Eligian Research
Independent investment research uncovering asymmetric risk-reward opportunities in mining, energy, and global small-cap equities.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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eligianresearch.substack.comLatest Issues
AltynGold: Paying for Its Own Doubling
Self-funding a move to 100,000+ oz production, trading under 2.5x 2028E sustaining free cash flow
Introduction & Summary
Steppe Gold: New Management, Old Discount
Two producing mines funding their own expansion, priced under 2x 2027E FCF and production set to double by 2029
Introduction & Summary
A Historic High-Grade Mine, Back in Production, Still Priced Like It Isn't
Trading at roughly 1.4x 2027 forward FCF, backed by a major trading house rather than dilutive equity
Most junior gold restarts face a choice: rebuild the mill, or rebuild the resource. The company in this report never had to choose; the m...
Lafleur Minerals: One of the Few Developers With a Real Financing Path, a Mill, and Near-Term Production
Trading at under 1x forward FCF at steady state, with near-term production and non-dilutive financing optionality
Most junior gold developers face a choice: prove the resource, or secure the processing infrastructure. The company in this r...
Magna Mining: The Sudbury Re-Rating Story
Trading at 0.21x NAV despite a self-funded path to multi-mine production
This is Part 2 of my full analysis of Magna Mining ($NICU). If you haven’t read Part 1, I’d recommend starting there; it covers the company background, the FNX origin...
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Authors
The writers behind this newsletter.
Eligian Research covers underfollowed small- and mid-cap commodity companies, with a focus on fundamentals. Independent, transparent analysis. Reach out anytime to [email protected] or at eligianresearch.com
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