MVIS – GDXJ Rebalace Q1

What a dreadful week. I'll leave you with the latest MVIS GDXJ rebalance for Q1 effective at the close March 20, 2020. After the brutal performance of the index and utter collapse, I'll save myself the pain from writing any further and giving it any expsoure. mvgdxj_quarterly-review_2020-q1-2Download

Kirkland Lake Gold Guidance Update

Kirkland Lake Gold provided 2020 guidance today. The guidance for 2020 excludes production from Detour as well as anticipated production from Northern Territory. While it includes guidance for the Holt Complex, that operation remains on review during 2020. As such, only guidance for Fosterville and Macassa was provided through 2023. My quick take is positive. … Continue reading Kirkland Lake Gold Guidance Update

GDXJ Rebalance Update for Q4

MVIS completed their review today. The changes take place at MOC next Friday December 20. Deleted: Guyana Goldfields $GUY.TO | $GUYFF No surprise there as this was the smallest constituent. Next quarter will be interesting with two out as a result of acquisitions, Detour and Continental Gold. No additions. Sibanye takes the top spot swapping … Continue reading GDXJ Rebalance Update for Q4