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Vaapad Capital
All positions

NAMM

Materials

NAMIB MINERALS

FALLBACK· as of 33m ago

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.

Why it moved today

NAMM fell -1.06% versus its prior close (last 1.86 vs prior close 1.88) (as of 2026-07-02 00:07 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 -3.80% 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, 332 recorded events, currently held.100
  • Momentum— Live unrealized -3.8% vs. cost.46
  • 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
$101.34M
Enterprise value
$105.72M
P / E (TTM)Price to trailing earnings
1.01x
P / E (fwd)Price to forward earnings
1.01x
P / BPrice to book value
—
P / S (TTM)Price to trailing sales
1.23x
EV / EBITDA
5.15x
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 01 Jul 26. Any metric the provider did not report is shown as “—” rather than estimated.

The thesis

Public field note · 10 Jun 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. Adding30 Jun 26

    Added to position

    1 @ 1.94 UNKNOWN

  2. Adding30 Jun 26

    Added to position

    1 @ 1.93 UNKNOWN

  3. Adding30 Jun 26

    Added to position

    19 @ 1.93 UNKNOWN

  4. Adding30 Jun 26

    Added to position

    1 @ 1.92 UNKNOWN

  5. Adding30 Jun 26

    Added to position

    1 @ 1.92 UNKNOWN

  6. Adding30 Jun 26

    Added to position

    1 @ 1.92 UNKNOWN

  7. Adding30 Jun 26

    Added to position

    40 @ 1.89 UNKNOWN

  8. Adding30 Jun 26

    Added to position

    1 @ 1.89 UNKNOWN

  9. Adding30 Jun 26

    Added to position

    872 @ 1.92 UNKNOWN

  10. Adding30 Jun 26

    Added to position

    101 @ 1.92 UNKNOWN

  11. Adding30 Jun 26

    Added to position

    872 @ 1.92 UNKNOWN

  12. Trimming25 Jun 26

    Trimmed position

    107 @ 1.77 UNKNOWN

  13. Trimming25 Jun 26

    Trimmed position

    300 @ 1.775 USD

  14. Trimming24 Jun 26

    Trimmed position

    263 @ 1.725 USD

  15. Trimming24 Jun 26

    Trimmed position

    200 @ 1.735 UNKNOWN

  16. Trimming24 Jun 26

    Trimmed position

    1,372 @ 1.735 USD

  17. Trimming24 Jun 26

    Trimmed position

    700 @ 1.735 UNKNOWN

  18. Trimming24 Jun 26

    Trimmed position

    635 @ 1.73 UNKNOWN

  19. Trimming24 Jun 26

    Trimmed position

    200 @ 1.735 UNKNOWN

  20. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  21. Trimming24 Jun 26

    Trimmed position

    400 @ 1.74 USD

  22. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  23. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  24. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  25. Trimming24 Jun 26

    Trimmed position

    449 @ 1.74 USD

  26. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  27. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  28. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  29. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  30. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  31. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  32. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  33. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  34. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  35. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  36. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  37. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  38. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  39. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 UNKNOWN

  40. Trimming24 Jun 26

    Trimmed position

    1,600 @ 1.742 USD

  41. Trimming24 Jun 26

    Trimmed position

    600 @ 1.74 UNKNOWN

  42. Trimming24 Jun 26

    Trimmed position

    100 @ 1.74 USD

  43. Trimming24 Jun 26

    Trimmed position

    10 @ 1.74 USD

  44. Trimming24 Jun 26

    Trimmed position

    63 @ 1.75 USD

  45. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  46. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  47. Trimming24 Jun 26

    Trimmed position

    100 @ 1.755 USD

  48. Trimming24 Jun 26

    Trimmed position

    5,400 @ 1.75 USD

  49. Trimming24 Jun 26

    Trimmed position

    100 @ 1.755 UNKNOWN

  50. Trimming24 Jun 26

    Trimmed position

    64 @ 1.75 USD

  51. Trimming24 Jun 26

    Trimmed position

    113 @ 1.75 USD

  52. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  53. Trimming24 Jun 26

    Trimmed position

    300 @ 1.75 USD

  54. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  55. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  56. Trimming24 Jun 26

