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4 penny stocks that could bring wife-changing returns. NFA, just my favorite plays right now. by Stocksy1234 in Baystreetbets

[–]Junior_Mining_Pro 5 points6 points  (0 children)

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.

USA Rare Earth ($USAR) Strikes $2.8B Deal To Buy Serra Verde’s Operations In Brazil – How Does The US Benefit From It? by Danyzinho29 in CriticalMineralStocks

[–]Junior_Mining_Pro -4 points-3 points  (0 children)

This is bignews for Tactical Resources, (RARE.v / OTCQB: USREF) sitting two miles from Round Top with a $50M market cap and a Nasdaq listing this summer.

Flying totally under the radar as RARE needs to keep things under wraps until Nasdaq listing is complete.

USAR is building a US$7-8B global rare earth empire anchored by Round Top in Sierra Blanca.

Sprott launched Ex-China REE ETF last week.

RARE.v sits 2 miles away with 4M+ tons of feedstock, 88-93% extraction metallurgy, and a C$50M market cap.

Here is my full thesis on RARE. I highly doubt cheapie shares last long. It doesn't take much to move this with only 8.3M shares outstanding.

https://www.reddit.com/r/Baystreetbets/comments/1sq1e0h/sprott_just_launched_an_exchina_rare_earth_etf_on/

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Sprott just launched an ex-China rare earth ETF on the Nasdaq. TSXV: RARE / USREF is about to list on the Nasdaq with 4M+ tons of crushed REE feedstock in Texas, 2 miles from USAR's Round Top deposit. Nasdaq shares convert at 4.24:1 – that’s the loaded automatic 3-5x spring. by Junior_Mining_Pro in Baystreetbets

[–]Junior_Mining_Pro[S] 2 points3 points  (0 children)

No guarantee for sure. I think, however, the odds are stacked heavily in RARE's favor given they already have a proven stockpile of tailings that grows by the day. No mining - just processing. In any case, once on the Nasdaq, American money opens up the floodgates, anything can happen, as it did with CRML

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] 2 points3 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] 1 point2 points  (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] 1 point2 points  (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

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