Ma semaine à scanner tout le TSX/TSX-V pour du volume inhabituel — 6 appels datés avec une moyenne de +17.7%, pertes incluses.

Je fais tourner mon scanner de volume sur tout le tape canadien chaque jour de bourse, puis je trie le signal du bruit à la main. Cette semaine : 284 flags de volume, 11 analyses complètes, et 7 passes enregistrées avant les résultats.

La découverte : un spin-out d’uranium orphelin sur le TSXV — Verdera Energy (V.V / VUECF aux US). enCore Energy a remis ses actifs d’uranium au Nouveau-Mexique à ses actionnaires via une société cotée en Venture, et des milliers de détenteurs se sont retrouvés avec un microcap qu’ils n’avaient pas choisi. La vente forcée, c’est du mispricing classique. Un commentateur a ensuite soulevé l’héritage Navajo sur le terrain, j’ai vérifié chaque fait, et j’ai coupé mes propres estimations de upside le même jour.

Les pass:

Grit Metals (FIN.V) — 47x volume, +25%, zéro nouvelle, firme de awareness payée depuis février : pattern de promo, passé, plat depuis.

Primary Hydrogen (HDRO.V) — 234x volume en même temps qu’ils fixaient leur financement à 0,60 $ contre un marché à ~1,12 $ : passé le même jour.

Aegis Brands (AEG.TO) — en baisse de 20 % sur des ventes faibles : les couteaux qui tombent, ce n’est pas de l’asymétrie.

La leçon : mon pass permanent sur les juridictions chinoises, Minco Silver (MSV.TO), a fait +12 % vendredi. Je n’y touche toujours pas. Les règles que tu abandonnes les jours verts n’ont jamais été des règles.

Le bilan : 6 appels datés, moyenne de +17.7% — incluant un -3 % et un plat. Les gagnants ont battu l’XGD de 15 à 33 points sur la même période.

Tout est horodaté avant les résultats, parce qu’un track record que tu ne peux pas vérifier, c’est juste une histoire.

Pas un conseil — ma propre lecture. Heureux de répondre à vos questions sur n’importe lequel.

reddit.com
u/SDBcop — 10 hours ago
▲ 13 r/Baystreetbets+1 crossposts

My week scanning the entire TSX/TSX-V tape for unusual volume — 6 dated calls averaging +17.7%, losses included

My week scanning the entire TSX/TSX-V tape for unusual volume — 6 dated calls averaging +17.7%, losses included

I run a volume scanner on the full Canadian tape every trading day, then sort signal from noise by hand. My week: 284 volume flags, 11 full write-ups, 7 passes logged before outcomes.

The find: a TSXV-listed uranium spin-out orphan — Verdera Energy (TSXV: V, US: VUECF). enCore Energy handed its New Mexico uranium assets to its own shareholders through a Venture-listed vehicle, and thousands of holders got a microcap they never chose. Forced selling is textbook mispricing. A commenter then flagged the Navajo uranium legacy on the ground, I verified every fact, and cut my own upside numbers the same day.

The passes: Grit Metals (FIN.V) — 47x volume, +25%, zero news, paid awareness firm on retainer since February: promo pattern, passed, flat since. Primary Hydrogen (HDRO.V) — 234x volume while pricing its raise at $0.60 against a ~$1.12 market: same-day pass. Aegis Brands (AEG.TO) — down 20% on weak same-store sales: falling knives aren’t asymmetry.

The lesson: my permanent China-jurisdiction pass, Minco Silver (MSV.TO), ripped 12% Friday. Still not touching it. Rules you override on green days were never rules.

The ledger: 6 dated calls, +17.7% average — including a -3% and a flat one. The winners beat XGD by 15-33 points each over the same period. Everything is timestamped before outcomes, because a track record you can’t verify is just a story.

Not advice — my own read. Happy to answer questions on any of it.

reddit.com
u/SDBcop — 12 hours ago

The scanner’s week in review — June 29 to July 3 (flags, passes, receipts)

Every trading day our scanner watches the full TSX + TSX-V tape (plus curated US lists) for unusual volume, then judgment sorts the signal from the noise.

