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@SargentoHighwa4
"$MMY Monument Mining not a stellar quarter on the production side (12koz previous Q vs 8koz) and recoveries (82% previous Q vs 76koz) but they are profitable and building a healthy balance sheet (+2772M USD working capital / +18M USD cash). Note that company is restarting exploration by year end and studying economics of Murchison reopening"
X Link @SargentoHighwa4 2024-11-28T08:08Z 1874 followers, XXX engagements
"Portfolio update say hello to the new king of the portfolio: $MKO Mako Mining π π Movements of the Week π₯New positions $AYA Added more $LIO $EXK $LTBR $AIR Sold $TGA (Thungela) need to keep leverage under control"
X Link @SargentoHighwa4 2025-09-26T21:00Z 1875 followers, 1557 engagements
"Sold my position in Mongolian Mining a few nights ago. I have in mind a new stock for coal. Coming soon. Bought today tankers: $STNG Scorpio Tankers $INSW International Seaways $FRO Frontline"
X Link @SargentoHighwa4 2025-09-17T20:30Z 1875 followers, 2111 engagements
"πͺ BTW $PRU Perseus Mining got the door closed They owned XX% of $PDI but getting into the mergeco will be way harder now"
X Link @SargentoHighwa4 2025-10-06T21:44Z 1874 followers, XXX engagements
"Bought the dip in $AYA I don't belive the short thesis"
X Link @SargentoHighwa4 2025-09-26T13:58Z 1875 followers, XXX engagements
"$MMY Fiscal 2025 gold production generated gross revenue of $XXXXX million compared to $XXXXX million. Net earnings of $XXXXX million or $XXXX per share up significantly from $XXXX million or $XXXX per share in the prior year. The Companys financial position has improved markedly with cash flow rising to $XXXXX million from $XXXXX million last year cash on hand increasing to $XXXXX million from $XXXXX million and working capital strengthening to $XXXXX million from $XXXXX million"
X Link @SargentoHighwa4 2025-10-15T21:52Z 1878 followers, XXX engagements
"DeSoto $DES +1667% (A$0.21) after PP @ A$0.16/shareπ° π€ A$5M from Tony Poli early backer of Predictive Discovery ($PDI) spotting again the opportunity π Cash now A$15.5M as 10000m drilling kicks off at Dadjan moving next to Tole & Timbakouna targets. π§πΌ Directors also participated. Siguiri Basin is HOT"
X Link @SargentoHighwa4 2025-10-10T07:39Z 1873 followers, XXX engagements
"@NuggetCapital $SOIL would be hilarious some companies just keep growing with marginal return to shareholders. Only the check writers and finders get paid"
X Link @SargentoHighwa4 2025-09-23T21:58Z 1873 followers, XXX engagements
"New shareholder in Arc Resources that volume last trading sessions might be capitulation-reversal"
X Link @SargentoHighwa4 2025-09-12T21:42Z 1875 followers, XXX engagements
"Closing trade in Lightbride $LTBR taking XX% profits Moving position to Lunding Mining $LUN"
X Link @SargentoHighwa4 2025-10-03T15:52Z 1875 followers, XXX engagements
"π¨ Ivanhoe Mines $IVN $IVPAF pulled in US$500M from Qatar Investment Authority. When youre a giant half a billion lands in your lap like pocket change. π€ 57.5M shares at C$12.00 QIA grabs 4%. β Critical minerals shopping spree continues"
X Link @SargentoHighwa4 2025-09-17T22:33Z 1875 followers, XXX engagements
"Monument Mining $MMY XXXXX Au oz/Q 861M op cost + corp expense 125M revenues @ $2.300/oz EBITDA close to 4M/Q or 156M/y MCap 3773M Net Cash 17M (no debt) EV $20M Reserves +3 years + nice inferred resources EV/EBITDA XXX MCap/EBITDA XX Malaysia Find something cheaper"
X Link @SargentoHighwa4 2024-08-27T22:30Z 1875 followers, 1450 engagements
"π° Sales today (nice gains): $RIO.v Rio X Inc β
$FDR.v Founders Metals β
π Buys: $EXK Endeavour Silver β (probably the cheapest silver play if Terroneras finally gets on track mind the IF) $B Barrick Gold π $BTG B2Gold π $AEM Agnico Eagle Mines π quality assets IMHO not yet adjusted to fair value at this gold price $PBR Petrobras π’Added more $ARX Arc Resources π₯ Not very leveraged but aiming for closer to XXX% exposure vs current 115%. I will sell more stocks following days"
X Link @SargentoHighwa4 2025-09-15T22:09Z 1873 followers, 2438 engagements
"π₯ After the PDI / Robex merge Im now a shareholder (πΌ X% of portfolio via $RBX ) of the future mergeco: π Ownership: XX% PDI / XX% Robex π° Market cap: A$2.35B / C$2.17B π·β CEO: Matthew Wilcox (ex-WAF) β Resources: +9Moz in the Siguiri Basin π On track to become intermediate producer by 2029 π΅ AISC: $1100/oz (best-in-class) π¦ Lower cost of capital & stronger platform β Gold growth story in West Africa now at scale"
X Link @SargentoHighwa4 2025-10-06T21:44Z 1875 followers, XXX engagements
"Jaguar Mining ($JAG.to) update β Turmalina restart: Underground prep work began in August 248m developed (vs 189m planned). Phase X complete β
; awaiting ANM approval for Phase X to resume full mining. π Satinoco dry-stack: Earthworks done; slope safety factor XXX β
key step for paste fill plant recovery & power line rebuild. π° Cash: $52M ( from $48.3M in Q2). Solid balance sheet ahead of restart"
X Link @SargentoHighwa4 2025-10-14T20:03Z 1875 followers, XXX engagements