Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.</li>
<li>This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.</li>
<li>There will be no index name changes for the June 2026 rebal event. However, we currently expect a one-way flow of US$281mm for June 2026 due to capping/re-capping.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed globally.
This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.
There will be no index name changes for the June 2026 rebal event. However, we currently expect a one-way flow of US$281mm for June 2026 due to capping/re-capping.


[Quiddity Index] MV Junior Gold Miners Jun26: Capping Flow Expectations

<ul>
<li>The MV Global Junior Gold Miners index represents the performance of small/medium-cap gold and silver mining companies listed around the world.</li>
<li>There will be 27 ADDs and 3 DELs for the March 2026 rebal. We had predicted 12 ADDs (10 were right) and 1 DEL (it was right). A HUGE tail.</li>
<li>We expect a one-way flow of US$1.98bn for the March 2026 rebal on 20 March 2026 at the close. </li>
</ul>


The MV Global Junior Gold Miners index represents the performance of small/medium-cap gold and silver mining companies listed around the world.
There will be 27 ADDs and 3 DELs for the March 2026 rebal. We had predicted 12 ADDs (10 were right) and 1 DEL (it was right). A HUGE tail.
We expect a one-way flow of US$1.98bn for the March 2026 rebal on 20 March 2026 at the close. 


[Quiddity Index] MV Junior Gold Miners Mar26 Results: 27 ADDs and 3 DELs; US$2bn One-Way

<ul>
<li>The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world. It is rebalanced with constituent changes possible quarterly.</li>
<li>We expect three ADDs for March 2026, with a one-way flow of US$2.8bn.</li>
<li>Things are moving very quickly within the gold sector. That means the expected flows can turn on a dime because of the peculiarities of the construction of this index. </li>
</ul>


The MV Global Gold Miners index represents the performance of large and mid-cap gold and silver mining companies listed around the world. It is rebalanced with constituent changes possible quarterly.
We expect three ADDs for March 2026, with a one-way flow of US$2.8bn.
Things are moving very quickly within the gold sector. That means the expected flows can turn on a dime because of the peculiarities of the construction of this index. 


[Quiddity Index] MV Global Gold Miners Mar26: 3 ADDs Likely, US$2.8bn One-Way Flow

Industrias Penoles, S.A.B. De C.V. / Index Rebalance

Industrias Penoles, S.A.B. De C.V. (PE&OLES* MM EQUITY)

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world.</li>
<li>We expect many index changes to the March 2026 rebal event.</li>
<li>We currently see a one-way flow of around US$1.2bn, largely driven by changes in the composition of the top five holdings by weight.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world.
We expect many index changes to the March 2026 rebal event.
We currently see a one-way flow of around US$1.2bn, largely driven by changes in the composition of the top five holdings by weight.


[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$754mn One-Way

<ul>
<li>The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. We like it because of impact.</li>
<li>This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.</li>
<li>There are many expected changes for the March 2026 rebal event and we currently see one-way flow of US$1.3bn for March 2026.</li>
</ul>


The MV Junior Gold Miners index represents the performance of small-cap gold and silver mining companies listed around the world. We like it because of impact.
This index is reviewed semiannually in March/September. During these reviews, names can be added or deleted from the index.
There are many expected changes for the March 2026 rebal event and we currently see one-way flow of US$1.3bn for March 2026.


[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$1.3bn One-Way

United States

Coeur Mining, Inc., through its subsidiaries, explores, develops, operates, and/or owns silver and gold mining properties and companies.  The Company's properties are located primarily in the United States, Australia, and South America.

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Coeur Mining (CDE US)

[Quiddity Index] MV Junior Gold Miners Jun26: Capping Flow Expectations

The June 2026 "rebal" for MV Junior Gold Miners is a capping/recapping exercise. There will be no name changes. For that, no major impact trades...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Mar26 Results: 27 ADDs and 3 DELs; US$2bn One-Way

The bottom end of the MV Junior Gold Index has now admitted far more names than we expected. That meant two more get kicked out of the top end....

Travis Lundy

[Quiddity Index] MV Global Gold Miners Mar26: 3 ADDs Likely, US$2.8bn One-Way Flow

As of now, the Global Gold Miners index in March could see 3 ADDs. One name could also move into the "Large" category. Interestingly, if it self...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$754mn One-Way

The volatility within the gold space is such that over the space of a few days, the expected flows of the next MV Junior Gold Miners' Index rebal...

Travis Lundy

[Quiddity Index] MV Junior Gold Miners Mar26 Rebal: Multiple Changes Possible; ~US$1.3bn One-Way

We expect a number of ADDs to the MV Junior Gold Miners Index in March. It has been a big move. Things may move out of reach quickly too. Recos are...

Travis Lundy

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