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Home › 2026 › January
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 on January 21, 2026 by Randolph McDuff — No Comments ↓

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Posted in Portfolio Model Subscription

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

Posted on January 21, 2026 by Randolph McDuff — No Comments ↓

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Posted in Portfolio Model Subscription
Recent Posts
  • Who Benefits From the Pending Redistribution of 2.2 million P/A Tourists to Cuba. Implications for Grupo Aeroportuario Del Sureste (ASR-NYSE, $373.51) and Grupo Aeroportuario Del Pacifico (PAC-NYSE, $283.53).
  • 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?
  • Gnostic Global Portfolio NAV of $1,574.46 per share, a Return of 41.1% for 2025.
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  • Palantir Technologies Inc. (PLTR-$9.08, NYSE): A Mercenary Anti-Hero for the 21st Century.
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