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Trading Range Breakout - Vox Royaltylooking back over 2021 the share price of this royalty company has done it all. We have seen a sell-off that culminated in massive volume (for this company) putting in a base. We then carved out a trading range before catching a bid to new 52 week highs. The recent breakout was welcomed, but the pullback to previous resistance on low volume, which is now acting as support, is crucial. Assuming the bull move is not over and buyers buy into value, the measured move of the trading range breakout would take us up to C$5.00 in the last 7 days Vox is up 5.1% 1 year up 34.2% Oct 01 - Vox Provides Recent Development and Exploration Updates from Royalty Operating Partners Gold Standard Ventures, Genesis Minerals Limited, Metalicity Limited, Black Cat Syndicate Limited and Norwest Minerals Limited July 29 - simplywall.st
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by TH_Analysis
MARA looking like Angelina Jolie from 200720% gap between BTCUSD nav performance and MARA. I believe that gap will close. So she's looking fine as hell, a beaut. Partnership with Beowolf should yield a 38% decline in electricity/power costs. I believe MARA is going to be the winner out of the pack of bitcoin miners because they have been reinvesting in efficiency and growth heavily. Their sales per employee are nearly double that of RIOT showing that they can do more with less, and if you can stomach no P/E for a decent period of time, their major investments in growth will pay off in the long run versus appearing profitable in the short-term.
NASDAQ:MARALong
by EBITDAtiger
Vox Royalty - channel breakout progressTechnically this share price is making higher swing highs and higher swing lows, within a descending channel. Descending channels tend to break in the opposite direction of travel. What is required is a breakout and retest of the upper bound of the channel, so investors know where the next level of support lays. Unique, defensible intellectual property Strong weighting to precious metals royalties Exceptionally strong M&A pipeline Track record of investing in royalties with significant growth or expansion catalysts Built in diversification - Exposure to a portfolio of projects Exceptional operating margins - No debt ----- Construction commenced at Janet Ivy expansion project Binduli North by Zijin Mining subsidiary Norton Gold; Scoping study begins on underground mining scenarios at Bowdens silver project by Silver Mines; 45% increase in total mineral resource estimates at Pitombeiras by Jangada; A$10M drill program underway and final project approvals targeted in 2022 for the Sulphur Springs project by Venturex; and Continued drilling and permitting update at Lynn Lake (MacLellan) by Alamos. Riaan Esterhuizen, Executive Vice President – Australia stated, “The last month has delivered a significant number of value enhancing organic developmentsfor our royalty properties, most notably the commencement of construction at the A$462M Binduli heap leach expansion project by Norton Gold. This Binduli expansion was the key near-term catalyst that Vox management anticipated when we acquired the Janet Ivy royalty in March 2021. Additional engineering study progress at Bowdens and Pitombeiras, combined with drilling success across numerous properties capped off a very exciting month for our royalty projects.”
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by TH_Analysis
Buyers are stepping in on first Gold pour for Thor and VoxFirst gold pours at the Segilola Gold Mine in West Africa by Thor Exploration. July 30th operators completed the first gold pour. Thor is transitioning into the operating phase of the project, which means they are moving towards full-scale steady state commercial productions in September. They are targeting 80-85,000 oz per annum, which will equate to around 45k/oz by the end of this year, and then they are looking to ramp up towards 100k/oz next year. This royalty means good news for Vox as they receive cash flow into the portfolio alongside the other 3 production stage royalties. The revenue generated from this mine for Vox should be 5x the initial investment over the next 3 years which was C$900k. The potential C$4.5 from Segilola has given Vox confidence to up their revenue forecasts for this year towards C$5 million revenues which is double their previous announcement at the end of Q1. There will obviously be a lot more news coming in the next 3 years so it will be interesting to see how the other production stage assets fair and which new ones up the revenues and by how much. Vox Royalty is protected from the challenges that occur taking a mine into production as they have no exposure to CapEx. That is not to say the mine should it fail to find the necessary materials, machinery and other COVID related disruptions, would not hinder the revenues being projected. The good news is the mine's operators are doing a sterling job so far and have an amazing track record.
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by TH_Analysis
Strong underlying momentum in Precious MetalsMy 5-7 year outlook. Amazing fundamental and technical picture for precious metals and for the gold & silver mining companies. They are very undervalued relative to the underlying metals they mine and the fundamental picture gets better and better. They're growing cash flows and making very large margins of over 35% on average. Inflation is here and the Federal Reserve & Government are trapped with rates near zero as the economy is beginning to roll over. Large debts of over 130% Debt/GDP necessitates interest rates remaining capped (Fed funds below 2% for at least 6-10 years). Fiscal spending to grow the economy with yield curve control and currency devaluation to devalue the debt load with ignite a commodities and precious metals bull market and cycle that hasn't been seen since the 1970s.
