Single Names

Osisko Development: Unusual Geology is the Risk

When difficult geology meets excellent management, it is almost always the difficult geology that wins.

Nov 30 •

Alexander Stahel

K92 Mining - A Tier 1 Opportunity in the Making

A "Special Situation" in the Gold Mining Space

Oct 27 •

Alexander Stahel

Lundin Gold: A Geological Unicorn, Priced for Perfection

Fat panel, high grade, real optionality; patience required at 1.7× NAV

Oct 20 •

Alexander Stahel

Alamos Gold — A Picasso That Gets Better with Age

How Land Optionality and Discipline Compound Value in Gold Mining

Oct 15 •

Alexander Stahel

Grasberg: Why the World’s Wettest Block Cave Mine May Never Restart?

Freeport’s Grasberg Copper Gold Mine: More than “Force Majeure”…!

Sep 24 •

Alexander Stahel

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