Jordan - Mining Stock Monkey – Q1 Earnings Review in Gold and Silver Producers and Royalty Companies
The KE Report May 12, 2026
Summary
Jordan Rusche reviews Q1 earnings for precious metal producers and royalty companies, highlighting key metrics, cost trends, and M&A activity.
Discussion covers how senior gold producers like Newmont, Barrick, and Agnico Eagle are managing capital allocation between dividends, buybacks, and growth.
Analysis shifts to the royalty sector, examining record revenues and the long-term investment thesis for companies with strong copper exposure like Elemental Royalty.