Company Overview - Aura Minerals is a mid-sized producer of precious and base metals, primarily gold, copper, and silver, with operations across the Americas [5][7] - The company employs a vertically integrated mining model, managing all aspects from exploration to sale, which enhances operational control and efficiency [7][9] - As of February 12, 2026, Aura Minerals had a market capitalization of $6.29 billion and a revenue of $771.59 million for the trailing twelve months (TTM) [4] Recent Developments - On February 12, Sagil Capital LLP disclosed a new position in Aura Minerals, acquiring 155,992 shares valued at approximately $7.86 million [2][6] - This acquisition represents 1.79% of Sagil Capital's reportable U.S. equity assets, indicating a strategic allocation towards Aura Minerals [3][6] - Aura Minerals' share price was $75.26 as of February 11, 2026, reflecting a remarkable 200% increase since its Nasdaq debut in July [3][9] Market Context - The recent momentum in precious metals has influenced portfolio adjustments, with Aura Minerals being a deliberate addition to a portfolio already exposed to commodities [6][8] - The company's strong performance in production and cost management has contributed to its stock price surge, supported by favorable gold prices [9][10] - Investors are focused on whether Aura Minerals can sustain production growth and maintain a strong balance sheet following its significant stock price increase [10]