Skip to main content
Vaapad Capital
All positions

NAMM

Materials

NAMIB MINERALS

LIVE· as of just now

Current positionSubscribers

Live position details are for subscribers

NAMM's current weight, average entry and live P&L are reserved for subscribers — front-run protection for the founder's open book. The full public thesis, conviction history, closed-trade record and field notes stay open below.

Contribution to the bookSubscribers

NAMM's contribution to the book is subscriber-only — front-run protection for the founder's open positions.

Sector & theme positioning

Materials2 held names in this theme
Exact sector weights are subscriber-only.
Held peers in Materials
USAR

Why it moved today

NAMM fell -2.69% versus its prior close (last 1.81 vs prior close 1.86) (as of 2026-07-02 20:43 UTC). The market was post at the time of this quote. This is a descriptive record of the move — not a forecast or a recommendation.

Rewards

  • The founder has published a public thesis on NAMM — the reasoning behind holding it is disclosed in full.Read the thesis
  • NAMM gives the book Materials exposure — see how that sits in the overall sector mix.Sector allocation
  • NAMM has 2 fully round-tripped call(s) on the public ledger — every one scored, winners and losers.Open the Call Ledger

Risks

  • The position currently shows an unrealized loss of -6.71% versus cost — surfaced honestly, not hidden.
  • NAMM is a single, concentrated position in one founder's personal book — single-name risk, not a diversified fund.Full risk disclaimer
  • Past performance is not a reliable indicator of future results. Everything on this page is retrospective disclosure, not investment advice.Full disclaimer

Position scorecard

Track recordConvictionMomentumValueQuality
80avg / 100
  • Track record— 100% hit rate over 2 closed calls.99
  • Conviction— Based on public thesis, 339 recorded events, currently held.100
  • Momentum— Live unrealized -6.7% vs. cost.43
  • Value— From 3 valuation multiples (lower = cheaper).87
  • Quality— From 2 profitability / balance-sheet metrics.70

A retrospective, descriptive summary derived from the facts on this page — the founder's own closed calls, recorded conviction, live position P&L and public third-party fundamentals. It is not a rating, price target, or buy/sell signal. Axes marked “n/a” lack sufficient inputs and are shown honestly rather than guessed. Past performance is not a reliable indicator of future results.

Fundamentals

Valuation multiples

Market cap
$98.61M
Enterprise value
$104.63M
P / E (TTM)Price to trailing earnings
0.98x
P / E (fwd)Price to forward earnings
0.98x
P / BPrice to book value
—
P / S (TTM)Price to trailing sales
1.19x
EV / EBITDA
5.09x
Dividend yield
—

Key financials

Revenue (TTM)
$82.59M
Revenue growthYear-over-year
+5.1%
Earnings growthYear-over-year
—
Profit margin
122.5%
Return on equity
—
Debt / equity
—
Free cash flow
$3.25M
Beta (5y)Volatility vs. market
-0.02

Ownership & float

Shares outstanding
54.48M
Public float
7.06M
Institutional held
2.6%
Insider held
91.7%

Third-party market data (Yahoo Finance), for information only — retrospective and descriptive, not investment advice. Values may lag the latest filing. Fetched 02. Juli 26. Any metric the provider did not report is shown as “—” rather than estimated.

The thesis

Public field note · 10. Juni 26

Der Preis des Überlebens

Eine Goldgesellschaft, die ihre eigene Insolvenz überlebt hat — und die der Markt noch immer so bepreist, als wäre sie daran gestorben. Eine Sektor- und Unternehmensanalyse zu Namib Minerals (NASDAQ: NAMM), dem operativen Goldpreis-Hebel und der Survivor-Junior-Dynamik.