This week: 284 volume flags, 11 full write-ups, 7 passes logged. Here's the honest ledger.

THE FIND: a uranium spin-out orphan (Verdera) — enCore handed its New Mexico assets to shareholders who never chose them, and that forced selling is textbook structural mispricing. Best part: a commenter from r/Uraniumsqueeze flagged the Navajo uranium legacy (Church Rock 1979, the 2005 mining ban), we verified every fact, strengthened the red flag and CUT our own upside probabilities the same day. That's the loop working — thank you.

THE PASSES (receipts attached): a promo-driven 47x volume spike with zero news and a paid awareness firm — passed, flat since. A 234x monster in a
natural-hydrogen microcap whose financing was just cut down and priced 45% below market — passed same day. A -20% restaurant capitulation on weak
same-store sales — passed; falling knives on deteriorating fundamentals aren't asymmetry. All passes are dated and logged before outcomes. Judge us in a month.

THE LESSON: our permanent China pass ripped 12% Friday. We're fine with that. Jurisdiction rules aren't performance predictions — they're what lets you sleep when a policy headline gaps something down 60% overnight. A system you override on green days isn't a system.

THE LEDGER: our six active buy-rated positions average +17.7% — losers included and published (our worst is -3.3%, and yes it's shown). Each is dated at our entry and benchmarked against XGD (or the TSX for non-miners) over its own holding period: five of six beat their benchmark, four of them by 15 to 33 points.

Full transparency: our #1 conviction, Troilus, is a position we've held since November 2025 (+49% since, vs +16% for the gold-miners index); the newer names are dated from our June calls. The full analyses with their 2x/5x/10x pathways and probability estimates are member-side.

Educational only, never financial advice. Always do your own DD.

reddit.com
u/SDBcop — 13 hours ago

A stock we permanently passed on just ripped 12% in a day. Here’s why we’re not touching it — and why that’s the whole point.

Friday our volume scanner flagged Minco Silver (MSV.TO) — up 12% on 14x its normal volume, riding silver’s move. We’ve had it as a permanent pass since June. The reason is one line: the assets are in China, and our jurisdiction rules exclude it. Full stop.

So the uncomfortable question: does a +12% day mean the pass was wrong?

No — and I’d argue understanding why matters more than any single pick. Jurisdiction rules aren’t performance predictions. They’re risk architecture. A China-asset silver play can double from here and we still won’t own it, because the exact same feature that lets it rip on a green tape lets it gap down 60% on a policy headline you can’t see coming, overnight, with no recourse. You don’t get to keep the upside of that coin and skip the downside — it’s one coin.

The hard part of having rules isn’t writing them. It’s watching a name you excluded go up and NOT overriding yourself. A system you abandon on green days was never a system — it was a mood.

So it’s logged, dated, public: we passed, it ripped, the rule stands. If it doubles, the rule still stands. That’s the trade-off we chose, eyes open.

Curious what others do here — do you have hard exclusion rules (jurisdictions, sectors, structures), or do you evaluate everything case by case?

Educational only, never financial advice.

reddit.com
u/SDBcop — 1 day ago
▲ 8 r/MetalsOnReddit+1 crossposts

A stock we permanently passed on just ripped 12% in a day. Here’s why we’re not touching it — and why that’s the whole point. MSV.TO

Friday our volume scanner flagged Minco Silver (MSV.TO) — up 12% on 14x its normal volume, riding silver’s move. We’ve had it as a permanent pass since June. The reason is one line: the assets are in China, and our jurisdiction rules exclude it. Full stop.

So the uncomfortable question: does a +12% day mean the pass was wrong?

No — and I’d argue understanding why matters more than any single pick. Jurisdiction rules aren’t performance predictions. They’re risk architecture. A China-asset silver play can double from here and we still won’t own it, because the exact same feature that lets it rip on a green tape lets it gap down 60% on a policy headline you can’t see coming, overnight, with no recourse. You don’t get to keep the upside of that coin and skip the downside — it’s one coin.

