Track record · closed signal

Compania de Minas Buenaventura SAA ADR (BVN) — closed signal from June 15, 2026

Partial Published before the outcome was known, scored automatically when the window closed on September 13, 2026 — -3.6% at the close.

Predicted vs. what happened

BVN price · publication thesis → realized outcomesplit-adjusted
$35.32 Published $38.85 Target $34.04 Window close $36.94 Peak
$33.50 – $35.50Entry zone — fair-value band
$35.32Published — price the day we called it
$38.85Target — the price the thesis aimed for
$36.94Peak — highest point inside the window, not a realized return
$34.04Window close — end-of-window price, context only

What happened

Partial

Reached 46% of the predicted growth at its peak, without hitting the target.

At window close
-3.6%
realized, from the publication price to the last close inside the window
Peak gain
+4.6%
peak, from the publication price — not a realized return
S&P 500, same window
+1.5%
SPY over the identical days, dividend-adjusted
Window close
$34.04
last close inside the window, ended September 13, 2026
Peak price
$36.94
peak on August 28, 2026 — not a realized return
Days to target
—

The thesis — published June 15, 2026

Predicted growth
+10%
over the measurement window
Target price
$38.85
the price the thesis aimed for
Entry zone
$33.50 – $35.50
the fair-value band we waited for
Price at publication
$35.32
published June 15, 2026
Confidence
72%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Buenaventura is presented as a defensive pick among gold and silver miners. It benefits from healthy profit margins, a low stock valuation, and steadier price swings than more volatile miners. Peru-focused ETF buying has brought attention, but thin trading and weak near-term momentum limit upside; the company provides a quality cushion for a cautious materials position.

Primary drivers

  • Lower-price swings versus other miners balance a higher-risk portfolio
  • Healthy profit margins and low valuation make it more defensive
  • Recent Peru-focused ETF interest has increased the ADR's visibility
  • Low trading volume means price needs calm commodity conditions

How it played out

BVN: the 10% growth thesis missed

Lyra published BVN as a defensive gold and silver miner with 10% expected growth from 35.32 toward 38.85. The thesis pointed to healthy profit margins, a low valuation, steadier price swings than more volatile miners, and added visibility from Peru-focused ETF interest. It also noted thin trading and weak near-term momentum as limits on the upside.

Inside the window, BVN rose to a peak of 36.94 on August 28, a gain of 4.6%. It never reached 38.85. The shares ended the window at 34.04, below the publication price and the stated target. The published growth thesis missed.

What happened during the window

On July 30, 2026, Buenaventura reported that second-quarter gold production rose 12% from a year earlier. It also reported second-quarter EBITDA from direct operations of $277.1 million, compared with $130.1 million a year earlier.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.