Read the full thesis

Conviction history

  1. Adding02. Juli 26

    Added to position

    1,500 @ 1.88 USD

  2. Adding02. Juli 26

    Added to position

    200 @ 1.868 USD

  3. Adding02. Juli 26

    Added to position

    600 @ 1.87 USD

  4. Adding02. Juli 26

    Added to position

    700 @ 1.87 UNKNOWN

  5. Adding02. Juli 26

    Added to position

    100 @ 1.87 UNKNOWN

  6. Adding02. Juli 26

    Added to position

    300 @ 1.88 USD

  7. Adding02. Juli 26

    Added to position

    100 @ 1.865 USD

  8. Adding30. Juni 26

    Added to position

    1 @ 1.94 UNKNOWN

  9. Adding30. Juni 26

    Added to position

    1 @ 1.93 UNKNOWN

  10. Adding30. Juni 26

    Added to position

    19 @ 1.93 UNKNOWN

  11. Adding30. Juni 26

    Added to position

    1 @ 1.92 UNKNOWN

  12. Adding30. Juni 26

    Added to position

    1 @ 1.92 UNKNOWN

  13. Adding30. Juni 26

    Added to position

    1 @ 1.92 UNKNOWN

  14. Adding30. Juni 26

    Added to position

    40 @ 1.89 UNKNOWN

  15. Adding30. Juni 26

    Added to position

    1 @ 1.89 UNKNOWN

  16. Adding30. Juni 26

    Added to position

    872 @ 1.92 UNKNOWN

  17. Adding30. Juni 26

    Added to position

    101 @ 1.92 UNKNOWN

  18. Adding30. Juni 26

    Added to position

    872 @ 1.92 UNKNOWN

  19. Trimming25. Juni 26

    Trimmed position

    107 @ 1.77 UNKNOWN

  20. Trimming25. Juni 26

    Trimmed position

    300 @ 1.775 USD

  21. Trimming24. Juni 26

    Trimmed position

    263 @ 1.725 USD

  22. Trimming24. Juni 26

    Trimmed position

    200 @ 1.735 UNKNOWN

  23. Trimming24. Juni 26

    Trimmed position

    1,372 @ 1.735 USD

  24. Trimming24. Juni 26

    Trimmed position

    700 @ 1.735 UNKNOWN

  25. Trimming24. Juni 26

    Trimmed position

    635 @ 1.73 UNKNOWN

  26. Trimming24. Juni 26

    Trimmed position

    200 @ 1.735 UNKNOWN

  27. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  28. Trimming24. Juni 26

    Trimmed position

    400 @ 1.74 USD

  29. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  30. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  31. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  32. Trimming24. Juni 26

    Trimmed position

    449 @ 1.74 USD

  33. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  34. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  35. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  36. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  37. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  38. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  39. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  40. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  41. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  42. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  43. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  44. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  45. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  46. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  47. Trimming24. Juni 26

    Trimmed position

    1,600 @ 1.742 USD

  48. Trimming24. Juni 26

    Trimmed position

    600 @ 1.74 UNKNOWN

  49. Trimming24. Juni 26

    Trimmed position

    100 @ 1.74 USD

  50. Trimming24. Juni 26

    Trimmed position

    10 @ 1.74 USD

  51. Trimming24. Juni 26

    Trimmed position

    63 @ 1.75 USD

  52. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  53. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  54. Trimming24. Juni 26

    Trimmed position

    100 @ 1.755 USD

  55. Trimming24. Juni 26

    Trimmed position

    5,400 @ 1.75 USD

  56. Trimming24. Juni 26

    Trimmed position

    100 @ 1.755 UNKNOWN

  57. Trimming24. Juni 26

    Trimmed position

    64 @ 1.75 USD

  58. Trimming24. Juni 26

    Trimmed position

    113 @ 1.75 USD

  59. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  60. Trimming24. Juni 26

    Trimmed position

    300 @ 1.75 USD

  61. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  62. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  63. Trimming24. Juni 26

    Trimmed position

    1,600 @ 1.755 USD

  64. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  65. Trimming24. Juni 26

    Trimmed position

    82 @ 1.75 USD

  66. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  67. Trimming24. Juni 26

    Trimmed position

    22 @ 1.75 USD

  68. Trimming24. Juni 26

    Trimmed position

    82 @ 1.75 USD

  69. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  70. Trimming24. Juni 26

    Trimmed position

    200 @ 1.755 USD

  71. Trimming24. Juni 26

    Trimmed position

    200 @ 1.75 USD

  72. Trimming24. Juni 26

    Trimmed position

    50 @ 1.75 USD

  73. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  74. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  75. Trimming24. Juni 26

