Aerys Mining (RS) is mentioned as a peer producer trading at a higher price to NAV multiple.
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Deep Dive: Is G Mining Ventures The Most Undervalued Gold Play? (GMIN)
Jul 2, 2026
This episode of Fundamental Deep Dive features Ivy and Alex discussing G Mining Ventures (GMIN) at the request of a listener. They explore Jake's thesis that the market undervalues GMIN's execution capabilities, particularly after the successful TZ mine development in Brazil. The discussion highlights the management team's background from G mining services, their reputation for on-time and on-budget mine construction, and contrasts GMIN's model with traditional junior mining companies.
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Alamos Gold (AGI) is mentioned as a peer producer trading at a higher price to NAV multiple.
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