Mining Stock Monkey

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Mining Stock Monkey

Mining Stock Monkey

@miningstockguy

Independent resource investor & founder of Mining Stock Monkey. Sharing my portfolio, dynamic valuation models, and deep-dive research. Zero corporate sponsors.

Mexico Katılım Mart 2024
64 Takip Edilen1.1K Takipçiler
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Jesse Day
Jesse Day@jessebday·
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
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Mining Stock Monkey@miningstockguy·
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.
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Mining Stock Monkey@miningstockguy·
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.
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Mining Stock Monkey@miningstockguy·
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.
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Mining Stock Monkey@miningstockguy·
@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!
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7djay7
7djay7@7djay7·
@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!!
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Mining Stock Monkey@miningstockguy·
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.
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Mining Stock Monkey@miningstockguy·
A bizarre move from Triple Flag actually makes perfect sense. I share the reasons why in my latest investment memo.
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Mining Stock Monkey@miningstockguy·
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.
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Mining Stock Monkey@miningstockguy·
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…
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Mining Stock Monkey@miningstockguy·
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.
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Anazeteo
Anazeteo@WillRThornton1·
@miningstockguy @B2GoldCorp I’m looking forward to watching any deep dives or interviews with you on YouTube. Do you have any planned ?
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Mining Stock Monkey@miningstockguy·
@RealRickRule According to a bullion dealer in the US, right now he’s getting about 5 sellers for every 1 buyer.
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Mining Stock Monkey@miningstockguy·
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.
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Barack Obama
Barack Obama@BarackObama·
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.
Redistricting Action@redistrictact

Texas: Your vote matters—and so does your map. And right now, power-hungry politicians are trying to gerrymander it to silence your voices. Join @RedistrictFdn for a virtual event to learn how redistricting shapes your vote—and how you can take action. 🔗mobilize.us/allontheline/e…

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Mining Stock Monkey@miningstockguy·
@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.
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Mining Stock Monkey@miningstockguy·
@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.
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Mining Stock Monkey@miningstockguy·
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…
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