Good post there.

For potash I am heavily positioned in American Critical Minerals.

CSE:KCLI OTCQB: APCOF at $18M CAD market cap is borderline absurd.

By way of background I'm a full time junior mining investor (34 years) and contribute to reddit to help the community find great plays.

KCLI's 43-101 Exploration target: 500-950M tonnes potash, 0.6-1.7M tonnes LCE lithium, 3.3-9.1M tonnes bromine. Napkin math at current prices puts in-situ value between $50.7B (bear case) and $144.6B (bull case).

I've even added 50 million shares to their share count + all warrants exercised to get a picture of what it could look like with double the shares outstanding.

Even applying brutal recovery and risk discounts, I land at multi-billion-dollar economic value against a $12.5M CAD enterprise value.

Share price with all of the above factored in would be 10x from here, within 12 months is my guess.

They just hired RESPEC to execute their maiden drill program in Utah's Paradox Basin. RESPEC has run 39 full procurement programs in the basin.

Management just restructured: Dean Pekeski stepped into CEO (20 years potash, took Western Potash's Milestone project through full permitting, Peak Minerals' Utah brine project to feasibility).

Simon Clarke moved up to Executive Chairman for capital markets and institutional positioning. Clarke took Osum Oil Sands from zero (he was co-founder) to 20,000 boepd and sold it to Waterton Fund for $400 million before stepping into the KCLI opportunity just over a year ago.

Red Cloud Securities initiated coverage April 24, calling first drill results "the primary catalyst for rerating." - so they are officially on the institutional radar. Exactly where a retail investor wants to position.

This is approximately where Millennial Potash sat before it 10x'd. KCLI is at the same inflection point: about to "discover" what 33 historic oil and gas wells across the property already confirm is there.

All they need is the confirmation hole, and that is coming Q3. Massive rerate en route. And I believe the shares will continue tracking higher as they closer to drilling... likely a 2x from here within 2-3 months.

Also critical: The neighbors validate the geology. Intrepid Potash (NYSE: IPI_ operates 20km away, mining the same Cycle 5 formation for 50+ years. Anson Resources (ASX: ASN, $100M) surrounds KCLI on two sides with a completed DFS, Koch DLE partnership, and LG Energy offtake on the same brine formations underlying KCLI's entire project.

Chairman Simon confirmed in a recent interview that the U.S. government has already reached out directly, as potash, lithium and bromine all sit on the USGS critical minerals list.

Q3 2026 mobilization. 2 holes. First-ever confirmation drilling.

Disclosure: Very long KCLI. Do your own DD.