@AkibaLeisman Akiba LeismanAkiba Leisman posts on X about $mkov, $gld, $xau, gold the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance stocks countries technology brands cryptocurrencies social networks travel destinations exchanges currencies celebrities
Social topic influence $mkov #1, $gld, $xau, gold, acquisition, cash flow, balance sheet, silver, $fishv, xau
Top accounts mentioned or mentioned by @brownmarubozu @protactca @qbert50000 @5up3rm4r10 @sizzler151 @akibaleisman @youtube @charles73049313 @joeriwestland @grantmbeasley @juniorstocks @lotontario @buyingmyfreedom @kereport @larrybird19701 @bistos @jamesiebabie1 @pontificator1 @dustinfluff @keepawake2
Top assets mentioned SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) April (APRIL) Newmont Corporation (NEM)
Top posts by engagements in the last [--] hours
"4/ positive. Porcelana is WIDE open down dip. Having seen the new drill holes I see this continuing for a LONG distance. We will follow up on this imminently"
X Link 2019-10-17T12:57Z [----] followers, [--] engagements
"5/ negative. Its clear the northeast quadrant of our West pit has been mined out. possible losses of 20koz but half of that will be made up by historic dumps and in-situ partial veins left by the Spanish. NEVER TRUST A SPANIARD"
X Link 2019-10-17T12:57Z [----] followers, [--] engagements
"Happy #Hanukkah to our Jewish shareholders at Mako Mining $mko.v In the spirit of the holiday we aim to take our one San Albino mine and turn it into [--] economic discoveries across our now 150km2 orogenic gold mining belt"
X Link 2019-12-22T15:03Z [----] followers, [--] engagements
"$mko.v 4.5m shares. Nearly US$1.5m volume. I guess nobody can call us illiquid anymore. Id be happy to talk to the manager about any additional complaints you may have"
X Link 2020-05-19T20:25Z [----] followers, [--] engagements
"$mko.v Happy Hanukkah to our Jewish Sharkheads"
X Link 2020-12-10T15:29Z [----] followers, [--] engagements
"$mko.v Good thing I listened to my financial advisor. The yield on the long bond is now higher than my mortgage rate I refinanced last year. My financial advisor also likes Mako Unfortunately my financial advisor is not taking any new clients. Thanks Fed"
X Link 2022-03-10T15:38Z [----] followers, [--] engagements
"$fish.v A friendly reminder that Sailfish goes ex-dividend (US$.0125 C$.0164) Friday afternoon. Thats just for the quarter which puts the annual yield at 8%"
X Link 2023-06-28T12:34Z [----] followers, [----] engagements
"$fish.v Our view of fair value is a significant multiple of where were trading. The NCIB will be conducted accordingly. Well spend the next [--] weeks discussing in detail why that is the case. In the meantime Ill try hold back any itchy trigger fingers until the 18th. Sailfish Announces Normal Course Issuer Bid Read the full $FISH.v press release below Sailfish Announces Normal Course Issuer Bid Read the full $FISH.v press release below"
X Link 2023-07-13T12:17Z [----] followers, [----] engagements
"@sizzler151 @MichaelAUAG The plant can run 630tpd without any mechanical issues. As you pointed out recoveries are correlated with grade so we are by choice reducing a bit of the lower grade material to run at 575-580. We wont be at 50/50 until LC gets ramped up in the next few weeks"
X Link 2023-08-22T21:09Z [----] followers, [---] engagements
"$mko.v An Easter 🥚 I put in my quote was that since August 14th weve been back to milling 50/50 diluted vein/stockpile material from 35/65 since Feb. Grades & recoveries are MATERIALLY Well put a full update out when I get back from #preciousmetalssummit Beaver Creek"
X Link 2023-09-06T12:21Z [----] followers, [---] engagements
"$mko.v Always a good sign when you have to check all your old production reports to see if this month was a record"
X Link 2023-09-28T16:21Z [----] followers, [---] engagements
"Spreading the lie that atrocities werent real while inferring that the establishment of the Jewish State in the wake of the Holocaust was a historical wrong. This is antisemitism. Blocked. And remembered"
X Link 2023-10-15T11:34Z [----] followers, [---] engagements
"People ask why junior mining stocks underperform. These are our fucking investors. Blocked. Remembered"
X Link 2023-10-15T13:09Z [----] followers, [---] engagements
"$mko.v Well try to get the resource out next week. Thats also a gating item for a reinitiation of an NCIB. I guess Ill get the paperwork started on that too"
X Link 2023-10-25T12:38Z [----] followers, [----] engagements
"$mko.v 5% of 65.8m is 3.29m shares (about a months worth of cash flow at our current run-rate and share price)"
X Link 2023-10-25T18:28Z [----] followers, [---] engagements
"$mko.v OK Sharkheads At these gold prices we need to sell about [----] ounces to be operating cash flow break even. How many ounces did we sell in October"
X Link 2023-11-03T11:53Z [----] followers, [----] engagements
"@qbert50000 @protact_ca In all seriousness Mako is an illiquid stock. Always has been. You (or anyone else besides me) should never over-allocate to the name. Mining is a tough business. Things can always go wrong. Likewise when things go right they can really go right"
X Link 2023-11-09T23:12Z [----] followers, [--] engagements
"$mko.v Nothing unironically makes me feel better than when the gold market makes me feel unironically stupid for selling gold at lower prices"
X Link 2023-12-01T15:25Z [----] followers, [----] engagements
"$mko.v Anyway you look at it 600oz is a lot at these gold prices"
X Link 2023-12-01T18:56Z [----] followers, [---] engagements
"@Charles73049313 Some people asked why we dont provide monthly updates and why when I talk about monthly production numbers they are estimates until a full plant reconciliation is done. But 600oz is nice to find in your couch cushion"
X Link 2023-12-01T23:24Z [----] followers, [--] engagements
"@sizzler151 @Charles73049313 The first expansion from 2RC to 3RC + 2core we already booked. Well see how much of a bun fight we get beyond that if the rally has legs"
X Link 2023-12-02T21:10Z [----] followers, [--] engagements
"$mko.v Ill put out a tally of what weve done so far in Q4 by end of week"
X Link 2023-12-05T13:22Z [----] followers, [----] engagements
"@Pontificator1 @protact_ca True. Although I dont think the NCIB makes liquidity any worse. If anything it has improved since it started. But yes to be a relatively liquid stock other stuff needs to happen"
X Link 2023-12-06T13:35Z [----] followers, [--] engagements
"$mko.v One of the things were going to get a lot more serious about next year is the underground potential. Take SA11-18 (drilled in 2011). It hit [--] HG intervals (incl. 7m at 23g/t) pretty much orthogonal to the vein (so ETW). LITERALLY NEVER FOLLOWED UP ON"
