Mining Stock Monkey

On today's Commodity Culture, @miningstockguy brings not only a thorough breakdown of his approach to speculating on miners, but a list of the stocks he sees the most potential upside in ahead. youtu.be/PgplxeyyABA

I just put out a new piece on Devon Energy $DVN. In this investment memo, we do a deep dive into the quality of their reserves, Q4 earnings, and the merger with Coterra Energy. We also build a new dynamic valuation model to determine my buy and sell targets.

Legendary resource investor Rick Rule is back on Mining Stock Monkey! I sat down with @RealRickRule to go straight into the weeds on the resource sector. We cover: • Clive Johnson's retirement & the future of $BTG • The massive catalysts for the large royalty companies ($FNV, $RGLD, $WPM) • Oil & Gas: Verifying Tier 1 inventory and calculating recycle ratios using $DVN as a test case.

Read it here: open.substack.com/pub/miningstoc…

I just published a new piece on B2Gold. The company's Q4 MD&A paints a picture that their new flagship Goose mine will be a steady state cash cow by January 1st 2027. However, management's candid comments during their live Q&A paints a different (and more expensive) picture. You can read it on the Mining Stock Monkey Substack.

@7djay7 Appreciate the kind words! Capital preservation is just as important as capital gains in this sector. I spend hundreds of hours digging into the plumbing of these companies so my subscribers don't have to fly blind. Glad the B2 deep dive kept you on the right side of the trade!

@miningstockguy I sold my B2 before earnings thanks to your insanely accurate analysis of the company.I can't thank you enough for the amount of money you saved me with your intricate analysis of B2!! God bless you. Hats off to your research!!

I just launched "The Silverback Letter" on Substack. A free Letter that focuses on the thesis behind my investments, my take on sector news, and where I see pockets of value and risk. In issue #1 I focus on why I think the major precious metals royalty companies will grow faster than the juniors going forward.

In this interview with the KE Report, I talk about why I sold half of my B2Gold position prior to Q4 earnings + more youtu.be/ktEkA_jCnv4?si…

A bizarre move from Triple Flag actually makes perfect sense. I share the reasons why in my latest investment memo.

Huge thanks to this community for making us #1 'Rising in Business' on Substack. It’s proof that investors want institutional-quality research without the 'pay-to-play' model. No promotional kickbacks, no investment banking fees, and no corporate sponsors. Just 100% independent analysis.

Check out this interview I just did with Steve Barton from In It to Win It. There are a lot of good questions and worthwhile info here. P.S. If you’ve been missing my research and interviews, keep an eye on your YouTube notifications. There is a lot more coming your way soon. youtube.com/watch?v=u8nfPJ…

Over the past year, I've chosen to use my working hours to provide value to paid subscribers of my research service. Aside from that, I've decided to spend my free time with family (including our baby boy) instead of making videos. With that said, I've finally expanded the Mining Stock Monkey team to help with administrative tasks and organization, which will buy me more time. Because of this, I will be able to do more interviews and make mining stock videos without compromising family time. So you can look forward to more videos coming soon.

@miningstockguy @B2GoldCorp I’m looking forward to watching any deep dives or interviews with you on YouTube. Do you have any planned ?

@RealRickRule According to a bullion dealer in the US, right now he’s getting about 5 sellers for every 1 buyer.

a negative sign, near teerm. We are no longer hated

Why weren’t you speaking out when the democrats were doing this? Why weren’t you speaking out when the democrats were shipping in plane loads of foreigners to highly contested counties prior to the presidential election? Why weren’t you speaking out when they weren’t requiring an ID to vote? I agree that gerrymandering shouldn’t be allowed but you need to be consistent and not just oppose the shady things that the other party is doing while you ignore all of the shady things your party is doing.

We can’t lose focus on what matters – right now, Republicans in Texas are trying to gerrymander district lines to unfairly win five seats in next year’s midterm elections. This is a power grab that undermines our democracy.

@ProudSocialist In a capitalist society nothing is stopping you from living in a small communist community. The opposite can’t be said for those living in a communist society.

@ninaturner If instead of raising their taxes you stole 100% of their assets, you'd have enough to fund the federal government's deficit for about 1 year and there would be nothing left to steal.

@Higher_Idling @EquinoxGoldCorp Most of their ore was coming from Carrizalillo lands. I’m not sure how many of the 13 million ounces at Los Filos lies outside of that area

@miningstockguy @EquinoxGoldCorp What remains to be seen is how the exclusion of Carrizalillo will effect mine operations...

According to several local news sources in Guererro, Mexico, @EquinoxGoldCorp has apparently signed an agreement to restart the Los Filos Mine and build a new CIL plant. Looks like they told the problem community, Carrizalillo, to pound sand and signed a 20 year land use agreement with the other 2 communities: suracapulco.mx/en-la-sede-del…