Mining Explained

Hunting down and quantifying value in the junior mining space! Drillhole analysis, thoughts and musings and the best napkin math you are going to find!

[Mining Explained @MiningExplained]

Mining Explained's Latest Article is now available!
In today's piece we break down the Lassonde Curve and why it matters to Junior Mining Investors.
https://t.co/oSraWSmKrv

#Mining #investing #Mintwit #Gold #Silver #TSXV #TSX

[Mining Explained @MiningExplained]

@realEstateTrent Todoist

[Oliver Groß @minenergybiz]

Mining Equities Valuations ⛏️
Nice chart from RBC highlighting the relatively high valuations of uranium equities in the resource sector. Even after the massive gains of the last 18+ months, gold miners still trade at attractive valuations (at spot). Large, diversified miners (e.g., BHP, RIO, and Vale - in reality, it's still all about iron ore) continue to be valued the cheapest. 👇
#mining

[Mining Explained @MiningExplained]

We have updated our Napkin Math for Freegold Ventures - Golden Summit Project! Todays release includes all 2025-04-23 and 2025-05-08 drill results. We hope you enjoy and please stay tuned for future updates!
Link: https://t.co/7SKL9sz5TB

[Mining Explained @MiningExplained]

@CEOTechnician

[Mining Explained @MiningExplained]

We have updated our Napkin Math for Snowline Gold's - Rogue Project! Todays release includes all 2025-03-04 results. We hope you enjoy and please stay tuned for future updates!

Link: https://t.co/vYG8pyDWAN

[Gold Ventures 🟡 @TheLastDegree]

Just like “nobody” saw the Gold revaluation coming, nobody sees the Mining stocks mania coming.

Being ahead of the crowds is basically acting upon the many signals the US administration is giving you.

All roads lead to the same endgame

[Silver Santa @Silver__Santa]

A few years ago, I stated here that the bull run would unfold in stages: first Gold (checked), followed by Silver (underway), then Gold Miners (underway), then Silver Miners (yet to start), followed by Gold & Silver Junior Producers (yet to start), and finally Gold & Silver Junior Explorers (yet to start).

The later the stage, the more explosive the move. The smaller the market cap, the more significant the price movement will be. 🚀

[Mining Explained @MiningExplained]

@Comm_Invest $FVL

[Mining Explained @MiningExplained]

Wish it ONLY took 2 years to permIt a mine in Canada....

[David Hunter @DaveHcontrarian]

@DonDurrett You are just wrong. The gold miners have begun a big bull move. It'll build from here.

[Brandon Beylo @marketplunger1]

Gold is at All-Time Highs.

Gold miners haven’t seen cash flow like this in decades.

Yet they trade at historically cheap valuations.

And NOBODY owns them.

Imagine if that sentiment changes.

Still early innings of gold bull market.

[Mining Explained @MiningExplained]

@Comm_Invest Perfect example of how time takes care of most issues

[TheHedgelessHorseman 🏇 @Comm_Invest]

Given the never before undervaluation in Juniors a raging move can start at any moment with no obvious catalyst.

There has never been larger, chronic upside risk. This is why I have FOMO with even microscopic adds.

[Mining Explained @MiningExplained]

Check out the latest model to see how the drilling lines up with past results:

[Mining Explained @MiningExplained]

We have updated our Napkin Math for Snowline Golds Valley Deposit! Todays release includes all Jan 30 results. We hope you enjoy and stay tuned for future updates!
Link: https://t.co/E6a3hl2XbL

[Mining Explained @MiningExplained]

Watching the gold and mining markets this week has been like:

[Mining Explained @MiningExplained]

Every market open and close

[TheHedgelessHorseman 🏇 @Comm_Invest]

Just checking if the Jrs have gone up +200% to fair value yet. Nope. Back to HODL:ing.

[CEO Technician @CEOTechnician]

Junior mining investors waking up to $2830 gold and 622.05 on the TSX-V Composite 🇨🇦🍁🤞