NYSE:HUILong
by Alexander_C_Lambert
Vox Royalty Just Doubled 2021 GuidanceFor those of you who haven't been following along, this is what was said in May at the end of Q1 2021. GEORGE TOWN, CAYMAN ISLANDS – May 25, 2021 – Vox Royalty Corp. (TSXV: VOX) (“Vox” or the “Company”) is pleased to announce its operating and financial results for the first quarter ended March 31, 2021. All amounts are in U.S. dollars unless otherwise indicated. Kyle Floyd, Chief Executive Officer stated: “The first quarter of 2021 marked another milestone for Vox as it reported record revenues. The Company is well on track to achieve its previously announced 2021 royalty revenue guidance of C$1.7M to C$2.5M. The embedded organic growth in our portfolio of 50 royalty assets continues to build. Every month our shareholders are benefiting from exploration successes, fast-tracking of development and production increases on our royalty properties. The coming quarters have strong potential to be the most productive in Vox’s seven year history.” This is where they are end of Q2 2021 VOX ANNOUNCES RECORD REVENUE IN Q2 2021 AND INCREASES 2021 REVENUE GUIDANCE BY +100% TORONTO, CANADA – July 27, 2021 – Vox Royalty Corp. (TSXV: VOX) (“Vox” or the “Company”), a high growth precious metals focused royalty company, is pleased to announce that it has realized record preliminary quarterly royalty revenue of C$1,628,600 (US$1,314,000) for the three-month period ended June 30, 2021. During the quarter, the Company recognized inaugural royalty revenue from its Janet Ivy gold royalty, acquired on March 29, 2021, which is an uncapped A$0.50 per tonne royalty. Quarterly revenue benefitted from increased royalty-linked production by Mineral Resources Limited (ASX: MIN) at Koolyanobbing, increased production by Karora Resources Inc. (TSX: KRR) from the Hidden Secret deposit at Higginsville covered by the Dry Creek royalty, inaugural royalty revenues earned from the Janet Ivy royalty, and increased production by the operator of the Brauna royalty. Vox has successfully grown quarterly revenue figures exponentially since Q3 2020, which is summarized in the below chart: Three months ended June 30, 2021 Royalty revenue (C$) == $1,628,600 Royalty revenue (US$) == $1,314,000 Royalty revenue % growth == 143% # of producing assets == 4 Kyle Floyd, Chief Executive Officer stated: “This is the continuation of an exciting period in Vox’s growth as revenue and profitability metrics start to reflect the true earnings power of the Vox royalty portfolio. We have consistently updated the market with operator updates concerning our royalty assets and noted that our portfolio continues to grow ahead of expectations. The coming quarters and years should continue to reflect a robust increase in revenues from both in production assets and development stage projects we expect to come online.”
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by TH_Analysis
GDX - the beginning of the endThe GDX Gold Miners is one of my personal favourite, and I have had been following it closely over the last couple of years. Since August 2020, where 95% of position was cleared, there was hardly any sustainable long term rally, albeit the March to June 2021 rally that I actually missed. Since then, it pulled back, and is about to revisit the last major lows. This is the beginning of the end... as in, the bearishness is ending. Now, this could take months to pan out and perhaps about 5% downside risk to go. The daily chart had prices at a lower range having gapped down early in the week. Unlike equities, the recovery was mild, if at all, with Friday gapping down instead. In the form of a megaphone, the range is now going to widen, but am expecting more downside to the target of about 31.50-32.00. Technicals support the weakness, albeit not extremely weak... just not strong. Looking for a higher low, with MACD bullish divergence in the month to come. Would not be surprised if it breaks down of the megaphone and then breaks back in again to be super bullish. Until then... I am sitting on my hands.
AMEX:GDX
by Auguraltrader
3
Inflation surprise + no Fed policy change = GoldGold has jumped above its exponential moving averages on both the daily and weekly charts after inflation numbers came in red-hot yesterday and today. Despite the hot inflation numbers, Federal Reserve chairman Jay Powell signaled this morning that the Fed will stay the course on easy monetary policy and still expects inflation to be temporary. That means that more inflation surprises could lay ahead, and traders may look to inflation hedges like TIPS, crypto, and gold. All three popped today, with the iShares TIPS bond ETF making a new all-time high. Gold's got potentially a lot of upside in the horizontal channel here. Note that August tends to be seasonally the strongest month for gold, perhaps because traders rotate to the relative safety of gold as a hedge against the weakest months of the year for stocks (August and September). I also like gold miners right now, with the P/E on GDX at about 17 and the P/FCF at just over 8 making this a relatively inexpensive sector. I will say as a caveat that this is not a high-conviction trade for me, so I'm not going in very heavy. I've been a little underwhelmed by the intraday price action lately, with lots of strong opens and weak closes. But given the news headlines and the seasonality here, I've decided it's worth taking a position.
AMEX:GLDLong
by ChristopherCarrollSmith
3