The hard part of having rules isn’t writing them. It’s watching a name you excluded go up and NOT overriding yourself. A system you abandon on green days was never a system — it was a mood.

So it’s logged, dated, public: we passed, it ripped, the rule stands. If it doubles, the rule still stands. That’s the trade-off we chose, eyes open.

Curious what others do here — do you have hard exclusion rules (jurisdictions, sectors, structures), or do you evaluate everything case by case?

Educational only, never financial advice.

* Sorry about the mega zoom on the company logo, that didn’t show like I thought it would!

u/SDBcop — 2 days ago

Still waiting to check on million $ reward…

25k contest was yesterday and app still tell me to comeback later to see if I won.

I contacted support and they telling me I need a managed fund account (I have multiple saving/checking and investment fund managed by myself)

And my spouse was able to check reward but not me…

Anyone else with similar issue and talking with confused support?

***Logged out and it worked… 15$ to start a WS managed fund 🤡

reddit.com
u/SDBcop — 2 days ago

Gold pumps overnight near $4200 — Canadian gold stocks set up nicely today + Welcome to our new members!

Hey everyone,

Gold had a strong move overnight and is now back near $4200.

US markets are closed today (July 4th holiday), while the TSX opens normally at 9:30 AM ET. This creates a nice window where gold is moving while most US equity markets are quiet.

We’ve seen two straight days of solid gains in gold, and Canadian gold miners usually react strongly to these moves. Today could be a good day to watch how the Canadian names perform when the TSX opens.

Welcome to our 9 new members! 👋

Great to see the community growing. Take a few minutes to introduce yourselves in the comments:

. Take a few minutes to introduce yourselves in the comments:

• Your investing background

• What you’re looking for the most (gold/miners, etc.)

• Any question you have for the group

We’re here to learn together and find the best plays.

Educational only. Not financial advice. Always do your own DD.

What gold stocks are you watching today?

u/SDBcop — 3 days ago
▲ 12 r/TheBullishEdge+2 crossposts

A uranium spin-out orphan showed up on unusual volume today — why forced sellers are my favorite setup

Verdera Energy (V.V on TSX venture) moved 36% on 13x its normal volume today.

Before anyone yells pump: look at the mechanism instead of the candle.

This is the spin-out of enCore Energy’s New Mexico assets. enCore distributed the shares directly to its own shareholders — meaning thousands of uranium investors woke up owning a micro-cap they never picked. Most spin-out recipients sell mechanically.

That’s how you get a defined 28 Mlb NI 43-101 uranium resource (Crownpoint & Hosta Butte, Grants district, ISR-amenable, historic Conoco shafts on site) trading like an afterthought.

The honest flip side, because it matters: enCore kept roughly 73% of the economics through non-voting preferred shares plus royalties — so the commons own less of the upside than the market cap suggests. And uranium in the Grants district borders Navajo communities with a painful legacy (Church Rock, 1979); social license there is a real gate, not a checkbox.

ISR permitting is a years-long path.

So: watching, not chasing a +36% day. But spin-out orphans are one of the few setups where you can name exactly WHO is selling and WHY it has nothing to do with the asset — and that’s usually where mispricing lives.

Not financial advice — my own read, do your own DD.

u/SDBcop — 3 days ago
▲ 5 r/TheBullishEdge+3 crossposts

We pointed our scanner at US markets for the first time — here’s what it caught, and what we passed on

Quick update for anyone following our process. We normally scan Canadian markets (gold and miners are our core), but with Canada closed for the holiday we ran our scanner on US markets for the first time — same discipline: unusual volume first, then judgment.

The biggest volume of the day was Regencell (RGC). On paper, a huge move. In reality: zero revenue, a billion-dollar valuation, an ultra-low float, and a run that already collapsed more than 70% this month. A high-volume bounce in something like that isn’t a setup, it’s the exit. We passed in seconds.

The one that actually earned a look was Guardant Health (GH) — the category leader in blood-based cancer testing. It moved on a real FDA approval plus new UnitedHealth coverage for its screening test, backed by a wave of analyst upgrades.

