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Look, it ain’t hard to see where this is going…eventually these AI platforms, as they become more capable and can do real work beyond just coding, will cost closer to the cost of a human in the role. I said closer…not the same cost. The AI will work around the clock and likely result in 50% or more savings on the meatbags.
These platforms are going from toys that can tinkered with to platforms that can do real work.
As such the cost is likely to increase as capabilities increase.
There had to be some subsidy to get users while this tech was in its infancy. Also, the downside of going public is that these things now need to make money and the private credit jig is up.
New formal analyst coverage for $SCMI.V @SelkirkCopper just as we expected and touched on in our last management interview.
Some fairly strong implied upside in the target price of $2.00 vs the current stock price of $0.98.
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TokStocks retweeted
And $WRLG.v buys time.
West Red Lake Gold Signs US$95 Million Credit Facility and Gold Offtake Agreement with Centalion $WRLG.V tinyurl.com/2xj9wcsn
This is certainly an issue for the sector. We need improving quarterly financials not declining ones. It’s a double whammy if commodities prices (revenues) are down at the same time that costs to produce are up.
As Oliver continues to mention, the biggest contributors to mining cost inflation are diesel prices and labour. One of those is easier to fix. The labour component is one that will need more AI and robotics.
What is needed are commodity prices to increase while diesel prices decline. That’s the bet right now and why one is a buyer here.
Great slides.
I was curious how $KFR.V stacked up against its peers in terms of how efficiently it puts cash raised into exploration.
It looks like we doing well relative to peers. Our forecast for this year indicates we will improve further (and I would expect 2027 to improve upon that).
Generally, it is easier to improve on this metric with larger exploration spends. Our G&A will grow along with our exploration spends as things like software (Leapfrog licences are not cheap) are attributed to "office" for us when accounting but there is a limit whereas exploration theoretically does not have a $ limit.
This data was taken from MDA/Financials for a number of global peers with many BC companies included as well. I added Warratah here who might really fit as a porphyry Cu-Au comp, but their project (eptithermal IS over porphyry targets) has a lot of similarities to ours so I did it anyways. I assume if you had the original accounting data you could refine these numbers better but this should give a fairly good idea.
This doesn't cover topics like whether the exploration spend is actually justified or where the G&A is going (IE salaries, marketing, offices, software, ect...)
This post contains forward-looking information (EG KFR 2026 forecast and 2027 plans), peer data from public filings that are unverified, and it is not investment advice. DYODD.
Excellent post.
GOLD Non-bias read.
Price moving lower through support currently on the verge of validating a head & shoulders breakdown.
Biggest near term risk to the downside that no one is acknowledging is the weak volume shelf just under price as noted by the green arrow.
Lower historical trading activity in this range tends to allow price to move rapidly aka a "fast lane" due to minimal volume to act as support.
Bulls need a catalyst & soon. On the flip side its not uncommon for price to flush into a notable stop loss range to capitulate & reverse. That's the hopium angle atm.
Stay frosty.
What many don’t understand is that for our shitcos to work, the large caps need to be working.
It’s always been this way.
It’s just like dominos, as they sell off so do the microcap Canadian miners and miner adjacent names.
When it’s risk off, it’s even a time for the market to sell gold and of course shitcos.
There’s major cracks in the AI trade. It was mostly a positive news tape for AI for the last 3 years and now we are seeing some cracks.
Mid-terms aren’t helping as it looks like the end of an era…is MAGA over? 4D chess, 8D chess 🤷♂️
But the wolf is right…not true capitulation…yet. We need a real tax-loss flush. Lots of gains were had in Q1. Might still need to offset some of these.
December is usually a good price discovery month, perhaps that moves up a bit earlier this year? I’m building those watch lists.
If were going to keep using low sentiment as a bullish inverse indicator were going to need to see a lot higher volume to indicate real capitulation.
The two are required to validate a print worthy of a full reversal over just a relief boucne.
We need to see the pain in volume, not just feel the pain.
But I thought AI wasn’t coming for our job?
As it gets more useful, I believe we’ll see much more of this.
JUST IN: Microsoft $MSFT offers buyouts to 60,000 employees as it cuts costs amid AI adoption.
TokStocks retweeted
NYSE AMERICAN: $GUNN — WE'RE OFFICIALLY TRADING! 🔔
A defining moment for Gunnison and an exciting new chapter in our mission to strengthen America's domestic copper supply chain.
Today, October 26, 2026, Gunnison Copper officially begins trading on the NYSE American under the ticker symbol GUNN, expanding access to U.S. institutional and retail investors.
NYSE American: GUNN | TSX: GCU | OTCQB: GCUMF | FSE: 3XS0
#GUNN #NYSEAmerican #GunnisonCopper #AmericanCopper #CriticalMinerals #MadeInAmerica $GCU.TO $GCUMF
🤖 Made with AI
TokStocks retweeted
Bring on your dirtiest Canadian jr mining shit-cos!! It’s suddenly a bull mkt in BC🇨🇦
TokStocks retweeted
🔔 NYSE American: $GUNN — Oct. 26!
Gunnison CEO Craig Hallworth joined @miningcomau to discuss our NYSE debut, U.S. copper production, Secretary Burgum’s recent visit, employee equity awards & growth ahead.
🎥 Watch: youtube.com/watch?v=qdaR_Z2k…
#AmericanCopper #Copper #Gunnison #Mining #MiningNews $GCU.TO $GCUMF
TokStocks retweeted
Hercules Metals Announces Upsize of "Bought Deal"
Private Placement of Common Shares to $45 Million
TokStocks retweeted
🇺🇸 Gunnison Copper proudly welcomed U.S. Interior Secretary @DougBurgum and Congressman @JuanCiscomani to Johnson Camp Mine!
Celebrating American copper production, employee awards and our anticipated NYSE American debut under $GUNN on Oct. 26.
gunnisoncopper.com/news/news…
#NYSE #Copper #Mining #MiningNews #AmericanCopper #Gunnison $GCU.TO $GCUMF
TokStocks retweeted
It was a question of when and how much, not whether. And now we know.
At this price, I fully expect it to be upsized and $BIG.v ends up raising ~50m.
Hercules Metals Announces $30 Million "Bought Deal" Private Placement of Common Shares $BIG.V tinyurl.com/24a2hdgd