Weekly Notes (2/27/2025 to 3/5/2025)

Mar 06, 2025

∙ Paid

Aura Minerals (2/27/2025: 2025 Guidance. 285K oz at $1400 AISC. Current FCF runrate at $328M. Current FCF multiple 3.5).

Anglogold Ashanti (2/27/2025: Acquired the Lake Carey project from Matsa for $63M. It is a 1M oz deposit at 2.5 gpt open pit, so they paid $63 per oz. Majors are going after small deposits).

Vault Minerals (2/27/2025: Approved a 20% p…

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