    Trimmed position

    1,600 @ 1.755 USD

  57. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  58. Trimming24 Jun 26

    Trimmed position

    82 @ 1.75 USD

  59. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  60. Trimming24 Jun 26

    Trimmed position

    22 @ 1.75 USD

  61. Trimming24 Jun 26

    Trimmed position

    82 @ 1.75 USD

  62. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 UNKNOWN

  63. Trimming24 Jun 26

    Trimmed position

    200 @ 1.755 USD

  64. Trimming24 Jun 26

    Trimmed position

    200 @ 1.75 USD

  65. Trimming24 Jun 26

    Trimmed position

    50 @ 1.75 USD

  66. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  67. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  68. Trimming24 Jun 26

    Trimmed position

    124 @ 1.75 USD

  69. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  70. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  71. Trimming24 Jun 26

    Trimmed position

    62 @ 1.75 USD

  72. Trimming24 Jun 26

    Trimmed position

    123 @ 1.755 USD

  73. Trimming24 Jun 26

    Trimmed position

    49 @ 1.75 USD

  74. Trimming24 Jun 26

    Trimmed position

    200 @ 1.75 USD

  75. Trimming24 Jun 26

    Trimmed position

    100 @ 1.75 USD

  76. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  77. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  78. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  79. Trimming24 Jun 26

    Trimmed position

    13 @ 1.76 USD

  80. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  81. Trimming24 Jun 26

    Trimmed position

    4 @ 1.76 USD

  82. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  83. Trimming24 Jun 26

    Trimmed position

    144 @ 1.76 USD

  84. Trimming24 Jun 26

    Trimmed position

    178 @ 1.76 USD

  85. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  86. Trimming24 Jun 26

    Trimmed position

    1,600 @ 1.764 USD

  87. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  88. Trimming24 Jun 26

    Trimmed position

    24 @ 1.76 USD

  89. Trimming24 Jun 26

    Trimmed position

    189 @ 1.76 UNKNOWN

  90. Trimming24 Jun 26

    Trimmed position

    100 @ 1.76 USD

  91. Trimming22 Jun 26

    Trimmed position

    100 @ 1.81 USD

  92. Trimming22 Jun 26

    Trimmed position

    22 @ 1.81 USD

  93. Trimming22 Jun 26

    Trimmed position

    4,378 @ 1.8 USD

  94. Trimming22 Jun 26

    Trimmed position

    100 @ 1.8 USD

  95. Trimming22 Jun 26

    Trimmed position

    100 @ 1.8 USD

  96. Trimming22 Jun 26

    Trimmed position

    200 @ 1.802 USD

  97. Trimming22 Jun 26

    Trimmed position

    100 @ 1.81 USD

  98. Trimming22 Jun 26

    Trimmed position

    1,640 @ 1.78 USD

  99. Trimming22 Jun 26

    Trimmed position

    200 @ 1.782 USD

  100. Trimming22 Jun 26

    Trimmed position

    200 @ 1.78 USD

  101. Trimming22 Jun 26

    Trimmed position

    1,900 @ 1.795 USD

  102. Trimming22 Jun 26

    Trimmed position

    200 @ 1.795 USD

  103. Adding15 Jun 26

    Added to position

    1,900 @ 2.065 USD

  104. Adding15 Jun 26

    Added to position

    100 @ 2.07 USD

  105. Adding15 Jun 26

    Added to position

    1,100 @ 2.068 USD

  106. Adding15 Jun 26

    Added to position

    100 @ 2.06 UNKNOWN

  107. Adding15 Jun 26

    Added to position

    100 @ 2.069 USD

  108. Adding12 Jun 26

    Added to position

    340 @ 1.96 USD

  109. Adding12 Jun 26

    Added to position

    500 @ 1.96 UNKNOWN

  110. Trimming11 Jun 26

    Trimmed position

    3,498 @ 1.99 USD

  111. Trimming11 Jun 26

    Trimmed position

    72 @ 1.99 USD

  112. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  113. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  114. Trimming11 Jun 26

