Report Card and Learnings Part 2: Has Our 2022 Analysis From These 4 Companies Been Substantiated?

In August to October 2022, Crux Investor published Analyst's Notes on four interesting companies - Eskay Mining, Cobre, Sabina Gold and Silver, and Arizona Metals. Now, nearly two years later, we revisit these reports to assess how our analysis has held up.

In this review, we take a fresh look at each company's progress, share price performance, and whether our original insights were on the mark. There are valuable lessons here for investors in terms of understanding the importance of due diligence and the potential pitfalls of investing in early-stage exploration companies.

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The Lowdown

• Our key takeaways from the 2022 reports on each company
• Significant developments over the past two years
• Which companies have thrived and which have struggled
• The accuracy of our analysts' assessments and concerns
• Lessons learned from these case studies
• Important considerations for making informed investment decisions in the mining sector