    Trimmed position

    124 @ 1.75 USD

  76. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  77. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  78. Trimming24. Juni 26

    Trimmed position

    62 @ 1.75 USD

  79. Trimming24. Juni 26

    Trimmed position

    123 @ 1.755 USD

  80. Trimming24. Juni 26

    Trimmed position

    49 @ 1.75 USD

  81. Trimming24. Juni 26

    Trimmed position

    200 @ 1.75 USD

  82. Trimming24. Juni 26

    Trimmed position

    100 @ 1.75 USD

  83. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  84. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  85. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  86. Trimming24. Juni 26

    Trimmed position

    13 @ 1.76 USD

  87. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  88. Trimming24. Juni 26

    Trimmed position

    4 @ 1.76 USD

  89. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  90. Trimming24. Juni 26

    Trimmed position

    144 @ 1.76 USD

  91. Trimming24. Juni 26

    Trimmed position

    178 @ 1.76 USD

  92. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  93. Trimming24. Juni 26

    Trimmed position

    1,600 @ 1.764 USD

  94. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  95. Trimming24. Juni 26

    Trimmed position

    24 @ 1.76 USD

  96. Trimming24. Juni 26

    Trimmed position

    189 @ 1.76 UNKNOWN

  97. Trimming24. Juni 26

    Trimmed position

    100 @ 1.76 USD

  98. Trimming22. Juni 26

    Trimmed position

    100 @ 1.81 USD

  99. Trimming22. Juni 26

    Trimmed position

    22 @ 1.81 USD

  100. Trimming22. Juni 26

    Trimmed position

    4,378 @ 1.8 USD

  101. Trimming22. Juni 26

    Trimmed position

    100 @ 1.8 USD

  102. Trimming22. Juni 26

    Trimmed position

    100 @ 1.8 USD

  103. Trimming22. Juni 26

    Trimmed position

    200 @ 1.802 USD

  104. Trimming22. Juni 26

    Trimmed position

    100 @ 1.81 USD

  105. Trimming22. Juni 26

    Trimmed position

    1,640 @ 1.78 USD

  106. Trimming22. Juni 26

    Trimmed position

    200 @ 1.782 USD

  107. Trimming22. Juni 26

    Trimmed position

    200 @ 1.78 USD

  108. Trimming22. Juni 26

    Trimmed position

    1,900 @ 1.795 USD

  109. Trimming22. Juni 26

    Trimmed position

    200 @ 1.795 USD

  110. Adding15. Juni 26

    Added to position

    1,900 @ 2.065 USD

  111. Adding15. Juni 26

    Added to position

    100 @ 2.07 USD

  112. Adding15. Juni 26

    Added to position

    1,100 @ 2.068 USD

  113. Adding15. Juni 26

    Added to position

    100 @ 2.06 UNKNOWN

  114. Adding15. Juni 26

    Added to position

    100 @ 2.069 USD

  115. Adding12. Juni 26

    Added to position

    340 @ 1.96 USD

  116. Adding12. Juni 26

    Added to position

    500 @ 1.96 UNKNOWN

  117. Trimming11. Juni 26

    Trimmed position

    3,498 @ 1.99 USD

  118. Trimming11. Juni 26

    Trimmed position

    72 @ 1.99 USD

  119. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  120. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  121. Trimming11. Juni 26

    Trimmed position

    95 @ 1.99 USD

  122. Trimming11. Juni 26

    Trimmed position

    74 @ 1.99 USD

  123. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 USD

  124. Trimming11. Juni 26

    Trimmed position

    700 @ 1.99 USD

  125. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 USD

  126. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  127. Trimming11. Juni 26

