Aura Minerals: The Gold Rush is ON

by

Sagil Capital just dropped $7.86 million into Aura Minerals. SEVEN. POINT. EIGHT. SIX. MILLION. Like tossing a handful of gold dust into a hurricane. It’s February 12th, and the air smells like desperation and opportunity. They snagged 155,992 shares. A calculated gamble? A fever dream? Let’s just say my gut is twitching, and that’s usually a good sign… or a sign I need more coffee.

The Signal

The SEC filing dropped like a bad acid trip – Sagil Capital, suddenly enthusiastic about Aura. 1.79% of their reported U.S. equity assets now tied up in this mining play. That’s not a casual dip of the toe, folks. That’s a full-body plunge into the glittering, unpredictable world of precious metals. They’re betting on dirt, on digging, on the primal urge to pull shiny things from the earth. It’s beautiful, really. And terrifying.

What They’re Holding

Let’s check the pulse of Sagil’s portfolio. They’re knee-deep in the usual suspects:

  • NYSE: B: $20.90 million (13.1% of AUM)
  • NYSE: PBR.A: $20.29 million (12.7% of AUM)
  • NYSE: TNK: $19.96 million (12.5% of AUM)
  • NYSE: TEN: $19.31 million (12.1% of AUM)
  • NYSE: CMBT: $13.48 million (8.4% of AUM)

So, they’re not exactly shy about taking risks. Aura Minerals fits the profile – a volatile, potentially explosive play. The kind that either sends you to the Bahamas or leaves you staring at a pile of worthless rock. As of February 11th, Aura shares were trading at $75.26. Two. Hundred. Percent. Since the Nasdaq debut. TWO HUNDRED. That’s not growth, that’s a freaking rocket launch.

The Anatomy of a Miner

Metric Value
Price (as of market close 2026-02-12) $75.26
Market capitalization $6.29 billion
Revenue (TTM) $771.59 million
Dividend yield 1.94%

The Dig

  • Aura Minerals rips gold, copper, and silver from the Americas. They sell it. People want it. It’s a simple equation, really.
  • Vertically integrated, they say. Meaning they control everything from the initial probe to the final sale. Smart. Cuts out the middlemen.
  • Headquartered in Coconut Grove, Florida. Which explains everything.

A mid-sized player, but they’re playing the game right. Integrated operations, diversified portfolio, a relentless focus on squeezing every last ounce of profit from the earth. They’re not reinventing the wheel, they’re just making sure the wheel is greased and spinning at maximum velocity. And in this market? That’s enough.

What Does It MEAN?

Precious metals are having a MOMENT. This isn’t some quiet accumulation, this is a stampede. Sagil Capital throwing nearly eight million at Aura signals a broader shift. They’re not just buying shares, they’re buying into the narrative. Aura’s stock has gone parabolic, and while that always makes me nervous, I can’t ignore the underlying fundamentals. Solid production, cost discipline, a vertically integrated model… these are the things that separate the survivors from the roadkill.

Look, this is a dangerous game. A 200% rally sets expectations sky-high. But Aura’s diversified output – gold, copper, silver – gives them a buffer against any single commodity crash. The real question isn’t whether the stock can keep climbing, it’s whether they can sustain that growth, maintain their balance sheet strength, and keep digging. This position suggests Sagil Capital thinks they can. And in this increasingly insane world, that’s a gamble I might just be willing to take.

Read More

2026-02-13 01:32