Alluvial Gold Research

Research on gold/silver miners. Top miners ranked w/ fair value estimates, top takeover targets & a proprietary sentiment indicator for gold/silver miners.

[Alluvial Gold Research @AlluvialGoldRes]

Bullish sentiment for gold into extreme levels of pessimism, lowest reading (10%) in three years since before its major breakout in 2024, and in an area where we typically see the metal hammer out a bottom.

$GLD $GC $GOLD $FNV $WPM $IAU $IAUX

[Alluvial Gold Research @AlluvialGoldRes]

Newmont: Major Capex Catch-up Spend To Weigh On H2 Free Cash Flow

$NEM $GDX $GDXJ $IAU $GLD $SLV $HG_F $GC_F $SI_F

[Alluvial Gold Research @AlluvialGoldRes]

Alkane Resources Update

$ALKEF $ALK $ALK.AX $GDX $GDXJ $AXGD $SXGCF $GLD $GC_F

[Alluvial Gold Research @AlluvialGoldRes]

Artemis Gold Update

$ARGTF $ARTG $GDX $GDXJ $IAU $GLD $SLV $WPM

[Alluvial Gold Research @AlluvialGoldRes]

Gold, Silver, GDX, GDXJ Update, Current Portfolios & Top-10 Miners Ranked & Sentiment Readings For Gold, Silver & Miners

$GDX $GDXJ $GLD $IAU $B $NEM $ASA $GLDM $SLV $SI_F $GC_F

[Alluvial Gold Research @AlluvialGoldRes]

Franco-Nevada Corporation: An Elite Quality Business On The Sale Rack

$FNV $GDX $GLD $IAU $SLV $COPX $GDXJ $GOAU

[Alluvial Gold Research @AlluvialGoldRes]

Triple Flag Precious Metals Update + Royalty/Streamer Comp Tables

$TFPM $GDX $GDXJ $IAU $GOLD $FNV $SLV $GC_F $SI_F $CPER $AEM

[Alluvial Gold Research @AlluvialGoldRes]

Q1'26 Share Buybacks As % of Shares Outstanding For Sample Of Gold/Silver Miners (Min 0.1% Shown)

OceanaGold, Wesdome, Iamgold, Newmont, Torex and B2Gold among most active in Q1'26

$BTG $OGC $IAG $WDO $GDX $GDXJ $IAU $GLD $SLV $TXG $NEM

[Alluvial Gold Research @AlluvialGoldRes]

Discovery Mining Update

$DSV $DSVSF $GLD $IAU $SLV $GC_F $SI_F $GDX $GDXJ $HUI $AG

[Alluvial Gold Research @AlluvialGoldRes]

An Elite Quality Business Trading at a Rare NAV Discount

$GLD $SLV $IAU $GDX $GDXJ $GOAU $HUI $SIL $SILJ $GC_F $SI_F

[Alluvial Gold Research @AlluvialGoldRes]

Alkane Resources 07/26 Update

Another annual guidance beat on midpoint & continuing to over-deliver on promises. Trading at less than 3x 2027 EV/FCF estimates with three UG mines in top-ranked jurisdictions (Australia, Sweden) with an antimony kicker.

$ALK $ALKEF $GDX $IAU

[Alluvial Gold Research @AlluvialGoldRes]

Precious Metals Royalty/Streaming Companies Valuation Update

$GDX $GDXJ $FNV $IAU $GLD $SLV $GC_F $SI_F $SIL $SILJ

[Alluvial Gold Research @AlluvialGoldRes]

Top Miners Ranked w/ Fair Value Estimates, Gold/Silver & Miners Sentiment Readings, Low-Risk Buy Zones, Current Portfolio & Portfolio Changes

$GLD $SLV $GC_F $HUI $SIL $SILJ $GDX $GDXJ $IAU $IAUX $FNV $LGD

[Alluvial Gold Research @AlluvialGoldRes]

Hecla Mining Update

$HL $CDE $AG $SIL $SILV $SLV $SI_F $SILJ $GSVRF $SSMR

[Alluvial Gold Research @AlluvialGoldRes]

Agnico Eagle Update

$AEM $GLD $IAU $GDX $GDXJ $SIL

[Alluvial Gold Research @AlluvialGoldRes]

Integra Resources Update [ITRG]

$ITR $ITRG $GDXJ $SIL $SLV $IAU $B $ARTG $AU

[Alluvial Gold Research @AlluvialGoldRes]

i-80 Gold: More High-Grade Hits From Archimedes UG

"Following this exceptional intercept (56.4 meters at 16.2 G/T of gold), i-80 Gold now has 3 of the top 30 hits drilled in Nevada over the past five years on a gram-meter basis.."

$IAU $IAUX $GLD $GDX $GDXJ $SIL $NEM $B $ABX

[Alluvial Gold Research @AlluvialGoldRes]

Alamos Gold: Seising Up The Recent Decline

$AGI $AEM $GLD $GDX $GDXJ $IAU $HUI

[Alluvial Gold Research @AlluvialGoldRes]

Gold, GDX/GDXJ & Recent Portfolio Changes

$GDX $GLD $GDXJ $UUP $IAU $SLV $TFPM $IAUX $B $NEM