Brent Johnson and the New Dollar Story" on @Spreaker spreaker.com/episode/episod…
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Draft Of US-Iran Agreement Reportedly Reached, But Trump Still Pressing Nuclear Issue, As Iran President Says 'Won't Back Down' zerohedge.com/geopolitical/a…
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London and Tehran drained their bank accounts here first.
If you think this is something... Go look at how much Gold Turkey sold (H/T @sorenthek).
*Walter Bloomberg@DeItaone
TURKEY DUMPS US TREASURIES TO DEFEND LIRA Turkey sold nearly all of its US Treasury holdings in March, cutting them from $16 billion to just $1.8 billion, according to US Treasury data. The selloff came as Ankara moved to support the lira during market turmoil triggered by the Iran war. The central bank also sold foreign currency and gold reserves to stabilize the economy. Despite the interventions, the lira remains under pressure, inflation has risen to 32.4%, and Turkish bond yields have hit record highs.
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Recent reports suggest that Russia has sold over $4B of gold from its reserves in 2026. Reported holdings are now at their lowest level since right before the start of the Russia/Ukraine conflict.
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@dailydirtnap Agreed. Everyone says “make it equal, tax the rich”. Bottom 50% paying nothing means the rich actually need a tax cut to make it fair!!!
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I don't care if you're living in a shanty at the bottom of some hollow in West Virginia, fill out a 1040 and send in a check for $50.
Even if it's only symbolic, everyone must participate in funding this shitshow government, otherwise known as "skin in the game." Otherwise you'll vote like an idiot.
Jeff Bezos@JeffBezos
Thank you. The important part is zeroing out taxes on the bottom half. Best way to put money in someone’s pocket is to not take it out in the first place. Bottom half is only 3% of total tax revenue. But it’s very meaningful to that person. Zero it out.
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$MAI.V I assume today's NR is good. But to be honest, I have no clue. What's left from the original royalty on CdO ? Anyone know?
Minera Alamos Inc.@MineraAlamos
Minera Alamos Announces Partial Repurchase of a Royalty on its Cerro de Oro Project Read the full release here: bit.ly/4eQ0WEh $MAI.V $MAIFF
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Russia emerging as a big winner
Treasury Secretary Scott Bessent@SecScottBessent
.@USTreasury is issuing a temporary 30-day general license to provide the most vulnerable nations with the ability to temporarily access Russian oil currently stranded at sea. This extension will provide additional flexibility, and we will work with these nations to provide specific licenses as needed. This general license will help stabilize the physical crude market and ensure oil reaches the most energy-vulnerable countries. It will also help reroute existing supply to countries most in need by reducing China’s ability to stockpile discounted oil.
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@PeterSchiff Hey, how about no more commercials in your podcasts! How much money do you need.
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Trump actually said he doesn't want lower home prices so young families struggling to buy their first home can afford one. He wants already expensive home prices to keep rising, so that older homeowners who bought them at much lower prices can keep feeling good about being rich.
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From Kangaroo anniversary #coins to Dune gold #bars and Moon Mission silver releases, these new #collectibles are drawing serious attention from investors and collectors alike.
🔹Low mintages
🔹99.99% pure #gold & #silver
🔹Unique cultural and cinematic themes
Read the full article and discover the standout releases before they’re gone.
sprottmoney.ca/blog/new-silve…
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Are you all as excited as I am for tomorrow’s tweets from the Usual Suspects about how Xi upstaged Trump?
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Everyone posting their opinion on this transaction. For the record I don’t like Orla and I hate this transactions. Equinox is a shit roll up and they just rolled up more shit. Probably ‘accretive’ at $5000 gold at least. $eqn.to
Garrett Goggin, CFA & CMT@GarrettGoggin
@EquinoxGoldCorp for @MiningOrla. Didn't see that one coming. Small premium. @EquinoxGoldCorp has a chance to be the 1st Gold Major to run right placing shareholders first instead of management. CEO Hall pays the right price for assets and is focused on driving profits/share instead of DEI, equality, and woke catch phrase lame board agendas.
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@TaviCosta Yeah but this “Fast Money” crew needs to speak up because on their podcasts they always talk about them.
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@FjordPhil @jtourzan I’m not against anyone here. This is a loved or hated stock, I just want to hear all sides of it.
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$mai.v announces appointment of Doug Ramshaw lookalike in order to convince shareholders that the Mexican assets are making a comeback. (Joke)
I’m still out on this one guys.
Minera Alamos Inc.@MineraAlamos
We're proud to welcome Darren M. Pylot as the incoming Chairman of $MAI.V, effective following our AGM on June 25: bit.ly/4wpikpy Mr. Pylot is a Canadian mining entrepreneur & executive. Over a 30+ year career, he has played a significant role in building and financing mining companies. He was the founder & long-time leader of Capstone Copper (fmr. Capstone Mining), where he served as President, CEO & later Executive Chair. He led Capstone’s transformation from a small exploration company to a multi-asset, multi-billion-dollar copper producer with operations in North & South America. His proven track record of building multi-asset, multi-billion-dollar mining companies is exactly the kind of experience we're bringing to the boardroom as we execute on our growth strategy. Welcome, Darren. 🤝
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