X Link 2023-12-20T16:03Z [----] followers, [---] engagements
"@sjodin_bjorn And a good thing for that too otherwise we would have never been able to buy back shares at the lows AFTER the mine and balance sheet were derisked"
X Link 2023-12-22T13:44Z [----] followers, [--] engagements
"@Charles73049313 Well get serious about the underground next year. I have the expectation of first production to supplement open pit mining by Q3 [--]. To get to any individual underground mining pod youre looking at 350-400 meters of underground development. Its not a big $ amt"
X Link 2023-12-23T17:17Z [----] followers, [--] engagements
"@DustinFluff We could. But well stick to things where we can advance projects into cash flow in jurisdictions where we can operate in. You know crazy 💩 like that"
X Link 2024-01-01T17:41Z [--] followers, [--] engagements
"@DustinFluff Different type of risk. I would love to be in a jurisdiction with a similar risk profile to Im not sure I would put in that category though. Also the difference between a trade and an acquisition is that its not that big of a deal to walk away from a trade"
X Link 2024-01-01T17:58Z [--] followers, [--] engagements
"$mko.v The rigs will start turning again on Monday and well get the rest of last years results by EOM. For the Las Conchitas resource we basically said Shark it Just publish and well get back to extensions within and outside the pit later We werent wrong. $MKO.V very nice updated MRE "Modelling decisions were made with the understanding that there is a high probability that we will positively reconcile to the published mineral resource with additional drilling." @AkibaLeisman also provided addl context on ceo. https://t.co/2Eqdjsmaz7 $MKO.V very nice updated MRE "Modelling decisions were made"
X Link 2024-01-11T13:52Z [----] followers, [---] engagements
"$mko.v Ill put out our Q4 operating results early next week. Well see how much of a record our record production actually was. Well also put out our [----] Las Conchitas expansion drilling results by EOM. Everybody get ready to turn your IDGAF meter to 11"
X Link 2024-01-11T16:57Z [----] followers, [---] engagements
"$mko.v Last time I order bolts from Boeing $BA"
X Link 2024-01-11T20:51Z [----] followers, [---] engagements
"$mko.v Got a few extra bucks due to the troubles in the Red Sea. Our Houthi Booty if you will"
X Link 2024-01-12T14:19Z [----] followers, [---] engagements
"$mko.v Record Production. Record Cash Flow. When we report Q4 audited financials it will be our highest quarterly net income to date. BY FAR. Mako Mining Announces Record Q4 [----] Production Results Mako Mining Announces Record Q4 [----] Production Results"
X Link 2024-01-15T16:37Z [----] followers, [----] engagements
"$mko.v The PR speaks for itself but here are a few financial snippets which can give you an estimate of what Q4 EBITDA Cash Flow and Net Income will look like when we report in April. Remember. This is a fairly small mine. But the cash generation in Q4 was extraordinary"
X Link 2024-01-15T16:37Z [----] followers, [---] engagements
"$mko.v An interview I gave with The Korelin Economics Report I talk about record cash flow. I talk about geostats and exploration. I talk about Big Mama bids. I make fun of people who call us 🤡 Enjoy"
X Link 2024-01-17T22:59Z [----] followers, [----] engagements
"@BrownMarubozu Henceforth I will no longer be socializing with people I consider to be Tier-2"
X Link 2024-01-19T15:55Z [----] followers, [---] engagements
"$mko.v I suppose we can live with 4m at [---] ounces open-pitable outside our resource coming from an exploration program funded out of cash flow. Mako Mining Intersects [-----] g/t Au over [---] m (Estimated True Width) at Las Conchitas [--] m from Surface Outside of Current Mineral Resource Estimate Mako Mining Intersects [-----] g/t Au over [---] m (Estimated True Width) at Las Conchitas [--] m from Surface Outside of Current Mineral Resource Estimate"
X Link 2024-01-24T13:16Z [----] followers, [----] engagements
"$mko.v The rest of the highlights aint too shabby either"
X Link 2024-01-24T13:16Z [----] followers, [---] engagements
"$mko.v When we were going back and forth with Steve our external QP we were like wtf El Limn is going to be bigger with the data we have He was like I suppose youre right but its going to take another [--] weeks to revalidate the model Hard. Pass"
X Link 2024-01-24T13:16Z [--] followers, [---] engagements
"@alexthefixer Wasnt just the very illiquid names. $cs.to and $fil.to got hit too. Im assuming because of $silj. Liquidity sucks across the board"
X Link 2024-01-30T02:17Z [----] followers, [---] engagements
"@BrownMarubozu We may have only had [--] months in the $silj but well always have the memories.* *technically $fish.v was in the $silj for [---] years but it didnt get the 3x weight until last March and I didnt even know we were in this farkakte ETF/index until 12/22"
X Link 2024-01-31T13:48Z [----] followers, [---] engagements
"$mko.v TFW you sell more gold ounces than shares traded on the TSX-v 😴 🛌 💤"
X Link 2024-02-09T17:04Z [----] followers, [---] engagements
"@protact_ca I prefer to quote our market cap in percents of $NVDA .005% or am I missing a 0"
X Link 2024-02-09T19:39Z [----] followers, [--] engagements
"$mko.v Q4 did most of the housework. US$11m of principal repayment and payable reduction FOR THE QUARTER Thats sharkin insane for a mine of our size Especially considering that we also have a Daddy-Shark exploration program going on as well $mko.v The PR speaks for itself but here are a few financial snippets which can give you an estimate of what Q4 EBITDA Cash Flow and Net Income will look like when we report in April. Remember. This is a fairly small mine. But the cash generation in Q4 was extraordinary. https://t.co/gWIiFMb06N $mko.v The PR speaks for itself but here are a few financial"
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"$mko.v So where did we leave Q3 Objectively other than an uncomfortably low cash balance because of that refinery snafu we had in August (resolved in October) our balance sheet looked fine. Not great but fine. After Q4 its Fintastic $mko.v OK Sharkheads Lets talk a little about refining contracts how those relate to working capital and why a snafu ( 🦈 - Fu) wound up working in our favor. https://t.co/ijJYAjt2SH https://t.co/6mEGyhU4VC $mko.v OK Sharkheads Lets talk a little about refining contracts how those relate to working capital and why a snafu ( 🦈 - Fu) wound up working in our favor."
