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MAMAKO

Mako Mining Corp.

$MAKO·$787M·Gold·Basic Materials
$8.98+0.4%1Y+7.2%
Price updated 22h ago·X counts updated 6d ago
MAMAKO
$MAKOMako Mining Corp.
$8.98+0.45%0 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MAKO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

0X posts · last 7 days
Sep 29Oct 11
Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Small sample and directional-neutral. Bulls speculate $MAKO gets into $GDX/$GDXJ rebalancing and management has "solid plans for a path toward lower cost of capital" that would widen the ROIC-WACC gap. Company posts pushed back on being blamed for a broader NFP-driven natural-resources selloff — internal news, not a tape mover.

Read what X is saying about $MAKO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MAKO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Nicaragua-focused gold miner with Q2 revenue +58% YoY, 38% operating margin and a Sailfish Royalty gold-purchase LOI to reduce cost of capital.

Mako Mining produces gold from the San Albino project in Nicaragua, so revenue scales with gold prices and realized production — now in a cyclical operating acceleration driven by the gold tape.

  • Q2 FY26 revenue $61.0M, +57.6% YoY with 38.4% operating margin; prior four quarters: initial Q3 FY25 $27.6M, +75% Q4, +116% Q1 FY26, +58% Q2 FY26 — four-quarter revenue step-up
  • TTM: 16x earnings, 4.2x sales, 34% ROE, 50% gross margin, 42% operating margin, FCF yield 6.5%, debt-to-equity 0.22 — gold-miner economics at scale
  • 2026 estimate: $260.6M revenue, $0.76 EPS; 2027 $261.6M, $0.69 EPS — modeling cyclical peak with FY27 revenue flat
  • YTD n/a (listing comp), trailing-12m +11% at $9.30 against an $874M market cap
  • Sailfish Royalty non-binding LOI for gold-purchase agreement to lower cost of capital — strategic financing optionality
  • Equity-incentive grants announced; GDX/GDXJ rebalance potential noted by community

The operating line is doing what gold miners do in a strong gold tape — revenue +58%, operating margin at 38% — and the Sailfish LOI would further lower cost of capital. The question is whether 2027 revenue holds against the sell-side's modest flat estimate.

Agrees with X sentimentX frames MAKO as potentially entering GDX/GDXJ rebalancing with 'solid plans for a path toward lower cost of capital' widening the ROIC-WACC gap. The attention aligns with the operating acceleration and the Sailfish LOI structural signal.

What to watch: Any Sailfish gold-purchase definitive agreement and realized gold prices — whether the operating step-up extends past Q2 or decelerates as the comp lap tightens.

Read the AI verdict on $MAKO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Junior gold miner developing the San Albino project in Nicaragua targeting low-cost open-pit gold production.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $MAKO.

Gold · Basic Materials

No material change from last week — gold prices remain elevated on central bank accumulation and dollar diversification, with miners carrying operating leverage to metal price.

What this means for $MAKO

Neutral — Junior gold miner developing the San Albino project in Nicaragua targeting low-cost open-pit gold production.

Top industry ETF

$GDXVanEck Gold Miners ETF
+0.1%YTD
+3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
21.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
42.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$0.15$0.18-16.7%
Q1 2026May 15, 2026$0.25$0.18+41.8%
Q1 2021May 29, 2021$0.10——

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$61.0M+57.6%44.2%38.4%$0.15$19.9M
Q1 FY26$68.6M+115.8%60.3%50.0%$0.26$15.9M
Q4 FY25$50.4M+74.7%59.3%45.8%$0.17$19.3M
Q3 FY25$27.6M—34.2%13.3%$0.01$1.2M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$258.5M$258.5M – $258.5M$0.76$0.76 – $0.761
FY27$259.5M$259.5M – $259.5M$0.68$0.68 – $0.681
FY28$384.8M$384.8M – $384.8M$0.80$0.80 – $0.801
FY29$723.6M$723.6M – $723.6M$2.16$2.16 – $2.161
FY30$836.2M$836.2M – $836.2M$3.92$3.92 – $3.921

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 14 other (12 6-Ks · 1 SD · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mako Mining (NASDAQ:MAKO) vs. Algoma Steel Group (NASDAQ:ASTL) Head-To-Head Surveydefenseworld.net·7d agoMako Mining Corp (MAKO) Shares Fall 3.2% -- GF Value Says Still Overvaluedgurufocus.com·24d agoMako Mining Announces Equity Incentive Grantsaccessnewswire.com·29d agoMako Mining Announces a Non-Binding Letter of Intent to Enter a Gold Purchase Agreement with Sailfish Royalty to Lower its Cost of Capital and Facilitate Shareholder Returns and Accretive Acquisitionsfeeds.newsfilecorp.com·33d agoMako Mining Announces a Non-Binding Letter of Intent to Enter a Gold Purchase Agreement with Sailfish Royalty to Lower its Cost of Capital and Facilitate Shareholder Returns and Accretive Acquisitionsaccessnewswire.com·33d ago

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Voices on X · last 7 days

No standout posts about $MAKO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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