6 May 2025

Howe Street Reporter Title

Category: Today’s Idea

  • Royalty company bets $12 million that Northern Dynasty (NDM.T) is too big to fail

    Royalty company bets $12 million that Northern Dynasty (NDM.T) is too big to fail

    In January, 2011 Northern Dynasty (NDM.T) (NAK.NYSE) was trading at USD $18. A dozen years later, the share price is at a 98% discount – USD 25 cents. With a market cap of CAD $175 million, NDM is valued about the same as a Nevada exploration company doing trench-sampling on the outskirts of the Carlin…

  • Verses (VERS.NEO) spatial computing app Wayfinder already generating revenues

    Verses (VERS.NEO) spatial computing app Wayfinder already generating revenues

    Spatial computing is not doing-your-taxes while riding a rocket ship – it’s a new technology that is transforming eCommerce, and creating wealth for early investors. “Spatial computing refers to the process of leveraging digital technology to enable computers to interact seamlessly in a 3-D world – using Augmented Reality (AR), Virtual Reality (VR), and Mixed…

  • 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”.…

  • Falcon Gold (FG.V), junior gold focusing on Newfoundland with big upside.

    Falcon Gold (FG.V), junior gold focusing on Newfoundland with big upside.

    Bloodbath. The markets are getting hit hard. An everything sell off triggered by Jerome Powell telling markets that interest rates will rise and remain high for longer which will cause “some pain” to the US economy. Markets have quickly shifted back to the inflation narrative. The recession narrative was giving markets a boost as investors…

  • Copper investing for millennials

    Copper investing for millennials

    Why copper and why now? My readers know me as the commodity guy. My love for precious metals is not a secret. Just check out my gold vault on our Youtube shows. I can talk about gold and silver for hours. But let it be known from this day forward that I, Vishal Toora, am…

  • Uranium – When moon? Probably soon.

    Uranium – When moon? Probably soon.

    The battle between expected future demand and price of uranium continues. There is one thing we need to understand about the uranium market in order to be able to forecast potential or trouble. It’s called the nuclear fuel cycle. The nuclear fuel cycle is the order in which fuel is processed and sold so nuclear…

  • Replenish Nutrients (ERTH.C) adds 5 blending sites as revenues surge

    Replenish Nutrients (ERTH.C) adds 5 blending sites as revenues surge

    On August 09, 2022 Earthrenew (ERTH.C) – soon to be renamed ‘Replenish Nutrients’ – provided an update for the 2022 fall season, including “growth in its blended product network and our granulated facility expansion plans”. Replenish Nutrients has carved out a lucrative business delivering a sustainable alternative to synthetic fertilizers, part of the global food…

  • Southern Energy (SOU.V) sells natural gas at a premium to NYMEX, as prices soar

    Southern Energy (SOU.V) sells natural gas at a premium to NYMEX, as prices soar

    Southern Energy (SOU.V) is a $63 million company strategically positioned to benefit from surging natural gas prices. Southern is developing conventional natural gas and light oil resources in the southeast Gulf States of Mississippi, Louisiana, and East Texas. “US Natural Gas futures are trading around the $8.80/MMBtu mark, not far from a 14-year peak of…

  • Medexus Pharmaceutical (MDP.T) readies for powerful year of growth in specialty pharma sector

    Medexus Pharmaceutical (MDP.T) readies for powerful year of growth in specialty pharma sector

    Big pharma firms like Abbvie can offer incredible product growth potential to investors, but they also saddle shareholders with tremendous risk in terms of regulatory approval and capital cost. According to a recent study which tracked the success rates of clinical drug development through to FDA approval between 2006-2015, just 9.6% of the drug candidates…

  • Why Verses Technologies (VERS.NEO) share price doubled since IPO 5 weeks ago

    Why Verses Technologies (VERS.NEO) share price doubled since IPO 5 weeks ago

    Verses Technologies (VERS.NEO) is a next-generation AI company providing foundational technology for the contextual computing era. Modeled after natural systems and the design principles of the human brain and the human experience, VERSES’ flagship offering, COSM, is an AI Operating System for enhancing any application with adaptive intelligence. That’s a mouthful. The objective of Verses’…