Category: Rare Earths
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![Green Energy Revolution: Securing Critical Mineral Supply Chains for a Sustainable Energy Future]()
Green Energy Revolution: Securing Critical Mineral Supply Chains for a Sustainable Energy Future
As the world accelerates its transition to green energy, the importance of critical minerals in powering this transformation cannot be overstated. Critical minerals, including rare earth elements (REEs), lithium, and cobalt, are indispensable components in technologies such as electric vehicles, wind turbines, and solar panels. With the global demand for these minerals projected to surge…
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![Niocorp (NB.T) – Can they put Elk Creek into production?]()
Niocorp (NB.T) – Can they put Elk Creek into production?
I first heard of Niocorp Developments several years ago when I started looking into niobium as a possible investment thesis. Since 88%+ of all of the niobium mined in the world comes from my birthplace of Brazil, I instantly understood that having a resource outside this region could be worth a lot, regardless of geopolitical…
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![NioCorp (NB.T) is developing the next niobium mine!]()
NioCorp (NB.T) is developing the next niobium mine!
If you want to invest in something with a bold geopolitical flavor, then rare earth minerals are the investment for you. When the China trade war headlines were all the markets were talking about way back when, rare earth minerals were always in articles titled something along the lines of, “Possible China trade war weapons”.…
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![NioCorp (NB.T) is developing the next niobium mine as US-China relations deteriorate!]()
NioCorp (NB.T) is developing the next niobium mine as US-China relations deteriorate!
If you want to invest in something with a bold geopolitical flavor, then rare earth minerals are the investment for you. When the China trade war headlines were all the markets were talking about way back when, rare earth minerals were always in articles titled something along the lines of, “Possible China trade war weapons”.…
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![The Icing On The Cake For Defense Metals]()
The Icing On The Cake For Defense Metals
The war in Europe is here and with that comes challenges for the global energy supply. A worldwide squeeze has pushed the price of gas up to unprecedented levels: a cold winter in Europe in 2020/21 put pressure on supplies and reduced the amount of gas stored, a relatively windless summer in 2021 made it…
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![Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 2)]()
Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 2)
In early October, there were indications that an important bottom was forming in the precious metals arena. The following excerpts are from a (timely?) article I put up on October 4th—Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room – a Guru roundup (Part 1) (click on the…
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![Marvel Discovery (MARV.V) , a run of the mill commodities business, run by a serial entrepreneur with a thirst for discounted purchases]()
Marvel Discovery (MARV.V) , a run of the mill commodities business, run by a serial entrepreneur with a thirst for discounted purchases
Since 2020 the stock for marvel discovery is up almost 200%, and this is coming from doing nothing for almost three to four years. It started the year off at 0.04 dollars per share and is now trading at 0.16 dollars per share. Normally when we see such a meteoric rise when the business hasn’t…
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![An Equity Guru ClientCo roundup – Arizona Metals (AMC.V), Defense (DEFN.V), DELTA (DLTA.V), Globex (GMX.T), Gold Mountain (GMTN.V), Nomad (NSR.T), Rockridge (ROCK.V), Skyharbour (SYH.V)]()
An Equity Guru ClientCo roundup – Arizona Metals (AMC.V), Defense (DEFN.V), DELTA (DLTA.V), Globex (GMX.T), Gold Mountain (GMTN.V), Nomad (NSR.T), Rockridge (ROCK.V), Skyharbour (SYH.V)
I’ll waive the standard preamble and get right to it—rounding up a few of the companies on our client list that dropped weighty headlines in recent sessions. Arizona Metals (AMC.V) We take great pride in having recognized the potential in Arizona Metals early in the going, engaging the Company and initiating coverage last fall when…
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![Marvel Discoveries (MARV.V) spins out two properties and expects drilling on Blackfly project to begin soon]()
Marvel Discoveries (MARV.V) spins out two properties and expects drilling on Blackfly project to begin soon
While Marvel’s main stable of assets grows, spin-offs are inevitable. Scarlett Johansson spins off into her own Black Widow movie. Everyone’s favourite Avenger Hawkeye (okay, maybe just my favourite Avenger) gets his own show. Vision and Wanda spin-off, only to set up the next Doctor Stange movie. And Marvel Discovery’s (MARV.V) Serpent River/Pecors and Wicheeda…
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![Defense Metals (DEFN.V) test work advances high purity REE oxide]()
Defense Metals (DEFN.V) test work advances high purity REE oxide
The Wicheeda project has indicated mineral resources of 4,890,000 tonnes averaging 3.02% LREO (Light Rare Earth Elements) and inferred mineral resources of 12,100,000 tonnes averaging 2.90% LREO2.