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"$mko.v The final $4.86m of principal was repaid in late Q4. Since [----] we allocated 100% of repayments to principal which left US$6m in accrued interest (which in turn is accruing at 10% with no gold bonus). You can expect this to be refinanced into a cheaper instrument ✔"
X Link 2024-02-10T15:50Z [----] followers, [--] engagements
"$mko.v For Sailfish [--] monthly payments US$2.2m in aggregate were made in Q4 (incl [--] deferred from Q3) The remaining US$3.7m will get repaid monthly over 15m Plus Sailfish owes US$1m for the LOM silver option payment (this asset is currently not on our balance sheet) ✔"
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"$mko.v Now comes the reclamation. We announced the sale of our Mexican operations at the end of [----] agreeing to take on the reclamation and closure liabilities for La Trinidad which we estimated at US$1m Because of COVID the deal didnt close until Q2 2021"
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"$mko.v The agreement stipulated that we design and oversee the reclamation and were fine with the current mark on our balance sheet. But when we have external conversations contingent liabilities are just that (ie contingent). In the short term we hope to settle this ✔"
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"$mko.v If you sell your house you paint the walls. If you sell your car you wash it. If you are looking to do M&A you clean your balance sheet. Pretty simple stuff"
X Link 2024-02-10T15:50Z [----] followers, [---] engagements
"@protact_ca I dont know about that but high capital intensive businesses based on highly variable soft-science modeling and interpretations will always lead to shitty accounting. Theres a lot of reasons why this industry has underperformed. Short selling is not one of them"
X Link 2024-02-10T16:26Z [----] followers, [--] engagements
"@protact_ca Were a company not a mine. So theres inherent value in our platform now that the balance sheet is (nearly) ready to pull the trigger. I saw someone mention here that the ideal portfolio w/in a company is not [--] and not 5-10. Theres a lot of truth in that statement"
X Link 2024-02-10T16:37Z [----] followers, [---] engagements
"@protact_ca Theyre probably a good example. When they built their second mine (in terms of timing the silver market diversification great roi etc) it was clear that they were a much better company (and stock) had they not done that. But theres a natural limit for any company"
X Link 2024-02-10T16:52Z [----] followers, [--] engagements
"$mko.v A contingent liability has been removed from our balance sheet which will set the company up for internal and external growth. (read: shark-ton of drilling and M&A) Mako Announces Settlement and Release Agreement with GR Silver Mako Announces Settlement and Release Agreement with GR Silver"
X Link 2024-02-15T17:49Z [----] followers, [----] engagements
"@BrownMarubozu @sizzler151 Leaving the insider sales aside but if you think taking a historic heap leach liability off our balance sheet after what happened this past week was a bad thing Im not sure this is the correct industry for you to invest in"
X Link 2024-02-17T14:04Z [----] followers, [--] engagements
"@sizzler151 @BrownMarubozu Deals happen when deals happen. But say the effective price was at [----] and not [----]. Are you saying that you would rather have a contingent environmental liability in Mexico left on the balance sheet for an incremental $70k After what happened in this seems crazy to me"
X Link 2024-02-17T14:09Z [----] followers, [--] engagements
"@keepawake2 We have geotech core rigs for the underground prep. Otherwise RC is it for the outfill and exploration program at Las Conchitas et. al. I bumped into Christian on a train last time I was in Toronto. Permits and credible sources of capital are pretty huge milestones"
X Link 2024-02-17T17:34Z [----] followers, [---] engagements
"$mko.v I do one night of marketing in Florida for my 🦈-themed precious metals company and THIS is the bar I wind up in @DeborahJHonig #AfterHoursEnergyTransition"
X Link 2024-02-21T12:19Z [----] followers, [---] engagements
"$mko.v New prospect just dropped. I was going to call it Shiny Mako F-er. We went with Santa Ana instead. Southeast part of the property (El Jicaro concession). A solid 25km away from our Segoviana San Luis discovery last year"
X Link 2024-02-22T19:52Z [----] followers, [---] engagements
"@BrownMarubozu Yup. Thats the other theme I mentioned. We have a window to grow quickly. Operations are running great. Well print some of the lowest costs globally for Q4. Exploration results will surprise. Well have opportunities to add to this platform. Its $fang ca.2012"
X Link 2024-02-23T22:48Z [----] followers, [---] engagements
"$gdx $nvda $mko.v Instead of lamenting investors investing in AI instead of mining maybe we can use AI to force investors to invest in mining. I welcome our new overlords. Feds must force pensions to fund Canadian mining - Theres just no source of capital the industry starves he said. You dont have the seniors funding them the pension funds arent there and weve lost the traditional mining funds here as well. https://t.co/Gu5Q3imDG3 Feds must force pensions to fund Canadian mining - Theres just no source of capital the industry starves he said. You dont have the seniors funding them the"
X Link 2024-02-25T15:22Z [----] followers, [----] engagements
"@BrownMarubozu I like generating $ and revenue. Our balance sheet will always be run aggressively (efficiently if you prefer) so any excess cash will be returned. Now if our shareholders want to buy bullion with that they have my permission"
X Link 2024-02-25T20:49Z [----] followers, [---] engagements
"@LRaPharma All good things to look at. Although low cost isnt exactly low cost while you fluff up your balance sheet. So the technical operating AND financial attributes all need to be looked at"
X Link 2024-02-26T23:05Z [----] followers, [--] engagements
"$mko.v Maybe our new generator can bring some energy back to the gold equity market"
X Link 2024-02-27T15:55Z [----] followers, [---] engagements
"@FXMaximus I dont understand what one has to do with the other. To the extent the stock underperforms what the cash flow is capable of the NCIB is available when off restriction"
X Link 2024-03-01T16:17Z [----] followers, [--] engagements
"@Charles73049313 @FXMaximus Thats different too. If the market does its thing Mako should also. But to make inferences about the business because of the stock is silly for illiquid stocks like this; especially when management is telling you pretty sharkin explicitly whats going on with the business"
X Link 2024-03-01T20:07Z [----] followers, [--] engagements
"@BrownMarubozu [----] was very profitable. ROEs amongst highest in industry. We have a funky mine where more than 100% of that was in Q4 (we report in April). On cash flow exploration and balance sheet improvement are all paid for by the mine. Now time to see what the results are"
X Link 2024-03-12T19:38Z [----] followers, [---] engagements
"@BrownMarubozu But remember that mining stocks suck. Even though they will go up on a broad and sustained basis that would ordinarily be classified as a bull market in any other asset class theyll still suck while they do that. And Im ok being associated with that even if others wont"
X Link 2024-03-13T11:57Z [----] followers, [--] engagements
"$mko.v Due to its location this will likely have a significant impact on the size of the resource at LC-South"
X Link 2024-03-13T13:51Z [----] followers, [---] engagements
"$mko.v And again all of this was funded through the cash flow from our mine. Now that our balance sheet is fixed its time to grow"
X Link 2024-03-13T13:51Z [----] followers, [---] engagements
