u/Junior_Mining_Pro

Check out the 52-week chart below and you'll understand why I count this as easy money.

This team has assembled an asset portfolio I have rarely seen in one package, at this valuation.

Four high grade assets endowed with gold, silver, copper, zinc and even indium.

Each one of them sitting on or next to existing mining infrastructure, so we're talking about trucking ore to mills that already exist, and refabricating existing infra.

The stock got pummeled for the better part of a year because legacy shareholders from the old deal wanted out to chase their next thing. Happens all the time in this business.

That paper is gone now.

It's coming off its 52-week low, the chart stopped falling and buyers are back.

They are walking into the busiest exploration and development cycle in the companies history right as the selling dries up.

Pretty soon drills will be turning, assays landing, with catalysts stacked across all four projects.

The June assays already hit above resource grade at one of their projects, Electrolode, with a brand-new copper zone that wasn't in the books.

West Hawk Lake and High Lake, high grade gold projects with a defined 43-101 near-surface resource straddling the Manitoba / Ontario border, within a stones throw of operating mills.

Run by a team that helped build Red Lake gold ounces at Goldcorp.

~$18M market cap.

I am very long and accumulating under 0.30.

https://preview.redd.it/7q5c9wdoapbh1.png?width=830&format=png&auto=webp&s=cd2acec10a514f29f8d385bdb67712ae5a6e68c0

The Idaho Copper Belt is producing returns that most investors haven't caught onto yet.

NevGold (TSXV: NAU) was a C$33M market cap junior a year ago.

Today it's C$475M. Nearly 1,000% in 12 months on exploration drilling and discovery.

Their copper project sits on the southwestern end of the Hercules Copper Trend.

https://preview.redd.it/eaf1v77q628h1.png?width=624&format=png&auto=webp&s=89a339752d1750d6353aa134bebe9246564fc70a

The same geological setting, the same Olds Ferry Terrane, the same copper-hosting stratigraphy.

20 km up that same trend sits Zeus North America Mining (CSE: ZEUS).

Market cap: C$10 million.

Four copper properties across Idaho and Nevada.

Flagship Cuddy Mountain is surrounded by Hercules Metals (C$211M), Barrick (100,000+ staked acres), Rio Tinto, IDEX Metals, and Scout Discoveries.

Surface sampling returned 3.8% copper, 307 g/t silver, 182 g/t moly over a 741-acre soil anomaly backed by 3D-DCIP geophysics.

The CEO told me the majors in the district have been through the data room.

The share structure is roughly 70% insider held. 3-4 million shares in the float.

Field crews are mobilizing this month.

The stock has been dead quiet for a year while they cleaned up the company and got financed. That's changing now.

What makes Zeus different from the other juniors on this belt is position. Look at the district map. Zeus sits in the dead center of the corridor.

Barrick wraps them on three sides. You cannot consolidate this belt without going through Zeus.

That's a blocking card that has strategic value.

NevGold just showed what happens when a copper explorer on this trend starts drilling.

Zeus is earlier, cheaper, and sitting on the most strategically important piece of ground in the district.

At C$10M, it's the cheapest ticket on the belt.

I'm very long.

I am very long. Do your own DD.

Wedgemount Resources (CSE: WDGY / OTCQB: WDGRF). One asset producing cash flow with a clear path to a $200M valuation...

Another asset, just added, adjacent to Energy Fuels Pinion Plains mine, the highest grade uranium producer in America...

$7M market cap because this is a reboot story and nobody has heard of these guys yet.

Asset one:

131 producing wells and 14 injectors across 22,000 acres on the conventional Eastern Shelf of the Permian Basin.

Currently producing 125 BOE/D and ramping, ahead of internal projections.

300+ undrilled locations. Long-term capacity of 5,000 BOE/D.

CEO and CFO personally funded the company through the downturn with their own money.

They just closed a $1.25M oversubscribed financing and deployed it straight into a phased reactivation.

At 500 BOE/D and $80 oil, my napkin math puts free cash flow around $15M CAD. The market cap is $7M.

Asset two:

23 breccia pipe uranium and REE targets across 5,600 acres in northern Arizona, optioned from Myriad Uranium.

