SSR Mining Inc. ( SSRM ) is a mid-tier precious metals mining company that produces gold and silver, with additional exposure to base metals, from operations in the United States, Canada, Argentina, and Turkey. The company earns revenue by extracting andI am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to provide inves ...

Core Viewpoint - SSR Mining Inc. is a mid-tier precious metals mining company focused on gold and silver production, with operations in the United States, Canada, Argentina, and Turkey [1] Company Overview - SSR Mining Inc. produces gold and silver, with additional exposure to base metals [1] - The company generates revenue through the extraction of these metals from its mining operations [1] Operational Footprint - The company operates in multiple countries, including the United States, Canada, Argentina, and Turkey, indicating a diversified geographical presence [1]

Core Insights - Ace River Capital's Fund returned -4.55% in Q4 2025, underperforming the S&P 500's +2.7% and the Russell 2000's +2.2% [1] - For the full year, the Fund delivered -21.95%, while the S&P 500 and Russell 2000 returned +18.0% and +12.8%, respectively [1] - The unfavorable performance was attributed to valuation pressures and unique events [1] Company Highlights - Vox Royalty Corp. (NASDAQ:VOXR) is a mining royalty company based in Westminster, Colorado, with a market capitalization of $364.943 million [2] - As of February 9, 2026, Vox Royalty Corp. stock closed at $5.29 per share, with a one-month return of 8.18% and a twelve-month increase of 116.80% [2] - Since initiating a position in Q4 2023, Vox Royalty Corp. has become the Fund's largest holding, returning approximately 160% [3] Market Context - Gold prices are reaching record highs, driven by inflation concerns, geopolitical instability, and inconsistent trade and fiscal policy [3] - Vox Royalty Corp. is not among the 30 most popular stocks among hedge funds, with 12 hedge fund portfolios holding the stock at the end of Q3, up from 9 in the previous quarter [4] - While Vox Royalty Corp. shows potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Core Viewpoint - Agnico Eagle Mines Limited (NYSE:AEM) is recognized as one of the best long-term low-risk stocks to buy, with a bullish outlook on gold prices and strong financial performance in recent quarters [1][8]. Group 1: Price Recommendations and Market Outlook - CIBC raised its price target for Agnico Eagle Mines to $296 from $231, maintaining an Outperformer rating, reflecting an optimistic outlook for precious metals [2]. - Gold price forecasts have been increased to $6,000 per ounce in 2026 and $6,500 in 2027, alongside higher expectations for copper [2]. Group 2: Financial Performance - In Q3 2025, Agnico Eagle's gold production remained stable year-over-year, but the company sold gold at prices nearly $1,000 per ounce higher than the previous year [3]. - Total cash costs increased by less than $75 per ounce, remaining under $1,000, while all-in sustaining costs rose from $1,286 to $1,373 per ounce due to higher capital spending [3]. - Adjusted net income surged by over $500 million to $1.085 billion, and free cash flow nearly doubled to $1.19 billion, indicating strong profitability [4]. Group 3: Company Overview - Agnico Eagle Mines Limited is a senior gold producer based in Canada, with operational mines in Canada, Australia, Finland, and Mexico, and is advancing a pipeline of exploration and development projects [5].

Shares of Luca Mining Corp., traded on the US OTCQX, are benefiting from market optimism, which is driving share price gains. This is correct posture in our opinion. We believe this willAlberto holds a Master's degree in Business Economics. During his academic career he acquired an extensive managerial and economic background, with a solid quantitative basis. He covers all sectors and the different types of stocks. Essentially describes a useful investment strategy that fits the profile of any investor, whe ...

Fundstrat co-founder Tom Lee claimed the cryptocurrency market is likely at or near a bottom on Monday, arguing that prices have overshot to the downside even as underlying fundamentals continue to strengthen. Speaking on CNBC Monday, Lee said crypto had "taken it much worse than we expected," despite a lack of leverage in the system and improving network activity. He added investor capital was pulled away from digital assets earlier this year by a surge in precious metals. “I think crypto has suffered f ...

Core Viewpoint - Gold and silver prices have rebounded after a significant sell-off, indicating that the recent corrections may be more of a positioning reset rather than a long-term downturn [1][2][4]. Price Movements - Gold prices increased by over 2% to $4,771.76 per ounce after a nearly 10% drop on Friday, marking one of the steepest declines in decades [2]. - Silver prices saw a recovery of 2.6% to $81.3 per ounce after a dramatic 30% collapse, which was its worst one-day performance since 1980 [3]. Market Analysis - Analysts suggest that the recent sell-off was driven by short-term catalysts rather than a structural market shift, despite the significant scale of the decline raising questions about market positioning [4]. - Deutsche Bank strategists noted that while there has been an increase in speculative activity, it does not fully account for the extent of the recent price movements [4]. Investor Sentiment - The adjustment in precious metal prices has exceeded the impact of its apparent catalysts, indicating that investor intentions across various sectors (official, institutional, individual) have likely not deteriorated [5].

Core Insights - Gold has reached a new all-time high above $5,000 an ounce, marking a significant increase in value, having doubled since September [1] Company Insights - U.S. Global Investors, led by Frank Holmes, manages over $4 billion in assets and is known for its focus on gold and precious metals investments [1] - Frank Holmes is also the executive chairman of HIVE Blockchain Technologies, the first publicly traded cryptocurrency mining company [1]

Group 1 - Americas Gold and Silver Corporation (USAS) reached a 52-week high, driven by a surge in precious metals prices, with silver spot prices hitting $103 and gold nearing $5,000 at $4,988 [1][2][3] - The company reported a record silver production of 2.65 million ounces in 2025, a 52% increase from 1.74 million ounces in 2024, with significant contributions from its Cosala operations in Mexico [4][5] - The positive sentiment in the mining sector is influenced by ongoing geopolitical tensions, despite the recall of previously announced tariff plans between the US and the EU [3]

Gold miners Newmont and Barrick rose 1.4% and 1.6%, respectively, in pre-market trading as precious metals soared. Silver jumped above $90 an ounce on Wednesday following softer-than-expected U.S. inflation data and rising geopolitical risks. ...