Important NIA Friday Afternoon Update
When we say Contango ORE (CTGO) is the most undervalued producing gold miner it is a 100% fact. Charlie Kirk said he liked to invest in America well CTGO is the best way to do so the highest-grade gold projects in all of America it makes us wonder who these people are dumb enough to buy USA Rare Earth (USAR) a SPAC deal. The last thing we would trust is a mining related U.S. SPAC deal.
When we say we compare every Crypto company we research to First Mining Gold (TSX: FF) it is 100% true and Bed Bath & Beyond (BBBY) is the only Crypto company we like better than First Mining Gold. BBBY taking tZERO public on the NYSE is the only event in Crypto industry that will be bigger than First Mining Gold receiving EA approval for Springpole.
Titan Mining (TSX: TI) is legitimately going to sign huge military contracts in 2026 they are about to begin producing just enough flake graphite to send orders to all of the defense agencies and military contractors to test it out. That is why they got their funding without an equity stake the military needs their flake graphite we aren't going to rely on China for it anymore. Titan isn't even going to mess around with graphene it's too small and we don't think they believe in its long-term potential… they are going to focus entirely on the military and EV batteries.
NIA's President owns Highlander Silver (TSX: HSLV) because he believes it has nearly a 100% chance of going to $15-$20 per share next year but it might be one of our smallest gainers.
Minaurum Gold (TSXV: MGG) needs to give us some drilling results and then it will blow past the market caps of Argenta Silver (TSXV: AGAG) and Blackrock Silver (TSXV: BRC).
Viva Gold (TSXV: VAU)'s PEA numbers may not look too great on paper but at least they put out honest numbers unlike Blackrock Silver (TSXV: BRC)'s dishonest numbers. At 1/10th of BRC's market cap VAU has a 10x higher chance of being developed and going into production.
Lahontan Gold (TSXV: LG) on paper is the most undervalued gold explorer with the best numbers: high grade oxide gold, low strip ratio, little/no royalties, etc. Their assets were the original flagship assets of Victoria Gold and LG is still suffering from the overhang of Victoria Gold's LG shares that were sold at artificially low share prices due to the Eagle Gold Mine disaster.
Borealis Mining (TSXV: BOGO)'s biggest problem is the amount of oxide gold at the Borealis site is unknown. The smartest thing they did was acquire our Gold Bull Resources. We didn't just suggest buying Gold Bull to the BOGO CEO we told the guy who was CEO at the time of New Found Gold (TSXV: NFG) to buy it for his Nevada King Gold (TSXV: NKG) and he immediately refused without even giving it any thought. Look where NKG is trading today vs. BOGO what a disaster NKG is. BOGO CEO being open to the idea of acquisitions makes us believe he will be successful. A combined LG + BOGO would actually make a lot of sense, but we have no idea if either company would consider.
With Total Metals (TSXV: TT) the question is what the shares outstanding will be post-acquisition of High Lake and West Hawk Lake and then compare to a company like Blue Lagoon (CSE: BLLG) with a smaller sized high-grade resource in B.C. and we can easily calculate where TT will be trading later this month. We are calculating a number significantly higher than the current share price.
Sterling Metals (TSXV: SAG) it is impossible to estimate what it is worth because they only drilled six holes so far. When we discovered it, we had no idea they were going to discover such high grades in the sixth hole, so we had to kind of rush out with our announcement on Monday. Here are quotes from SAG's CEO on their Webinar that we liked a lot:
“For us to be able to discover something like this on the sixth hole really just speaks to what this system is… something really special we think is hiding under here.”
“All six holes drilled to date have copper mineralization in them.”
“Giants don’t hide very well.”
“We are five minutes from the Trans-Canada Highway, 20 kilometers from rail, and one hour from a deep-water port. The infrastructure here cannot be overstated enough.”
“We hit really high grade — 33% copper is bananas. And it starts basically at surface.”
“We’re trying to put together what hopefully is the missing porphyry in the Mid-Continent Rift.”
“We highlight this is very early days. This was the sixth hole on the property… and we don’t plan on stopping drilling anytime soon.”
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA has received compensation from CTGO of US$30,000 cash for three months of coverage and could receive a total of up to US$80,000 cash for ten months of coverage. NIA has received compensation from MGG of US$30,000 cash for a three-month marketing contract and previously received US$30,000 cash for a three-month marketing contract which has since expired. NIA has received compensation from FF of US$50,000 cash for a six-month marketing contract. NIA’s President has purchased 100,000 shares of VAU and may buy more shares or sell his shares at any time. NIA’s President has purchased 125,000 shares of HSLV and may buy more shares or sell his shares at any time. NIA has received compensation from LG of US$30,000 cash for a three-month marketing contract. NIA’s President has purchased 200,000 shares of LG in the open market and intends to buy more shares. NIA previously received compensation from BOGO of US$100,000 cash for a twelve-month marketing contract which has expired but NIA could receive additional compensation for additional contracts in the future. NIA has received compensation from TT of US$100,000 cash for a twelve-month marketing contract. NIA has received compensation from SAG of US$30,000 cash for a three-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.