    Trimmed position

    95 @ 1.99 USD

  115. Trimming11 Jun 26

    Trimmed position

    74 @ 1.99 USD

  116. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 USD

  117. Trimming11 Jun 26

    Trimmed position

    700 @ 1.99 USD

  118. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 USD

  119. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 UNKNOWN

  120. Trimming11 Jun 26

    Trimmed position

    81 @ 1.99 USD

  121. Trimming11 Jun 26

    Trimmed position

    100 @ 1.995 USD

  122. Trimming11 Jun 26

    Trimmed position

    100 @ 1.99 USD

  123. Field note10 Jun 26

    Field note published

    Der Preis des Überlebens

    Read the note
  124. Adding10 Jun 26

    Added to position

    145 @ 1.91 UNKNOWN

  125. Adding10 Jun 26

    Added to position

    75 @ 1.91 UNKNOWN

  126. Trimming10 Jun 26

    Trimmed position

    10 @ 1.84 UNKNOWN

  127. Trimming10 Jun 26

    Trimmed position

    1 @ 1.86 UNKNOWN

  128. Trimming10 Jun 26

    Trimmed position

    73 @ 1.87 UNKNOWN

  129. Trimming10 Jun 26

    Trimmed position

    19 @ 1.84 UNKNOWN

  130. Trimming10 Jun 26

    Trimmed position

    5 @ 1.84 UNKNOWN

  131. Trimming10 Jun 26

    Trimmed position

    300 @ 1.84 UNKNOWN

  132. Trimming10 Jun 26

    Trimmed position

    5 @ 1.85 UNKNOWN

  133. Trimming10 Jun 26

    Trimmed position

    7,800 @ 1.84 UNKNOWN

  134. Trimming10 Jun 26

    Trimmed position

    10 @ 1.84 UNKNOWN

  135. Trimming10 Jun 26

    Trimmed position

    287 @ 1.84 UNKNOWN

  136. Adding09 Jun 26

    Added to position

    200 @ 1.94 USD

  137. Adding09 Jun 26

    Added to position

    100 @ 1.94 USD

  138. Adding09 Jun 26

    Added to position

    1,700 @ 1.94 USD

  139. Adding09 Jun 26

    Added to position

    100 @ 1.94 USD

  140. Adding09 Jun 26

    Added to position

    100 @ 1.94 USD

  141. Adding09 Jun 26

    Added to position

    100 @ 1.94 USD

  142. Adding09 Jun 26

    Added to position

    900 @ 1.938 USD

  143. Adding09 Jun 26

    Added to position

    200 @ 1.94 USD

  144. Adding09 Jun 26

    Added to position

    1,000 @ 1.94 USD

  145. Adding09 Jun 26

    Added to position

    200 @ 1.93 USD

  146. Adding09 Jun 26

    Added to position

    180 @ 1.84 USD

  147. Adding09 Jun 26

    Added to position

    50 @ 1.8 USD

  148. Adding09 Jun 26

    Added to position

    900 @ 1.795 USD

  149. Adding09 Jun 26

    Added to position

    400 @ 1.798 USD

  150. Adding09 Jun 26

    Added to position

    100 @ 1.92 UNKNOWN

  151. Adding09 Jun 26

    Added to position

    380 @ 1.928 USD

  152. Adding09 Jun 26

    Added to position

    200 @ 1.92 UNKNOWN

  153. Adding09 Jun 26

    Added to position

    200 @ 1.92 UNKNOWN

  154. Adding09 Jun 26

    Added to position

    15,758 @ 1.93 USD

  155. Adding09 Jun 26

    Added to position

    2,773 @ 1.93 USD

  156. Adding09 Jun 26

    Added to position

    1,059 @ 1.93 USD

  157. Adding09 Jun 26

    Added to position

    100 @ 1.93 USD

  158. Adding09 Jun 26