The crown jewel is the Wate Pipe, formerly owned by Energy Fuels, with a historical resource of 1.12 million lbs U3O8 at 0.79% grade.

For context, Energy Fuels' Pinyon Plain Mine sits in the same district, same geology, same deposit type.

Pinyon Plain's pre-feasibility estimated 0.58% grade. Actual mined grades came in at 2.23% average, peaking at 3.51%. . Pinyon Plain runs directly into WDGY's ground.

Breccia pipes are compact, high-grade, and require less than 20 acres of surface disturbance to mine.

The Arizona Strip produced over 23M lbs of U3O8 through the 1980s.

There are 22 additional underexplored targets behind Wate.

Oil cash flow funding uranium exploration.

Both assets in the most operator-friendly jurisdictions in the US.

$7M market cap.

WTF??

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Quick update on Wedgemount Resources (CSE: WDGY / OTCQB: WDGRF), which I introduced last month as a Permian Basin reactivation story with a phased plan to go from idle to 500 BOE/D by Q4.

This morning the company reported current production of 125 BOE/D, ahead of internal projections for June 1. [ Link to full press release here ]

This follows the late April update confirming 40.7 BOPD from just two wells.

In five weeks, production has tripled despite extremely wet weather and tough ground conditions in west central Texas.

The infrastructure work is ongoing. The McBeth injector well is still being brought to full capacity. Tank upgrades, separator optimization, compressor maintenance, and water handling improvements are all in progress.

Once that injector is fully operational, the Crews and Talpa wells it services should see meaningful production gains. And remember: Echo (62 wells, never optimized) and Novice (41 wells plus 9 injectors) haven’t been touched yet.

The production trajectory from here to Q4 needs to go from 125 to 500.

That’s a 4x increase over roughly four months.

Aggressive, but look at what they’ve done in the last five weeks with wet weather, tough ground conditions, and the McBeth injector still not at full capacity.

Once that injector is sorted and the infrastructure upgrades they’re describing are complete, the production curve should steepen.

Meanwhile, the stock has pulled back to $0.06.

On roughly 90 million shares, the market cap is about $7.5 million.

The napkin math at $0.08 is frankly absurd if they execute.

At 500 BOE/D and $95 oil, $17M in estimated free cash flow on a $5.4M market cap. The implied upside on the base case alone is now closer to 10x from here.

This is not even to mention that they're 22,000 acres in the heart of the Permian Basin are capable of producing up to 5,000 boepd.

Dare I say this will put it into small cap $250 m+ territory....

I’d be very happy with 5x by Q4, and that’s the base case.

Production is ramping. The plan is executing. The stock is cheaper than when we introduced it.

I am long and continuing to accumulate under 0.10

CSE: WDGY OTCQB: WDGRF just reported 40.7 BOPD from its first two wells back online. (link below)

The story is those are 2 of 131 wells across 22,000 acres in the Permian Basin.

Target is 500 BOE/D by Q4, with a clean runway to 5,000.

Market cap is ~$7 million CAD... anywhere near 5000, even 1000 puts it into the $75 - $100 million range. That's coming, it's simply a matter of process.

17 wells on production now, 24 by end of week. Echo field (62 wells) and Novice (41 wells) haven't been touched yet.

A junior in the Permian with control of 22,000 acres of producing land - Amazing.

POSCO funds 100% of engineering, construction, and operations, plus pays Anson a $7.2M AUD facilitation fee.

American Critical Minerals (CSE: KCLI / OTCQB: APCOF) sits adjacent with their drill-ready (drilling Q4) large-scale Green River asset.

KCLI's asset is getting major de-risking in realtime.

Anson also upgraded their JORC resource by 650% to 773,000 tonnes LCE, with 183,000 tonnes in the higher-confidence Indicated category. Their Koch Technology Services pilot plant successfully reduced brine contaminants to yield higher-grade lithium carbonate.

Anson surrounds KCLI on two sides, targeting the same Mississippian Leadville and Pennsylvanian Paradox brine formations that underlie KCLI's entire 32,530-acre property.

