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…
Monthly Archives: January 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?
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