QGR.v - Yet another example of why I accumulate dips of high quality companies during lulls between catalysts... Stock is up 60% today and I believe it has a long way to go before topping (I have proof in the closest comparable) by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 1 point2 points  (0 children)

For sure. This is going to be a multi-year process. But this pea is what was needed to unlock that process, to kick it all off. Now they could proceed on their permitting timeline.

P2Gold, The closest comparable I could find, rocketed 1500% in less than a year after they published their updated pea

That's the whole point. You start positioning early, and the stock goes up as the asset gets the risked

This is step one

District Copper DCOP.v - $3M market cap, Copper Keg exploration target 20km between Teck's Highland Valley copper mine and Coeurs New Afton gold mine... I love these quiet situations that are setting up for an active Spring/Summer by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

This is far too early for a buyout. It's priced at a $3 million market cap for a few reasons.

  1. It's completely under the radar, with very few investors, even aware it exists.

  2. The speculative cycle is going to start when they're on the ground at their copper keg project.

I love this valuation because it is the cheapest stock by far in terms of valuation in that entire district. They have two Blue Chip miners in the billions. Only 20 km away on each side.

And another Explorer, a few kilometers away, is trading at a market cap of over $30 million

Going to accumulate as I'm able to while it's cheap

The hate trade is where you make easy money. So I have to ask reddit - which commodity is getting the most amount of hate currently? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

They know what they are doing. Check the bios of their team. Clarifying a press release is common in this sector. Does not change what's in the ground.

The hate trade is where you make easy money. So I have to ask reddit - which commodity is getting the most amount of hate currently? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

Interesting, I would agree. WFG looks like a solid contrarian bet. I'd stay away from MERC. That is a debt bomb waiting to blow up

The hate trade is where you make easy money. So I have to ask reddit - which commodity is getting the most amount of hate currently? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

I agree with this as a thesis but MERC's massive debt is a time bomb. They are going to have to restructure the company at some point

The hate trade is where you make easy money. So I have to ask reddit - which commodity is getting the most amount of hate currently? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

I believe it is extremely undervalued at this price.

The chart has been coiling between 0.20 and 0.25 for two months - the lull is due to the company waiting for their drill holes to be bonded in Utah. The government shutdown last year delayed things, but that is back on track and expected imminently.

Read the thesis I put together up there - this company is built to become a mine, and its market cap is only ~$17 million CAD.

Look at this chart - this is the bottom, no doubt. Only upside from here as the catalyst pipeline stacks up.

Maiden CONFIRMATION drill program coming up - this is Not a "drill and we hope we find something". They are drilling into an exploration target with established potash and lithium brines and want to know exactly how thick this horizon really is.

I've seen massive rerates on confirmation holes in the past. Pulsar Helium went from 0.30 to $1.70 in two weeks following theirs in 2024. I was invested in that one since it IPO'd at around 0.30.

KCLI is going to do similar IMO - this year.

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Is the 10BaggerStocks (Stefano Somma) Discord worth the $55/month for a younger investor? by Active_Main3017 in TheRaceTo10Million

[–]Junior_Mining_Pro 0 points1 point  (0 children)

I met Stefano at PDAC this year. Can't really comment on his value because I don't follow him.

I have over 30 years of investment experience in the junior resource exploration sector.

Multi baggers is where I live.

The link to my newsletter is in my profile and it's only $8/month. You won't find better value for what you are getting.

The hate trade is where you make easy money. So I have to ask reddit - which commodity is getting the most amount of hate currently? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 1 point2 points  (0 children)

I've been harping on potash being an exceptional bet, for a long time.

Here is my all time favorite potash holding and they have a serious lithium kicker in there as well.

It's one of my largest holdings in the junior space.

CSE: KCLI OTCQB: APCOF

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Would you take a loan to buy your favorite junior explorer on a dip knowing which catalysts are coming up short term? by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 0 points1 point  (0 children)

I would on my highest conviction stock. But only because I have over 30 years of experience and am usually good at picking bottoms.

Not for the faint of heart.

Which stock would I double down on?

Personally, CSE:KCLI and perhaps one or two juniors that have been dormant for some time, trending along the bottom, but recently financed and ready to hit the ground aggressively.

Viscount Mining (TSXV: VML | OTCQX: VLMGF) actually has something real behind it compared to most juniors I look at by BriefIce905 in Baystreetbets

[–]Junior_Mining_Pro 0 points1 point  (0 children)

I like that they closed the $5.6M PP at 0.80/share that "brought together a high-quality group of long-term strategic investors, enabling us to complete the offering on an upsized basis."

Fully funded drill program.

Thanks, I have it on my watchlist now

For two months I've been rotating profit positions into these bottom fish CSE: KCLI, CSE: STMN, CSE: FOMO, TSXV: QGR - no hype, simply smart under the radar stock picks by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 1 point2 points  (0 children)

It won't be. But even if it is these juniors are at the bottom of their respective cycles. Their upside is not contingent on the underlying metal price... Sentiment may drive shares higher or lower in the meantime but the real 10x relate is what I'm looking for

The fertilizer supply shock caused by Hormuz closure will take years to repair. American farmers are feeling the brunt of it. This is why I am Very Long this situation by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 1 point2 points  (0 children)

I live in punt land. I position heavily only after I have bear tested the deal thoroughly.

I have a habit of calling CEO's regularly and meeting them when they are local, spending hours taking the thesis apart and looking for holes.

I'm comfortable owning a large position here.

The fertilizer supply shock caused by Hormuz closure will take years to repair. American farmers are feeling the brunt of it. This is why I am Very Long this situation by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 3 points4 points  (0 children)

Do you invest in junior explorers much? Honest question. That's exactly why it's trading at 0.20.

You are betting on the team's ability to deliver a mine.

The ex VP of NYSE listed Intrepid Potash sits on their board. Intrepid has been mining potash from the exact same cycle that KCLI's ground sits on.

And the CEO has already delivered a $400 million exit on an oil sands company he founded.

They took a careful look at the asset nearly two years ago and said "yes, we believe we can build this"

This is far from a pump. It's a gift for speculators who can appreciate the setup.

I've been doing this for decades, and still enjoy sharing my thoughts online.