"$mko.v An interview I gave with The Korelin Economics Report guys @TheKEReport I talk about exploration the Gold Equity Bull Market of [----] and what that means for M&A going forward"
X Link 2024-03-15T23:00Z [----] followers, [----] engagements
"$mko.v $gxs.v The assets are a perfect fit for what we want to do. Use cash flow to grow Often said. Seldom done. The cash from San Albino will fund big-boy exploration programs at both assets and go a long way at plugging the Eagle Mountain equity requirement"
X Link 2024-03-26T13:00Z [----] followers, [---] engagements
"$mko.v $gxs.v Location makes sense. Two burgeoning mining friendly countries. Loving the direct flights to Guyana"
X Link 2024-03-26T13:00Z [----] followers, [---] engagements
"$mko.v $gxs.v Speaking about can we just take a pause and think about what a miracle this country has become. A world class (scratch that . GENERATIONAL class) hydrocarbon discovery is transforming this country before our eyes"
X Link 2024-03-26T13:00Z [----] followers, [---] engagements
"@zackhoward @YouTube The only Taylor Swift song I used to sing about the gold price and gold equity market was why do you have to be so Mean"
X Link 2024-03-28T16:56Z [----] followers, [---] engagements
"$mko.v $gxs.v One unexpected outcome of this merger announcement is that Im apparently popular in Sweden And I like it"
X Link 2024-03-28T23:00Z [----] followers, [----] engagements
"@BrownMarubozu @sizzler151 @5up3r_m4r10 @SteveP_Miner Howya gonna vote"
X Link 2024-03-29T17:07Z [----] followers, [---] engagements
"$mko.v This might be the beginning of the porta-potty zone. San Albino: SW Pit $mko.v OK Sharkheads New Zone just dropped [---] ounces per tonne over 4m estimated true width 35m from surface right next to mining operations Meh. I guess Ill take it. $mko.v OK Sharkheads New Zone just dropped [---] ounces per tonne over 4m estimated true width 35m from surface right next to mining operations Meh. I guess Ill take it"
X Link 2024-03-31T12:58Z [----] followers, [----] engagements
"$mko.v But sometimes those markets create opportunities even when our stock was in draw-down. @_OnlyStocks @sizzler151 @qbert50000 Its ok to criticize so dont worry about that. Only thing thats changed is that everyones on edge inclusive of other companies. So ironically its made M&A easier. We dont do deals we think are dilutive. Before today the ratios havent changed for the worse either. @_OnlyStocks @sizzler151 @qbert50000 Its ok to criticize so dont worry about that. Only thing thats changed is that everyones on edge inclusive of other companies. So ironically its made M&A easier. We"
X Link 2024-04-04T12:44Z [----] followers, [---] engagements
"$mko.v And on the other side we will have an incrementally more liquid stock with opportunities to bring in new types of investors. @DustinFluff My idea throughout the year (which assumed that it would be difficult to garner broader interest in this market) was to a) get the stock in passive investing hands b) focus on what we have been doing at the mine and c) do accretive m&a A draw down doesnt change the strategy. @DustinFluff My idea throughout the year (which assumed that it would be difficult to garner broader interest in this market) was to a) get the stock in passive investing hands"
X Link 2024-04-04T12:44Z [----] followers, [---] engagements
"@BrownMarubozu @sizzler151 Now to completely show the futility of Cash Costs and AISC that 2.3m clearly isnt a cash cost but when the ounces were sold it went into COGS which is the main building block of our Cash Costs and AISC. Just stick to Cash Flow. Earnings can be useful too (sometimes)"
X Link 2024-04-09T13:27Z [----] followers, [---] engagements
"$mko.v Trying a new flux recipe in the furnace. Looks tasty"
X Link 2024-04-11T00:27Z [----] followers, [---] engagements
"@BrownMarubozu Earnings were US$.1446. I made the executive decision to put the rounded half cent in the title of the PR But yes this should wake people up"
X Link 2024-04-11T11:09Z [----] followers, [---] engagements
"$mko.v These numbers were delivered on an effective $1974/oz gold price. Last time I checked we were at $2340"
X Link 2024-04-11T12:10Z [----] followers, [---] engagements
"$mko.v One of the weirdest criticisms weve gotten over the years (and we got more than our fair share) is how we report Mine Operating Cash Flow I like this metric because it shows clearly where the US$16.8m of Mine OCF is going to:"
X Link 2024-04-11T12:10Z [----] followers, [---] engagements
"$mko.v One thing weve learned about the Super-Artisanals is that they dont put their workings under lock and key for safety reasons. (La Segoviana 20km away from the mine)"
X Link 2024-04-26T14:53Z [----] followers, [---] engagements
"$mko.v $jpy Mako priced in JPY is at an all time high"
X Link 2024-04-26T16:23Z [----] followers, [---] engagements
"$mko.v An interview I gave with the @TheKEReport guys. I talk operations $gxs.v and even say some nice things about a couple of our competitors. https://www.podbean.com/ew/pb-ptz4y-15f8a2f https://www.podbean.com/ew/pb-ptz4y-15f8a2f"
X Link 2024-04-27T02:10Z [----] followers, [---] engagements
"@AAGresearch @GoldsourceM No. They just use opex line items. AISC is an income statement (primarily) derived number which includes things like corporate overhead and capitalized exploration. AISC in the context of a project level PEA turns the AISC* brand into a simple (and meaningless) heuristic"
X Link 2024-05-02T22:41Z [----] followers, [---] engagements
"@AAGresearch @GoldsourceM Yes"
X Link 2024-05-02T23:12Z [----] followers, [--] engagements
"@AAGresearch @GoldsourceM Great We produced almost exactly 10k in Q1 (sold [----] because of Easter) which should be normal going forward. In Q4 we produced 11.5k & sold 13.4k generating us$17m of Mine Operating Cash Flow & us$9.5m of net income for the Q. $817 AISC Q1 FS out week of the 13th. $mko.v OK Sharkheads Q4 [----] was Pretty Pretty Good. https://t.co/iS3SstBSBE $mko.v OK Sharkheads Q4 [----] was Pretty Pretty Good. https://t.co/iS3SstBSBE"
X Link 2024-05-02T23:27Z [----] followers, [---] engagements
"@PeterNBell @timothystrong88 @BlackAlex58 @BrentCookgeo Just choose the one that sounds the best. We had AISC of $817/oz at [---] g/t HG in Q4 generating US$17m of pre-tax/exploration cash flow and US$9.5m of net income on 13400oz of sales so the numbers work out. In Q1 head grades were [---] so AISC will be incrementally higher"
X Link 2024-05-06T11:45Z [----] followers, [--] engagements
"@protact_ca @sizzler151 @5up3r_m4r10 A lot of truth in that statement. The optimized balance sheet for most gold miners is 100% equity. Exceptions: Debt/royalty capital is more plentiful (ie beggars cant be choosers) Having a diversified source of capital is valuable in and of itself"
X Link 2024-05-06T17:51Z [----] followers, [---] engagements
"$mko.v 2363"
X Link 2024-05-10T15:33Z [----] followers, [----] engagements
"$mko.v We increased cash and receivable balances by US$6m for the quarter. You can see where the cash from our Mine Operating Cash Flow goes"
X Link 2024-05-21T13:05Z [----] followers, [---] engagements
"$mko.v It isnt [--] but [--] is still sharkin amazing 🐐 🐍 🦈"
X Link 2024-05-31T12:46Z [----] followers, [---] engagements
"$mko.v Definitely the good stuff in the porta-potty zone (SW Pit San Albino). Weird little anticline where the dip can all of a sudden change to the opposite direction. Grades are the highest in the model"
X Link 2024-06-03T12:36Z [----] followers, [---] engagements
"@protact_ca @5up3r_m4r10 @TheKEReport Borrow on mako is 40% annualized - the breakeven arbitrage implies a large spread. For sellers of mako and buyers of Goldsource youre effectively earning that borrow plus a bit more. Theres always risk liquidity/deal but the arb is not surprising given the economics"
X Link 2024-06-15T14:24Z [----] followers, [--] engagements
"@qbert50000 @protact_ca Yup. Us and Justin Timberlake. As of last week 97%"
