Private resource/commodities investment firm mainly focused on metals & commodities. Always do your own due diligence - this is not financial advice.
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Exploration Edge retweeted
Exploration does not start with a drill rig. It starts with a conversation.
In many places we work, nobody has seen modern exploration in decades. We explain how we work. Landowners teach us what no database can.
Good exploration is geology. It is also trust.
$TMIN
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Exploration Edge retweeted
$GWM.V Galway really going viral for its OTC ticker was not something on my bingo card 🤯
@galwaymetals 👀
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Exploration Edge retweeted
🇳🇴 Teako Minerals: critical metals exploration in Norway.
71 projects owned 100%, more than 5,000 km2 of landholding.
Core projects Tynset, Venna and the Løkken District.
CSE: TMIN | FSE: O8U | OTCPK: TMINF. teakominerals.com
#copper #Norway
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$NRDX.CN NordX Metals: Building a Nordic Uranium Portfolio as Sweden and Finland Re-Emerge on the Nuclear Map triangle-investor.com/articl…
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Another great piece by Triangle Investor @capnek123 🔥
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Exploration Edge retweeted
Norway was a mining country long before it became an oil country.
Then oil arrived, metal markets weakened, and skills, capital and people moved offshore. Exploration slowed. Mines closed.
But the rocks did not disappear.
You cannot print copper. You have to find it.
$TMIN
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Exploration Edge retweeted
Europe talks a lot about supply-chain independence.
It has to start somewhere. It starts with the bedrock.
Norway shares the belts that built Swedish and Finnish mining, yet much of its map tells a different story.
Resource security starts with knowing what you have.
$TMIN
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Advanced Gold Exploration $AUEX.CN is a small position in the portfolio and one that hasn't performed very well since our entry in the last PP at 20c.
At 2M mcap it's certainly one of the more intriguing micro cap silver exploration stories we've come across.
A tight share structure, a 100% owned high grade CRD project (Silver Belle) in Nevada, historical production and virtually no modern drilling done.
Here is a thread on why Silver Belle deserves more attention than it's getting currently.
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$AUEX.CN currently has only 23.5M shares outstanding and insiders reportedly own around 20%.
That's an unusually tight share structure for a junior explorer with a 100% owned Nevada project capable of producing these kinds of grades and potential scale.
It doesn't take much geological success in order to reward shareholders with this share structure and a market cap of only C$2M.
The big question and concern is how they will finance further work and eventually drilling with a market cap this low.
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$AUEX.CN also has exposure to several Ontario projects, including:
Doyle (Au)
Buck Lake (Cu, Zn, Ag VMS)
Muriel Marr (Cu, Au, Zn)
Silver Belle is currently the main reason to invest in the story for us though.
Nevada + CRD geology + historic production + modern high grade confirmation + very limited previous exploration + tight share structure + 2M mcap equals a very good spec bet for us.
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Exploration Edge retweeted
In the final episode of The Sleeping Giant looks at the future of Norwegian mining as Europe rethinks where its copper and critical minerals come from. No predictions, just people who know this ground.
piped.video/watch?v=QDpU6vIi…
#TeakoMinerals
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$NRDX.CN Sweden & Finland: The Next Frontier for Uranium Exploration?
piped.video/watch?v=VHhvGhag…
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Exploration Edge retweeted
Why Norway?
The question we get asked most. Ep 2 of The Sleeping Giant is part of our answer.
Stable jurisdiction. Transparent law. The best public geological data in Europe. Families who have mined this ground for generations.
piped.video/puLo_MPPqcI
#TeakoMinerals #Norway
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