HeyJaredMining Stock Monkey
Mining Stock Monkey strips away the hype, providing dynamic financial modeling and institutional-quality research to find the massive disconnects between price and value.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 14, 2026
Latest issues
Empress Royalty Bets the House on Red (opens the original)
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Mining Stock Monkey VIPInvestment Memo #143September 24, 2026You haven’t heard from me in a little while because the past few weeks has been a period of unusually slow news flow from our portfolio. Then, when there finally was a significant piece of news last week, it was a complicated deal that took me a while to understand, analyze, and put my many thoughts on paper. If you’re new here, this is not the average cadence of memos; you’ll typically hear from me once a week or more, on average.I’d
A Tier-1 Asset Trapped in Bureaucracy... Until Now (opens the original)
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Mining Stock Monkey SpeculatorInvestment Memo #54September 15, 2026A junior company with an incredibly valuable asset has been in deadlock with its host country for years.Thanks to a recent concession by the company and pressure from a top-tier partner, the state has finally agreed that they will work to get this long-standing issue resolved once and for all.This recent news is the best catalyst that I could have hoped for before making an investment into this company. It’s great news but was ig
From the Bargain Bin to Overvalued in no time - Locking in a 588% Gain (opens the original)
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Mining Stock Monkey VIPInvestment Memo #142August 26, 2026Commodity prices have been a big tailwind for our portfolio over the past few weeks.While some stocks remain undervalued, others have shot well into what I consider “overvalued” territory.When a stock gets this expensive, it’s usually prudent to harvest some gains, so we are locking in a 588% gain (after holding for ~2 years) from one of the portfolio’s top performers.We also look at some other overvalued and undervalued stocks. Additiona
Hercules Metals Continues Soaring Higher (plus Speculator portfolio review) (opens the original)
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Mining Stock Monkey SpeculatorInvestment Memo #53August 17, 2026It has been quite a month in our Speculator portfolio with big moves in a few of the stocks including a 157% gain in Hercules Metals in less than 30 days.For investment memo #53, I’m doing a portfolio review in which I go through each company and let you know if I think it’s a buy, a sell, or a hold. Read more
Q2 Catalyst Wave: B2Gold, Royal Gold, & Finalizing a 149% Winner (opens the original)
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Mining Stock Monkey VIPInvestment Memo #141August 12, 2026Q2 earnings delivered a wave of catalysts across our coverage universe. B2Gold finally secured their long-awaited Fekola Regional permit, they finished delivering into their burdensome gold prepay, and they finally have a clear pathway to fix the crusher situation that’s been plaguing their Goose mine.Royal Gold enjoyed their first ever 100,000 GEO quarter and will extinguish their net debt around the end of this month. There’s also now a
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