27/05/2025 09:38

Evolution Mining (EVN) $9.07

Gold and copper miner EVN advanced 3.4% on Monday, taking the stock to fresh all-time highs and up +88% year-to-date. Considering our bullish outlook towards both copper and gold, and EVN’s strong operational execution,  MM is not considering taking a profit from our EVN position in the near future.

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22/05/2025 09:29

Evolution Mining (EVN) $8.67

EVN has been our preferred vehicle for playing the gold space with a copper twist over the last few years, and it has looked after us nicely, although in hindsight, we took profit too early in April.

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20/05/2025 09:51

Active Growth Portfolio – Amendments

We are making several changes to the Growth Portfolio this morning.

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15/05/2025 09:34

Evolution Mining (EVN) $7.76

Gold miner EVN’s revenue from copper (Cu) increased to 29% in FY24, an industrial metal MM is also a strong fan of in the medium term.

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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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