Partner @capital10X | Helping you find opportunities in emerging industries & commodities. #batterymetals #uranium #gold #silver #growth

Earth
Joined June 2022
Replying to @PeterSchiff
Geopolitical uncertainty = #1 driver of gold's strengthening performance right now. #Copper, a bellwether for the health of the economy is down, but should pick up via industrial demand soon enough. $ARG
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Duane Hope retweeted
West Point Gold: Upside Beyond the Maiden Resource ⛏️ $WPG.V #GOLD A 30,000m drill program is now underway at Gold Chain, Arizona. Per CEO Derek Macpherson, half to two-thirds goes to Tyro. That leaves an estimated 10,000–15,000m for targets outside Tyro, depending on results. 📌 Context: the upcoming maiden resource covers only the 20,696m drilled at Tyro. 🎯 Why management is excited about the targets beyond Tyro: ◾️ Black Dyke (~4km west) - 36.6m @ 1.04 g/t Au from surface - Shallow, oxidized, open to the west and down-dip - Newly acquired historic holes returned 1.5–4.6m of >1 oz/t Au - Theory: the Roadside Mine fault may be a higher-grade feeder beneath a lower-grade halo ◾️Sheep Trail (~600m south) - Highest-grade mine in the district when last mined 100+ years ago - 32.0m @ 1.05 g/t Au from just 9.1m depth - Structural corridor traced for >1km, open along strike ◾️Bull 8 (~6km NW) - Gold intersected in all 6 holes drilled - 21.4m @ 1.01 g/t Au (~18m true width) - Sits on the ~12km Union Pass Fault Corridor ◾️Frisco Graben: the big one - 4km x 750m concealed target - Mercury pathfinder anomalies; early holes stayed in the upper steam-heated zone, so the boiling zone remains untested - NE Tyro gold is plunging toward the Frisco Mine fault - Management says experts have compared it to Silicon-Merlin, a ~20 Moz deposit Link to the full initiation report: capital10x.com/wp-content/up… Distributed on Behalf of West Point Gold
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Canada (& Ontario) Go Big on Nuclear🍁⚛️ Due to tariff/trade pressures, 🇨🇦 is diversifying its supply chain, with Ontario leveraging its #nuclear tech & other resources. Combined value of major agreements (if finalized) with EU alone, may be worth +$1B. #uranium $CCJ $AEC
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Duane Hope retweeted
Cerrado Gold ($CERT - $CRDOF) had solid Gold Equivalant ounce production of 16, 685 oz in Q3. However, work continues to support future growth. The new crushing plant is undergoing commissioning and is expected to support increased feed delivery to the heap leach pad. The expanded heap leach pad should also be completed by late Q1 2027 and will provide 12 million tonnes of additional capacity.
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Duane Hope retweeted
Saudi Arabia stirred up a hornet's nest and the western media doesn't seem to care. Research Note: research.grizzle.com/p/the-w…
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Uranium: Unappreciated Military Demand 🪖⚛️ Much of the focus of #uranium demand goes to ⚡️grids & AI hyperscalers, but there is⬆️demand for military/naval fuel requirements. #Nuclear navies require LEU/HEU & Defense materials legally require domestic supply chains. $CCJ $AEC
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Why 2 to 3% Makes a Difference ▪️#nuclear material for defense can't carry "peaceful-use" obligations linked to imports, it must be 100% domestic ▪️Govt stockpiles must be replenished, & the US NNSA competes with commercial utilities; ⬆️capacity needed for weapons grade fuel
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Follow more more on #uranium #gold #copper & other commodities, growth & underfollowed companies.
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Lithium Demand to Rise ⚒️ While near-term prices➡️⬇️, long-term forecasts for #lithium call for⬆️prices starting ~2030, with demand ~3X by 2050, requiring 134 new mines & a $100B investment. EVs are estimated to account ~76% of demand by 2050, vs. 55% today. $ALB $SGML
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Uranium Physical Holdings: Supporting⬆️Prices⚛️ Physical funds hold <_75% of 1 yr's total global #uranium mine output.⬆️Reserves➡️utilities➡️LT contracts w/ producers to secure supply. ex. SPUT➡️+~1M lbs of market inventory when trading at a premium to NAV. #nuclear $CCJ $AEC
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Duane Hope retweeted
Suyo Mining: Overview and the Reverse Takeover (RTO) Strategy ⛏️ @JCTworek $SUYO.V #GOLD
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Duane Hope retweeted
Silver Viper: 25K+ Meter Drill Programs at La Virginia and Caneto ⛏️ $VIPR.V #SILVER @SilverViperCorp
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Duane Hope retweeted
Viva Gold: Resource Growth vs. Mine Development ⛏️ $VAU.V @VivaGoldCorp
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Silver: Deficit vs. Demand 🧵 Global #silver market is in its 6th consecutive annual deficit; a net supply shortfall projected at ~46.3 Moz. Cumulative net drawdowns have⬇️>760 Moz from COMEX, LBMA & SHFE. $SLV $VIPR.NE $PAAS
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Silver: "Physically" Fit 💪🏽 Bar & coin buying, & ETP flows⬇️physical #silver retail supply. Retail flows in India, East Asia & Western markets are (structurally) resilient, despite spikes & drops in overall price.
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Follow for more on #silver #gold #copper & other commodities, growth & underfollowed companies.
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