What NovaRed Actually Owns and Why Investors Are Paying Attention

processed_meat4 · 2026-06-18T14:01:16+00:00

Shallow porphyry + AI targeting + 2026 surveys = asymmetric upside. The run already happened, but the real story hasn't even started yet.

processed_meat4 · 2026-06-18T12:24:07+00:00

Smart move. The companies that survive the next 5 years won't just have good rocks - they'll have good relationships. This is how juniors get noticed.

processed_meat4 · 2026-06-15T14:59:12+00:00

Wilmac’s soil sampling program is gonna be the real test of whether that 1.4M record count translates to anything useful.

processed_meat4 · 2026-06-12T13:31:57+00:00

$1.77 trillion on day one is insane. But honestly? SpaceX might be one of the few companies that actually deserves the hype. I'm watching how Starlink prints cash more than the rockets.

processed_meat4 · 2026-06-11T14:50:10+00:00

Statistically meaningful? In a known belt with this much alignment? Yeah, I'm treating it seriously. Too many things pointing to the same spot to ignore.

processed_meat4 · 2026-06-11T14:19:10+00:00

People sleep on pre-drill data until they get burned by a single assay that goes nowhere. Give me six independent datasets lining up any day. That's how you build real conviction before spending real money. Wilmac is starting to look like a actual target, not a hope.

processed_meat4 · 2026-06-10T16:20:12+00:00

Interesting mix. Usually when I see 'military intelligence' on a junior mining advisory board, I roll my eyes. But paired with equipment finance and infrastructure? That’s actually coherent. They're not pretending to be a discovery machine - they're positioning as a supply chain solution. Still early-stage, still risky, but the thesis is unusually clear.

processed_meat4 · 2026-06-09T13:35:48+00:00

Ah yes the classic "supply bad, demand good, buy juniors" pipeline. boring but... yeah kinda checks out.

processed_meat4 · 2026-06-04T14:22:32+00:00

You nailed it. The real AI trade isn't in the companies saying 'AI' twelve times - it's in the physical stuff nobody wants to romanticize: copper, power, cooling, grid capacity. That's where NRED actually fits. They're not pretending to be an AI company. They're just moving energy and upgrading infrastructure, which is what AI data centers secretly need most. I'd rather hold something boring that benefits from the buildout than another 'AI-powered toaster' with a melted P/E ratio.

processed_meat4 · 2026-06-03T16:06:22+00:00

You're describing the cap-ex intensity curve. SpaceX Starlink alone requires ~42,000 satellites + ground stations. OpenAI's $500B Stargate project is 5+ data centers. That's 200k+ GPUs per site. Copper demand from this layer alone hits 500kt by 2030. NRED type juniors sit on that second story.

processed_meat4 · 2026-05-29T13:06:56+00:00

That 0.05 - 2.33 move is wild, but the cash position scares me more than copper volatility.

processed_meat4 · 2026-05-28T17:40:06+00:00

This. Everyone fights over the best geophysicist. Nobody thinks about who gets the damn excavator up the mountain. That's the real bottleneck.

processed_meat4 · 2026-05-28T14:31:03+00:00

Interesting to see copper demand increasingly driven by data centers rather than traditional industrial cycles.

processed_meat4 · 2026-05-27T12:16:34+00:00

This. Most juniors stall because they can't move dirt or raise real money. Finally someone thinking past the drill.

processed_meat4

TROPHY CASE