    Trimmed position

    81 @ 1.99 USD

  128. Trimming11. Juni 26

    Trimmed position

    100 @ 1.995 USD

  129. Trimming11. Juni 26

    Trimmed position

    100 @ 1.99 USD

  130. Field note10. Juni 26

    Field note published

    Der Preis des Überlebens

    Read the note
  131. Adding10. Juni 26

    Added to position

    145 @ 1.91 UNKNOWN

  132. Adding10. Juni 26

    Added to position

    75 @ 1.91 UNKNOWN

  133. Trimming10. Juni 26

    Trimmed position

    10 @ 1.84 UNKNOWN

  134. Trimming10. Juni 26

    Trimmed position

    1 @ 1.86 UNKNOWN

  135. Trimming10. Juni 26

    Trimmed position

    73 @ 1.87 UNKNOWN

  136. Trimming10. Juni 26

    Trimmed position

    19 @ 1.84 UNKNOWN

  137. Trimming10. Juni 26

    Trimmed position

    5 @ 1.84 UNKNOWN

  138. Trimming10. Juni 26

    Trimmed position

    300 @ 1.84 UNKNOWN

  139. Trimming10. Juni 26

    Trimmed position

    5 @ 1.85 UNKNOWN

  140. Trimming10. Juni 26

    Trimmed position

    7,800 @ 1.84 UNKNOWN

  141. Trimming10. Juni 26

    Trimmed position

    10 @ 1.84 UNKNOWN

  142. Trimming10. Juni 26

    Trimmed position

    287 @ 1.84 UNKNOWN

  143. Adding09. Juni 26

    Added to position

    200 @ 1.94 USD

  144. Adding09. Juni 26

    Added to position

    100 @ 1.94 USD

  145. Adding09. Juni 26

    Added to position

    1,700 @ 1.94 USD

  146. Adding09. Juni 26

    Added to position

    100 @ 1.94 USD

  147. Adding09. Juni 26

    Added to position

    100 @ 1.94 USD

  148. Adding09. Juni 26

    Added to position

    100 @ 1.94 USD

  149. Adding09. Juni 26

    Added to position

    900 @ 1.938 USD

  150. Adding09. Juni 26

    Added to position

    200 @ 1.94 USD

  151. Adding09. Juni 26

    Added to position

    1,000 @ 1.94 USD

  152. Adding09. Juni 26

    Added to position

    200 @ 1.93 USD

  153. Adding09. Juni 26

    Added to position

    180 @ 1.84 USD

  154. Adding09. Juni 26

    Added to position

    50 @ 1.8 USD

  155. Adding09. Juni 26

    Added to position

    900 @ 1.795 USD

  156. Adding09. Juni 26

    Added to position

    400 @ 1.798 USD

  157. Adding09. Juni 26

    Added to position

    100 @ 1.92 UNKNOWN

  158. Adding09. Juni 26

    Added to position

    380 @ 1.928 USD

  159. Adding09. Juni 26

    Added to position

    200 @ 1.92 UNKNOWN

  160. Adding09. Juni 26

    Added to position

    200 @ 1.92 UNKNOWN

  161. Adding09. Juni 26

    Added to position

    15,758 @ 1.93 USD

  162. Adding09. Juni 26

    Added to position

    2,773 @ 1.93 USD

  163. Adding09. Juni 26

    Added to position

    1,059 @ 1.93 USD

  164. Adding09. Juni 26

    Added to position

    100 @ 1.93 USD

  165. Adding09. Juni 26

    Added to position

    100 @ 1.925 USD

  166. Adding09. Juni 26

    Added to position

    10 @ 1.93 USD

  167. Adding09. Juni 26

    Added to position

    9,948 @ 1.93 USD

  168. Adding09. Juni 26

    Added to position

    100 @ 1.91 USD

  169. Adding09. Juni 26

    Added to position

    100 @ 1.91 USD

  170. Adding09. Juni 26

    Added to position

    200 @ 1.91 USD

  171. Adding09. Juni 26

    Added to position

    1,066 @ 1.9 USD

  172. Adding09. Juni 26

    Added to position

    100 @ 1.9 USD

