Private resource/commodities investment firm mainly focused on metals & commodities. Always do your own due diligence - this is not financial advice.
Investment Case: @CenturionMin $CTN.V Centurion Minerals is the kind of name that almost nobody is talking about yet. A sub-$2 million market cap, a sub 50M share count, and one freshly optioned gold
Investment Case: @EvergoldCorp $EVER The Toodoggone district in northern BC has been quietly becoming one of the most exciting gold addresses in Canada. Thesis Gold just completed a positive PEA on a
Investment Case: @GMVMinerals $GMV $GMVMF Junior mining is full of companies chasing the next discovery. GMV Minerals is doing something different. It already has the gold. 688,000 ounces of it,
Investment Case: @TeakoMinerals $TMIN.CN Norway doesn't get enough airtime in the junior mining world. People talk about the Nordics for lithium, for green energy, for jurisdiction quality. But in
Investment Case: @PanteraSilver $PNTR Bolivia doesn't get a lot of attention from junior mining investors. That's understandable: the jurisdiction has a complicated history with resource nationalism,
Silver has been quietly doing what it does in a bull market: frustrating everyone until it doesn't. At the time of writing, the metal is trading well above $75/oz (up +150% YoY) fuelled by a
The Setup Cabral is a company caught in a valuation limbo that's created mispricing. The market is still treating it like a developer, but it's arguably closer to a producer at this point -
Investment Case: @AdelaydeExp $SPMTF $ADDY.CN Tungsten doesn't often make headlines. But in 2025, China's export controls on the metal pushed it squarely into the critical minerals conversation, and
Investment Case: @steadright $SCM.CN Morocco does not get nearly enough attention from the junior mining community. It is a stable, investor-friendly jurisdiction with modern mining law, 0% corporate
Investment Case: @CorcelExploration $CRCL.CN $CRLEF. There are exploration stories that look interesting on paper. Then there are stories where the data has been building quietly for years, a capable
Investment Case: @J2MetalsInc $JTWO There are a handful of names I keep coming back to when silver is running. J2 Metals is one of them. The company has quietly assembled a three-project portfolio
I picked up shares in Equity Metals last year, and the thesis has only gotten stronger since. This is a company sitting on a high-grade, royalty-free silver-gold-copper-zinc resource in a proven