Matt Geiger

Elemental Royalty to Acquire Vizsla Royalties, Securing Long-Life Royalty Exposure to the Panuco Silver-Gold Project $ELE.TO tinyurl.com/2adshuls

@flaschinger 🙏🙏

@geigercounting Appreciate your support over the years Matt.

A happy outcome for the MJG partnership's investment in $FOX.CN Sincere thanks to Dave Lotan, Stephen Case, Chris MacIntyre, @flaschinger and the others involved in seeing this through. The prospect of Martison being developed by $AEM is exciting for Canada.

Nice to see good guys win. A Dave Lotan company delivers with $94.3M sale of phosphate play Fox River Resources (director, owns 8.3%) to Agnico. Comes on the heels of $AU.V exit, also to Agnico. Not many guys in jr. mining completely aligned w/ shareholders (no pay/options) 🙏🏼

This also makes Dave Lotan the first person to sell two separate companies to $AEM in a 15 day window. Incredibly impressive $AU.V $FOX.CN

At Mining Forum Europe 2026 in Zürich, Cupel Advisory's Neil Adshead argued major gold miners, flush with cash amid US$35 billion projected 2026 free cashflow, should build internal equity portfolios in junior explorers rather than expanding dividends or in-house exploration. Juniors made 12 of 17 major gold discoveries last decade. Centerra Gold hired Adshead to deploy US$25 million across early-stage explorers in eastern Canada and Nevada, already up 100%, yielding four optioned projects and deal-flow advantages. Agnico Eagle exemplifies the model, backing 60-70 juniors. miningforum.live/p/major-gold-m…

No it doesn't. G2 had one of the very few high quality orebodies worth developing. There are definitely some goodies in Canada too, but be very careful valuing your junior crap-co's at the same multiple G2 just received. Ps. Congrats to Dan, Patrick and team. Amazing outcome

Met with John just a couple of weeks ago. Glad everyone emerged unscathed

Congrats @sheeltyle. Bright future ahead for the Trailblazers

Trump's approval rating just fell below 40 percent in our tracking for the first time. And his net approval rating is now -17.4, also a new low and down about 5 points over the past several weeks.

Teck royalty on Fourmile gold project could be worth billions, potentially affecting Barrick’s IPO plans theglobeandmail.com/business/artic…

19 years ago, a high school basketball coach put his team manager into a game for the final four minutes. The kid had never played a single minute of competitive basketball in his life. He scored 20 points. Jason McElwain was diagnosed with severe autism at age two. He didn’t speak until he was five. He couldn’t chew solid food until he was six. He wore a nappy for most of his early childhood. As a baby, he was rigid, wouldn’t make eye contact, and hid in corners away from other children. He tried out for his school basketball team every year and got cut every time. Too small. Too slight. Barely 5’6 and about 54 kilograms. But he loved the game so much that his mum called the school and asked if there was any way he could be involved. The coach created a team manager role for him. For three years, McElwain showed up to every practice and every game. He wore a shirt and tie on match days. He ran drills, handed out water, kept stats, and cheered every basket like he’d scored it himself. On 15 February 2006, the last home game of his final school year, the coach let him suit up in a proper jersey and sit on the bench. With four minutes left and a comfortable lead, the coach sent him in. His first shot missed. His second missed. Then something shifted. He hit a three-pointer. Then another. Then another. His teammates stopped shooting entirely and just kept passing him the ball. He hit six three-pointers and a two-pointer. 20 points in four minutes. The highest scorer in the game. When the final buzzer went, the entire crowd rushed the court and lifted him onto their shoulders. His mum tapped the coach on the shoulder, in tears. “This is the nicest gift you could have ever given my son.” McElwain won the ESPY Award for Best Moment in Sports that year, beating out some of the biggest names in professional sport. He’s 36 now. He works at a local supermarket, coaches basketball, has run 17 marathons including five Boston Marathons, and travels the country speaking about never giving up. When asked about that night, his coach still gets emotional. “For him to come in and seize the moment like he did was certainly more than I ever expected. I was an emotional wreck.”

2026 will see the rest of the metals/energy commodities catch up to gold…

Moderating at #PDAC2026 on Mar 1st: Navigating a Bull Market…Finally 11:35am – 12:20pm Panelists: Robert Cohen (Scotia GAM), Matthew Geiger (MJG), Willem Middelkoop (Commodity Discovery Fund) & Nawojka Wachowiak (Ninepoint). Bull markets are exciting, but it's also where most mistakes are made. See you in Toronto 🇨🇦 #gold #silver

I have heard many explanations for the rally in the copper market over the past 24 hours... upside call option granters being caught wrong-footed, collar hedging by miners alarmingly out of the money, even aggressive buying of $20,000 per tonne strike calls for June and December at notable premiums ($42 and $160).... However, it all started... what ended up happening was a cascade of margin calls. Adding fuel to the fire, there was the unmistakable smell of opportunistic capital... There were certainly funds leaning into the thin overnight liquidity, pushing price discovery uphill.... I also heard of panic among certain Chinese smelters who had prudently pre-priced concentrate deliveries... which may be delayed, or possibly not show up at all...? Faced with the reality of deferred supply, they did what markets always force you to do when assumptions break: they covered. With the market starved of new copper, with demand electrifying faster than supply can respond, I doubt this will be the last of the volatility... Whatever the narrative, the result is the same

Matt Geiger Of MJG Capital Delivers 109% Return in 2025, Overweight Copper, Issues Silver Warning youtube.com/watch?v=ckGIoN… Matt Geiger of MJG Capital joins Goldfinger Capital to discuss his fund's tremendous 2025 performance, which metals he's overweighting for 2026, and why silver's move is raising his caution level. Matt Geiger is CIO and founder of the MJG Capital Fund. The MJG partnership returned 109.26% in 2025, representing its second-strongest year since inception. The fund has outperformed both the S&P 500 and TSX Venture over one-year, three-year, and ten-year time horizons – with the MJG partnership returning 27.9% annualized over the past decade relative to 14.8% and 6.5% for its respective benchmarks Skip to 08:30 mark if you only want to hear about metals, mining and markets. #copper #gold #silver

Dive deep into the world of mining royalties with Brian Dalton, CEO of @AltiusMinerals in this MSE episode. Discover insights on the evolving royalty sector, contrarian opportunities, and why Altius acquired Lithium Royalty Corp. Also, find out why $12/lb. Copper is on the way.

@ItsMyst88 Pleased to hear this John. Full credit to Zach and the whole $KLD.V team. They’ve made a lot of people look smart

@geigercounting Always love your investor letters - thank you for sharing! KLD most definitely operating the PG model on an elite level, truly grateful for originally learning about them through your letters :)

The January 2026 MJG partnership letter is out. Topics include: - Musings on silver's parabolic move + implications for precious metals investors - Portfolio construction as of 12/31 - Updates on $KRY.V $RDG.V $ALS.TO $KLD.V $BRVO.V $ELE.V $LRA.V mjgcapital.com/wp-content/upl…

@ItsMyst88 @GoldRoyalties Brent has been a technical advisor at $HWG.CN since late 2022 and it's been a recommendation at @ExplorationIns1 since around that time

@GoldRoyalties @geigercounting I think Brent cook (used to?) recommends it too... I wonder if that flew on a news letter too

I have no clue why $OGN.V is spiking but I booked some profits at $3.20 today. Hopefully I won't regret it and I can look to re-enter cheaper, or allocate to $KLD.V or $WDO.to... or Canadian energy