Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
MJG Capital Fund Matt Geiger | “Koryx Copper was the Featured Investment in the January 2025 MJG partnership letter. The position was first initiated in a June 2024 private placement priced at C$0.60. Subsequent open market purchases, as recently as in August 2025, have lifted the MJG cost basis to approximately C$0.85 per share. Koryx continues to aggressively advance its Haib Copper Project in southern Namibia, with the company aiming to secure mining license approval and release a Feasibility Study by the end of 2027. The copper price continues to cooperate, assisting Koryx in raising an upsized C$51 million financing earlier this year that included heavy insider participation. Between further drilling, permitting, and economic studies, the company is set up for a spectacularly eventful eighteen months. Since the last MJG partnership letter, the most significant company milestone was the release of an updated mineral resource estimate in late March. The updated resource, which incorporated all drilling at the project completed between August 31, 2024 and October 3, 2025, was greeted positively by the market – with the Koryx share price jumping by 13% on greater than five times average volume on the day of its release. Highlights included an overall tonnage increase of over 60% to 1.3 billion tonnes, with the project's increased size now supporting a mine life of more than 35 years compared to the 24 years assumed in the September 2025 PEA. This was coupled with a dramatic reduction in the strip ratio to 0.92x from 1.74x previously, due to the successful conversion of what was previously considered waste into low grade mineralization. Koryx remains one of the best positioned investments within the MJG portfolio to capitalize on further copper price strength. The company, however, is more than a classic optionality play, with Heye Daun and his team on track to advance the Haib Project to a construction-ready stage in 2027. Shareholders have been well rewarded in backing this group in previous ventures, and Koryx so far appears to be following a similar script.” | NEUTRAL | Q2 2026 Aug 7, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