X Link 2024-06-20T00:53Z [----] followers, [---] engagements
"$mko.v OK Sharkheads July is going to be a busy month now that the Goldsource deal is done Our first set of expansion drilling results should be out next week (most of the drilling thru April was infill as we do have a mine to run). Q2 Operating results out on the 15th"
X Link 2024-07-05T15:48Z [----] followers, [---] engagements
"$mko.v $gld For those wondering where the energy to break all time highs came from"
X Link 2024-07-16T15:13Z [----] followers, [---] engagements
"$mko.v Before I add to our geopolitical risk profile there are people (potentially most people) that believe has better rum than"
X Link 2024-07-16T16:51Z [----] followers, [---] engagements
"@sizzler151 @lovemesexy8 @minenergybiz @GoldForecast For those that think our market cap is too small to invest we will always accommodate investors who want to pay a higher price to get them the right market cap"
X Link 2024-07-25T20:26Z [----] followers, [--] engagements
"@zackhoward @MakoMiningCorp Underlying earnings are even better. We took a tax accrual because we now make more taxable $ than the AMT. There was a MTM loss on the Ag loan because Ag prices went up. We expense 100% of [----] incentive comp in Q2 so along with deal expenses Q2 G&A was abnormally high"
X Link 2024-08-13T11:02Z [----] followers, [--] engagements
"@BrownMarubozu $mko.v Quant: Chat-GPT make me a basket of mining stocks generating triple digit ROEs $mko.v I havent run the numbers but our average equity over the last [--] months was like mid $20 million and we generated about that in net income over the last [--] MONTHS You dont see 100% ROEs for producers in this industry often. Or frankly ever. https://t.co/VgcjSzS2ty $mko.v I havent run the numbers but our average equity over the last [--] months was like mid $20 million and we generated about that in net income over the last [--] MONTHS You dont see 100% ROEs for producers in this industry"
X Link 2024-08-13T12:08Z [----] followers, [---] engagements
"@Charles73049313 Guyana / Ghana B2 successfully did the Nicaragua / Namibia alliteration consolidation so there is precedent"
X Link 2024-08-15T17:41Z [----] followers, [--] engagements
"@BrownMarubozu @protact_ca @Comm_Invest Part of the reason we generate 100% ROE is because we depleted our mineral PPE on that [----] OP resource that caused 1/2 of minfintwit to lose their minds. So its a bit of a balance sheet artifact. That being said our ROC is high and its much better than buying back stock"
X Link 2024-08-16T16:18Z [----] followers, [---] engagements
"@LotOntario @BrownMarubozu Certainly post [----] Ive been cognizant of the boxes we dont check. Gxs was one of three actionable deals we thought would check some (the other [--] were run by idiots for not taking a deal). Now our pipeline has gone up 3x. It will take time. Hopefully not as much time"
X Link 2024-08-16T20:25Z [----] followers, [--] engagements
"@LotOntario @BrownMarubozu I dont think larger gold mining companies think differently than gold mining investors. Weve gotten more in-bound interest for our development project in Guyana than we ever had for our extraordinarily profitable Nicaraguan mine"
X Link 2024-08-16T20:46Z [----] followers, [--] engagements
"$mko.v Should we report our exploration results before or after $NVDA earnings Or should we just capitalize the AI in mAko mIning in the headline instead Before After Capitalize AI Before After Capitalize AI"
X Link 2024-08-27T18:14Z [----] followers, [---] engagements
"@cooterama As always if a draw down is tough to digest (assuming the investment thesis is intact) it means you own too much. Mako is not a liquid stock and has gone through a share based merger with another less liquid company. So there are investors in it who may not want to be"
X Link 2024-08-29T14:59Z [----] followers, [--] engagements
"@qbert50000 @fallingmrf They ran out of names that season. We got hit by Greek letters Eta and Iota $mko.v Knock knock Whos there #iota #iota who #iota get back to finishing the project because were still going to pour gold in January. https://t.co/UKH4MZFvSo $mko.v Knock knock Whos there #iota #iota who #iota get back to finishing the project because were still going to pour gold in January. https://t.co/UKH4MZFvSo"
X Link 2024-09-06T19:52Z [----] followers, [--] engagements
"@fallingmrf @qbert50000 Im sympathetic to companies who need to raise debt because they have to. Sometimes its the only capital available to move a project forward. Im not sympathetic to companies who raise debt because they want to"
X Link 2024-09-06T19:56Z [----] followers, [--] engagements
"@fallingmrf @qbert50000 An unfunded concession in Guyana is worth less than the future Eagle Mountain mine. Increasing share count is not in and of itself dilutive"
X Link 2024-09-06T20:03Z [----] followers, [--] engagements
"@Charles73049313 We definitely need more mainstream media talking about the heat and humidity of Guyana Its really quite uncomfortable to wear a suit there"
X Link 2024-09-07T13:48Z [----] followers, [--] engagements
"@BrownMarubozu @billahearn3 Not all conferences are useful. This one is. I think people sometimes forget that people actually exist. And when a healthy portion of the people that are important to your company are in one place its smart to be one of the people there as well"
X Link 2024-09-07T22:44Z [----] followers, [---] engagements
"@billahearn3 As an investor (2017) I came across [--] company I never heard of. Wound up buying 4.9% of it during and w/in [--] weeks of the conference. Wound up being a 10x (although we sold after 4.5x). As a corporate meeting actual people is invaluable. Zoom is useful but not sufficient. @BrownMarubozu @billahearn3 Not all conferences are useful. This one is. I think people sometimes forget that people actually exist. And when a healthy portion of the people that are important to your company are in one place its smart to be one of the people there as well. @BrownMarubozu @billahearn3 Not all"
X Link 2024-09-07T22:50Z [----] followers, [--] engagements
"$mko.v Mako looking at growth spurt following gold acquisition in Guyana via @MiningOnline @PaulHarrisGold https://www.mining-journal.com/project-finance/news-analysis/4359863/mako-looking-growth-spurt-following-gold-acquisition-guyana https://www.mining-journal.com/project-finance/news-analysis/4359863/mako-looking-growth-spurt-following-gold-acquisition-guyana"
X Link 2024-09-16T10:57Z [----] followers, [----] engagements
"@BrownMarubozu Just finishing dinner with one of the original directors of $fang who is also on $mko.vs board. In twelve years to be successful in gold mining is the same as to be successful in oil E&P just with one or two less zeros on the final check"
X Link 2024-09-20T01:38Z [----] followers, [---] engagements
"$mko.v Ok Sharkheads Whos ready to do more accretive M&A Me Not Me Me Not Me"
X Link 2024-10-25T15:22Z [----] followers, [----] engagements
"@protact_ca $SHAQ Shark Acquisitions Corp"
X Link 2024-10-25T16:26Z [----] followers, [---] engagements
"@Pontificator1 a) howd the last one work We got the same criticisms leading up to GXS. Ironically the share X-ratio worked in OUR FAVOR during negotiations despite the drawdown to our stock. b) M&A is a core part of our business not a distraction c) we dont do dilutive deals"
X Link 2024-10-26T15:36Z [----] followers, [----] engagements
"@Pontificator1 Thats true. An option without the ability to exercise it isnt really an option. Its just a talking point in a presentation. I doubt wed pick up a dev project with a large CapEx relative to our capability as the next one. It will likely be at/near producing asset"
X Link 2024-10-26T20:12Z [----] followers, [---] engagements
"@VukasinPekovic @BrownMarubozu Since the mine turned on cash has funded US$34m in exploration $22m in debt repayments and US$3m in buybacks. I think thats serious. I suppose you wont know if the X$ was a good investment for a while. But the worse you think pre-GXS Mako was the better the deal"
