What smart money is saying about Thor Explorations
THX.L
No fund has written a full thesis on Thor Explorations in our archive, but 1 fund letter reports a position in it, most recently ARAR Fund in June 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Thor Explorations on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsARAR FundJune 2026
“Gold stocks: less drama, investment case strengthened Last Investor’s Letter we explained why political developments in Senegal made us vigilant. Fortunately, recent permitting developments in Senegal for competitors has shown the local government remains constructive and forthcoming in providing permits, which is a big relief for our Thor Explorations investment: Not having to fear delays means Thor will have an easier time doubling production in the next three years, before the open-pit part of their mine in Nigeria depletes.”
Thor Explorations
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