  173. Adding09. Juni 26

    Added to position

    100 @ 1.9 USD

  174. Adding09. Juni 26

    Added to position

    86 @ 1.9 USD

  175. Adding09. Juni 26

    Added to position

    1,000 @ 1.9 USD

  176. Adding09. Juni 26

    Added to position

    7,000 @ 1.88 USD

  177. Adding09. Juni 26

    Added to position

    710 @ 1.88 USD

  178. Adding09. Juni 26

    Added to position

    3,900 @ 1.88 USD

  179. Adding09. Juni 26

    Added to position

    390 @ 1.88 USD

  180. Building09. Juni 26

    Entered — building position

    2,000 @ 1.88 USD

  181. Trimming04. Juni 26

    Trimmed position

    196 @ 2.2 UNKNOWN

  182. Trimming04. Juni 26

    Trimmed position

    11 @ 2.19 USD

  183. Trimming04. Juni 26

    Trimmed position

    100 @ 2.19 USD

  184. Trimming04. Juni 26

    Trimmed position

    136 @ 2.19 USD

  185. Trimming04. Juni 26

    Trimmed position

    2 @ 2.18 USD

  186. Trimming04. Juni 26

    Trimmed position

    500 @ 2.18 USD

  187. Trimming04. Juni 26

    Trimmed position

    301 @ 2.16 USD

  188. Trimming04. Juni 26

    Trimmed position

    3 @ 2.18 USD

  189. Trimming04. Juni 26

    Trimmed position

    2 @ 2.17 USD

  190. Trimming04. Juni 26

    Trimmed position

    89 @ 2.2 USD

  191. Trimming04. Juni 26

    Trimmed position

    11 @ 2.17 USD

  192. Trimming04. Juni 26

    Trimmed position

    300 @ 2.17 USD

  193. Trimming04. Juni 26

    Trimmed position

    300 @ 2.18 USD

  194. Trimming04. Juni 26

    Trimmed position

    500 @ 2.16 USD

  195. Trimming04. Juni 26

    Trimmed position

    100 @ 2.195 USD

  196. Trimming04. Juni 26

    Trimmed position

    3 @ 2.18 USD

  197. Trimming04. Juni 26

    Trimmed position

    300 @ 2.19 USD

  198. Trimming04. Juni 26

    Trimmed position

    300 @ 2.18 USD

  199. Trimming04. Juni 26

    Trimmed position

    5 @ 2.18 USD

  200. Trimming04. Juni 26

    Trimmed position

    3,100 @ 2.18 USD

  201. Trimming04. Juni 26

    Trimmed position

    119 @ 2.18 USD

  202. Trimming04. Juni 26

    Trimmed position

    5 @ 2.18 USD

  203. Trimming04. Juni 26

    Trimmed position

    100 @ 2.19 USD

  204. Trimming04. Juni 26

    Trimmed position

    300 @ 2.19 USD

  205. Trimming04. Juni 26

    Trimmed position

    96 @ 2.19 UNKNOWN

  206. Trimming04. Juni 26

    Trimmed position

    1 @ 2.18 USD

  207. Trimming04. Juni 26

    Trimmed position

    3 @ 2.18 USD

  208. Trimming04. Juni 26

    Trimmed position

    100 @ 2.19 USD

  209. Trimming04. Juni 26

    Trimmed position

    19 @ 2.18 USD

  210. Trimming04. Juni 26

    Trimmed position

    100 @ 2.18 USD

  211. Exited04. Juni 26

    Exited position

    404 @ 2.16 UNKNOWN

  212. Building04. Juni 26

    Entered — building short position

    491 @ 2.19 USD

  213. Building04. Juni 26

    Entered — building short position

    3 @ 2.18 USD

  214. Trimming13. Mai 26

    Trimmed position

    5 @ 1.57 USD

  215. Trimming13. Mai 26

    Trimmed position

    100 @ 1.575 UNKNOWN

  216. Trimming13. Mai 26

    Trimmed position

    100 @ 1.57 UNKNOWN

  217. Trimming13. Mai 26

    Trimmed position

    100 @ 1.57 USD

  218. Trimming13. Mai 26

    Trimmed position

    600 @ 1.57 USD

  219. Trimming13. Mai 26

