G Mining Ventures: LatAm Gold Miner With Rapidly Growing Production

Family office investor Samir Mohamed presented his investment thesis on G Mining Ventures (Canada: GMIN) at Best Ideas 2025.

Thesis summary:

G Mining Ventures has developed its first gold mine in Brazil on budget and schedule and is ramping up to nameplate capacity in Q1 2025. The mine will generate over USD 200 million FCF annually, allowing the company to build additional mines without issuing new shares.

In 2024, the company acquired two more gold deposits — one in Guyana, one in Brazil — providing a runway for growth above 500K oz annually gold production by building a second mine in Guyana until 2028.

The company and its founders have an excellent mine building and capital allocation track record. At a USD 2,600/oz gold price the shares have 60% upside — not including additional upside from very likely mine life extensions and the development of a third mine mid-term.

Access Samir’s initial presentation on G Mining Ventures.

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About the instructor:

Samir Mohamed started with value investing in 1999 and manages a private family fund, full time since 2016. He focuses on good businesses with temporary problems and suppressed stock prices. Samir enjoys collaborating with other value investors regularly via in-person meetings or Zoom calls. He was global head of the product management teams of a 170 Mio. EUR industrial business at Siemens. He worked at Siemens for 13 years. Samir has a master’s degree in Management, Technology, and Economics and a bachelor’s degree in material science, both from ETH Zurich. He is based in Bangkok, Thailand.