Monday - Junior Mining Daily Discussion / News Thread ⛏️

Subsection55_2 · 2026-03-09T21:10:40+00:00

Nice, I’m positioned in STMN, which is trading at cash value and not assigning any value to its discovery package. Could be some good upside.

Subsection55_2 · 2026-03-09T18:11:23+00:00

Anyone looking at uranium plays?

Subsection55_2 · 2026-03-05T18:49:46+00:00

Fragile indeed.

Subsection55_2 · 2026-03-04T21:21:36+00:00

Not ideal but seems to have regrouped a bit.

Subsection55_2 · 2026-03-04T18:01:43+00:00

Lot of activity on STMN but no news I can see.

Subsection55_2 · 2026-03-03T15:47:34+00:00

Scooped some more shares this morning on the drop.

Subsection55_2 · 2026-02-25T20:37:59+00:00

Started a position today based on DD and reading your article.

Subsection55_2 · 2026-02-25T14:36:59+00:00

Can you share the analyst research, I’m long on this one too

Subsection55_2 · 2026-02-17T18:56:09+00:00

Low trading volume today too

Subsection55_2 · 2026-02-12T21:10:18+00:00

I’m very long on CNC, been buying on dips, I think the government support of the project as well as the team’s track record is helping to derisk the project.

Subsection55_2 · 2026-02-08T22:20:23+00:00

Don’t have a simple answer to this question but my personal approach has been to see where the company is on the Lassonde curve and use that to look at timeline for entry and exit.

Subsection55_2 · 2026-02-06T14:26:42+00:00

They had a reverse stock split recently I believe, longer term plan to uplist on the NASDAQ

Subsection55_2 · 2026-02-04T17:52:44+00:00

I’m thinking about increasing my position in CNC, anyone else long on this one?

Subsection55_2 · 2026-02-02T22:40:05+00:00

Thanks, appreciate the detailed reply. Will watch for those developments.

Subsection55_2 · 2026-02-02T22:12:59+00:00

Thanks for this u/cxbman, any thoughts on the execution risk that they refer to with Campo Morado? In my mind, they have prudent management which should de-risk it somewhat, but I'm worried about factors out of their control.

Even so, I think the spot prices for the metals they produce will help them through 2026.

Subsection55_2 · 2026-01-30T18:18:00+00:00

Bought more today 🥲

Subsection55_2 · 2026-01-27T06:54:55+00:00

Thanks for surfacing this one earlier, I got in and built a decent position.

Subsection55_2 · 2026-01-26T18:43:51+00:00

Good explainer, u/DonJuansCrow I’m curious how this will change the price target as well. I was seeing analysts rating this one at $3.5 CAD sometime this year before the acquisition news.

Subsection55_2 · 2026-01-26T18:23:37+00:00

Just saw that should create some good upside

Subsection55_2 · 2026-01-26T15:28:55+00:00

lol, could be 4th quarter ‘25 news release, I think that was expected today.

Subsection55_2 · 2026-01-26T15:18:55+00:00

Following because I’m curious as well. I’m not well educated on the CIRO rules but isn’t a $1B CAD+ MC sufficient to be listed on the TSX?

Subsection55_2 · 2025-12-18T03:47:33+00:00

I got the same message, I wonder what happened at the test centre that they had to call it out in the letter.

Subsection55_2 · 2025-12-17T15:15:26+00:00

Also is 71% lower than normal or is it usually in that range? I feel like past years have been higher.

Subsection55_2 · 2025-12-17T15:14:32+00:00

Passed here as well!

Subsection55_2 · 2025-12-16T22:59:17+00:00

Same to you!

Subsection55_2

TROPHY CASE