    Added to position

    100 @ 1.925 USD

  159. Adding09 Jun 26

    Added to position

    10 @ 1.93 USD

  160. Adding09 Jun 26

    Added to position

    9,948 @ 1.93 USD

  161. Adding09 Jun 26

    Added to position

    100 @ 1.91 USD

  162. Adding09 Jun 26

    Added to position

    100 @ 1.91 USD

  163. Adding09 Jun 26

    Added to position

    200 @ 1.91 USD

  164. Adding09 Jun 26

    Added to position

    1,066 @ 1.9 USD

  165. Adding09 Jun 26

    Added to position

    100 @ 1.9 USD

  166. Adding09 Jun 26

    Added to position

    100 @ 1.9 USD

  167. Adding09 Jun 26

    Added to position

    86 @ 1.9 USD

  168. Adding09 Jun 26

    Added to position

    1,000 @ 1.9 USD

  169. Adding09 Jun 26

    Added to position

    7,000 @ 1.88 USD

  170. Adding09 Jun 26

    Added to position

    710 @ 1.88 USD

  171. Adding09 Jun 26

    Added to position

    3,900 @ 1.88 USD

  172. Adding09 Jun 26

    Added to position

    390 @ 1.88 USD

  173. Building09 Jun 26

    Entered — building position

    2,000 @ 1.88 USD

  174. Trimming04 Jun 26

    Trimmed position

    196 @ 2.2 UNKNOWN

  175. Trimming04 Jun 26

    Trimmed position

    11 @ 2.19 USD

  176. Trimming04 Jun 26

    Trimmed position

    100 @ 2.19 USD

  177. Trimming04 Jun 26

    Trimmed position

    136 @ 2.19 USD

  178. Trimming04 Jun 26

    Trimmed position

    2 @ 2.18 USD

  179. Trimming04 Jun 26

    Trimmed position

    500 @ 2.18 USD

  180. Trimming04 Jun 26

    Trimmed position

    301 @ 2.16 USD

  181. Trimming04 Jun 26

    Trimmed position

    3 @ 2.18 USD

  182. Trimming04 Jun 26

    Trimmed position

    2 @ 2.17 USD

  183. Trimming04 Jun 26

    Trimmed position

    89 @ 2.2 USD

  184. Trimming04 Jun 26

    Trimmed position

    11 @ 2.17 USD

  185. Trimming04 Jun 26

    Trimmed position

    300 @ 2.17 USD

  186. Trimming04 Jun 26

    Trimmed position

    300 @ 2.18 USD

  187. Trimming04 Jun 26

    Trimmed position

    500 @ 2.16 USD

  188. Trimming04 Jun 26

    Trimmed position

    100 @ 2.195 USD

  189. Trimming04 Jun 26

    Trimmed position

    3 @ 2.18 USD

  190. Trimming04 Jun 26

    Trimmed position

    300 @ 2.19 USD

  191. Trimming04 Jun 26

    Trimmed position

    300 @ 2.18 USD

  192. Trimming04 Jun 26

    Trimmed position

    5 @ 2.18 USD

  193. Trimming04 Jun 26

    Trimmed position

    3,100 @ 2.18 USD

  194. Trimming04 Jun 26

    Trimmed position

    119 @ 2.18 USD

  195. Trimming04 Jun 26

    Trimmed position

    5 @ 2.18 USD

  196. Trimming04 Jun 26

    Trimmed position

    100 @ 2.19 USD

  197. Trimming04 Jun 26

    Trimmed position

    300 @ 2.19 USD

  198. Trimming04 Jun 26

    Trimmed position

    96 @ 2.19 UNKNOWN

  199. Trimming04 Jun 26

    Trimmed position

    1 @ 2.18 USD

  200. Trimming04 Jun 26

    Trimmed position

    3 @ 2.18 USD

  201. Trimming04 Jun 26

    Trimmed position

    100 @ 2.19 USD

  202. Trimming04 Jun 26

    Trimmed position

    19 @ 2.18 USD

  203. Trimming04 Jun 26

