Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

Thematic (Sector/Industry)

<ul><li>Gold equities have seen a significant run up in price, with strong earnings being reported in the past few months.</li><li>Despite the increase in gold price, generalist investors have been slow to enter the gold market, causing some skepticism about the sustainability of the price above $3,000.</li><li>However, industry experts believe there is still room for growth in the gold market, with potential for more retail and institutional investors to enter the space and drive margins higher.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold equities have seen a significant run up in price, with strong earnings being reported in the past few months.Despite the increase in gold price, generalist investors have been slow to enter the gold market, causing some skepticism about the sustainability of the price above $3,000.However, industry experts believe there is still room for growth in the gold market, with potential for more retail and institutional investors to enter the space and drive margins higher.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold Miners That Actually Compound (Greg Orrell)

Equity Bottom-Up

<ul><li>Greatland Gold is transitioning from a developer to a producer with the acquisition of Telfer and Haveron assets from Newmont.</li><li>In just 27 days of operation, they produced 29.9 thousand ounces of gold and 1.2 thousand tonnes of copper, exceeding expectations.</li><li>The company has a healthy balance sheet with 145 million in cash, no debt, and plans for mine life extensions at Telfer, including stage seven and eight cutbacks.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Greatland Gold is transitioning from a developer to a producer with the acquisition of Telfer and Haveron assets from Newmont.In just 27 days of operation, they produced 29.9 thousand ounces of gold and 1.2 thousand tonnes of copper, exceeding expectations.The company has a healthy balance sheet with 145 million in cash, no debt, and plans for mine life extensions at Telfer, including stage seven and eight cutbacks.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United States</li><li>Orla Mining has strong shareholder support including PL mining 10% of the company, Fairfax, Newmont, and Agnico</li><li>Muscle White mine in Canada has a 6.23 grams per tonne reserve grade with a reserve life until 2030, operating at 1 million tonnes per annum with high recoveries and FIFO operated mine with camp upgrades in progress</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United StatesOrla Mining has strong shareholder support including PL mining 10% of the company, Fairfax, Newmont, and AgnicoMuscle White mine in Canada has a 6.23 grams per tonne reserve grade with a reserve life until 2030, operating at 1 million tonnes per annum with high recoveries and FIFO operated mine with camp upgrades in progressThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Paladin announcement surprises after lack of information in the morning</li><li>Greatland raises $500 million for Newmont's Telfer, with potential deferred payments</li><li>Telfer nearing end of its life, but potential for new opportunities with Greatland's involvement</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paladin announcement surprises after lack of information in the morningGreatland raises $500 million for Newmont's Telfer, with potential deferred paymentsTelfer nearing end of its life, but potential for new opportunities with Greatland's involvementThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Newmont Mining Corporation acquires, explores, and develops mineral properties. The Company produces gold from operations in the United States, Australia, Peru, Indonesia, Ghana, Canada, New Zealand and Mexico. Newmont also mines and processes copper in Indonesia.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Newmont Mining (NEM US)

Gold Miners That Actually Compound (Greg Orrell)

Gold miners are experiencing strong earnings and profit margins due to the rise in gold prices, but generalist investors are slow to enter the gold...

Money of Mine

Which Goldies are making real cash?

Greatland Gold transitions to producer status with acquisition of Telfer and Haveron assets, exceeding production expectations in first month and...

Money of Mine

We unpack 2 North American Deals

Orla Mining acquired by Newmont in $850 million deal with production assets in Mexico and development assets in the United States Orla Mining has...

Money of Mine

Greatland copy the NST Playbook

The announcement of a Paladin vote was unexpected, along with TSX-listed g mining news, updates on Bowen coking coal and troubled BCB miner, a...

Money of Mine

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)