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NGEx Minerals: Drilling Results - In a word, superb
NGEx Minerals (TSX: NGEX, Market Cap C$6.2bn, Share price C$ 28.36, Currently 8.7% of JIC Portfolio and 10.9% of the Lundin Group ISA Portfolio. (In the portfolio view in my Investment Diary I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com NGEx Drilling Results: Full Release can be seen HERE My Conclusion: When I added NGEx to my portfolios in 2024, I was excited about gaining exposure to another potential high-grade copper deposit

John Rosier
2 days ago2 min read


NGEX Minerals: Drilling Results
NGEX Minerals (TSX: NGEX, Market Cap C$5.4bn (£3.0 bn) C$ 24.84 (1347p)) is currently 7.9% of the JIC Portfolio and 10.3% of the Lundin group ISA Portfolio. (In the portfolio views in my Investment Diary, I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com My Conclusion: Another set of fantastic drilling results. They are not quite as high-grade as some of the previous results in Phases 3 and 4, but from a strategic perspective, they are

John Rosier
Apr 303 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


NGEX Minerals: Drilling Results
NGEx Minerals (TSX: NGEX, Market Cap C$4.8bn (£2.6 bn) C$ 22.09 (1206p) currently 7.5% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com My conclusion: Another excellent set of drill results, further increasing the company's understanding of the potential and size of copper-equivalent deposits within Lunahuasi. It's also good to see that this season's total drilling

John Rosier
Mar 232 min read


NGEX Minerals; Q4 and 2025 results
NGEx Minerals (TSX: NGEX, Market Cap C$4.8bn (£2.6 bn) C$ 22.35 (1212p) currently 7.4% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com February 2026 Investor Presentation HERE Results for the year ended 31 December 2026 The Full release can be found HERE Below my conclusion, I have added Fin's main takeaways from the results, followed by Gemini's 10 main points.

John Rosier
Mar 204 min read


JIC Portfolio: Two Trades - Nibbling!
#jicportfoliotrade

John Rosier
Mar 191 min read


News from two Lundin Companies
This will have to be brief, but two positive news releases from NGEX Minerals and International Petroleum. I like to have a stress-free holiday - thank you, Lundin Group companies, for helping. International Petroleum Corporation released Q4 numbers and guidance for 2026. It also projects free cash flow for the next four years and beyond. International Petroleum (TSX: IPCO, Market Cap C$3.4bn (£1. 82bn ). Share price C$30.54 (1645p). 7.0% of JIC Portfolio). (In the portfolio

John Rosier
Feb 103 min read


NGEX Minerals: Another remarkable set of drill results
NGEx Minerals (TSX: NGEX, Market Cap C$6.1bn (£3.3 bn) C$ 28.34 (1520p) currently 8.8% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com First drill results of 2026 from phase 4 - HERE Conclusion: Another remarkable set of results with the gold results particularly exciting. As Wotjek says, they look forward to providing regular updates on assay results. There

John Rosier
Jan 123 min read


NGEX Minerals: First results from Phase 4 drilling
NGEx Minerals (TSX: NGEX, Market Cap C$5.3bn (£2.9 bn) C$ 24.39 (1322p) currently 8.2% of JIC Portfolio). (In the portfolio view in my Investment Diary I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com First drill results of Phase 4 - HERE Conclusion: A super start to its Phase 4 drill programme. Again, very good copper and gold concentrations. Plenty more results to come over the next six months as it proves the size of the as

John Rosier
Dec 17, 20252 min read


Well worth 50 minutes of anyone's time: Interview with Adam and Jack Lundin by "Money of Mine"
#podcasts Click on the picture above or HERE I listened to this today. It gives a good insight into the way the Lundins operate and the culture of the group. There are interesting parts on Lundin Mining and how it can see its way through financing the development of Vicuna with its JV partner BHP. NGEX is mentioned along with the recent spin-out of LunR royalty company. Altogether, a very informative podcast for both shareholders in Lundin Group companies and those thinking a

John Rosier
Nov 12, 20251 min read


NGEX: Hargreaves Lansdown now showing NGEX shares. Not only that, HL and Interactive Investors are showing LunR shareholding. It's worth having a glance at the new LunR website
www.lunrroyalties.com/#lunr-shareholders It is good to see my NGEX shares being valued in my HL SIPP. Almost as good is to see the LunR shares also showing. They are valued at zero as the shares are not yet listed. I understand it might be six weeks before that occurs. It will be fascinating to see what they are valued at. How much of a "Lundin" premium will be built into the share price by the market? We will have to wait and see. In the meantime, the website gives a clue a

John Rosier
Oct 30, 20251 min read


NGEX Minerals: Drilling commences and my frustration with HL
NGEx Minerals (TSX: NGEX, Market Cap: C$4.9bn (£2.7bn), C$22.3 (1239p); currently 7.7% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com Conclusion: The share price fell more than 10% on Monday. I guess that some investors who had bought to get more LunR shares ahead of the cutoff date sold some of their NGEX shares when they had effectively gone ex-the spinoff. Anyway, th

John Rosier
Oct 29, 20253 min read


NGEX Minerals - An excellent interview with the CEO and Vice President, Corporate Development
(Click the Photo of the tow interviewers)

John Rosier
Oct 27, 20251 min read


NGEX Minerals - Last day of trading before cut-off for spinoff of LunR, and annoying news for holders of NGEX in an ISA
I received a message from Hargreaves Lansdown yesterday:

John Rosier
Oct 22, 20252 min read


NGEX Minerals - Effective date for LunR spin-out and Board/Management appointments
NGEx Minerals (TSX: NGEX, Market Cap C$5.3bn (£2.9 bn) C$ 25.65 (1362p) currently 8.5% of JIC Portfolio). (In the portfolio view in my Investment Diary I show the share price converted to sterling) www.lundingroup.com www.ngexminerals.com NGEX announces the effective date of the LunR spinout and a beefing up of the Board and management team. Conclusion: The effective date before which holders of NGEX shares will receive ¼ of LunR share for each NGEX share held is

John Rosier
Oct 16, 20252 min read


Right on cue!
Private placement increased to $175m. My guess is the share price goes higher! VANCOUVER, BC, Sept. 30, 2025 /CNW/ - NGEx Minerals Ltd....

John Rosier
Sep 30, 20252 min read


NGEX to raise $100m in a done deal!
NGEx Minerals (TSX: NGEX, Market Cap: C$5.35bn (£3.0bn), C$25.82 (1381p); currently 8.8% of JIC Portfolio). (In the portfolio view in my...

John Rosier
Sep 30, 20255 min read


Catching up! Strategic Equity Capital (tender offer), IG Group (Q1 update) and NGEX (season four drilling schedule)
I was away yesterday. Catching up with a few things today. Strategic Equity Capital (SEC.l Mkt cap £155m, 360p, 4.0% of Funds'...

John Rosier
Sep 26, 202516 min read


NGEX Minerals: Update on spinout of LunR Royalty Corp
NGEx Minerals (TSX: NGEX, Market Cap C$4.89bn (£2.5 bn) C$23.61 (1272p) currently 8.3% of JIC Portfolio). (In the portfolio view in my...

John Rosier
Sep 22, 20255 min read


Lundin Mining: new CEO of Vicuña joint venture appointed. NGEX Minerals: update on spinout of RoyaltyCo and upcoming shareholder presentation
On Friday, Lundin Mining announced the appointment of Ron Hochstein as CEO of Vicuña. Vicuña being the joint venture between BHP and...

John Rosier
Sep 15, 20255 min read

