Category: Today’s Idea
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So I was wrong: Plurilock doesn’t do $40m in revs. They do $70m.
Government work is a cyclical business, and it turns out one financial quarter isn’t always like the next. So when, late last week, I told you this, I was, well, wrong. Here’s what we do know: Plurilock earns a decent CAD $43.6 million a year in revenue based on the last quarter financials, which doesn’t include the…
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Uranium explorers frustrated as good results/Fission buyout fail to lift all boats
Two days ago, uranium folks were agonizing about how dumping by China had driven down the commodity market, just as uranium prices had started on an upward swing. Then, yesterday, Fission Uranium (FCU.T) announced that it had welcomed a $1.1 billion bid from Australian mining giant Paladin Energy to walk away from its Athabasca Basin…
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Alset Capital scores Nvidia GPU server distribution deal with potential $90m AI revs
Artifical Intelligence ‘picks and shovels’ play Alset Capital (KSUM.V) today announced the latest deal in its AI customer-flow, with its portfolio company Cedarcross International Technologies Inc. signing an agreement to distribute high-performance Nvidia GPU servers to Big Energy Investments Inc., operating as Ceti AI. Nvidia (NVDA.Q), the tech hardware company driving the bulk of growth…
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Bargain of the Day: $7m Standard Uranium (STND.V) has $31m in cash and commitments
I’m going to run through a list of assets that the $7m market cap explorer Standard Uranium (STND.V) has in its portfolio right now, and you can stop me when you think I’m making things up or it’s just too bananas to follow without laughing. Let’s go. 11 projects around the prolific Athabasca Basin, including:…
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Discovery: We found a soon-to-production gas company that nobody knows about
We’ve been talking up this platform we’ve been working on for a while, that we’re using to go through every damn exploration company we can find, trawl through their paperwork, and extract easy-to-understand details so folks can get an at-a-glance idea of what lurks beneath the paperwork. We feel that, if we can perfect it,…
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Ashley Gold (ASHL.C) hits paydirt with 82.3 g/t Sakoose gold sample
Ashley Gold (ASHL.C) CEO Darcy Christian was out in the mountains again this past month, and when he wasn’t fighting off bears and mosquitoes, he was taking gold samples. His company recently attached itself to a uranium play that can quickly advance if all goes well, but while that’s coming together, the geo-ceo decided to…
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Alaska Energy Metals (AEMC.V) sets a price base as new projects come into the fold
Smallcap resource explorers go through phases. Everyone likes to think investors jump on and never get off, riding one ticker all the way to production, but that’s just not true in practice. Some investors like the early ‘roulette wheel’ stages, where share prices move in half cent increments that offer 20+% gains. Some don’t want…
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EuroPacific Metals (EUP.V) hits a beauty hole first time out
We have a system we use when looking at drill results of resource explorers. Looking over drill intercepts is tedious work, so we’ve shrunk it down to a checklist, to create a layman’s idea of whether a hole is good, great, or insane.. It’s our system, built by us for us, so others may declare…
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GoldON Resources (GLD.V) is a low downside, crazy upside play on the back of Great Bear and West Red Lake
This year, the hot gold stock – the one everyone has heard of and a lot of people have made money on – is West Red Lake Gold Mines (WRLG.V). Though it’s come off the heat in May after a double since November, West Red Lake is a bona fide beast – a Frank Giustra-fueled…
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ALSET Capital (KSUM.V) is the picks and shovels play for NVIDIA H100 AI GPUs
A few years back, for a hot minute, the investment world was consumed by a single word, that is until Mark Zuckerberg made it uncool. That word was “metaverse,” a concept where much of the physical world’s business, recreation, and more would take place in a Second Life-style version of the meatspace, played out on…
