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Lundin Gold: More drill results
"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Lundin Gold (TSX: LUG, Mkt. Cap (C$19.65bn, $81.27 (£43.30), 2.8 per cent of JIC Portfolio and 8.3 per cent of Lundin Group ISA) More drilling results: The full news release can be found HERE My Conclusion: Within these results, there are some exceptional numbers that flatter the a

John Rosier
Jul 283 min read


Lundin Gold Q2 Production
"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Lundin Gold (TSX: LUG, Market Capitalisation: C$18.6bn, share price C$ 76.73. 2.7% of JIc Portfolio) Q2 production: My Conclusion: Currently, it’s all about the gold price. If the gold price stays at around $4,000 for the remainder of 2026, then the current consensus forecast f

John Rosier
Jul 91 min read


JIC Portfolio Trade
#jicportfoliotrade

John Rosier
Jun 101 min read


Lundin Gold has gone ex-dividend the distribution of LunR Royalty shares
Over the weekend, Lundin Gold went ex-dividend on the distribution of LunR Royalty Corp shares in relation to the sale of its silver royalty stream. The exact terms were 0.21 LunR Royalty shares for each Lundin Gold share. I have therefore updated the number of LunR Royalty shares in the JIC Portfolio and Lundin Group ISA Portfolio as follows: JIC Portfolio holds 382 LUG shares, so it gets an extra 80 LunR shares Lundin Group ISA holds 33 LUG shares, so it gets an extra 6 Lun

John Rosier
Jun 81 min read


LunR Royalties and Lundin Gold Complete the Silver Stream Royalty deal
LunR Royalties (TSX: LUNR, Market Capitalisation C$ 1580m (£877m) Share price C$ 22.46 (1212p) 1.6% of JIC Portfolio and 7.8% of Lundin Group ISA). Lundin Gold (TSX: LUG, Market Capitalisation C$20.8bn, (£11.5bn) Share price C$86.21 (£46.52) 1.9% of JIC Portfolio and 7.7% of Lundin Group ISA) News from both companies this morning. LunR Royalties has completed the acquisition of the Fruta Del Norte silver stream from Lundin Gold. The news releases from each company can be

John Rosier
May 294 min read


News from two Lundin Group companies
First, Talon Metals (TLO). Talon does not appear on the Lundin Group website, but I have included it as a Lundin Group company because Lundin Mining holds a 19.6% stake. It acquired the stake by folding its Eagle mine and Humboldt Mill operations into Talon Metals in January. By doing that, it helped create a multi-asset US nickel-copper company. Jack Lundin joined the Board. The website can be found HERE Talon is a TSX-listed base metals company advancing and operating high

John Rosier
Apr 103 min read


Never a boring day in the markets!
The new Lundin Group ISA Portfolio is now available in the Members Area.

John Rosier
Apr 81 min read


JIC Portfolio: Two Trades - Nibbling!
#jicportfoliotrade

John Rosier
Mar 191 min read


Adding to gold in both Portfolios, including a new position in the JIC Portfolio
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Mar 183 min read

