Minera Vamonos

Why I’m long Minera Alamos $MAI.V $MAIFF. An abridged simplified version. Simply put, Minera Alamos is Wesdome 2.0, other than jurisdiction of course. A very similar setup is in front of me once again. The company will be going from small producer to potentially mid-tier in the next few years if all goes according to … Continue reading Minera Vamonos


Minera Alamos Q2 Financial Update

Minera Alamos $MAI.v $MAIFF filed 2Q21 financials. For the quarter, the company earned a net profit of $1.3M mainly due to gain on sale of marketable securities and unrealized gains on same (Prime Mining). Minera spent $277k on exploration and $40k on investor relations. Year to date cash flow statement shows CFOps usage of $4.5M. … Continue reading Minera Alamos Q2 Financial Update

Swiss National Bank Q3 Mining Portfolio Review

Recently had the opportunity to review the composition of the Swiss National Bank equity portfolio as it relates to gold and silver mining investments. The total equity portfolio at the end of Q3 stood at $150 billion, which is up 10% in market value from $136 billion at the end of Q2. Full holdings here: … Continue reading Swiss National Bank Q3 Mining Portfolio Review

Minera Announces C$10M Bought Deal

Flash Update Minera Alamos (MAI.V) announced this morning a $10M bought deal financing, at .63 CAD, with National Bank. Minera has granted the Underwriter with an over allotment option of $1.5M that will most likely get exercised. There were no warrants as part of this financing. With this move, the company was able to double … Continue reading Minera Announces C$10M Bought Deal