[Quiddity Index] MV Global Gold Miners Dec25: Still 2 ADDs Expected; Closing in on Base Date
We see US$3.8bn of flows for the December rebalance with two ADDs. The impact will be somewhat limited across the ADDs but a couple of names will...
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[Quiddity Index] MV Global Gold Miners Dec25: 2 ADDs Expected; US$1.8bn One-Way Flows
The MV GDX Index is the new benchmark for the GDX ETF. Big flows last month on the benchmark change, and now two potential ADDs for December. One...
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Primer: Kinross Gold (K CN) - Sep 2025
Kinross Gold is a senior gold producer with a geographically diversified portfolio of mines and a strong growth pipeline, highlighted by the...
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Quiddity Leaderboard MV J-Gold Miners Sep 24: Mergers Mean Possible Up-And-Out DELETEs
The MV Junior Gold Miners Index is a very broad index of small-mid caps and decent tracking AUM. Deletes are either "too big" or "too small". Some...
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OceanaGold Philippines IPO - Updated Thoughts on Valuation - Too Expensive Even at This Price
OceanaGold Philippines (OGP PM) is looking to raise up to US$106m in its Philippines IPO. In this note, we share our updated thoughts on valuation.
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