    Trimmed position

    100 @ 1.57 USD

  220. Trimming13. Mai 26

    Trimmed position

    100 @ 1.57 USD

  221. Trimming13. Mai 26

    Trimmed position

    872 @ 1.57 USD

  222. Trimming13. Mai 26

    Trimmed position

    23 @ 1.575 UNKNOWN

  223. Trimming13. Mai 26

    Trimmed position

    2,822 @ 1.605 USD

  224. Trimming13. Mai 26

    Trimmed position

    1,500 @ 1.611 USD

  225. Trimming13. Mai 26

    Trimmed position

    900 @ 1.615 USD

  226. Trimming13. Mai 26

    Trimmed position

    3 @ 1.625 UNKNOWN

  227. Trimming13. Mai 26

    Trimmed position

    100 @ 1.62 USD

  228. Trimming13. Mai 26

    Trimmed position

    17 @ 1.62 USD

  229. Trimming13. Mai 26

    Trimmed position

    100 @ 1.62 USD

  230. Trimming13. Mai 26

    Trimmed position

    100 @ 1.62 USD

  231. Trimming13. Mai 26

    Trimmed position

    100 @ 1.62 USD

  232. Trimming13. Mai 26

    Trimmed position

    100 @ 1.62 USD

  233. Trimming13. Mai 26

    Trimmed position

    80 @ 1.64 USD

  234. Trimming13. Mai 26

    Trimmed position

    2 @ 1.64 USD

  235. Trimming13. Mai 26

    Trimmed position

    1 @ 1.64 USD

  236. Trimming13. Mai 26

    Trimmed position

    100 @ 1.64 UNKNOWN

  237. Trimming13. Mai 26

    Trimmed position

    33 @ 1.64 USD

  238. Trimming13. Mai 26

    Trimmed position

    4 @ 1.64 USD

  239. Trimming13. Mai 26

    Trimmed position

    26 @ 1.64 USD

  240. Trimming13. Mai 26

    Trimmed position

    8 @ 1.64 USD

  241. Trimming13. Mai 26

    Trimmed position

    4 @ 1.64 USD

  242. Trimming13. Mai 26

    Trimmed position

    2,600 @ 1.642 USD

  243. Trimming13. Mai 26

    Trimmed position

    4,900 @ 1.645 USD

  244. Adding07. Mai 26

    Added to position

    300 @ 1.835 UNKNOWN

  245. Adding07. Mai 26

    Added to position

    3,200 @ 1.835 USD

  246. Adding07. Mai 26

    Added to position

    10,000 @ 1.815 USD

  247. Trimming22. Apr. 26

    Trimmed position

    16 @ 2.07 EUR

  248. Adding22. Apr. 26

    Added to position

    100 @ 2.22 EUR

  249. Trimming22. Apr. 26

    Trimmed position

    16 @ 2.06 EUR

  250. Adding22. Apr. 26

    Added to position

    300 @ 2.21 EUR

  251. Adding22. Apr. 26

    Added to position

    700 @ 2.22 EUR

  252. Trimming22. Apr. 26

    Trimmed position

    276 @ 2 EUR

  253. Adding22. Apr. 26

    Added to position

    4,028 @ 2.22 EUR

  254. Trimming25. März 26

    Trimmed position

    1,327 @ 1.961 USD

  255. Trimming25. März 26

    Trimmed position

    993 @ 1.95 USD

  256. Trimming20. März 26

    Trimmed position

    100 @ 1.95 EUR

  257. Trimming20. März 26

    Trimmed position

    560 @ 1.95 EUR

  258. Trimming20. März 26

    Trimmed position

    269 @ 1.95 EUR

  259. Trimming20. März 26

    Trimmed position

    233 @ 1.95 EUR

  260. Trimming20. März 26

    Trimmed position

    78 @ 1.96 EUR

  261. Trimming20. März 26

    Trimmed position

    100 @ 1.96 EUR

  262. Trimming20. März 26

    Trimmed position

    512 @ 1.96 EUR

  263. Trimming20. März 26

    Trimmed position

    368 @ 1.97 EUR

  264. Trimming19. Feb. 26

    Trimmed position

    500 @ 3.402 EUR

  265. Adding18. Feb. 26

    Added to position

    100 @ 2.67 EUR

  266. Adding18. Feb. 26

