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MAMAKO

Mako Mining Corp Common Stock

$MAKO·$862M·Gold·Basic Materials
$9.88+3.3%1Y+14.2%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 1 posts2026-08-28: 3 posts2026-08-29: 992 posts2026-08-30: 78 posts2026-08-31: 0 posts2026-09-01: 1 posts1,077
Price updated 2h ago·X counts updated 4h ago
MAMAKO
$MAKOMako Mining Corp Common Stock
$9.89+3.29%1.1k posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MAKO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

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

Small-cap Nicaragua gold producer riding the gold cycle to fresh highs — high-margin operations, single-mine risk.

Mako Mining is a small-cap gold producer running the San Albino mine in Nicaragua — a single-asset, high-grade underground operation. In a strong gold-price environment the operating leverage is enormous; in a weak one, single-mine geopolitical risk gets remembered fast.

  • Q1 revenue grew 116% year-on-year to $68.6M and Q2 delivered $61M with adjusted EBITDA of $31.7M — real cash generation off a small revenue base, with record Q2 gold sold of 14,610 oz and $112M cash on the balance sheet.
  • Operating margins ran 38-50% across the last three quarters — the kind of numbers a single-mine gold producer prints when both grade and gold price cooperate.
  • Q2 EPS came in at $0.15 vs $0.18 consensus — a 17% miss, but on tiny denominators where model precision is limited; the underlying cash flow ($20M FCF in Q2) is what matters more than the reported EPS.
  • Sits at the 100th percentile of its 52-week range (fresh 1-year high on Aug 9) and is up 25% over 12 months — the gold-macro tailwind plus operational execution is powering the tape.

What sustains the accelerating call is continued gold-price strength alongside the next quarterly production print confirming grade and throughput at San Albino — the mine's economics are the whole equity. What invalidates it is a gold reversal, a Nicaragua sovereign/political risk headline, or an operational mine incident; single-asset gold producers rarely lack sudden downside catalysts.

What to watch: Gold-price tape and the next quarterly production update. Any Nicaragua political-risk headline (permits, taxation, mine access) would immediately reprice the multiple.

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-26

Mako Mining posts are a tight, buy-side chorus around gold leverage. Contributors highlight gold trading above $4,650/oz, Mako's stated policy of never using AI for press releases, and a repeated framing that CEO Akiba Leisman effectively acquired a $254M NPV gold mine for $2M. The tone is quietly confident rather than hyped, with holders content to sit on GLD and MAKO together.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

Gold ETF outflows reflect tactical profit-taking after a run to multi-year highs; the structural bid — central bank accumulation and dollar diversification — persists beneath the surface. Miners' operating leverage amplifies metal-price moves in both directions.

What this means for $MAKO

Partial — upstream oil & gas exposure ties to commodity price cycle; Mako Mining Corp.

Top industry ETF

$GDXVanEck Gold Miners ETF
-10.6%YTD
+46.1%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$263.0M$263.0M – $263.0M$0.77$0.77 – $0.771
FY27$264.0M$264.0M – $264.0M$0.89$0.89 – $0.891
FY28$391.5M$391.5M – $391.5M$1.67$1.67 – $1.671
FY29$736.2M$736.2M – $736.2M$0.00$0.00 – $0.001
FY30$850.8M$850.8M – $850.8M$0.00$0.00 – $0.001

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.0.9×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.+13.8%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

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.

+ 20 other (13 6-Ks · 1 SD · 1 40-F · 1 SEC STAFF ACTION) in window

Recent news

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

Mako Mining Files Technical Report for Moss Mine Mineral Resource and Reserve Estimates and Life of Mine Planaccessnewswire.com·12d agoMako Mining Reports Q2 2026 Financial Results, Including Adjusted EBITDA(1) of US$31.7 Million and EPS of US$0.16/Shareaccessnewswire.com·20d agoMako Mining (NASDAQ:MAKO) Sets New 1-Year High – What’s Next?defenseworld.net·25d agoMako Mining Announces Q2 2026 Production Results with Record Gold Sold of 14,610 Au oz., Revenues of ~US$63 Million and Cash and Securities Balance of US$112 Millionaccessnewswire.com·49d ago

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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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