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Mako Mining: Four Mines, One Window, Triple the Upside
Mako Mining is a four-asset gold producer in the middle of a production build-out that nearly triples output by 2028. At today's EV, the market prices only today's two producing mines, ignoring two fully-funded growth assets that together will generate more free cash flow annually than the entire current enterprise value.
April 17, 2026
Freeport-McMoRan: The Central Bank of Copper
FCX is the world's largest publicly traded copper producer, controlling ~10% of global mined supply. As electrification and AI infrastructure create a structural demand supercycle, Grasberg, the world's richest copper-gold deposit, positions FCX as a decades-long compounder at the heart of the energy transition.
April 3, 2026
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