High Conviction, Early-Stage, Unfiltered.
Vancouver, BC
Joined May 2011
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SmallCapInvestor retweeted
Optical interconnect names are running because $NVDA CEO Jensen Huang basically validated the future AI architecture where copper wins inside the rack but optics becomes unavoidable as AI clusters scale across full data centers.
Thats why optical components, transceivers, DSPs, silicon photonics & testing names are getting re-rated today:
• $MRVL +30%
• $AEHR +21%
• $COHR +16%
• $LITE +12%
• $VIAV +11%
• $AAOI +10%
• $CRDO -1% (due to earnings)
SmallCapInvestor retweeted
Antimony prices have skyrocketed, but Western miners remain undervalued relative to their strategic value. Key players securing non-Chinese #antimony supply ⛏️:
◾️Military Metals $MILI.CN – Europe’s largest resource
◾️Perpetua Resources $PPTA – US defense play
◾️Larvotto $LRV – Australia restart
Full note: capital10x.com/critical-mine…
SmallCapInvestor retweeted
Large gold mining companies are finding it easier to buy junior companies rather than develop new deposits on their own.
The big mining companies are struggling to maintain their production, so with all of their cash profits at $5,000 per oz gold, they are buying new mines.
The premiums they are paying are high.
G Mining paid a 72% premium to buy G2 Goldfields. Agnico paid a 67% premium to acquire Rupert Resources.
Expect more deals in the coming months as the majors scramble to grab the limited number of solid assets that are on available.
SmallCapInvestor retweeted
Gold is selling off During a war.
With oil at $100+
Confusing? Here's why
🔴 Fed stays hawkish energy inflation = no cuts
🔴 Real yields rising = headwind for non-yielding gold
🔴 Dollar strengthening = gold under pressure
🔴 Crowded longs unwinding = technical flush below 50-day MA
Every time equities dropped since the war began, investors sold gold to raise liquidity.
The ultimate hedge. Being sold to cover losses elsewhere.
This isn't a collapse in gold's long-term thesis.
It's a crowded trade getting washed out.
War and $100 oil are bullish for gold.
But right now the tape doesn't care about theory.
It cares about margin calls. 📉
The long-term store of value case is intact.
The short-term chart is ugly.
Know the difference. ♟️
#gold
SmallCapInvestor retweeted
Huge recent move from $GSR.V 🔥
They are going from a smaller Yukon land story to a much more serious Tombstone Gold Belt setup through the Florin, FLR and RJ acquisition.
That adds a 2.507Moz inferred gold resource and a much bigger land position right beside Sitka Gold’s RC Project, one of the more active gold stories in the belt.
Before this, GSR mainly had the Gold Strike 1 and 2 ground around Snowline’s Valley discovery. Good land, good address, but still mostly a proximity story tied to being directly adjacent to a major discovery.
After this deal, they also pick up a large land package beside Sitka’s RC Gold project and add the Florin deposit itself, turning GSR into a much more complete Yukon gold story.
The other big part is what they paid. Roughly C$34M for 2.507Moz inferred works out to about C$13.6 per ounce in the ground.
And that is before giving any value to FLR, RJ, follow up targets like Regent and Saddle, or the technical data package, which GSR says includes roughly $40M worth of prior work.
Even outside the acquisition itself, raising C$15M as a ~C$40M market cap company is impressive on its own.
Dilution is meaningful, but timing is incredibly important in a bull market, and this just gave GSR a huge leap forward.
Going from 0 defined ounces to 2.5Moz inferred is a major step up, especially with the added land, targets, and room to keep building from here.
Read the official NR here:
tinyurl.com/4s7edtb8
SmallCapInvestor retweeted
Military Metals Drills 10.2 Meters of 1.49% Antimony Including 2.0 Meters of 9.33% Antimony Within 3.2 Meters of 3.78% Antimony at Flagship Trojarova Project, Europe $MILIF @MilitaryMetals
Military Metals Drills 10.2 Meters of 1.49% Antimony Including 2.0 Meters of 9.33% Antimony Within 3.2 Meters of 3.78% Antimony at Flagship Trojarova Project, Europe $MILI.CN tinyurl.com/238ux55x
SmallCapInvestor retweeted
$RZLV in the news this morning:
Rezolve AI released a major press release this morning announcing they will take "Center Stage" at NRF 2026- Retail’s Big Show.
They are partnering with Microsoft to host live demonstrations of "Agentic Commerce."
They are showcasing their "Brain Suite," which uses AI to create personalized, autonomous shopping experiences (AI-curated outfits on synthetic models).
Market Impact: The explicit backing and co-presentation with Microsoft are providing a strong "halo effect," as it validates Rezolve’s technology for enterprise-level retail.
SmallCapInvestor retweeted
Did some reading from the SRK report, Page 30
Reliance on Other Experts:
The QPs are not qualified to provide an opinion or comment on issues related to legal agreements,
royalties, permitting, or environmental matters. Accordingly, the authors of this Technical Report disclaim
portions of the report, particularly in Section 4.
4.2 3rd paragragh:
Within the 110,189 ha Rogue Project, there is a block of 107 “Gold Strike” quartz claims covering about
2,230 ha, which another party owns. It is the Author’s opinion that the location and occurrence of the
“Gold Strike” claims do not act as an impediment to any future development on the Rogue Project based
on the nature of the rights assigned to mineral claims under the Yukon Quartz Mining Act.