Anson just proved the geology, the technology, and the strategic value with POSCO's firm financial commitment.

Millennial Potash (TSXV: MLP) went from $0.20 in September 2024 to $3.98 in December 2025. Nearly 20x in 12 months. Same stage KCLI is in now. But MLP's resource is in Gabon, and it's potash only.

KCLI is in Utah, at the cusp of a global fertilizer crisis (Russia banned exports, urea +140% from 2024 lows).

Three critical minerals on one property: potash, lithium, AND bromine.

Intrepid Potash operates a legacy potash mine 20km away on the same Cycle 5 formation.

Now Anson and POSCO are validating the lithium thesis right next door.

Exploration target: 500-950M tonnes potash, 0.6-1.7M tonnes LCE, 3.3-9.1M tonnes bromine. Same brine cycles as Anson and Intrepid.

All this for a $20M CAD market cap, which could triple by year-end as the company prepares to sink its first-ever confirmation drill holes into large-scale potash, lithium, and brine targets.

RESPEC engaged for execution (39 Paradox Basin programs). Dean Pekeski (20 years potash) in the CEO chair. Red Cloud Securities initiated coverage April 24, calling first drill results "the primary catalyst for rerating."

Q3 2026 mobilization. The window is closing fast.

Disclosure: Very long KCLI. Do your own DD.

CSE: WDGY / OTCQB: WDGRF / Wedgemount Resources.
$~6M market cap. 131 wells, 22,000 acres, west central Texas.

With a runway to 5000 boepd.... this valuation is absurd because they've just rebooted the field and are ramping production. Still very much off of investors radars.

Two wells already back online averaging 40.7 BOPD over 8 days. Another 22 wells coming on before May. That's Phase 1.

Phase 2 is 62 wells that have never been optimized. Phase 3 is another 41. Then 300+ undrilled locations on 40-acre spacing.

Management self-funded this company through pipeline outages, brush fires, and sub-$70 oil.

CEO loaned the company US$400K of his own money and bought $505K in debentures.

They just raised $1.25M and are deploying it aggressively.

Target: 500 BOE/D by Q4. Long-term capacity: 5,000 BOE/D.

At +$95 oil, 500 BOE/D generates roughly $17M CAD in estimated free cash flow.

You can buy it today at a market cap of under $6 million.

Only one way for early shareholder... up.

Full disclosure: I am very long. Do your own DD.

Rare Earths Americas (REA) debuted on the NYSE today. Priced at $19, opened at $25, closed at $19.10. Fully diluted market cap: roughly US$400M. The IPO was upsized and raised $63.3M.

REA has: three exploration-stage projects in Georgia and Brazil. No mineral resource estimate. No revenue. No metallurgical results demonstrating extraction at scale. No operating mine. No feedstock. The IPO proceeds are going toward drilling, met test work, permitting, and preparing a technical report. They're basically at square one.

The market said that's worth $400M.

Now look at Tactical Resources (TSXV: RARE / OTC: USREF).

Owns 1.5M tons of REE feedstock outright, acquired for zero cash (stock only deal). Access to 4M+ tons total from an active Texas quarry that's been crushing rock for Union Pacific for 20+ years, producing new tailings six days a week.

Metallurgical testing: 88-93% rare earth extraction via direct leach, QP verified.

NI 43-101/SK-1300 technical report completed.

36-month option to buy the entire quarry for US$29M.

Sits 2 miles from USA Rare Earth's Round Top in the same geological complex. USAR's market cap: US$5B+.

All SPAC closing conditions for a Nasdaq listing are met. SEC registration effective. Shareholder approvals done. Court order in hand. US$140M Yorkville financing secured.

Every share of RARE / USREF you own converts 4.24:1 at close.

RARE's market cap: US$36M.

REA has a plan to start exploring. RARE has feedstock on the ground, proven metallurgy, a permitted operating site, and a Nasdaq listing weeks away.

The comparison is devastating for anyone sitting on the sidelines on RARE.

Disclosure: Very long RARE. Do your own DD.

Quick recap for those just seeing this:

NdPr prices up 138% YTD.

China just penalized unauthorized rare earth production.

