Aura Minerals: A Cheap Gold Miner With Room To Run
Aura Minerals is initiated at Buy, benefiting from higher gold prices, increased production, and low cash costs. AUGO's revenue and EBITDA margins have surged, with 2025 guidance showing significant operational leverage and upside to consensus estimates. The stock trades at a material discount to peers, reflecting country risk, but multiple expansion toward 10–11x P/E is plausible if gold prices persist.
Aura Minerals Shares Surge 73% in a Year: What's Driving the Rally?
AUGO shares have surged 73% in six months as record revenue, rising gold output, Borborema ramp-up and growth projects fuel momentum.
Royal Road Minerals expands Colombia drilling focus – ICYMI
Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU) earlier this week outlined its ongoing exploration strategy in Colombia as CEO Tim Coughlin highlighted the company's drilling progress, permitting momentum and long-term discovery potential across its portfolio. Proactive: Let's begin with the political backdrop in Colombia, where elections are taking place.
Arc Minerals boosted as comprehensive Zambia settlement is agreed
Arc Minerals Limited (AIM:ARCM, OTC:ACMNF, FRA:DFYA) told investors it has reached a comprehensive settlement in Zambia, drawing a line under all outstanding litigation affecting the copper explorer in the country. The AIM-listed company said the agreement terminates eight sets of ongoing proceedings across multiple Zambian courts and tribunals, with consent judgments now being filed with the relevant courts.
Is Aura Minerals Positioned for Stronger GEO Growth in 2026?
AUGO's Q1 2026 GEO production rose 37% year over year, driven by Borborema ramp-up, MSG contribution and stronger output at Almas.
Altius Minerals Q1 Earnings Call Highlights
Altius Minerals TSE: ALS reported higher first-quarter royalty revenue and adjusted earnings as the company integrated its Lithium Royalty Corp. acquisition and highlighted accelerating growth in its electricity and lithium royalty businesses.
Dorchester Minerals: The Distribution Looks Worse Than It Is
Dorchester Minerals reported a soft Q1 2026 distribution, but this reflects timing issues and lagged commodity prices, not operational weakness. Q2 results should be materially stronger as higher oil and gas prices and a pending $15.5M lawsuit settlement flow into distributions. DMLP offers a pristine, debt-free balance sheet, Permian-heavy acreage, and a forward yield potentially exceeding 10%, with upside if distributions revert to historic levels.
Hudbay Minerals: Arizona Sonoran Strengthens The Copper Growth Story
Hudbay Minerals delivered record Q1 EBITDA, reaffirmed strong 2026 guidance, and maintains a near-cash balance sheet amid elevated copper and gold prices. The Arizona Sonoran acquisition, though dilutive, secures a large-scale copper project in Arizona, enhancing HBM's long-term growth profile and strategic positioning. HBM trades at a discount to peers despite lowest-cost operations, tier-one jurisdiction exposure, and a rapidly expanding North American copper pipeline.
Aura Minerals Inc. (AUGO) Q1 2026 Earnings Call Transcript
Aura Minerals Inc. (AUGO) Q1 2026 Earnings Call Transcript
Royal Road Minerals is back, and so is Colombia
When a junior mining company's largest shareholder decides to monetize its position, the market feels it immediately and the effects can linger long after the shares have changed hands. That was the reality for Royal Road Minerals Ltd (TSX-V:RYR, OTC:RRDMF, FRA:RLU), a TSX-listed exploration company with assets spanning Colombia, Morocco, and Saudi Arabia.
Tertiary Minerals to fast-track Zambia silver-copper project
Tertiary Minerals PLC (AIM:TYM, OTC:TTIRF, FRA:TMU) said it plans to fast-track its Mushima North silver-copper project in Zambia, with drilling due to start shortly as it targets a maiden JORC-compliant Mineral Resource Estimate before the end of 2026. The AIM-listed explorer recently reported a JORC-compliant Exploration Target for the Target A1 silver oxide discovery of between 15Mt and 30Mt at an average grade of 40–60 grams per tonne silver equivalent, representing up to 58Moz of silver equivalent.
Kodal Minerals says Bougouni shipments deliver $89m of revenue
Kodal Minerals PLC (AIM:KOD) told investors that revenue from the first three shipments at its Bougouni lithium project in Mali has topped US$89 million, as the AIM-listed company continues to move spodumene concentrate through the port of San Pedro in Côte d'Ivoire. The company said Les Mines de Lithium de Bougouni SA has received the final payment for the second shipment to Hainan Mining, taking total proceeds for that cargo to US$27.6 million after confirmation of grade, tonnage and moisture content.