That’s a real catalyst, not a meme.

One caveat: it gapped to five-year highs on the news, and we don’t chase the catalyst-day gap — we’d rather wait for a pullback that holds.

The point isn’t to tell anyone to buy or sell (we don’t do that). It’s the method: the biggest number on the screen is rarely the best idea. Volume finds candidates; judgment separates the signal from the mania.

Educational only, not advice. Always do your own due diligence. Full write-up is on our site.

reddit.com
u/SDBcop — 4 days ago
▲ 18 r/TheBullishEdge+3 crossposts

Warsh says inflation is down — gold ripping. We told members to buy the dip last week

Hey everyone,

Warsh just commented that inflation is down… and gold is ripping today.

Last week we told our members to buy the gold dip. Reason? We see Warsh as a dove in hawk’s clothing — the macro backdrop (debt, central bank buying, etc.) still strongly favors gold.

This is exactly the kind of setup our scanner and analysis are built to catch early.

Educational only. Not financial advice. Always do your own DD.

What’s your view on gold right now?

u/SDBcop — 4 days ago
▲ 9 r/TheBullishEdge+6 crossposts

Freeman Gold (FMAN.V) just dropped a feasibility study on its Idaho gold project — here’s what actually matters

We had this one on our radar yesterday, and the thing we flagged to watch for was an updated economic study. It landed today, so here’s a plain-English read.

Freeman Gold released a feasibility study on its 100%-owned Lemhi project in Idaho (a tier-1 jurisdiction). The headline numbers:

•	1.0 million ounce proven and probable gold reserve  
•	US$696M after-tax NPV (5%)  
•	34.4% after-tax IRR  
•	2.5-year payback, \~15-year mine life  
•	Base case gold price of US$3,650/oz

That’s a real step up. A feasibility study converts a resource into bankable reserves with hard economics — the project is worth more today than it was yesterday, headline or not.

But the part most people skip: the study comes with a ~US$330M initial build cost, on a company worth roughly US$95M.

So the next question isn’t the geology, it’s the money. This gets funded by a partner, a royalty/stream deal, debt, or a takeout — and the board here was largely built to sell. That financing path is the whole ballgame from here.

We’re not telling anyone to buy or sell anything — this is how we think through a name, educational only. If you want the full breakdown (our rating, the risks, how we’d size it), we put those out to members, and we publish free market reports too.

Not advice. Do your own due diligence.

u/SDBcop — 5 days ago
▲ 7 r/TheBullishEdge+4 crossposts

West Point Gold (WPG.V) DD — high-grade Arizona drilling, a Kinross-backed Nevada asset, and a team that has sold juniors before

Been digging into West Point Gold (WPG.V) and figured I’d share notes. It popped ~18% on a drill hole last week so a lot of you have seen the ticker — here’s the actual story, the valuation math, and the risks. Not advice, just my read. I hold a small position (disclosure at the bottom).

WHAT THEY DO
US gold explorer-developer with two projects:

•	Gold Chain (Arizona) — the main event, drilling toward a maiden resource expected later in 2026.

•	Jefferson Canyon (Nevada) — Kinross Gold holds a strategic exploration agreement and can earn up to 80% by funding work. It sits \~7 km from Kinross’s Round Mountain mine. A major producer putting real money in is the third-party validation I want to see.

Funded: a ~$25M brokered placement at $1.10/share closed Feb 2026, so no near-term cash desperation.

THE CATALYST (the hole everyone saw)
GC26-148 cut 66.2 m of 6.57 g/t gold, including 20.7 m of 18.25 g/t — one of the broadest true-width, highest-grade hits yet at the NE Tyro zone. It extended the zone past 250 m depth and it’s still open. Part of a completed 21,079 m program, with 21 holes (~6,550 m) still pending — those feed the maiden resource. High grade, real width, going down.
NOT A ONE-HOLE STORY (this lowers the binary risk for me)

•	The \~3.4 km Tyro vein system hosts the Tyro Main Zone (maiden-resource focus) plus two more emerging areas (Black Dyke, Sheep Trail).