    Added to position

    400 @ 2.66 EUR

  267. Adding18. Feb. 26

    Added to position

    300 @ 2.618 EUR

  268. Adding18. Feb. 26

    Added to position

    100 @ 2.62 EUR

  269. Adding18. Feb. 26

    Added to position

    100 @ 2.58 EUR

  270. Adding18. Feb. 26

    Added to position

    100 @ 2.58 EUR

  271. Adding18. Feb. 26

    Added to position

    400 @ 2.58 EUR

  272. Adding18. Feb. 26

    Added to position

    400 @ 2.58 EUR

  273. Adding18. Feb. 26

    Added to position

    100 @ 2.58 EUR

  274. Adding18. Feb. 26

    Added to position

    1,890 @ 2.58 EUR

  275. Adding18. Feb. 26

    Added to position

    110 @ 2.58 EUR

  276. Adding18. Feb. 26

    Added to position

    2,000 @ 2.529 EUR

  277. Adding18. Feb. 26

    Added to position

    2,000 @ 2.529 EUR

  278. Trimming18. Feb. 26

    Trimmed position

    265 @ 2.51 EUR

  279. Trimming18. Feb. 26

    Trimmed position

    29 @ 2.5 EUR

  280. Trimming18. Feb. 26

    Trimmed position

    94 @ 2.51 EUR

  281. Trimming18. Feb. 26

    Trimmed position

    100 @ 2.51 EUR

  282. Trimming18. Feb. 26

    Trimmed position

    100 @ 2.502 EUR

  283. Trimming18. Feb. 26

    Trimmed position

    5,606 @ 2.501 EUR

  284. Adding11. Feb. 26

    Added to position

    1,000 @ 2.61 EUR

  285. Adding11. Feb. 26

    Added to position

    4,222 @ 2.54 EUR

  286. Adding11. Feb. 26

    Added to position

    336 @ 2.605 EUR

  287. Adding11. Feb. 26

    Added to position

    200 @ 2.605 EUR

  288. Trimming02. Feb. 26

    Trimmed position

    200 @ 4.41 EUR

  289. Trimming02. Feb. 26

    Trimmed position

    153 @ 4.401 EUR

  290. Trimming02. Feb. 26

    Trimmed position

    400 @ 4.4 EUR

  291. Trimming02. Feb. 26

    Trimmed position

    1,111 @ 4.403 EUR

  292. Trimming02. Feb. 26

    Trimmed position

    500 @ 4.402 EUR

  293. Trimming30. Jan. 26

    Trimmed position

    1,966 @ 3.612 EUR

  294. Trimming30. Jan. 26

    Trimmed position

    100 @ 3.96 EUR

  295. Trimming30. Jan. 26

    Trimmed position

    7 @ 3.96 EUR

  296. Trimming30. Jan. 26

    Trimmed position

    8 @ 3.96 EUR

  297. Trimming30. Jan. 26

    Trimmed position

    3 @ 3.96 EUR

  298. Trimming30. Jan. 26

    Trimmed position

    166 @ 3.96 EUR

  299. Trimming30. Jan. 26

    Trimmed position

    27 @ 3.96 EUR

  300. Trimming30. Jan. 26

    Trimmed position

    55 @ 3.95 EUR

  301. Trimming30. Jan. 26

    Trimmed position

    10 @ 3.95 EUR

  302. Trimming30. Jan. 26

    Trimmed position

    55 @ 3.96 EUR

  303. Trimming30. Jan. 26

    Trimmed position

    140 @ 3.95 EUR

  304. Trimming30. Jan. 26

    Trimmed position

    100 @ 3.95 EUR

  305. Trimming30. Jan. 26

    Trimmed position

    54 @ 3.95 EUR

  306. Trimming30. Jan. 26

    Trimmed position

    24 @ 3.96 EUR

  307. Trimming30. Jan. 26

    Trimmed position

    100 @ 3.95 EUR

  308. Trimming30. Jan. 26

    Trimmed position

    800 @ 3.95 EUR

  309. Trimming30. Jan. 26

    Trimmed position

    800 @ 3.96 EUR

  310. Trimming30. Jan. 26

    Trimmed position

    12 @ 3.96 EUR

  311. Trimming30. Jan. 26

    Trimmed position

    3 @ 3.96 EUR

  312. Trimming30. Jan. 26

    Trimmed position

    57 @ 3.96 EUR

  313. Trimming30. Jan. 26