    Trimmed position

    100 @ 2.18 USD

  204. Exited04 Jun 26

    Exited position

    404 @ 2.16 UNKNOWN

  205. Building04 Jun 26

    Entered — building short position

    491 @ 2.19 USD

  206. Building04 Jun 26

    Entered — building short position

    3 @ 2.18 USD

  207. Trimming13 May 26

    Trimmed position

    5 @ 1.57 USD

  208. Trimming13 May 26

    Trimmed position

    100 @ 1.575 UNKNOWN

  209. Trimming13 May 26

    Trimmed position

    100 @ 1.57 UNKNOWN

  210. Trimming13 May 26

    Trimmed position

    100 @ 1.57 USD

  211. Trimming13 May 26

    Trimmed position

    600 @ 1.57 USD

  212. Trimming13 May 26

    Trimmed position

    100 @ 1.57 USD

  213. Trimming13 May 26

    Trimmed position

    100 @ 1.57 USD

  214. Trimming13 May 26

    Trimmed position

    872 @ 1.57 USD

  215. Trimming13 May 26

    Trimmed position

    23 @ 1.575 UNKNOWN

  216. Trimming13 May 26

    Trimmed position

    2,822 @ 1.605 USD

  217. Trimming13 May 26

    Trimmed position

    1,500 @ 1.611 USD

  218. Trimming13 May 26

    Trimmed position

    900 @ 1.615 USD

  219. Trimming13 May 26

    Trimmed position

    3 @ 1.625 UNKNOWN

  220. Trimming13 May 26

    Trimmed position

    100 @ 1.62 USD

  221. Trimming13 May 26

    Trimmed position

    17 @ 1.62 USD

  222. Trimming13 May 26

    Trimmed position

    100 @ 1.62 USD

  223. Trimming13 May 26

    Trimmed position

    100 @ 1.62 USD

  224. Trimming13 May 26

    Trimmed position

    100 @ 1.62 USD

  225. Trimming13 May 26

    Trimmed position

    100 @ 1.62 USD

  226. Trimming13 May 26

    Trimmed position

    80 @ 1.64 USD

  227. Trimming13 May 26

    Trimmed position

    2 @ 1.64 USD

  228. Trimming13 May 26

    Trimmed position

    1 @ 1.64 USD

  229. Trimming13 May 26

    Trimmed position

    100 @ 1.64 UNKNOWN

  230. Trimming13 May 26

    Trimmed position

    33 @ 1.64 USD

  231. Trimming13 May 26

    Trimmed position

    4 @ 1.64 USD

  232. Trimming13 May 26

    Trimmed position

    26 @ 1.64 USD

  233. Trimming13 May 26

    Trimmed position

    8 @ 1.64 USD

  234. Trimming13 May 26

    Trimmed position

    4 @ 1.64 USD

  235. Trimming13 May 26

    Trimmed position

    2,600 @ 1.642 USD

  236. Trimming13 May 26

    Trimmed position

    4,900 @ 1.645 USD

  237. Adding07 May 26

    Added to position

    300 @ 1.835 UNKNOWN

  238. Adding07 May 26

    Added to position

    3,200 @ 1.835 USD

  239. Adding07 May 26

    Added to position

    10,000 @ 1.815 USD

  240. Trimming22 Apr 26

    Trimmed position

    16 @ 2.07 EUR

  241. Adding22 Apr 26

    Added to position

    100 @ 2.22 EUR

  242. Trimming22 Apr 26

    Trimmed position

    16 @ 2.06 EUR

  243. Adding22 Apr 26

    Added to position

    300 @ 2.21 EUR

  244. Adding22 Apr 26

    Added to position

    700 @ 2.22 EUR

  245. Trimming22 Apr 26

    Trimmed position

    276 @ 2 EUR

  246. Adding22 Apr 26

    Added to position

    4,028 @ 2.22 EUR

  247. Trimming25 Mar 26

