Primer: Moon River Capital (MOO CN) - Aug 2026
Transition to a Pure-Play Molybdenum Company: Moon River Capital has fundamentally transformed from a Capital Pool Company (CPC) into a Tier 2...
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MOO: Tier-1 Assets, Tier-1 Jurisdiction, and a Critical Metal
Moon River recently announced a highly economic PEA on its Davidson Project in B.C., the highest-grade molybdenum project outside of China.
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MOO: Robust Updated PEA on Davidson, Building on Endako PEA
Today’s PEA has substantially improved economics compared to the 2024 PEA based on the inclusion of Tungsten and Copper into the mine plan, as well...
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MOO: Highly Economic PEA on the Endako Project
The PEA depicted a highly profitable operation utilizing the substantial existing infrastructure; After-tax NPV8% was $790M & IRR was 40%.
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Mayfair Gold Corp - Q3/26 Recap: All Our Research in One Place!
Quarterly Coverage Update Q3/26 marked a return to outperformance for our coverage universe. Our covered companies rose 7.1% on average during the...
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