Overview #27 – The Big Beautiful Tragi-Comedy Continues
More positive news for the Uranium Sector. Jefferies upgraded the Australian uranium miners yesterday with $PDN, $BOE and $DLY rallying 15-20% & up...
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Pan American Silver — Skarn PEA: Top-tier production at lower capex
The revised 2026 preliminary economic assessment (PEA) for La Colorada redefines the project as an integrated 15,000tpd operation, significantly...
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MV Global Junior Gold Miners Index Rebalance: 27 Adds; 3 Deletes; US$3.8bn Trade
There are 27 adds, 3 deletes and 3 listing changes for the GDXJ. Estimated one-way turnover is 17.4% and round-trip trade is US$3.8bn. Capping...
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Gold Miners ETF (GDX US): Benchmark Change; 8 Adds, 24 Deletes, US$12.7bn Trade
The GDX ETF will change benchmarks at the close on 19 Sep. Estimated one-way turnover is 26.8%; round-trip trade for the ETF is US$12.7bn. Adds...
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Gold Miners ETF (GDX US): Capping Pushes Trade to Over US$10bn
The change in benchmark for GDX should result in 8 adds and 25 deletes in Sep. Estimated one-way turnover is 22.9% resulting in a round-trip trade...
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