Weekly Notes (5/20/2026)

May 21, 2026

∙ Paid

Jaguar Mining (5/14/2026: Q1 results. 10K oz at $2400 AISC. $10M FCF. Pilar restarted. $71M cash balance. Production will rise. Cashed up to drill aggressively. Drill target rich. 3 mills to fill).

Hemlo Mining (5/14/2026: 8M at 16 gpt AU).

Discovery Silver (5/14/2026: Q1 results. 60K oz AU at $2000 AISC. $385M cash balance. No debt).

Aya Gold & Silver (…

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