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#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

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

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

(Click the Photo of the tow interviewers)

I received a message from Hargreaves Lansdown yesterday:

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

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

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...

I was away yesterday. Catching up with a few things today. Strategic Equity Capital (SEC.l Mkt cap £155m, 360p, 4.0% of Funds'...

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...

On Friday, Lundin Mining announced the appointment of Ron Hochstein as CEO of Vicuña. Vicuña being the joint venture between BHP and...

NGEx Minerals (TSX: NGEX, Market Cap C$4.5bn (£2.5 bn), C$21.73 (1174p) currently 8.0% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling)

Background: I have discussed a potential market melt-up in my last two monthly reviews. I think that is what we are witnessing. I...

I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...

NGEx Minerals (TSX: NGEX, Market Cap C$3.75bn (£2.0 bn) C$ 18.15  (984p) currently 6.9% of JIC Portfolio). (In the portfolio view in my...

NGEx Minerals (TSX: NGEX, Market Cap C$3.3bn (£1.77 bn) C$ 15.90  (848p) currently 6.1% of JIC Portfolio). (In the portfolio view in my...

On my way to Ascot so this will brief. NGEX has published its latest drill results. They look good and extend the area for which they...

NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20  (654p) currently 5.0% of JIC Portfolio). (In the portfolio view in my...

NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20  (654p) currently 4.2% of JIC Portfolio). (In the portfolio view in my...

Lundin Mining (TSX: LUN, Market Cap C$ 10.2bn (£5.7bn) C$ 11.90       (647p) currently 4.3% of JIC Portfolio). (In the portfolio view in...