SRK made the disclaimer before the AUTHOR'S opinion.
That's a bit Silly. I wonder why they referenced it in the first place, knowing that they can't make or have an opinion on this......
Report: cdn-ceo-ca.s3.amazonaws.com/…
SmallCapInvestor retweeted
$GSR.V - Strong near 30% bounce off of that $0.50 level today. 📈
Those shares getting sold below the $0.60 PP got soaked up fast.
SmallCapInvestor retweeted
Gold Strike Provides Update on Gold Strike One and Gold Strike Two Properties, Yukon
🔗 Full News Release: bit.ly/47Jz5jV
(🇨🇦 $GSR.V | 🇺🇸 $SADMF)
SmallCapInvestor retweeted
$GSR.V Gold Strike Resources Corp. Appoints Jim Gowans as Chairman of Advisory Board
Adding a notable executive to the board alongside while still sitting with 2 assets directly adjacent to $SGD.V
@SnowlineGold
newsfilecorp.com/release/272…
SmallCapInvestor retweeted
Gold Strike Resources Corp. Appoints Jim Gowans as Chairman of Advisory Board
🔗 Full News Release: bit.ly/3JjQ3xd
(🇨🇦 $GSR.V | 🇺🇸 $SADMF)
SmallCapInvestor retweeted
Kalo Gold Corp. (TSXV: $KALO.V) has just made one of Fiji’s most significant gold discoveries in years.
From the heart of the Pacific, Kalo’s latest drill hole VA25-DH11 returned 22.12 metres grading 12.80 g/t Au, including 10.05 metres at 25.10 g/t and 1.00 metre at 83.30 g/t at the Qiriyaga Complex within the Vatu Aurum Project.
President & CEO Terry L. Tucker, P.Geo., called the result “a significant step forward” validating Kalo’s diatreme-margin targeting model and confirming a high-temperature epithermal system.
With sixteen additional targets identified across the Aurum Epithermal Field, this breakthrough could mark the start of a district-scale discovery in one of the Pacific’s most underexplored gold frontiers.
SmallCapInvestor retweeted
🇺🇸 Antimony is a critical mineral powering everything from flame retardants to munitions and batteries. With China controlling ~60% of supply, the U.S. is stepping up. The @PFPAOfficial plans a $1B stockpile, with $245M for antimony. Washington’s urgency is clear.
Enter @MilitaryMetals $MILI / $MILIF, advancing its 100%-owned Last Chance antimony-gold property in Nevada.
- Historic output: 400 tons @ 20% Sb (WWI)
- Later: 29 tons @ 45% Sb
- New samples: 11.45% & 6.58% Sb.
- Antimony prices? $50,000+/tonne
Last Chance sits near Kinross’s Round Mountain gold mine in Nevada.
Military Metals now owns 100% and is running soil geochem & fieldwork.
With the U.S. funding domestic supply through DoE & DoD programs, MILI looks perfectly positioned. 🇺🇸
The U.S. has already funded @NYSE_UAMY $UAMY and American Rare Metals $MP.
The question is... is Military Metals next?
A high-grade, past-producing U.S. antimony asset checks every strategic box.
$MILI $MILIF $UAMY $MP $LAC $CRML
SmallCapInvestor retweeted
Especially when you look at Snowline Map. They hold a massive landpackage except the Gold Strike One Project.
SmallCapInvestor retweeted
$STA.V Some understandable profit taking from the previous paper unlock however after recently acquiring Gold Strike One asset located less than 500 Metres from $SGD.V still open deposit the story here is in very early days still aka opportunity?
Recently closed PP at $0.60 too
Sanatana Resources $STA.V Gold Strike Resources $GSR.V 🇨🇦 Announces Closing of Transaction to Acquire Gold Strike One Project (Yukon) and Abitibi Property (Quebec).
Peter Miles, CEO of the Company, commented: “With the closing of the acquisition of Gold Strike One, the Company strengthens its suite of projects and now holds a mineral tenure located less than 500 metres south of the southern extent of Snowline Gold Corp.’s Valley Deposit interpreted resource pit as defined in their preliminary economic assessment report filed July 30, 2025.
Gold Strike One is within the Rogue Plutonic Complex region of the Tintina Gold Belt, Yukon. We look forward to the exploration of both Gold Strike One and Gold Strike Two and further to our news release dated August 7, 2025, we expect to see initial results from our summer exploration and due diligence program on Gold Strike Two within the next four to six weeks as the Company continues to consider other possible acquisitions to further strengthen its project portfolio.”
#Gold
sanatanaresources.com/news/s…
There's a new version of this post
SmallCapInvestor retweeted
SonicStrategy Announces Final OTCQB and DTC Eligibility Approval @SonicLabs $S
🇺🇸 $DBKSF 🇨🇦 $SPTZ
sonicstrategy.io/2025/08/son…
SmallCapInvestor retweeted
@sonic_strategy is flying, up 23% today and 143% for the month!! 🤯
Is this foreshadowing for the institutional demand coming to $S with @SonicLabs USA 🇺🇸 👀
