Yearly Archives: 2026

The Rationale for a Merger of Aris Mining (ARMN-$19.28, NYSE) and Collective Mining (CNL-$15.90, NYSE). A potential million+ oz, high grade, AU producer at mid-cap valuation?

Continued impressive drill results by Collective Mining in the region of Aris Mining’s Marmato mine, itself undergoing a significant expansion in reserves, suggest that this region offers potential to become one of South America’s larger gold camps. Given the relative

Posted in Portfolio Model Subscription

Gnostic Global Portfolio NAV of $1,574.46 per share, a Return of 41.1% for 2025.

The large cap global portfolio closed out 2025 with a share value of $1,574.46 per share. This compares to the value of $1,116.11 at the end of 2024.

Posted in Portfolio Model Subscription