GP Capital

Orvana Minerals: 1xFCF 2026E with massive exploration upside

My largest holding which is balancing stable multi-jurisdiction production with a potential Tier 1 discovery in the heart of Argentina’s most prolific…

Apr 10 • Gp

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The March Review: War Trades, Liquidity Squeezes, and The Next Move

The Mechanics of Global Chaos: Why I Trimmed Miners, the Case for a Silver Snap-Back, and Your Guide to the Post-War Infrastructure Transfer

Apr 2 • Gp

8

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March 2026

The Iran War Trade: My playbook.

Introduction and The Geopolitical Thesis

Mar 21 • Gp

9

2

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400% Growth, Net cash, and <2xFCF 2027E: The Most Asymmetric Bet in Mining

Let be honest: the junior mining sector is a capital incinerator.

Mar 8 • Gp

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1x Free Cash Flow: The Mispriced Gold Producer Backed by Argentina’s Most Powerful Man

By GP’s Capital Research

Mar 4 • Gp

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February 2026

The Santacruz Turnaround: Operational Alpha in an Overlooked Silver Giant

Part 2: The Santacruz Squeeze—Diversified Value and Operational Alpha

Feb 25 • Gp

12

7

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The great silver illusion: Why the paper crash is a physical Gift.

Navigating the gap between paper illusions and physical reality.

Feb 24 • Gp

5

November 2025

Transocean and the deepwater inflection: When supply discipline meets structural demand

Premium Fleet, Constrained Supply, and the Global Exploration Resurgence

Nov 2, 2025 • Gp

30

19

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October 2025

ORVANA MINERALS CORP.

Some notes, calculations and thoughts about orvana minerals.

Oct 23, 2025 • Gp

13

2

September 2025

Cerrado Gold

Equity Research Report

Sep 19, 2025 • Gp

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