RARE's Peak asset, an operating quarry with massive stockpiles of REE-mineralized tailings - next door to USAR (U.S. Rare Earths) Round Top project.

USAR announced a $2.8B acquisition last week. And RARE is still sitting at ~C$6, hardly trades at a $50m market cap, waiting for its Nasdaq listing.

Last year REE stocks moved 250-1000%.

I think the second wave will be bigger.

The difference this time: the government is backing producers with real capital and resources.

RARE is about to walk onto the Nasdaq into this environment.

C$6.00. Barely trades. Nobody is watching.

Here's what you are getting for $50m.

Tactical Resources (TSXV: RARE / OTC: USREF). 8.3M shares outstanding.

Nasdaq listing via SPAC this summer.

Every share you hold converts ~4.24:1.

Owns 1.5M tons of REE feedstock with access to 4M+ tons.

Active Texas quarry producing new tailings daily.

88-93% extraction via direct leach.

36-month option to buy the entire quarry for US$29M (stock/cash deal).

All SPAC closing conditions met.

The rare earth market around RARE is on fire and accelerating.

NdPr alloy hit $126/kg in April, up 138% since January. Dysprosium jumped 15.6% in April alone. China just unveiled detailed penalties for unauthorized rare earth production, tightening the supply noose further. Bloomberg reported it today.

Last week USAR, RARE's neighbor 2 miles down the road in the same geological complex, announced a US$2.8B acquisition of Serra Verde, the only scaled HREE producer outside Asia. The deal includes a 15-year offtake backed by U.S. government entities with guaranteed price floors. US$565M in DFC financing.

USAR's market cap is now pushing US$5B+. RARE's market cap: C$50M.

The U.S. government launched Project Vault, a $12B strategic critical minerals reserve. The FORGE tariff floor framework sets reference prices for NdPr to protect domestic producers from Chinese price manipulation.

Sprott launched the first ex-China REE ETF on the Nasdaq. CRML jumped 39% on a single headline and now trades at $12.89 with a $1.1B market cap.

Disclosure: Very long RARE. Do your own DD.

GoldHaven (CSE: GOH) announced this morning they closed an oversubscribed $2.04M flow-through financing at $0.265/share.

The stock's sitting at $0.255 (C$14.4M market cap), down 33% from its March high but fully cashed up to drill the highest-grade tungsten system in British Columbia that hasn't seen a modern drill bit since the 1980s.

Magno - 37,200 hectare beast

Magno is a 37,200-hectare district-scale polymetallic system in BC's Cassiar region.

Surface sampling from Phase I exploration returned tungsten grades to 6,550 ppm, indium to 334 ppm (highest ever recorded at Cassiar), and silver to 2,370 g/t.

Metal zonation across the property screams classic porphyry signature: lead-silver at the edges, zinc-tungsten closer in, copper elevated in the granite itself. This is a geologist's dream come true.

Shell Canada drilled Kuhn in the 1980s and confirmed scheelite (tungsten mineralization) at depth. Then they walked away - nobody cared about tungsten in the 80s. They care a lot now. Nobody's touched it since.

GoldHaven is the first company to attack this system with 3D modeling, modern geophysics, and an integrated porphyry thesis.

The buried copper-moly engine driving this thing has never been drill-tested.

Tungsten is one of the hottest mineral stories in the world:

APT (tungsten benchmark) is trading at $2,800-3,190/MTU, up 225% year-to-date.

China controls 80% of global supply and slashed exports 40% after imposing licensing in February 2025.

The Pentagon burned through a quarter of its Tomahawk inventory in four weeks of Middle East operations. Every missile contains tungsten that's consumed on detonation.

U.S. announced a $12B critical minerals stockpiling program (Project Vault). BMO confirmed the world "sleepwalked" into a tungsten crisis and forecasts deficits through 2029 minimum.

Canada can supply 100% of current U.S. tungsten demand.

Magno becomes federally strategic overnight if drilling confirms scale.

AI datacentres are eating indium large-scale

Indium just became the AI photonics bottleneck.

Every laser chip in a data center starts with indium phosphide substrates. Global InP device demand hit 2M pieces in 2025 against 600K production capacity, a 70% deficit.