    Trimmed position

    200 @ 3.96 EUR

  314. Trimming30. Jan. 26

    Trimmed position

    100 @ 3.96 EUR

  315. Trimming30. Jan. 26

    Trimmed position

    84 @ 3.96 EUR

  316. Trimming30. Jan. 26

    Trimmed position

    55 @ 3.96 EUR

  317. Trimming30. Jan. 26

    Trimmed position

    1,207 @ 4.092 EUR

  318. Trimming30. Jan. 26

    Trimmed position

    2,735 @ 4.092 EUR

  319. Trimming22. Jan. 26

    Trimmed position

    500 @ 4.461 EUR

  320. Adding21. Jan. 26

    Added to position

    500 @ 2.108 EUR

  321. Adding21. Jan. 26

    Added to position

    62 @ 1.44 EUR

  322. Adding21. Jan. 26

    Added to position

    938 @ 1.44 EUR

  323. Trimming07. Jan. 26

    Trimmed position

    21 @ 0.974 EUR

  324. Trimming07. Jan. 26

    Trimmed position

    100 @ 0.974 EUR

  325. Trimming07. Jan. 26

    Trimmed position

    279 @ 0.974 EUR

  326. Trimming07. Jan. 26

    Trimmed position

    400 @ 0.974 EUR

  327. Trimming07. Jan. 26

    Trimmed position

    200 @ 0.974 EUR

  328. Adding06. Jan. 26

    Added to position

    1,000 @ 1.007 EUR

  329. Adding06. Jan. 26

    Added to position

    1,000 @ 1.007 EUR

  330. Adding06. Jan. 26

    Added to position

    1,000 @ 1.005 EUR

  331. Adding06. Jan. 26

    Added to position

    1,100 @ 1.005 EUR

  332. Adding06. Jan. 26

    Added to position

    700 @ 1.006 EUR

  333. Adding06. Jan. 26

    Added to position

    2,000 @ 1.02 EUR

  334. Adding05. Jan. 26

    Added to position

    300 @ 1.025 EUR

  335. Adding05. Jan. 26

    Added to position

    200 @ 1.03 EUR

  336. Adding05. Jan. 26

    Added to position

    1,900 @ 1.03 EUR

  337. Adding05. Jan. 26

    Added to position

    2,223 @ 1.03 EUR

  338. Adding05. Jan. 26

    Added to position

    1,557 @ 1.03 EUR

  339. Building05. Jan. 26

    Entered — building position

    20 @ 1.03 EUR

Position historySubscribers

The fill-by-fill build of this open position is subscriber-only. Completed round-trips stay public on the Call Ledger below.

NAMM on the Call Ledger

ClosedDirEntry → ExitHoldReturn
09. Juni 26SHORT2.177 → 1.88 USD4d+13,63%
04. Juni 26LONG1.854 → 2.472 USD150d+33,31%
See the full Call Ledger →

Field notes mentioning NAMM

10. Juni 26180 min read

Der Preis des Überlebens

Eine Goldgesellschaft, die ihre eigene Insolvenz überlebt hat — und die der Markt noch immer so bepreist, als wäre sie daran gestorben. Eine Sektor- und Unternehmensanalyse zu Namib Minerals (NASDAQ: NAMM), dem operativen Goldpreis-Hebel und der Survivor-Junior-Dynamik.

GoldJunior MiningZimbabweNAMMSurvivor JuniorOperating Leverage

This page is a retrospective, descriptive disclosure of a single position in the founder's personal trading account — reconciled against IBKR Flex. Not investment advice and not a solicitation to buy or sell any security. Weight, entry and P&L are stamped with the data-freshness state; live figures may lag. Past performance is not a reliable indicator of future results.Diese Seite ist eine rückblickende Darstellung einer einzelnen Position im persönlichen Handelskonto des Gründers, abgeglichen mit IBKR Flex — keine Anlageberatung. Frühere Wertentwicklung ist kein verlässlicher Indikator für künftige Ergebnisse.Full disclaimer