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
68 Takip Edilen1.4K Takipçiler
Mining Stock Monkey
Mining Stock Monkey@miningstockguy·
I sat down with Steve Barton to discuss why I’m cautious on some "Big Three" gold majors while doubling down on specific royalty companies. Some things we covered: 👉 The $300M quarterly cash flow catalyst for $BTG. 👉 Why the market is mispricing $RGLD. 👉 $WPM vs. $FNV: Which royalty giant wins? 👉 Security risks & the patience needed with $VZLA in Mexico. Watch the full breakdown here: youtube.com/watch?v=Y8QdOQ…
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Mining Stock Monkey@miningstockguy·
I just had a great chat with @jessebday that I recommend watching. We get into some things that we've never talked about before such as my latest research into the likelihood of a recession. *Credit Card Risk* = Rising *Buy Now Pay Later Risk* = Very High *Student Loan Risk* = High and set to get much worse in July *Auto Loan Risk* = Very High and a significant risk to bank balance sheets
Jesse Day@jessebday

On today's Commodity Culture, @miningstockguy is seeing signs that an economic crisis of epic proportions is brewing and if that proves to be the case, he brings a lineup of mining stock picks that he thinks will weather the storm ahead. Get 50% off Mining Stock Monkey VIP for three months. Limited to the first 30 subscribers: miningstockmonkey.com/products/vip?p… Disclaimer: Commodity Culture was compensated by Mining Stock Monkey for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

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Mining Stock Monkey@miningstockguy·
Thanks for the shout out!
Min-Chin Hsiao@MinChinHsiao1

Shout out to @miningstockguy whose service discovered a billing error that I didn't even notice myself and made it right automatically. Learned a lot about how the service analyzes mining stocks. I am subscribed to the basic service, but I totally enjoyed and learned how to look at mining stocks better. Definitely worth taking a closer look!

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Mining Stock Monkey@miningstockguy·
@JCH011790 For this one there should be. Just search for commodity culture on your preferred platform
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JCH@JCH011790·
@miningstockguy is there podcast version of your interviews available?
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Mining Stock Monkey@miningstockguy·
As someone who was recently a buyer in the diamond market, it made no sense for me to pay significantly more for a natural diamond than to get a lab grown diamond that’s the exact same thing. My wife agreed and preferred getting a larger lab made diamond for much less money. Although I’m typically a buyer in crashes, I think this is a rare market that remains depressed because lab made diamonds are here to stay.
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Mining Stock Monkey@miningstockguy·
@Tonyforever2003 @RealRickRule @JamieHeard5 @grok At one point recently it was above $85 about a year out. And right around 80 about 2 years out (Might have been high 70s in those latest months). I didn’t write it down but did track it on a daily basis. These are approximations, not exact numbers.
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Mining Stock Monkey@miningstockguy·
Why RICK RULE is stockpiling cash In this interview with @RealRickRule, he shares his thoughts on oil stocks, gold, and copper. Historically, Rick has been a buyer during market corrections but this time is different; he talks about why he's stockpiling cash instead of buying equities that have gone on sale. We also get into how to build good money habits, things that contributed to his success as an entrepreneur, and why firing some of your customers (as a business owner) can be a good thing.
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Mining Stock Monkey@miningstockguy·
It was in backwardation during the entire Iran conflict but there were times when they could judge at or above $85-90 about a year out, above $80 2 years out, and above ~$70 three years out. The futures market isn’t as generous today as it was a few weeks ago but there was a window for companies to guarantee outstanding cash flow for as long as 3 years into the future
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Anazeteo@WillRThornton1·
@miningstockguy @HerculesMetals One of the best educated deep dive interviews I’ve watched. Very thorough analysis of the company, to the point questions asked by Jordan, excellent replies by Chris. Explained geology processes that were unknown to me.Brilliant work Jordan, after my own DD I’m now invested 👍
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Mining Stock Monkey@miningstockguy·
I sat down with @HerculesMetals CEO Chris Paul to discuss the path to a $1 Billion market cap. The 2026 Catalysts: 25,000m Drill Program: Testing targets at Southern Flats, Pegasus, and Hook. There's a lot of evidence that these are other porphyry centers. Matthieu Bos: Why a rockstar with tier-1 pedigree joined as Chairman and how he will help bridge the value gap. Operational Shift: Ditching RC for a "slow and steady" core approach with Dorado to avoid past hiccups. Scale: Exploring a 100,000-acre district via the "Prospect Generator" model and do a maiden 43-101 Compliant Mineral Resource Estimate for the "Leviathan" discovery Disclaimer: This is not a sponsored video, the video creator has received no compensation to produce the video. This should be used for informational purposes only and should not be considered investment advice. Exploration is a high-risk endeavour and investors in these stocks can lose as much as 100% of their invested capital. There are forward looking statements in this video and much of what we think is true today will likely be materially different after the theories are tested with drilling. The video creator owns shares in the company and may buy more or sell shares at any time.
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Vladyslav Grabarskyy
Vladyslav Grabarskyy@VladGrabarskyy·
I sat down with mining stock analyst Jordan Rusche @miningstockguy to discuss whether this pullback in gold is a buying opportunity — and which stocks offer the best asymmetric upside. youtu.be/HuHDoaImxNI We cover: • Whether the precious metals bull market is still intact • Why a 15–35% pullback in gold would be normal • Why gold priced in dollars could be “infinite” long term • The best opportunities in mining stocks right now • Why royalty companies may offer the best risk/reward • Specific stocks Jordan is watching closely • The impact of energy prices on mining companies • Iran war, commodities & macro risks • A lot more 🎥 Watch here → youtu.be/HuHDoaImxNI #Gold #Silver #MiningStocks #Investing #Commodities #Stocks
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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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