Nvidia dropped $4B into photonics companies in March to secure supply. China controls 70% of indium and export-restricted it alongside tungsten.

Magno's 334 ppm indium is 7x typical zinc ore and 2.4x world-class production grades.

If drilling confirms this enrichment continues at depth with commercial zinc grades, you're sitting on feedstock for the supply chain AI infrastructure needs.

2026 Program is going live

Flow-through funds a fully permitted drill program targeting:

• High-grade silver-lead-zinc CRD zones at Magno and D-Zone
• Tungsten skarns at Kuhn/Dead Goat (Shell's 1980s validation zone)
• Airborne mag survey launching in June (1,741 line-km)
• 3D modeling to vector the buried porphyry copper-moly target

Drills turn later this year on a system that's seen 10,000+ metres of historical drilling but zero modern exploration.

If they intersect anything close to what Shell hit in the 80s, the $14M market cap is going to look like a joke.

tungsten's not going back to $300/MTU, indium's structural, and you're paying 83% less than Cassiar Gold next door for the same rocks.

Disclosure: I hold GOH. Do your own DD.

This is the easiest share multiplier setup I've seen.

Every RARE share becomes ~4.24 PubCo shares on the Nasdaq when the SPAC transaction closes this summer.

Even if it opens at a third of the $10 SPAC price, like most SPACs do, you're looking at a minimum 3x from current share price.

CEO Ranjeet Sundher was just interviewed. For the full picture: https://pulse2.com/tactical-resources-profile-ranjeet-sundher-interview/

Shares are barely trading. A few thousand a day. 8.3 million shares outstanding, tightly held.

Marketing starts once they hit the Nasdaq. The American investor appetite for REE stocks is through the roof - look at CRML and USAR.

When USA Rare Earth (USAR) announced a US$2.8B acquisition of Serra Verde, the only scaled producer of all four magnetic rare earths outside Asia, the stock jumped 17%. Their market cap is now pushing US$5B+.

USAR's Round Top project is 2 miles from RARE's Peak Project. Same Sierra Blanca geological complex. RARE's market cap: C$50M.

Here's what RARE has that absolutely nobody is paying attention to:

Already owns 1.5M tons of REE feedstock acquired for zero cash. Total access: 4M+ tons.

Plus a 36-month option on the entire quarry for US$29M. The quarry has been operating 20+ years producing railroad ballast, generating new REE-bearing tailings six days a week. The mine is already built. The feedstock is already crushed and stockpiled.

RARE was the only player to see the REE potential in the tailings and snapped it up before USAR or any of the big players were able to.

USAR's Round Top is still a mountain. Production target: 2028. RARE's material is on the surface, crushed and ready to process.

Metallurgical testing: 88-93% rare earth extraction via direct leach, bypassing the roasting and kiln steps that kill most REE projects.

All SPAC closing conditions met. SEC registration effective. Shareholder approvals done. Court order in hand. US$140M Yorkville financing secured. Outside date: July 30, 2026.

The math at three scenarios. US$3/share post-SPAC = US$12.72 per existing share (3x). US$5 = US$21.20 (5x). US$10 = US$42.40 (10x).

January insider placement was C$6.30.

CRML went through this exact process. Crashed to $1.23 post-listing. Ran to $32. Jumped 39% last week to $12.89 on a single headline. Now has a $1.1B market cap and a $20 price target from Texas Capital.

Sprott recently launched the first ex-China rare earth ETF on the Nasdaq (REXC). When RARE lists this summer, it falls directly into that screening criteria.

Post-listing is where the real action starts. Yorkville's $140M activates. Quarry acquisition proceeds. Offtake and processing partnerships advance. Government funding applications go live. And the story hits every U.S. critical minerals fund and screener for the first time.

USAR is building a US$7-8B rare earth empire anchored by Round Top.

RARE sits 2 miles away with more feedstock on the ground, proven extraction metallurgy, and a C$50M market cap. The Nasdaq listing, with all of the bells and whistles it will generate (including access to a hungry American investor base) is weeks away.

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Disclosure: Very long RARE. Do your own DD.