| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 109 | $11.80 | $1,286 | 0.05% | $9.25 | $278 | +27.6% | — |
In short: Record quarterly revenue in fiscal Q1 2027; labour remains the hardest input. "Results are good and in line with expectations, as higher cash flows from miners begin to move into exploration and eventually into the company's coffers."
Major Drilling does not own mines; it drills the holes for the companies that do. That makes it a read on where the mining industry is in its cycle, because exploration is the first thing cut in bad times and the last thing restored in good ones.
Record quarterly revenue therefore means something beyond one company's results: the high metal prices of the last two years have finally filled miners' bank accounts, and that cash is now being spent on finding the next deposit — "higher cash flows from miners begin to move into exploration and eventually into the company's coffers." The constraint is not demand but people: skilled drill crews are the hardest thing to hire, which is also why competitors cannot simply add capacity and compete the margins away.
In short: Reported fiscal Q4 2026. Metal prices have pulled back and miners under-spent on exploration until recently; forward guidance is ramping sharply, which should translate into additional revenue.
In short: No major news this month (AIA Portfolio holding).
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.