Farmer on X
I think my $ORR position is too large because I made the same mistake I see a lot of investors on here make. I didn't have enough good ideas, so I bet too big on my best idea.
Sector
Mining
Everything our editor has picked under this sector, best first.
17 stories
An ATM that starts to spit out cash
Andrada Mining’s Uis ore sorter targets higher tin grades and lower unit costs after FY26 operating cash flow reached £4.7 million, but…
SG on X
@valuedrift $LODE
KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
The Bullionaire 4 clicks HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Prakhar Agarwal, CFA 4 clicks BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
On the Pulse 1 click SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Redfern Research Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
JabroniCoin.USD on X
$ORLA might have miner issues? https://t.co/fyc91D3J81
GRLRF · long Greenland Resources INC
Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…
Tim Eriksen on X
Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY
EGO · long Eldorado Gold CORP
Eldorado Gold (EGO) is a long-life gold and copper miner with a rare growth profile across precious and base metals.
AEM · long Agnico Eagle Mines LTD
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
Porter Collins on X
We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome. https://t.co/VaO0Pe4iV9
Metals Royalty Company INC
Metals Royalty Company, a U.S.-focused critical-minerals royalty platform, direct-listed on Nasdaq in April 2026 and holds royalty and…
Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