•	The Bull 8 corridor has opened up \~12 km of strike across the property.

•	Nevada: Jefferson Canyon (Kinross earn-in) and Baxter Spring (Carlin-style depth — a historic hole returned 12.2 m at 60.3 g/t).

THE TEAM (jockey > horse in juniors)

•	A director co-founded Prime Mining (sold \~C$610M to Torex).

•	A senior exec played a key role in Newmont’s US$311M buyout of GT Gold.

•	CEO comes from mining capital markets.  

A group that knows how to fund, de-risk, and find an exit.

VALUATION — a realistic 2x / 5x / 10x
~133–135M shares, ~$1.47 → market cap ~$200M CAD (~$145M USD). Company’s conceptual target for Tyro Main is 19.5–31.2 Mt at 2.0–3.0 g/t (~1.25–3.0M oz), with NE Tyro additional and higher grade — so a maiden ~1–2+ Moz is plausible (conceptual; the resource defines the real number).

•	**2x (\~$400M)**: base case if the maiden confirms size, NE Tyro lifts grade, and the market pays a tier-1 developer multiple in a strong gold tape.

•	**5x (\~$1B):** needs a bigger, growing multi-Moz resource AND a sustained high gold price or a takeout.

•	**10x (\~$2B)**: district-scale over years, or a competitive takeout. Low odds from here.

THE PART PEOPLE SKIP (the risk)
At roughly $50–115/oz USD on conceptual ounces, it already prices a successful resource — a lot of the good news is in the price after an 18% day. Pre-resource explorer: the maiden could disappoint on tonnage or grade, no revenue, and they’ll dilute through future financings. Best asymmetry is on weakness, not chasing green candles.

MY TAKE
Small starter position (in around $1.33), would add on weakness toward $1.00–1.10 rather than chase. High-grade width + a real district + a Kinross-backed second asset + a team that’s exited before is what keeps me interested through the maiden resource.

Disclosure: I own shares of WPG.V. Personal opinion for discussion, not financial advice. Do your own DD. Sources: company news releases / SEDAR+ — verify the numbers yourself.

What’s your read on the maiden resource timing — anyone modeling the pending 21 holes?

u/SDBcop — 7 days ago

👋 Welcome to The Bullish Edge — what this community is about

Welcome. This is a community for investors hunting high-conviction plays — gold and critical-metals juniors, small caps, equities, and the macro that moves them.

The idea is simple: most of us don’t have time to scan the whole market every day. So here we share the work — the names worth a closer look, the reasoning behind them, and just as important, the ones we pass on and why.

What you’ll find here:

•	Open market discussion — what’s moving and why, every day

•	Free sample reports, like our recent West Point Gold call

•	Educational breakdowns and honest post-mortems on past calls

Our full daily read, our ranked picks with Buy/Sell ratings, and the deep-dive research are for members at thebullishedge.com. This community is where we talk markets in the open — the members area is where we share exactly what we’re buying.

Ground rules: disclose your positions, keep it civil, and remember everything here is educational, never financial advice. Always do your own DD.

To see the kind of work we do, here’s a free deep-dive report on a recent call (West Point Gold — up ~18% the day after we flagged it): thebullishedge.com/blog/west-point-gold-wpg-free-report

Glad you’re here. Drop an intro below — what are you watching right now?

reddit.com
u/SDBcop — 7 days ago

WPG.V – West Point Gold runs +18.5% on strong drill hit (66.2m @ 6.57 g/t)

Hey r/ValueInvesting

Quick update on WPG.V (West Point Gold).

On June 23 we highlighted it as a tier-1 US gold explorer (Arizona + Nevada) with a strategic agreement with Kinross and a maiden resource expected later in 2026.

Today the stock jumped +18.5% after a strong drill result at Gold Chain:

• 66.2m @ 6.57 g/t Au, including 20.7m @ 18.25 g/t Au at NE Tyro

• Hole extends the zone past 250m depth and remains open

• 21 holes still pending for the maiden resource

Our take: Solid de-risking step on a funded explorer in a tier-1 jurisdiction. We raised our internal rating and continue to hold. Risks remain (pre-resource, dilution, jurisdiction), so sizing is important.

