TSX:TFPM
TSX:TFPMMetals and Mining

How Investors Are Reacting To Triple Flag Precious Metals (TSX:TFPM) Becoming Elliott's Top Portfolio Holding

Recent portfolio disclosures reveal that Elliott Investment Management, led by hedge fund manager Paul Singer, has made Triple Flag Precious Metals Corp. its single largest holding, accounting for 18% of the firm's $17.59 billion portfolio. This substantial allocation by a prominent institutional investor highlights a significant vote of confidence in Triple Flag and signals increased market attention for the company. We will explore how Elliott's heightened commitment as a major shareholder...
TSX:ARIS
TSX:ARISMetals and Mining

How Are Rising Costs and Resilient Margins Shaping Aris Mining’s Strategy (TSX:ARIS)?

In its recent second-quarter update, Aris Mining Corporation reported an increase in all-in-sustaining costs per ounce due to higher sustaining capital expenditures, inflation-driven mining and mill feed costs, and greater use of contract mining partners. Despite these cost pressures, higher realized gold prices and increased sales volumes enabled Aris Mining to maintain healthy operating margins while highlighting the importance of ongoing cost control efforts. We’ll now explore how the...
TSX:CS
TSX:CSMetals and Mining

Is Mantoverde’s Production Disruption Altering the Investment Case for Capstone Copper (TSX:CS)?

Capstone Copper reported in late August 2025 that production at the Mantoverde mine in Chile has been temporarily reduced to about half capacity following back-to-back failures of both ball mill drive motors, with repairs estimated to take four weeks and copper output projected to decline by 3,000 to 4,000 tonnes. This operational setback is partly being offset by rescheduling plant maintenance to coincide with the downtime and implementing other mitigation strategies, highlighting the...
TSX:WPM
TSX:WPMMetals and Mining

How Record Results and Strong Guidance Will Impact Wheaton Precious Metals (TSX:WPM) Investors

Wheaton Precious Metals recently reported record quarterly revenue and earnings, driven by robust operational performance and key milestones at its Blackwater and Goose projects. An interesting aspect is Wheaton's reiteration of full-year production guidance and expectations of sustained output growth through 2029, highlighting operational resilience despite an elevated valuation. We'll examine how these record results and reaffirmed long-term production targets influence Wheaton's...
TSX:EDR
TSX:EDRMetals and Mining

Will Recent Insider Selling at Endeavour Silver (TSX:EDR) Shift Perceptions of Management’s Long-Term Vision?

On August 28th, 2025, Dale Mah, a Senior Officer at Endeavour Silver, exercised options and sold 154,644 common shares in a significant insider transaction on a direct ownership basis. Large insider share sales like this can often draw heightened investor scrutiny and prompt questions about confidence in the company's future direction. We’ll now explore how this noticeable insider sale may influence sentiment and factors shaping Endeavour Silver’s investment narrative. These 14 companies...
TSX:ATD
TSX:ATDConsumer Retailing

Does RBC’s Big Bet on Couche-Tard (TSX:ATD) Signal Shifting Institutional Sentiment?

In the second quarter of 2025, RBC Canadian Equity Income Fund significantly increased its position in Alimentation Couche-Tard Inc, lifting its stake by nearly 179% to 904,169 shares valued at C$61.20 million. This substantial buying from a prominent institutional investor suggests heightened confidence in Couche-Tard's business outlook and may influence broader market sentiment toward the company. We'll examine how this sharp rise in institutional investment could affect the company's...