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Aura Minerals

AUGO on Nasdaq. Metal mining. Market value $6.9bn.

Watch this stockFree. We tell you when something changes.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Materials stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
n/a

We could not compute this from the filings.

Price to profit
n/a

The filings do not give us enough to work this out.

Return on capital
n/a

The filings do not give us enough to work this out.

Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.

$85.17 a share, 193% above its 1-year low

Over the past year the price has ranged from $29.11 to $110.32.

Prices from Monday’s close (5 October).

Five years of cash, in billions

Five-year fundamentals are not available yet.

Health checks

  • Free cash flow positiveNot enough data
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)Not enough data
  • Profit backed by cash (accruals)Not enough data
  • DebtUnknown
  • Revenue growth, five yearsUnknown

Dates

Next results (estimated)
n/a
Last annual report (10-K)
1 April 2026
Next quarterly (estimated, 10-Q)
n/a

Who owns it

3 long-term investors we follow own it, up from 2 last quarter. 206 funds in all.

Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

3 investors own more than 5%.

  • De Brito Paulo Carlos
    Passive investor
    47.7%
    Since 30 September 2025
  • Capital World Investors
    Passive investor
    7.3%+1.2 pts
    Since 30 June 2026
  • Carlos Leonhard da Rocha Woelz
    Passive investor
    at least 7.0%
    (filed with 5 related holders)
    Since 30 September 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $23m of shares on the open market. 4 sold $165m, $21m of it under preset trading plans.

  • Sousa Mauad Bruno
    Director
    Sold
    Date
    22 September 2026
    Shares
    166,000
    Price
    $90.65
    Value
    $15m
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    17 September 2026
    Shares
    73,925
    Price
    $92.40
    Value
    $7m
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    11 September 2026
    Shares
    54,991
    Price
    $87.40
    Value
    $5m
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    9 September 2026
    Shares
    53,627
    Price
    $86.61
    Value
    $5m
  • Sousa Mauad Bruno
    Director
    Bought
    Date
    1 September 2026
    Shares
    1
    Price
    $81.10
    Value
    $81
  • Sousa Mauad Bruno
    Director
    Bought
    Date
    31 August 2026
    Shares
    10
    Price
    $79.89
    Value
    $799
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    31 August 2026
    Shares
    127,500
    Price
    $81.20
    Value
    $10m
  • Sousa Mauad Bruno
    Director
    Bought
    Date
    28 August 2026
    Shares
    252,000
    Price
    $86.48
    Value
    $22m
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    28 August 2026
    Shares
    157,500
    Price
    $86.73
    Value
    $14m
  • Sousa Mauad Bruno
    Director
    Sold
    Date
    24 August 2026
    Shares
    120,757
    Price
    $88.45
    Value
    $11m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

Aura Minerals doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

Cheap for a reason is the question the numbers cannot answer.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.