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antimony, DTR, ETM, gold, MP, NAU, politics, rare earth elements, SAGA, technology, titanium, TRT, uranium
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President Trump Confirms “We Want Greenland”
President Trump just confirmed at the very conclusion of his speech about this weekend's heroic rescue in Iran that "We Want Greenland" and this remains his top priority.
Our gut feeling is Energy Transition Minerals (ASX: ETM) management purposely made people panic last week so that they can get their friends into the stock at the lowest possible price prior to Trump finalizing his mineral framework for Greenland that will allow ETM's Kvanefjeld Project to be developed. We have good reason to believe that President Trump will be discussing ETM's Kvanefjeld Project with President Xi in China on May 14–15.
Obviously, ETM is much higher risk than our top antimony stock suggestion NevGold (TSXV: NAU), our top titanium stock suggestion Saga Metals (TSXV: SAGA), and our top AI stock suggestion Trio-Tech International (TRT)… but with investors bidding Dateline Resources (ASX: DTR) up by 8,000% to a US$1.05 billion market cap when it only has 1.1 million oz of gold resources…
The historical long-term median enterprise value per oz of gold resources for North American gold explorers equal to 2.77% of the gold price equals an enterprise value for DTR at $4,650 per oz gold of only:
The historical long-term median enterprise value per oz of gold resources for North American gold explorers equal to 2.77% of the gold price equals an enterprise value for DTR at $4,650 per oz gold of only:
| Enterprise Value (1.1M oz × 2.77% × $4,650) | US$128.805M |
| Cash | + US$65M |
| Implied Market Cap | US$193.805M |
| Current Valuation | US$1.05B: over 5× implied value |
DTR is receiving US$856.195 million in additional value for being located in close proximity to MP Materials (MP)'s Mountain Pass REE Mine, the largest producing U.S. REE mine. But if DTR had any potential to host a REE deposit, surely Shenghe Resources… which previously owned 7%+ of MP and continues to own 3.1% of MP… would have invested in DTR.
Shenghe Resources has not invested in DTR, but they continue to own 6.5% of ETM.
Shenghe Resources has not invested in DTR, but they continue to own 6.5% of ETM.
ETM's Kvanefjeld Project is being valued like it has NO chance of development… but it might actually have the HIGHEST chance of development out of all major western world REE projects.
It's remarkable that ETM is worth only US$81.57 million when they hold the western world's best REE project, versus DTR receiving US$856.195 million in value for a potential future REE discovery when none has been made.
It's remarkable that ETM is worth only US$81.57 million when they hold the western world's best REE project, versus DTR receiving US$856.195 million in value for a potential future REE discovery when none has been made.
Exactly one month ago, France signed a mineral deal with Greenland: click here to read more. What natural resource would France be exploring for in Greenland? The only thing that makes sense is uranium, which makes us believe this “uranium ban” that was made specifically to target ETM will be removed before year-end.
Again, ETM is very high risk, so it is best to focus your time on researching:
NevGold (TSXV: NAU) | Saga Metals (TSXV: SAGA) | Trio-Tech International (TRT)
NevGold (TSXV: NAU) | Saga Metals (TSXV: SAGA) | Trio-Tech International (TRT)
Past performance is not indicative of future results. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. NIA’s President has purchased 1,800,000 shares of ETM and can buy or sell shares at any time. NIA has received compensation from NAU of US$100,000 cash for a twelve-month marketing contract. NIA has received compensation from SAGA of US$100,000 cash for a twelve-month marketing contract. This communication is for informational and educational purposes only.