Hunting down and quantifying value in the junior mining space! Drillhole analysis, thoughts and musings and the best napkin math you are going to find!miningexplained.com CanadaJoined August 2022
Mining Equities Valuations ⛏️
Nice chart from RBC highlighting the relatively high valuations of uranium equities in the resource sector. Even after the massive gains of the last 18+ months, gold miners still trade at attractive valuations (at spot). Large, diversified miners…
We have updated our Napkin Math for Freegold Ventures - Golden Summit Project! Todays release includes all 2025-04-23 and 2025-05-08 drill results. We hope you enjoy and please stay tuned for future updates!
Link: miningexplained.com/Freegold-Ventu…
We have updated our Napkin Math for Snowline Gold's - Rogue Project! Todays release includes all 2025-03-04 results. We hope you enjoy and please stay tuned for future updates!
Link: miningexplained.com/Snowline-Gold-…
Just like “nobody” saw the Gold revaluation coming, nobody sees the Mining stocks mania coming.
Being ahead of the crowds is basically acting upon the many signals the US administration is giving you.
All roads lead to the same endgame
A few years ago, I stated here that the bull run would unfold in stages: first Gold (checked), followed by Silver (underway), then Gold Miners (underway), then Silver Miners (yet to start), followed by Gold & Silver Junior Producers (yet to start), and finally Gold & Silver…
Gold is at All-Time Highs.
Gold miners haven’t seen cash flow like this in decades.
Yet they trade at historically cheap valuations.
And NOBODY owns them.
Imagine if that sentiment changes.
Still early innings of gold bull market.
Given the never before undervaluation in Juniors a raging move can start at any moment with no obvious catalyst.
There has never been larger, chronic upside risk. This is why I have FOMO with even microscopic adds.
The chart below shows how Central Banks around the world are slowly diversifying their FX reserves buffer through gold - an asset that isn't directly affected by sanctions:
6/
An interesting story that the Former NATO commander shared with me...
A woman escaped Czechoslovakia in 1939 and crossed the Pyrenees in 1940...
She said:
"Always keep a little gold." When I asked why, she replied... "In case you need to cross borders."
Well here we go right again! We have updated our Napkin Math for Freegold Ventures Golden Summit Project... again to include all Jan 21 results. We hope you enjoy and stay tuned for future updates!
Link:miningexplained.com/freegold-napki…
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