|

Mako Mining Corp. Low cost, high margin gold producer

ByVictoria

Mako Mining Corp. presents a compelling investment opportunity as a low-cost, high margin gold producer with strong operational momentum, optionality in exploration potential, management excellence and imminent catalysts supported by a clean balance sheet.

With gold price hovering around $2,900/oz as of March 2025—more than double San Albino’s all-in sustaining cost (AISC) of $1,370/oz—Mako Mining is well positioned to generate sustainable cash flow which the management can put into work to grow the company’s production with a high ROIC or credible M&A (the company management showed their capital allocation excellence multiple times).

Source – Seeking Alpha

Similar Posts

  • /

    Copper edges higher, tariff worries investors

    ByVictoria
    0 Comments

    “The market is really trying to understand how aggressive these potential tariffs could be and I think the problem is no one really knows the answer,” said Nitesh Shah, commodity strategist at WisdomTree.

    Alastair Munro, senior base metals analyst at Marex, said copper found some support from contrarian buying from some Commodity Trade Advisor (CTA) investment funds, which are largely driven by computer programs.

    Source – Reuters / Live Mint

  • / /

    Clive Thompson says the elite are the ones buying gold

    ByVictoria
    0 Comments

     “Over the last 12 months, the value of their reserves or the value of the gold in their reserves was five times the amount by which their reserves increased,” Thompson stated, emphasizing the significant shift in China’s gold holdings.

    Thompson also highlighted the unique dynamics of the silver market. “We’ve seen year after year the volume of silver… being produced by the mines going down,” he explained.

    Source – The Jerusalem Post

  • /

    U.S. Copper tariffs cause relocation of metal

    ByVictoria
    0 Comments

    U.S. President Donald Trump’s threatened tariff on copper imports has generated a mass relocation of physical metal, swamping the U.S. market and draining the rest of the world.

    The physical response has been so powerful that it has caused the futures arbitrage between the CME contract and the London Metal Exchange (LME) price to collapse.

    CME copper inventory has risen by 81% since the start of the year and is now at an eight-year high of 168,563 short tons (152,919 metric tons).

    LME copper inventory has slumped to a one-year low of 179,375 tons, with 40% of what remains awaiting physical load-out.

    China’s imports of refined copper fell 5% on a year-over-year basis and 20% on a quarter-over-quarter basis in the January-March period as metal was diverted to the U.S.

    Source – Reuters