MP Evans is a rock-solid stock that we hold for the long-term #MPE 🌴2025 revenue $371m (+5%) 🌴Total crop harvested +7% 🌴EV:EBITDA 5.7x (estimate) 🌴Net income $111m (+27%) 🌴PE ratio 9.4x 🌴Dividend yield 4.1% 🌴70,000 hectares under management 🌴Net cash $87m DYOR 🚀

Built up a nice holding in Altyn Gold #ALTN in recent days at depressed prices The main attraction here is decades of reserves & plans to raise production from 54k oz (2025) to 100k oz in the coming years Low AISC, minimal net debt & low valuation multiples DYOR 🚀

BP Marsh launches a new £2m share buyback programme #BPM 💰Strong net cash position 💰4.6% dividend yield 💰£9.56 most recent NAV (SP £6.39) 💰Revenue tripled in 3 years 💰Low valuation multiples Feels like private equity & requires patience. Anyone else an owner? DYOR 🚀

What is the single greatest bargain on the markets right now?

Superb Mineral Resource Estimate update from Greatland #GGP Telfer + Havieron = 14.9m oz gold & 645kt copper Of which Telfer is 8.0m oz (+150%) "Multi-decade, world class mining hub" In Shaun we trust Shaun Day DYOR 🚀

"Deutsche Bank Research raises Diageo to 'buy' (hold) - price target 1,650 (1,790) pence" Never owned a share in #DGE Diageo GB but tempted now $4b of assets sales (Africa brewing & cricket team) will chip away at the $22b net debt pile Multiples not challenging DYOR 🥃

Best performers of the Kingfisher Deep Value portfolio during a turbulent month: 1st Yancoal Australia $YAL.XA +43% 2nd Valeura Energy Inc. +34% 3rd Arrow Exploration Corp. +28% 4th Parex Resources +28% 5th Seplat Energy +17% 6th AEP Plantations #AEP +8% 7th MP Evans #MPE +3% DYOR 🚀

I love it when a plan comes together 🚀

Another stunning update from Greatland #GGP Net cash up A$260m to A$1,208m 82,723oz gold produced in Q1 '26 (& record copper production of 4,128t) 2026 production may be beyond the forecast range of 260,000oz-310,000oz Hope we all kept the faith DYOR 🕺💰🚀

Great set of 2025 numbers from our best performing stock Thor Explorations #THX 🚀EBITDA $244m 🚀Net profit $196m 🚀FCF $158m 🚀AISC $927 per oz 🚀Net cash $138m 🚀EV:EBITDA 2.4x 🚀PE 3.7x 🚀Dividend yield 4.3% Awaiting news flow from Nigeria, Senegal & Ivory Coast DYOR 😀

1 year anniversary since we bought Amerigo $ARG.TO @ C$1.73 per share Net cash +$17m in Q1 '26. Special dividend of C$0.16 per share announced. Copper prices strong. Cash costs down. SP +9.6% yesterday @ C$6.37 Valuation multiples still not challenging DYOR 🚀

The highest risk position in the Kingfisher Deep Value Fund is Orosur Mining #OMI Promising RNS today. New mineralised zone discovered near Pepas (initial MRE Feb '26). 26.4m @ 2.85g per t 14.45m @ 8.27g per t SP +18% Lots of news flow to come from the 3 prospects DYOR🤞

Mixed update from Spanish copper miner Atalaya Mining #ATYM Q1 '26 production of 9,939t impacted by heavy rains. '26 guidance of 50k-54k t may be revised. But net cash up by a colossal €144m. Copper price strong. €266m net cash. 13-14 years of production DYOR 🚀

Market seems to like the update from Serabi Gold Plc (LSE: SRB, TSX: SBI; OTCQX: SRBIF) #SRB Q1 '26 production 12,042oz (+20%). Annual guidance of 53k-57k oz way up on '25. Net cash improved by significant $22m to $64m. Once licensing matters are resolved the upside here is decent. Our 6th best stock. DYOR 🚀

Our favourite Nigerian gold miner continues to do 'what they say on the tin' Thor Explorations #THX Q1 '26 production of 20,256oz. Full year guidance of 75k-85k oz. Net cash up to $154m ($173m when adjusted to include bullion). 4.4% DY. 2.3x EV:EBITDA. 3.7x trailing PE. DYOR 😀

Not complaining, but can someone please explain why this happened? 🤷‍♂️ Nexa Resources Perú $NEXA

BP Marsh keeps delivering without much fanfare or interest #BPM Final tranche of Paladin sale received. Total proceeds of nearly £63m on sub-£6m investment. 48.7% IRR. Decent dividend yield & low valuation multiples. One to hold & hold. DYOR 🚀

Guess this wasn’t a ‘value trap’ after all $KSPI DYOR🕺🏻

Jaguar Mining Q1 '26 production of 9,630oz newsworthy as this includes the reopened MTL Complex (854oz) jaguarmininginc $JAG.TO Company aiming for a total production increase of 25%-50% this year over '25 Net cash strong at $65m We topped up in recent weeks DYOR 🇧🇷

This is huge $KSPI DYOR 🚀