Could this be one of the biggest uranium deposits in the United States? @MyriadUranium’s Copper Mountain project in Wyoming has a historical resource of ~27M lbs uranium, and historical work prepared for the U.S. Department of Energy suggests the broader project could have much larger potential. Now the question is simple: Can new drilling validate the old data? Full interview with Myriad Uranium CEO @tdlamb below. ⬇️ $M.CN $MYRUF #uranium Not investment advice. Do your own due diligence.

Sometimes in life, you have to make sacrifices. With @MeridianMining ($MNO), you may not have to. Cabaçal, Meridian’s flagship project with a completed PFS, offers exposure to copper, gold, and a touch of silver. The project’s economics are driven roughly 60% by copper ($copper) and 40% by gold ($gold). That’s a solid blend of metals in the current environment. The PFS shows a post-tax NPV5% of over US$2.2B in its highest sensitivity case, using US$4,000/oz gold and US$6.00/lb copper. For context, Meridian’s market cap is roughly C$950M. With a Definitive Feasibility Study underway, over C$100M in the bank, and a recent London listing, Meridian is entering an important stretch. I sat down with CEO Gilbert Clark to discuss the LSE listing, Cabaçal’s progress, Meridian’s cash position, the upcoming DFS, permitting in Brazil, and the catalysts ahead. Watch the full interview here: youtube.com/watch?v=UwwZoaBC…

Argentina Lithium $LIT.V has been trending as lithium prices surge in 2026, and the Lanshen agreement gives the company a faster path toward potential production. Resource Insider sat down with Argentina Lithium CEO Niko Cacos to discuss the US$100M agreement, including: ✅ Phase 1: Cross-border brine testing in Chile to support the Rincon pre-feasibility study Timeline: ~6 months, subject to permits ✅ Phase 2: Advancing the project to a definitive feasibility study Timeline: within 12 months of Phase 1 completion ✅ Phase 3: Building a 5,000 tpa battery-grade lithium carbonate facility Timeline: within 12 months of Phase 2 completion Check out the full interview below. youtube.com/watch?v=7oV943Dq…

Heliostar announced the purchase of the Goldstrike project from Liberty Gold. This looks like a win for both sides as Charles Funk continues the $HSTR strategy of buying non-core assets, and $LGD can further advance their Black Pine Project with non-dilutive capital.

Falling knives have put mining investors at risk of sending them to the emergency room recently. However, after analyzing all of the GDX/GDXJ stocks, I believe that I have found 5 (all producers) that offer quick snap-back potential. $GDX $GDXJ $gold

4.4Moz AU indicated in Ontario. ~C$366M market cap. @muddywatersre is Mayfair Gold’s largest shareholder. For a firm known for short activism, that’s a notable vote of confidence—and a signal the peer valuation gap won’t persist forever. $MFG

Galway $GWM.V is flying under the radar

$hstr.v First break above $3 today. Hard to complain when the stock was trading at $0.20 in February 2024. Heliostar shows what happens when you buy unloved assets at generational lows. Watch my video with CEO Charles Funk. youtube.com/watch?v=g26VpJ-g…

I recommend keeping your most important plan for 2020 to yourself. Only after success, reveal what your plan was all along. The knowledge of your secret will burn like a furnace inside you until then. You will glow from the heat.

Obviously we are heavily biased towards specific deals in the natural resource sector. Besides that, human capital. Hone your skill set until you are the best in the world. It is easier to transfer a skill set to different industries than you would think.

Profit taking is one of the hardest things to do. These questions always help me: 1. Does my initial thesis still hold? 2. If I didn’t already own, would I buy? 3. Valuation - absolute and vs. peers? If I‘m uncomfortable, it’s probably outside of a normal holding. Recalibrate