Primer: Lundin Gold Inc (LUG CN) - Sep 2025
Single Asset Excellence: Lundin Gold's value proposition is centered on its 100% ownership of the Fruta del Norte (FDN) mine in Ecuador, one of...
72 Views
Zijin Gold Intl (2259 HK): Gold Leverage Intact; December GDX Non-Inclusion a Near-Term Overhang
Zijin's valuation now hinges on execution and cost normalization post-IPO re-rating. GDX non-inclusion doesn't change asset quality or medium-term...
250 Views
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...
1.4k Views
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...
893 Views
Gold Miners ETF (GDX US): BIG Impact of Benchmark Change
The GDX ETF has announced a benchmark change from the NYSE Arca Gold Miners Index to the MarketVector Global Gold Miners Index. Estimated turnover...
1.2k Views