24/04/2025 09:38

Evolution Mining Ltd (EVN) $7.90

Gold and copper (25%) miner EVN delivered a solid quarterly update earlier this month, catapulting the stock towards $9. We have written extensively about EVN over the recent months, having successfully held the stock through the 2024 explosive advance.

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17/04/2025 09:33

Evolution Mining Ltd (EVN) $8.32

Gold and copper miner EVN delivered a solid quarterly update earlier in the week, reiterating full-year production guidance at 710,000-780,000 oz for gold and 70,000-80,000 tonnes of copper (Cu).

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01/04/2025 09:23

Evolution Mining (EVN) $7.11

We sold a company we like in EVN on Monday. However, sometimes, even good companies can be stretched from a valuation perspective, especially when they are correlated with volatile, cyclical commodity markets.

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31/03/2025 09:54

Active Growth Portfolio – Amendment

We are taking a strong profit on a Gold stock today in the Active Growth Portfolio.

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14/03/2025 09:27

Evolution Mining (EVN) $6.46

We have liked and held EVN since 2022, and the company rewarded our faith by delivering an excellent quarterly in January, supporting our bullish thesis on the miner. Still, after more than doubling, it is starting to look stretched, assuming gold doesn’t punch significantly higher.

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06/03/2025 09:26

Evolution Mining Ltd (EVN) $6.33

EVN is not a traditional Cu play per se, but around 30% of its revenue will comes from industrial  metal, so it shouldn’t be ignored. In a similar fashion to SFR, it should be recognised that the stock has also experienced three significant pullbacks in the last few years, and while we like Cu and Gold in the medium term,

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27/02/2025 09:21

Evolution Mining Ltd (EVN) $6.21

EVN slipped 1.7% on Thursday in a generally weaker session for the gold space. The last few weeks have seen some reversion across different asset classes, from banks to Bitcoin and gold.

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12/02/2025 17:25

Evolution Mining $6.29

EVN +1.13%: posted strong performance across the board from production numbers and earnings through to positive news on the project development side.  

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30/01/2025 09:43

Evolution Mining Ltd (EVN) $5.89

EVN impressed earlier this month delivering record quarterly cashflows, which were helped by a sector-leading All-In-Sustaining-Cost (AISC) of A$1,543/oz. We remain big fans of EVN in the medium-term, and we will need a rich price to consider taking profit from our position.

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23/01/2025 09:51

Evolution Mining Ltd (EVN) $5.89

EVN impressed this week delivering record quarterly cashflows helped by a sector-leading All-In-Sustaining-Cost (AISC) of A$1,543/oz.

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