X Link 2024-10-27T13:30Z [----] followers, [---] engagements
"@BuyingMyFreedom @Pontificator1 How many oz until we get on Joe Rogan"
X Link 2024-10-27T21:15Z [----] followers, [---] engagements
"@keepawake2 Ill be in Zurich in Nov for the first time under Mako (we signed up but cancelled last year due to lack of an effective schedule). This year is reasonably full. Australia will take a lot of resources ($ and especially time). And Im not convinced it will work for us yet"
X Link 2024-10-30T11:07Z [----] followers, [--] engagements
"$mko.v What do you get when you combine a record size gold shipment with record high gold prices"
X Link 2024-10-30T11:20Z [----] followers, [----] engagements
"$mko.v Unlike some companies who embellish their resource and balance sheet we keep our embellishments to where it really counts"
X Link 2024-10-31T11:20Z [----] followers, [---] engagements
"$mko.v Shipment so big we crushed* the market. (2783 if youre keeping score) * its a 170bp correction. Grow a pair 🥜 $mko.v What do you get when you combine a record size gold shipment with record high gold prices https://t.co/J3CUVBlwNW $mko.v What do you get when you combine a record size gold shipment with record high gold prices https://t.co/J3CUVBlwNW"
X Link 2024-10-31T14:43Z [----] followers, [----] engagements
"OK Sharkheads Now that the geopolitical risk profile of the has gone down should we be looking to invest in mines in the USA Yes Hells Yes Yes Hells Yes"
X Link 2024-11-06T14:08Z [----] followers, [----] engagements
"$mko.v #PreciousMetalsSummitZurich They like their clocks precise Their bank records secret Their cheese with holes And their gold companies with a freekin shark on the logo Willkommen in der Schweiz https://www.gowebcasting.com/events/precious-metals-summit-conferences-llc/2024/11/12/mako-mining-corp/play/stream/39397 https://www.gowebcasting.com/events/precious-metals-summit-conferences-llc/2024/11/12/mako-mining-corp/play/stream/39397"
X Link 2024-11-13T23:32Z [----] followers, [----] engagements
"@qbert50000 @BrownMarubozu They are an advisor to Gold [----] (or vice versa). Bumped into them in an elevator in Zurich. I said youre a shareholder They looked back at me with a weird look"
X Link 2024-11-18T21:36Z [----] followers, [--] engagements
"@BrownMarubozu If the ability to sell is the only reason you want to buy it would be easier to just buy an index fund go to the beach and order a mojito (or similar)"
X Link 2024-11-20T17:20Z [----] followers, [---] engagements
"@qbert50000 @FredSavage416 Nothing wrong with raising equity capital to do something accretive with it. Its the raising of equity (or converts) only to NOT do something accretive with it which becomes the issue"
X Link 2024-11-20T21:26Z [----] followers, [--] engagements
"$mko.v One of the key points that I made in this interview my talk at Zurich and the October interview with @valpal_research (see below for all) is that AISC will be very high in Q3 and go right back down to normal in Q4. $mko.v An interview with The Korelin Economics Report @kereport guys. I go over why Q3 AISC was TOO DAMN HIGH (hint: it was because of a permit delay) and why Q4 is back to normal. Well report next week. I also drop some more hints about M&A https://t.co/WG3GUvmGxe $mko.v An interview with The Korelin Economics Report @kereport guys. I go over why Q3 AISC was TOO DAMN HIGH"
X Link 2024-11-21T17:35Z [----] followers, [----] engagements
"$mko.v A couple more bucks on gold and Im gonna regret buying that 🍌"
X Link 2024-11-22T18:47Z [----] followers, [---] engagements
"@qbert50000 @Goldsilver1972 To perform maybe $mko.v should order from $hims"
X Link 2024-11-30T14:30Z [----] followers, [---] engagements
"@qbert50000 Kevin (our main guy in ) got his citizenship recently. Ill make sure he looks out for the 100k GYD check"
X Link 2024-12-01T21:07Z [----] followers, [--] engagements
"@DeborahJHonig @5up3r_m4r10 Its not true until its denied"
X Link 2024-12-02T21:29Z [----] followers, [---] engagements
"@BrownMarubozu Never underestimate what this man did for World Peace"
X Link 2024-12-02T22:51Z [----] followers, [---] engagements
"@BuyingMyFreedom"
X Link 2024-12-07T16:09Z [----] followers, [---] engagements
"@DustinFluff Sounds like something Jill Biden would say to Joe"
X Link 2024-12-07T19:39Z [----] followers, [---] engagements
"$mko.v Hey @sundarpichai Try quantum computing these mako-sharkers out of existence"
X Link 2024-12-10T12:55Z [----] followers, [---] engagements
"Nobody: Before that Trump Post: Trying to keep under [--] acres of disturbance on BLM ground to avoid issuing a Plan of Operation through the NEPA process. #GetReadyToRock"
X Link 2024-12-11T18:17Z [----] followers, [---] engagements
"$mko.v Some have asked how we got sell-side coverage. Simple: Take over company Finance company to production Profitably mine asset for [--] years Reinvest cashflow into exploration Repay debt Buyback stock Take over additional project Coverage. $mko.v Looks like we have our first sell-side coverage since Mako became Mako Call your favorite Eight Capital salesperson for all the deets @GrantMBeasley https://t.co/lhZp3eA5Gi $mko.v Looks like we have our first sell-side coverage since Mako became Mako Call your favorite Eight Capital salesperson for all the deets @GrantMBeasley"
X Link 2024-12-12T18:18Z [----] followers, [----] engagements
"@Group11Shepard @IkiecohenCohen We didnt buy a lot of things. When you have an illiquid currency your biggest constraint is executability. The universe of executable opportunities has gone up immensely since the GXS acquisition"
X Link 2024-12-14T13:09Z [----] followers, [---] engagements
"@sundarpichai $mko.v 🎄 🤶 🎶 🎶 🎶 Tis the season to be sharky Fa-la-la-la-la La-la-la-la"
X Link 2024-12-20T12:20Z [----] followers, [----] engagements
"Thats not a bad proxy for how we define Mine Operating Cash Flow (I still chuckle about the moronic criticism we used to get about that metric when we started to use it) or Adjusted EBITDA on the Income Statement side but net income would be lower than that. Q2 is a good proxy for what things look like from a net income perspective relative to this metric (figure wed capture 70% of the gold price move as well)"
X Link 2024-12-20T18:12Z [----] followers, [---] engagements
"$mko.v I find this poll somewhat amusing. Mako really isnt an attractive arb for those that arent currently shareholders (cost of borrow is too high). So to sell on an announcement means you either a) think the deal sucks or b) youre afraid of equity issuance. but what if $mko.v OK Sharkheads Weve been vocal that we are close to doing additional M&A. If/When we announce our next M&A deal will our stock go up down or stay the same $mko.v OK Sharkheads Weve been vocal that we are close to doing additional M&A. If/When we announce our next M&A deal will our stock go up down or stay the same"
X Link 2024-12-26T13:41Z [----] followers, [----] engagements
"$mko.v All of this is funded with cash through about [--] weeks worth of this quarters operating cash flow"
X Link 2024-12-31T12:49Z [----] followers, [---] engagements
"$mko.v A little lesson in bankruptcy law for the #minfintwit illiterati out there When a judge rules I dont gotta pay something back it means its not my problem. Dont confuse a pre-bankruptcy balance sheet with a post-bankruptcy asset"
X Link 2024-12-31T18:39Z [----] followers, [----] engagements
"I think you have to separate the dope-ishness (iTs A sCaM) from the asset as it currently exists. This would have been a tough hurdle if we didnt already have infrastructure in Arizona (our operating HQ is in Tucson). Im an investor at the end of the day. I can underwrite a -150%/+10000% high expected value investment any day of the week. Even if people talk smack about us along the way. Most CEOs cant"