    Trimmed position

    1,327 @ 1.961 USD

  248. Trimming25 Mar 26

    Trimmed position

    993 @ 1.95 USD

  249. Trimming20 Mar 26

    Trimmed position

    100 @ 1.95 EUR

  250. Trimming20 Mar 26

    Trimmed position

    560 @ 1.95 EUR

  251. Trimming20 Mar 26

    Trimmed position

    269 @ 1.95 EUR

  252. Trimming20 Mar 26

    Trimmed position

    233 @ 1.95 EUR

  253. Trimming20 Mar 26

    Trimmed position

    78 @ 1.96 EUR

  254. Trimming20 Mar 26

    Trimmed position

    100 @ 1.96 EUR

  255. Trimming20 Mar 26

    Trimmed position

    512 @ 1.96 EUR

  256. Trimming20 Mar 26

    Trimmed position

    368 @ 1.97 EUR

  257. Trimming19 Feb 26

    Trimmed position

    500 @ 3.402 EUR

  258. Adding18 Feb 26

    Added to position

    100 @ 2.67 EUR

  259. Adding18 Feb 26

    Added to position

    400 @ 2.66 EUR

  260. Adding18 Feb 26

    Added to position

    300 @ 2.618 EUR

  261. Adding18 Feb 26

    Added to position

    100 @ 2.62 EUR

  262. Adding18 Feb 26

    Added to position

    100 @ 2.58 EUR

  263. Adding18 Feb 26

    Added to position

    100 @ 2.58 EUR

  264. Adding18 Feb 26

    Added to position

    400 @ 2.58 EUR

  265. Adding18 Feb 26

    Added to position

    400 @ 2.58 EUR

  266. Adding18 Feb 26

    Added to position

    100 @ 2.58 EUR

  267. Adding18 Feb 26

    Added to position

    1,890 @ 2.58 EUR

  268. Adding18 Feb 26

    Added to position

    110 @ 2.58 EUR

  269. Adding18 Feb 26

    Added to position

    2,000 @ 2.529 EUR

  270. Adding18 Feb 26

    Added to position

    2,000 @ 2.529 EUR

  271. Trimming18 Feb 26

    Trimmed position

    265 @ 2.51 EUR

  272. Trimming18 Feb 26

    Trimmed position

    29 @ 2.5 EUR

  273. Trimming18 Feb 26

    Trimmed position

    94 @ 2.51 EUR

  274. Trimming18 Feb 26

    Trimmed position

    100 @ 2.51 EUR

  275. Trimming18 Feb 26

    Trimmed position

    100 @ 2.502 EUR

  276. Trimming18 Feb 26

    Trimmed position

    5,606 @ 2.501 EUR

  277. Adding11 Feb 26

    Added to position

    1,000 @ 2.61 EUR

  278. Adding11 Feb 26

    Added to position

    4,222 @ 2.54 EUR

  279. Adding11 Feb 26

    Added to position

    336 @ 2.605 EUR

  280. Adding11 Feb 26

    Added to position

    200 @ 2.605 EUR

  281. Trimming02 Feb 26

    Trimmed position

    200 @ 4.41 EUR

  282. Trimming02 Feb 26

    Trimmed position

    153 @ 4.401 EUR

  283. Trimming02 Feb 26

    Trimmed position

    400 @ 4.4 EUR

  284. Trimming02 Feb 26

    Trimmed position

    1,111 @ 4.403 EUR

  285. Trimming02 Feb 26

    Trimmed position

    500 @ 4.402 EUR

  286. Trimming30 Jan 26

    Trimmed position

    1,966 @ 3.612 EUR

  287. Trimming30 Jan 26

    Trimmed position

    100 @ 3.96 EUR

  288. Trimming30 Jan 26

    Trimmed position

    7 @ 3.96 EUR

  289. Trimming30 Jan 26

    Trimmed position

    8 @ 3.96 EUR

  290. Trimming30 Jan 26

    Trimmed position

    3 @ 3.96 EUR

  291. Trimming30 Jan 26

    Trimmed position

    166 @ 3.96 EUR

