McEwen Inc.: The Gold Bar Miss Is Fixable, The Copper Is Free
McEwen Inc. targets production growth from 115,700 ounces in 2025 to 300,000 by 2030, with Los Azules copper optionality and a McEwen…
The Bullionaire Sector
Mining
Everything our editor has picked under this sector, best first.
76 stories
The Bullionaire 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.
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
GRLRF · long Greenland Resources INC
Greenland Resources, a Canadian-listed miner valued near US$140 million, is developing the Malmbjerg molybdenum project in eastern…
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
MT 2026-08-27 ArcelorMittal: Regionalization Is Creating A Structurally Better Steel Company
ArcelorMittal’s regional steel franchises, integrated mining and India expansion are lifting EBITDA per ton and supporting per-share…
Capital Connoisseur 1 click KGC 2026-08-27 Kinross Gold: The Buy Case Is Margin, Not Growth
Kinross Gold’s Great Bear and Lobo-Marte projects target 850,000 ounces annually at $800–$1,000 per ounce, underpinning margin expansion,…
The Bullionaire 
RGLD · long Royal Gold INC
Royal Gold, a $19 billion precious-metals royalty and streaming company, benefits from mine production without operating mines directly.
HMY 2026-08-24 Harmony Gold Mining: A Copper Pioneer By Capitalizing On The Gold Tailwind (Reaffirming Buy)
Harmony Gold targets copper at roughly 40% of future production, diversifying gold exposure while increasing sensitivity to commodity…
Prakhar Agarwal, CFA 4 clicks
Alpha Metallurgical Resources (AMR) vs. Warrior Met Coal (HCC)
Warrior Met Coal’s lower-cost longwall mines and Blue Creek expansion protect cash flow, while new high-vol supply depresses Alpha…
TMCR · short 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…
TFPM 2026-08-22 Triple Flag Precious Metals: Ravenswood Turns Optionality Into Duration
Triple Flag Precious Metals' Ravenswood acquisition adds long-term, low-cost gold stream revenue, diversifies cash flows and extends growth…
Capital Connoisseur 2 clicks BHP 2026-08-20 BHP: Stop Calling This An Iron Ore Stock
BHP expects copper to generate over half of FY2026 EBITDA and plans a 40% production increase by FY2035 after profit, free cash flow and…
On the Pulse 1 click SA 2026-08-20 Seabridge Gold: Fairly Valued Now But Big Upside
Seabridge Gold's KSM gold-copper project could re-rate on a joint venture, 2027 feasibility study and infrastructure progress, with gold…
Redfern Research 
Alpha Metallurgical Resources, Inc. (AMR): The Beginning of the End
Alpha Metallurgical Resources has $263 million of usable liquidity and targets zero cash burn by 2027 through mine cuts, Wildcat ramp-up,…
Myles on X
$EUR.ax $CRML merger recut in whoop. Still looks attractive here at a 17% spread with a clearly very motivated buyer and a reasonably short timeline. Easily hedgable with 10% borrow.
ContextLogic
ContextLogic’s US Salt holds about 23% of the US and Canadian pharmaceutical-grade salt market, one of only two suppliers, supporting…
KEDM.com on X
Ace River Capital @AceRiverCapital has high conviction in Vox Royalty $VOXR, a precious-metals royalty company with over 70 companies in its portfolio. VOXR is now the largest holding in both his personal portfolio and the fund's. VOXR is an old KEDM Lite flag. https://t.co/Nhi14DHSI7
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.
PPTA · long Perpetua Resources CORP
Perpetua Resources (PPTA) is a development-stage gold mining project.
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
What I Read This Week
Weekly reading list covers Agnico Eagle, Cameco, Dollar Tree, Meta, Braze and Apollo across mining, retail, AI and insurance.