X Link 2024-12-31T18:59Z [----] followers, [---] engagements
"I wouldnt worry too much about the stock. Its illiquid and there isnt much information to gather from day to day movements. The good (or possibly bad) thing is that youll be able to tell if this was a smart/dumb decision w/in [--] months unlike most other mining investments"
X Link 2024-12-31T19:08Z [----] followers, [---] engagements
"Honestly it was a tricky asset. The balance sheet was one thing ($elvt.v was obviously insolvent for years) but the actual cost structure (royalties and otherwise) was also totally out of whack. Decisions were made to keep the lights on instead of dealing with a lot of relatively simple issues. Its too small (for now) to attract mid-tiers and i think we would have been challenged to take it over if we werent in Arizona already. Right place right time. I heard in court that 40+ teasers went out and [--] binding offers. We had cash. Most others didnt"
X Link 2024-12-31T22:25Z [----] followers, [---] engagements
"Nicaragua is a high risk jurisdiction and should be factored into a $mko.v investment decision. Prior to Monday made up 100% of our cash flow and 1/3 of our NAV. As of today its still more than 50% of [----] cash flow and less than 1/3 of our NAV (well see what the analyst says after Moss is incorporated into the model). The last [--] years of operations (9 exploring [--] building and [--] operating) in country have been good but things can always change"
X Link 2025-01-02T01:39Z [----] followers, [---] engagements
"@qbert50000 @jtourzan Diversification is good up to a point. Then its bad. Were in the good part of the curve right now"
X Link 2025-01-02T03:02Z [----] followers, [--] engagements
"$mko.v The de-mossing of Moss continues 🦈"
X Link 2025-01-02T12:25Z [----] followers, [---] engagements
"@BuyingMyFreedom If it was self-fulfilling this 🦈 would be on the beach. 🏖"
X Link 2025-01-02T14:00Z [----] followers, [---] engagements
"Other than jurisdictional zeitgeist (and I see $hbm got a key permit today in Arizona) Im not sure it matters what other companies do. If people want to pick sides thats not particular unusual or confined to the mining industry. I suppose I would care if I needed to raise capital from limited sources but this is being funded out of fraction of our profits and cash flow from last quarter"
X Link 2025-01-02T18:14Z [----] followers, [---] engagements
"I think if this happened [--] years ago a lot of the expats in Nicaragua would have to be diverted causing strain but now that operation can run 100% Nicaragense. Less of an overlap in [----] for Guyana which is consultant heavy (geotechnical/hydro). We do have an estimate at Moss otherwise we wouldnt have bought it"
X Link 2025-01-02T18:34Z [----] followers, [---] engagements
"As I mentioned in the interview we went through the Wexford entity for anonymity and to insure we had enough cash for the acquisition the potential royalty contingent payments and startup capital. Mako has that now but it didnt when the 1st bid went out in late Q3. Mako was the one that diligenced the mine. That being said we are a public company there are regulatory hoops and we didnt want to prejudice an appropriate review period with a binding LOI. Makos operating team is on site now which might not have happened if there was an extended review period which could have negatively impacted"
X Link 2025-01-03T00:39Z [----] followers, [---] engagements
"@keepawake2 @ElliotDodson @IkiecohenCohen @BrownMarubozu @ClarkSquareCap No worries. Nothing triggers me more than the word resource. Maybe with the exception of quoting our market cap in Canadian dollars"
X Link 2025-01-03T10:45Z [----] followers, [--] engagements
"Weve made some minor governance changes and compliance protocols because of sanctions but other than boot-strapping the permits at Las Conchitas to avoid raising capital they didnt affect operations at all. I view Nicaragua as a high risk jurisdiction that is better to operate in than in most other high risk jurisdictions. But if things couldnt change (political or otherwise) it wouldnt be high risk"
X Link 2025-01-03T14:20Z [----] followers, [--] engagements
"True. Steve was point person as advisor to the Special Committee. Eric was integral at the board level (although Laurie from GXS was on the SC with Mario and Hick). Wexford doesnt have a special angle other than trying to make money. There are related party issues here but there is no economic leakage. I find it amusing that some of the criticism were taking is from management and shareholders of companies from former shell companies with bloated promotes where the faucets of economic leakage were turned on high but cest la vie"
X Link 2025-01-03T19:08Z [----] followers, [--] engagements
"Sorry. Just saw this. The biggest are the silver stream and G&A (executive/senior management). At full run rate that is over US$10m per year. The other two royalties will be in litigation for 6months but that could mean an addition $4m in savings. The other big items are debottlenecking the front end of the plant establishing a less insane mining contract and proper implementation of grade control. It will take time to quantify all of these but its not minor"
X Link 2025-01-05T10:53Z [----] followers, [--] engagements
"@BuyingMyFreedom $mko.v We do have Mako Royalty (its called Sailfish Royalty $fish.v). Just like Diamondback $FANG has Diamondback Royalty (called Viper Energy $VNOM). And (if you promise to keep it secret) they often do related party transactions"
X Link 2025-01-05T17:16Z [----] followers, [---] engagements
"$mko.v $gmin.to Lightning quick ⚡ 💨 G Mining Ventures Receives Interim Environmental Permit for the Oko West Gold Project in Guyana $GMIN.TO https://t.co/I1KXx4CR0z G Mining Ventures Receives Interim Environmental Permit for the Oko West Gold Project in Guyana $GMIN.TO https://t.co/I1KXx4CR0z"
X Link 2025-01-07T12:08Z [----] followers, [---] engagements
"@qbert50000 @evrytingisawsum Ditto. More like a pre-holiday feast but Im not known for nibbling. $gfg.v @SteveP_Miner Compelling. I told some friends about it. They are now long. Dont 🦈 it up. $gfg.v @SteveP_Miner Compelling. I told some friends about it. They are now long. Dont 🦈 it up"
X Link 2025-01-08T19:30Z [----] followers, [---] engagements
"@IkiecohenCohen Produce gold. Sell gold for dollars. Use these dollars instead of the dollars currently on our balance sheet to pay for part of the acquisition. Avoid getting a hernia"
X Link 2025-01-12T01:42Z [----] followers, [--] engagements
"$mko.v Q4 Operating results just dropped [-----] ounces recovered [-----] ounces sold Record Revenue of US$28.8m Cash balance increased by US$9.5m Mako Mining Announces Q4 [----] Production Results Generating Record Gold Revenue of US$ [----] million and an Increase in Cash of US$ [---] million Mako Mining Announces Q4 [----] Production Results Generating Record Gold Revenue of US$ [----] million and an Increase in Cash of US$ [---] million"
X Link 2025-01-13T13:03Z [----] followers, [----] engagements
"$mko.v Speaking of recovery this was the highest gold recovery we had since the company was processing mostly oxide material in early 22"
X Link 2025-01-13T13:03Z [----] followers, [---] engagements
"$mko.v We have [--] small producing mine which will become [--] in a few months (Moss) and [--] by early [----] (Eagle Mountain) We generated US$9.5m in cash for the quarter. The acquisition AND RESTART cost of acquiring Moss is a small fraction of what we generated in the quarter"
X Link 2025-01-13T13:03Z [----] followers, [---] engagements
"@zackhoward Unreal. We hinted in our press release this AM that we hired the same outside guy (we did)"
X Link 2025-01-13T13:13Z [----] followers, [--] engagements
