Mining Royalties & Streams: A Quick Primer
Royalties and streams have vastly outperformed gold miners over the last 20 years since they are not exposed to exploration risk, capex inflation,...
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MVIS Global Junior Gold Miners Index Rebalance: Two Adds, Four Deletes, Float Changes
There are 2 adds & 4 deletes resulting in one way turnover of 4.3% & a one-way trade of US$163m. There is over 1 day of ADV to trade on 24 stocks....
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MVIS Global Junior Gold Miners Index Rebalance: One Delete & Plenty of Float Changes
There is only one deletion but there are a lot of stocks with free float changes. Estimated one way turnover is 3.4% resulting in a one-way trade...
574 Views
Thematic: Hedging with Gold
As investors, we constantly evolve. When I started my investing journey, I devoured everything written by Buffett and Munger.
364 Views
New J. Hutton – Exploration Report (Weeks Ending 08/03/20) Abridged
COVID-19 disruption will last longer than many are forecasting China property sales very weak, as is its domestic rebar utilisation Gold Road...
314 Views