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Vox Royalty: Where Growth Meets Value
Seeking Alpha· 2025-10-10 00:11
Group 1 - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts, indicating a proactive investment strategy [1] Group 2 - The article emphasizes the importance of position sizing in the volatile precious metals sector, recommending that investments in small-cap precious metals stocks should be limited to 5% or less of an investor's portfolio [2]
Lundin Gold: Zero Margin Of Safety At Current Levels
Seeking Alpha· 2025-09-19 21:10
Group 1 - The article emphasizes the importance of in-depth research on undervalued miners with upcoming catalysts to enhance portfolio performance [1] - Subscribers gain access to current portfolios and real-time buy/sell alerts, which are crucial for informed investment decisions [1] - All figures mentioned are in United States Dollars, with specific metrics such as grams per tonne (G/T), gold-equivalent ounces (GEOs), and all-in sustaining costs (AISC) being highlighted for clarity [1] Group 2 - The article provides a detailed overview of the mining sector, focusing on production figures that are on an attributable basis, which is essential for accurate valuation [1] - It mentions various mining methods, including underground (UG) and open-pit (OP), which can impact operational costs and production efficiency [1]
Coeur Mining: Time To Take Some Chispas Off The Table (Rating Downgrade) (NYSE:CDE)
Seeking Alpha· 2025-09-16 14:52
Core Insights - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] Group 1 - The research aims to assist investors in identifying the most undervalued miners [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts [1]
Barrick Mining: Turnaround Thesis Remains Intact
Seeking Alpha· 2025-08-25 15:14
Core Insights - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] Group 1 - The research ranks miners to assist investors in identifying the most undervalued opportunities [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts [1] - The article emphasizes the importance of positioning in the mining sector to capitalize on potential growth [1]
New Gold: A Tale Of Two Halves
Seeking Alpha· 2025-08-02 13:00
Core Insights - The article emphasizes the importance of identifying undervalued miners with upcoming catalysts to enhance portfolio performance [1] Group 1 - Alluvial Gold Research provides detailed analysis on miners, ranking them to assist in investment positioning [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts [1]
B2Gold: Let The Goose Times Roll
Seeking Alpha· 2025-06-03 10:18
Group 1 - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts, indicating a proactive investment strategy [1] Group 2 - The article emphasizes the importance of position sizing in the volatile precious metals sector, recommending that investments in small-cap precious metals stocks should be limited to 5% or less of an investor's portfolio [2]
Royal Gold: Growth At A Very Reasonable Price
Seeking Alpha· 2025-05-16 15:58
Core Viewpoint - The article emphasizes the importance of identifying undervalued miners with upcoming catalysts to enhance portfolio performance, providing insights into specific mining companies and their potential for growth [1]. Group 1: Investment Insights - Alluvial Gold Research offers detailed research on miners, ranking them to assist investors in positioning themselves in undervalued stocks [1]. - Subscribers receive access to current portfolios and real-time buy/sell alerts, indicating a proactive approach to investment management [1]. Group 2: Analyst Position - The analyst has a beneficial long position in shares of RGLD, IAUX, and IAU:CA, indicating a personal investment interest in these companies [1].
New Gold: A Much Stronger H2 On Deck
Seeking Alpha· 2025-05-05 15:04
Group 1 - Alluvial Gold Research provides detailed analysis on undervalued mining companies, focusing on those with upcoming catalysts that could enhance portfolio performance [1] - Subscribers receive access to current portfolios and real-time buy/sell alerts, indicating a proactive investment strategy [1] Group 2 - The article emphasizes the importance of position sizing in the volatile precious metals sector, recommending that investments in small-cap precious metals stocks should be limited to 5% or less of an investor's portfolio [2]