"$mko.v For those that cant read financial statements the US$9.5 million is the cash increase on our balance sheet (ie after exploration after US$1.1m in debt repayments & after tax/royalties etc) The Q4 Mine Operating Cash Flow number will be MUCH higher. $mko.v Q4 Operating results just dropped [-----] ounces recovered [-----] ounces sold Record Revenue of US$28.8m Cash balance increased by US$9.5m $mko.v Q4 Operating results just dropped [-----] ounces recovered [-----] ounces sold Record Revenue of US$28.8m Cash balance increased by US$9.5m"
X Link 2025-01-13T15:20Z [----] followers, [----] engagements
"$mko.v La Sssssssssssegoviana"
X Link 2025-01-14T20:45Z [----] followers, [---] engagements
"$mko.v New price target on Mako incorporating Moss. @GrantMBeasley $mko.v Looks like we have our first sell-side coverage since Mako became Mako Call your favorite Eight Capital salesperson for all the deets @GrantMBeasley https://t.co/lhZp3eA5Gi $mko.v Looks like we have our first sell-side coverage since Mako became Mako Call your favorite Eight Capital salesperson for all the deets @GrantMBeasley https://t.co/lhZp3eA5Gi"
X Link 2025-01-15T13:19Z [----] followers, [----] engagements
"$mko.v OK Sharkheads Now that the Moss acquisition (expected closing next month) has been incorporated into our NAV who is ready for the next acquisition Me Not Me Me Not Me"
X Link 2025-01-15T15:26Z [----] followers, [---] engagements
"@Mana_Tr33 @qbert50000 The moss acquisition was funded out of about [--] weeks of our Q4 cash flow from We have less shares outstanding now than we did prior to the acquisition (or more precisely when the acquisition closes in Feb) Still better be a good one because we dont tolerate dilutive deals"
X Link 2025-01-15T19:28Z [----] followers, [---] engagements
"$mko.v Gotta tighten up security at Eagle Mountain Jagarundis (Haka Tiger) will rob you faster than a TSXv explorer"
X Link 2025-01-16T17:49Z [----] followers, [----] engagements
"@Mudguy2013 Jesse: there must be over $100m of infrastructure here Me: yeah. But they spent $300m"
X Link 2025-01-17T14:09Z [----] followers, [---] engagements
"$mko.v At Moss [--] thing you notice about Reynolds Pit (majority not in current resource) is they drilled in the wrong direction. That wasnt their fault (the Pit to the East was dipping in opp direction). But it seems grades are getting better to the West and at depth"
X Link 2025-01-18T17:45Z [----] followers, [----] engagements
"$mko.v OK Sharkheads What should we release first Eagle Mountain drilling results or a Mako Meme Coin Eagle Mountain results 🦈 Mako Meme Coin Eagle Mountain results 🦈 Mako Meme Coin"
X Link 2025-01-19T14:21Z [----] followers, [---] engagements
"@JuniorStocks As Moss is just the start Mako America Great Again has a nice ring to it"
X Link 2025-01-19T17:11Z [----] followers, [---] engagements
"$mko.v I suppose well discuss our new acquisition too. 🌟 Stay ahead of the curve with exclusive insights from Akiba Leisman CEO of @MakoMiningCorp This week @AkibaLeisman joins us for a #webinar to discuss Q4 [----] Production Results. 🎟 Register now to be part of the conversation: https://t.co/hteJhHaRAG 🗓 Wednesday January https://t.co/k6p1buSY4X 🌟 Stay ahead of the curve with exclusive insights from Akiba Leisman CEO of @MakoMiningCorp This week @AkibaLeisman joins us for a #webinar to discuss Q4 [----] Production Results. 🎟 Register now to be part of the conversation:"
X Link 2025-01-20T14:16Z [----] followers, [---] engagements
"$mko.v Left to Right TrumpCoin MelaniaCoin BarronCoin"
X Link 2025-01-20T15:00Z [----] followers, [---] engagements
"@sbalamaci Now youre talking crazy. [--] meme coins per President per week max"
X Link 2025-01-20T22:00Z [----] followers, [--] engagements
"$mko.v Well color me shocked. NEPA we hardly kNEw Ya https://www.whitehouse.gov/presidential-actions/2025/01/unleashing-american-energy/ $mko.v Burgum at Interior. Zeldin at EPA. I think the NEPA process in Western will go a bit smoother than it has since forever. https://t.co/bycq8xr8Ze https://www.whitehouse.gov/presidential-actions/2025/01/unleashing-american-energy/ $mko.v Burgum at Interior. Zeldin at EPA. I think the NEPA process in Western will go a bit smoother than it has since forever. https://t.co/bycq8xr8Ze"
X Link 2025-01-21T13:19Z [----] followers, [----] engagements
"@nachkari @BrownMarubozu Mako is a controversial name so specialists avoid As for generalists were too small for most Other than the 12m shares we issued for [--] of our [--] acquisitions we havent needed capital so its more of a sociological experiment than anything that particularly effects us"
X Link 2025-01-22T02:22Z [----] followers, [---] engagements
"@BrownMarubozu @nachkari All roads lead to Shark Coin"
X Link 2025-01-22T02:41Z [----] followers, [---] engagements
"$mko.v Obviously this savings goes up with higher Ag prices. Theres a lot of hidden derivative liabilities in this industry via streams prepays short derivative positions (for hedging or other purposes). Whats your favorite example of an undisclosed derivative liability"
X Link 2025-01-22T13:50Z [----] followers, [---] engagements
"$mko.v It looks like the Hydrology Study on the right concluded that Guyana gets wet. Through [----] activities focused on engineering & enviro work incl geotech drilling infrastructure & water studies at Eagle Mountain Project in Guyana. These activities are critical for a robust EIA and to put MKO in a position to apply for a project enviro permit in H2 [----]. https://t.co/P3VSbnbRtz Through [----] activities focused on engineering & enviro work incl geotech drilling infrastructure & water studies at Eagle Mountain Project in Guyana. These activities are critical for a robust EIA and to put MKO"
X Link 2025-01-23T12:45Z [----] followers, [---] engagements
"$mko.v @DeborahJHonig Unedited version of our Mako Mining Investor Update Webinar via @YouTube https://www.youtube.com/live/jTq4H0nSd8Isi=ij2AQtELg_Q1ZUyT https://www.youtube.com/live/jTq4H0nSd8Isi=ij2AQtELg_Q1ZUyT"
X Link 2025-01-23T23:48Z [----] followers, [---] engagements
"@Bernie_Kreft @jtourzan @qbert50000 Was referring to me Like the Moss acquisition that was a highly accretive marriage. Sure"
X Link 2025-01-24T21:46Z [----] followers, [---] engagements
"@5up3r_m4r10 @protact_ca Nobody ever went broke from selling Unless it was a call option"
X Link 2025-01-24T23:42Z [----] followers, [---] engagements
"@sizzler151 @BrownMarubozu A) its an iceberg B) it doesnt matter This is an illiquid stock. You cant gain much insight into anything related to the business based on day to day trading. If theres a large buyer OR seller thats good. It means you can do something including nothing"
X Link 2025-01-30T23:16Z [----] followers, [--] engagements
"$mko.v $gld $2800 $mko.v $gld Bye bye bear market. https://t.co/R84UFymAnJ $mko.v $gld Bye bye bear market. https://t.co/R84UFymAnJ"
X Link 2025-01-31T12:23Z [----] followers, [----] engagements
"$mko.v $gld Dont worry. When its time to give the sell signal Ill let all you Mako Sharkers know. $mko.v Bad news for Gold bulls. My Mom just sent me a text about the New York Times Op-Ed on the gold bull market. https://t.co/HJhRkfUZ09 $mko.v Bad news for Gold bulls. My Mom just sent me a text about the New York Times Op-Ed on the gold bull market. https://t.co/HJhRkfUZ09"
X Link 2025-01-31T12:23Z [----] followers, [---] engagements
"@protact_ca As always its an illiquid stock and theres limited information you can get from day to day moves. But its safe to say that the [--] deals we announced in the last [--] months are some of the most accretive the industry has seen (on a % basis)"
X Link 2025-02-04T23:43Z [----] followers, [--] engagements
"@larrybird19701 @BrownMarubozu Thanks But it took [--] months to negotiate through metallurgical hiccups and geopolitical expectorations. So not quite straightforward"
X Link 2025-02-05T13:47Z [----] followers, [--] engagements
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