Educational only. Not financial advice. Always do your own DD.

reddit.com
u/SDBcop — 9 days ago
▲ 5 r/MetalsOnReddit+1 crossposts

WPG.V – West Point Gold runs +18.5% on strong drill hit (66.2m @ 6.57 g/t)

Hey everyone,

Quick update on WPG.V (West Point Gold).

On June 23 we highlighted it as a tier-1 US gold explorer (Arizona + Nevada) with a strategic agreement with Kinross and a maiden resource expected later in 2026.

Today the stock jumped +18.5% after a strong drill result at Gold Chain:

• 66.2m @ 6.57 g/t Au, including 20.7m @ 18.25 g/t Au at NE Tyro

• Hole extends the zone past 250m depth and remains open

• 21 holes still pending for the maiden resource

Our take: Solid de-risking step on a funded explorer in a tier-1 jurisdiction. We raised our internal rating and continue to hold. Risks remain (pre-resource, dilution, jurisdiction), so sizing is important.

Educational only. Not financial advice. Always do your own DD.

What are your thoughts on WPG.V or similar funded gold juniors right now?

reddit.com
u/SDBcop — 9 days ago

74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)

Hey r/investing

Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty)

One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average.

The move? +3.9% on the day.

**What drove it?** A name change riding the AI theme, combined with newly announced investor relations and marketing deals (plus an earlier acquisition).

No drill result. No major contract. No earnings beat.

This is a classic example of promotion-driven volume rather than conviction buying. Lots of churn, little directional follow-through.

**Lesson** : High volume spikes can be a flashlight, but they are not the full verdict. It’s important to look at the catalyst behind the volume. Rebrands + paid IR campaigns often precede dilution and tend to fade quickly.

Always important to separate real accumulation from noise.

What are your thoughts on these kinds of volume spikes? Have you seen similar patterns lately?

reddit.com
u/SDBcop — 13 days ago

74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)

Hey r/ValueInvesting
,
Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty)

One micro-cap name (MIVO.V – now Miivo AI) saw its volume explode 74x its average.

The move? +3.9% on the day.

What drove it? A name change riding the AI theme, combined with newly announced investor relations and marketing deals (plus an earlier acquisition).

No drill result. No major contract. No earnings beat.

This is a classic example of promotion-driven volume rather than conviction buying. Lots of churn, little directional follow-through.

Lesson : High volume spikes can be a flashlight, but they are not the full verdict. It’s important to look at the catalyst behind the volume. Rebrands + paid IR campaigns often precede dilution and tend to fade quickly.

Always important to separate real accumulation from noise.

What are your thoughts on these kinds of volume spikes? Have you seen similar patterns lately?

reddit.com
u/SDBcop — 13 days ago
▲ 11 r/TheBullishEdge+7 crossposts

Example from our scanner today – 74x volume on a name change to “AI” (we passed)

The Bullish Edge

Hey r/CanadaStocks

Quick intro: I run **The Bullish Edge**, a high-conviction investment research service focused on TSX/TSX-V stocks.

Every day we scan for unusual volume and analyze to separate real opportunities from noise.

Here’s a real example from today’s scan:

**MIVO.V – Miivo (now Miivo Ai)**
Micro-cap AI software play.

**The story behind the 74x volume spike:** A name change to ride the AI theme + newly announced investor relations and marketing deals (plus an earlier Dubai acquisition). No drill result, no big contract, no earnings.

Price moved only +3.9%. Classic churn, not conviction.

**We passed**. This is exactly the kind of promoted noise our process is designed to filter out.

**Key takeaway:** Volume can be a flashlight, but it’s not the full verdict. We look for real conviction, not hype.

Full daily analysis available at https://thebullishedge.com not financial advice – always do your own DD).

What are your thoughts on these kinds of volume spikes? Have you seen similar pumps lately?

thebullishedge.com
u/SDBcop — 6 days ago