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What I really want to know is: Why should I continue to hold your stock? And why does it feel like you're actively alienating the retail investors who stood by you when it mattered most?
As a long-term shareholder who's ridden out multiple brutal cycles and still maintains a significant position, I'll acknowledge that the recent Pan pivot transaction was essential. It stabilized the company and prevented a far worse outcome. Credit where it's due.
But the way things have unfolded since then has left many of us deeply frustrated and sidelined. Retail investors, you know, the ones who refused to sell during the darkest periods and helped prevent a total share-price collapse? That loyalty is precisely what kept the stock at a level that made this deal viable in the first place.
Yet since the transaction closed, the dominant tone from leadership has been self-congratulatory. Compensation package, RSUs, stock options, and preferential share placement allocations, appear disproportionately directed toward executives, senior management, and insiders. Many of these same leaders have retained their positions without meaningful accountability, and the board has continued to approve these grants with little apparent restraint.
Meanwhile, the broader shareholder base (especially retail) that enabled this turnaround opportunity has received virtually no tangible upside and scarcely any acknowledgment.
This disconnect is amplified by what seems like a profound lack of self-awareness about optics. Celebrating personal windfalls while long-term holders remain underwater, or at best flat, during one of the strongest bull markets in decades is eroding the remaining goodwill that carried the company through its toughest years.
I'm concerned that genuine alignment with shareholders won't emerge until the last of the early believers and loyal retail holders have finally been driven away. I truly hope I'm wrong.
With a cleaner balance sheet and a clear runway ahead, the company is now positioned to capitalize on favorable market conditions but only if it can execute and regain investor trust. That has been elusive to date yet you wouldnβt know it based on the aforementioned compensation situation optics and no performance management accountability. What it desperately needs next is leadership that demonstrates it truly values the patience and sacrifice of ALL investors including those who never abandoned ship.
I'm still here because I believe in the underlying assets and long-term potential. Maybe I am stupid for it. But that conviction is being tested daily by the perception that management's priorities lie elsewhere.
A meaningful shift that includes improved communication, disciplined capital allocation, or incentive structures that actually tie executive rewards to sustained shareholder returns, would go a long way toward restoring confidence. And of course execution and doing what youβre going to say youβre going to do.
Just because youβre able to grant yourselves generous option grants doesn't mean they should be rubber-stamped without question. Optics matter. Consider setting real performance hurdles before checking the box simply because you can.
I know I'm not alone. These feelings are widely shared among long-term retail and institutional holders who have remained supportive through thick and thin.
We're not asking for miracles or promises that can't be kept. We just want clear evidence that our continued commitment is recognized and valued.
So shame on me for still being here. Now what if anything will you do to keep me on board? Thatβs the question you should address to your retail audience who is still with you tomorrow.
Regards,
#baggolder
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Game fully functional now. Have to pass the time somehow.
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highgrademiner.netlify.app/
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Wrecked in my mining stocks. In order to make it to long term shareholder status, I created this game to pass some time. Cheers. π»#gold #mining
claude.ai/public/artifacts/3β¦
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GoGold gets all their final permits and approvals from Mexico to proceed with their UG mine located in Jalisco State, Mexico. $GGD.TO
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gogoldresources.com/images/uβ¦
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Chinaβs central bank extended its gold-buying streak in May, adding to holdings as prices of the precious metal remained under pressure bloomberg.com/news/articles/β¦
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High Grade πβππ₯πΊπΈπ¨π¦ retweeted
The Peopleβs Bank of China added 10 tonnes to its #gold holdings in May, further increasing its pace of accumulation. Its YTD net additions now total just over 25 tonnes, with gold holdings now 2,331 tonnes.
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Activist fund Elliott calls for sale of Australiaβs largest gold miner ft.trib.al/VFoMsZM
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High Grade πβππ₯πΊπΈπ¨π¦ retweeted
Jun 2
Gold replaces US Treasuries as worldβs top reserve asset, ECB says ft.trib.al/NQKj5B3
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Update on the Copperstone PFS for $MAI.V
The PFS confirms a strong foundation for the project. Report highlights the details plus the value creation opportunities that are ahead for management to execute on.
Full note here: open.substack.com/pub/highgrβ¦
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M&I went up, open pit optionality, resource conversion another optionality and mitigating factor, and they paid a cool $22m for it in stock after including debt settlement. Pit wall bigger now some potential underground to open pit allocation. Near 10x NPV capex ratio at spot. $40m incremental value for every $250 move in gold. Doable at $3,500. $52m capex 6m contingency. Looks good. Costs are lower than I even anticipated. Need to read the report when it comes out. Throughput expanding from 600 to 1,000 stpd from Year 2 onward. Here for the open pit multiple mining front Kevin Small, too. Jibberish done.
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Reading between the lines here. Whatβs clear is that there is an Open Pit aspect to this project that might be getting lost in the overall PFS UG as presented. Itβs no secret. They are telling you about it.
Ounces were removed from UG resources and allocated to OP. OP Maiden is a future deliverable but reading between the lines OP UG equals an even better project and is the hidden value not yet created or quantified.
βSome resources were excluded from mine plan and not converted to reserves because they are above the existing pit-bottom elevation (~152m from surface), and may be more economical to mine via open pit methods in the future.β Direct quote from current slide deck.
Also refer to recommendations in the press release first bullet point.
Lastly the resource conversion potential of M&A as well.
Summing it all up. Itβs OP and UG. Just an observation. Next steps is to quantity what the OP will look like. None of that is reflected. That is the hidden opportunity.
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We can now quantify. Incoming Chair and Director Pylot, bought 464,686 shares, according to the Management Information Circular just released.
$MAI.V $MAIFF
Incoming Chair, Darren Pylot βbought a heck of amount of stockβ¦β
When the AGM materials comes out you will see his position. Met him at BMO and pitched him. π
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Outstanding quarter. And traded as an outlier yesterday in a tough day for the market. Nicely done. π
Mako Mining Reports Q1 2026 Financial Results, Including Adjusted EBITDA (1) of US$40.1 million and EPS of US$0.26/share
Please see website for more info:
makominingcorp.com/news-mediβ¦
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High Grade πβππ₯πΊπΈπ¨π¦ retweeted
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Case in point. I'm short gold today and have been since early March.
Yes, I'm a gold perma bull. Right now I'm short β exactly like Billy Ray would be β because Turkey is showing you what's already happening.
The Turkish central bank has sold roughly 120 tonnesΒ of gold to defendΒ the Lira and fund energy imports.Β Bernard DahdahΒ was explicit in April: central banks are now selling gold "to defend their currency and/or to fund energy purchases."
bullionvault.com/gold-news/gβ¦
When the marginal central bank flips from structural buyer to forced seller to pay for energy, gold's biggest bid disappears. Once central banks turn dovish after the energy crisis hits growth, the trade resets and I'm back long.
Even gold bulls have to read the tape. Gold 4,000 then 10,000.
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$AEM Agnico reiterating the high bar for M&A today. They just did a trifecta. Let him breathe.
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This account is all about mining. The stocks, the sector, and the game I love.
But sometimes a pause for reflection is a good thing.
Humbled to reach 1 million impressions over the past 3 months in a very small niche on #mintwit π #gold #metals #mining
Grateful to everyone who takes the time to read what I share here. It truly means a lot to me.
This is my passion. I invest in these stocks myself and enjoy freely sharing my knowledge of the sector.
Just pure love for the game.
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