Vox Royalty (VOXR): The Undervalued Mining Stock with Long-Term Potential

Ace River Capital's Q2 2026 investor letter highlighted Vox Royalty Corp. (VOXR) as an attractive long-term investment. The Colorado-based mining giant, with a market cap of $293.52 million as of 2026, saw its stock rise 35.24% over the past 52 weeks, trading at $4.26 per share. The company's royalty model provides exposure to mining assets without operational risks. Investors see value in repurchasing shares at current levels.

■Position initiated in Q4 2023, now the fund's largest holding.

■Royalty portfolio expanded while maintaining a conservative balance sheet.

■Share repurchases are seen as a value-creation opportunity. Mining stocks like Vox Royalty could deliver double-digit growth over the long term.

Mining stocks trading at discounts present significant upside for patient investors. Vox Royalty's model aligns with the industry's competitive nature, making it a compelling long-term bet.