Overview #38 Precious Metals – Has the Fat Lady Sung?
A review of recent events/data impacting our investment themes and outlook. We look at the recent correction in precious metals and what it means...
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From Debt to Dominance: How Newmont Is Redefining Gold Mining
A deep dive into Newmont’s strategic reforms, including debt reduction and portfolio optimization, its disciplined financial management,...
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Kinross Gold Corporation (TSX: K; NYSE: KGC): Record Margins Fund Buybacks and a Grade-Led Pipeline
Low-cost 2.0 Moz/yr gold producer with US$1.9 bn net cash and 30% ROCE, self-funding a grade-led US and Chile pipeline at 5.1x FY26E EV/EBITDA.
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Global Metals & Mining Playbook – July 2025
Commodity trends show gold, copper, and uranium surging, while iron ore and coal struggle. Top picks include Zijin Mining Group, Shandong Gold...
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Centerra Gold Inc. (CG CN): Two Funded Mines Pay for a Four-Project North American Pipeline
Debt-free mid-tier gold producer on 0.53x P/NAV, funding four North American growth projects from Mount Milligan and Öksüt cash flow, with Thompson...
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