  292. Trimming30 Jan 26

    Trimmed position

    27 @ 3.96 EUR

  293. Trimming30 Jan 26

    Trimmed position

    55 @ 3.95 EUR

  294. Trimming30 Jan 26

    Trimmed position

    10 @ 3.95 EUR

  295. Trimming30 Jan 26

    Trimmed position

    55 @ 3.96 EUR

  296. Trimming30 Jan 26

    Trimmed position

    140 @ 3.95 EUR

  297. Trimming30 Jan 26

    Trimmed position

    100 @ 3.95 EUR

  298. Trimming30 Jan 26

    Trimmed position

    54 @ 3.95 EUR

  299. Trimming30 Jan 26

    Trimmed position

    24 @ 3.96 EUR

  300. Trimming30 Jan 26

    Trimmed position

    100 @ 3.95 EUR

  301. Trimming30 Jan 26

    Trimmed position

    800 @ 3.95 EUR

  302. Trimming30 Jan 26

    Trimmed position

    800 @ 3.96 EUR

  303. Trimming30 Jan 26

    Trimmed position

    12 @ 3.96 EUR

  304. Trimming30 Jan 26

    Trimmed position

    3 @ 3.96 EUR

  305. Trimming30 Jan 26

    Trimmed position

    57 @ 3.96 EUR

  306. Trimming30 Jan 26

    Trimmed position

    200 @ 3.96 EUR

  307. Trimming30 Jan 26

    Trimmed position

    100 @ 3.96 EUR

  308. Trimming30 Jan 26

    Trimmed position

    84 @ 3.96 EUR

  309. Trimming30 Jan 26

    Trimmed position

    55 @ 3.96 EUR

  310. Trimming30 Jan 26

    Trimmed position

    1,207 @ 4.092 EUR

  311. Trimming30 Jan 26

    Trimmed position

    2,735 @ 4.092 EUR

  312. Trimming22 Jan 26

    Trimmed position

    500 @ 4.461 EUR

  313. Adding21 Jan 26

    Added to position

    500 @ 2.108 EUR

  314. Adding21 Jan 26

    Added to position

    62 @ 1.44 EUR

  315. Adding21 Jan 26

    Added to position

    938 @ 1.44 EUR

  316. Trimming07 Jan 26

    Trimmed position

    21 @ 0.974 EUR

  317. Trimming07 Jan 26

    Trimmed position

    100 @ 0.974 EUR

  318. Trimming07 Jan 26

    Trimmed position

    279 @ 0.974 EUR

  319. Trimming07 Jan 26

    Trimmed position

    400 @ 0.974 EUR

  320. Trimming07 Jan 26

    Trimmed position

    200 @ 0.974 EUR

  321. Adding06 Jan 26

    Added to position

    1,000 @ 1.007 EUR

  322. Adding06 Jan 26

    Added to position

    1,000 @ 1.007 EUR

  323. Adding06 Jan 26

    Added to position

    1,000 @ 1.005 EUR

  324. Adding06 Jan 26

    Added to position

    1,100 @ 1.005 EUR

  325. Adding06 Jan 26

    Added to position

    700 @ 1.006 EUR

  326. Adding06 Jan 26

    Added to position

    2,000 @ 1.02 EUR

  327. Adding05 Jan 26

    Added to position

    300 @ 1.025 EUR

  328. Adding05 Jan 26

    Added to position

    200 @ 1.03 EUR

  329. Adding05 Jan 26

    Added to position

    1,900 @ 1.03 EUR

  330. Adding05 Jan 26

    Added to position

    2,223 @ 1.03 EUR

  331. Adding05 Jan 26

    Added to position

    1,557 @ 1.03 EUR

  332. Building05 Jan 26

    Entered — building position

    20 @ 1.03 EUR

NAMM on the Call Ledger

ClosedDirEntry → ExitHoldReturn
09 Jun 26SHORT2.177 → 1.88 USD4d+13.63%
04 Jun 26LONG1.854 → 2.472 USD150d+33.31%
See the full Call Ledger →

Field notes mentioning NAMM

10 Jun 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