Tag: mining | MOI Global

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January 12, 2024 Alico: Management Incentivized to Unlock Value of Florida Land Holdings Read More

January 10, 2024 G Mining Ventures: High FCF Likely After Near-Term Gold Mine Ramp-Up Read More

January 10, 2024 North American Construction, Ashtead Group, Builders FirstSource Read More

January 6, 2024 Will Thomson and Adam Lundin on Mining and the Lundin Group Read More

December 26, 2023 Best Ideas 2024 Preview: Lollapalooza of Scale, Consolidation, and Growth Read More

June 24, 2023 FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties Read More

June 22, 2023 Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business Read More

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 6, 2023 Best Ideas 2023 Preview: Sprott Physical Uranium Trust Read More

December 22, 2022 Ian Clark on Private Equity-Style Investing in the Power Sector Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More

November 1, 2021 John Hathaway on Investing in the Gold Mining Sector Read More

January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

December 20, 2020 Why We Seek the Company of Long-Term Compounders Read More

November 13, 2020 Atalaya: Spanish Copper Miner with Strong Balance Sheet Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

October 23, 2020 Rapidly Shifting Business Models in Real Asset Industries Read More