NIA Companies Have World’s Best Management

Across all of NIA’s top positions, one theme is unmistakable: elite leadership. Our companies are run by executives who have already created billions in shareholder value, built world-class assets, led major defense and aerospace divisions, discovered some of the largest gold/silver deposits on Earth, and personally delivered 10X–100X returns during previous cycles.

These aren’t “promoters.” These are empire-builders.

One Stop Systems (OSS): Led by a Defense-Industry Heavyweight

OSS CEO Mike Knowles comes from the absolute top tier of U.S. defense and aerospace:

Former VP/GM of Curtiss-Wright (CW)’s C5ISR division — a $13.3B market-cap defense giant.
Former President of Cubic Corporation’s $700M Mission & Performance Solutions division.
Former Senior Director at Rockwell Collins, now part of $153B RTX Corp (RTX).
Began career at Lockheed Martin leading airborne C4ISR programs for E-6B and P-3 aircraft.
Aerospace engineering degree from the U.S. Naval Academy – the institution that produced the most NASA astronauts.

This is not typical small-cap management. OSS has big-league defense leadership.

Titan Mining (TSX: TI): Richard Warke — The Greatest Mine Builder of the Last Cycle

Executive Chairman Richard Warke has the single strongest track record of wealth creation in the entire resource industry:

Built Ventana Gold → +12,960% gain, sold for $1.6B.
Built Augusta Resource → +3,300% gain, sold for $667M.
Built Wildcat Silver / Arizona Mining → sold for $2.1B after a 1,576% gain from NIA’s suggestion.

Warke doesn’t build “stories.” He builds billion-dollar exits.

Highlander Silver (TSX: HSLV): A CEO Who Already Delivered a 10-Bagger

CEO Daniel Earle founded Solaris Resources (SLS) at $1.38 in mid-2020. Within 18 months, SLS hit $17.17 for a 1,144% gain.

Earle has now chosen to replicate that success at Highlander Silver — to the point that he brought in Glencore’s former Head of Copper to replace him at SLS so he could focus full-time on HSLV.

When a CEO with a recent 10-bagger leaves a large success story to run a micro-cap, it’s meaningful.

Contango ORE (CTGO): Led by One of the Greatest Discoverers in U.S. History

CEO Rick Van Nieuwenhuyse discovered Donlin, one of the largest gold discoveries ever made in the U.S.

This month, John Paulson — who made $4B shorting the subprime bubble — bought 40% of Donlin for $800M, valuing it at $2B.

Paulson believes Donlin will revalue from $44.44/oz → $500/oz, turning his $800M investment into a potential $9B fortune.

That’s the type of discovery Van Nieuwenhuyse is capable of. CTGO is his next act.

North Peak Resources (TSXV: NPR): A Legendary Market Builder Returns

Executive Chairman Harry Dobson has one of the most remarkable résumés in mining finance:

Founder & CEO of Yorkton Securities — the #1 resource bank of its era.
Trained Frank Giustra to replace him as Yorkton CEO.
Founded Kirkland Lake Gold, later acquired by Agnico Eagle for $11B.
Acquired 6.5% of Manchester United (MANU) in 2002 and sold to the Glazers at a major profit.

Dobson doesn’t join junior miners to “experiment.” He joins when he sees a clear shot at billion-dollar value creation.

Minaurum Gold (TSXV: MGG): The #1 Geologist in Mexico

Co-Founder & Chief Geologist Dr. Peter Megaw is one of the most accomplished geologists alive:

Co-Founder of MAG Silver (MAG).
Discovered Juanicipio, leading to MAG’s $2.1B acquisition.
Founded Minaurum to target gold projects — but ended up making one of Mexico’s most important modern silver discoveries.

Megaw’s discoveries consistently become billion-dollar mines. MGG is next.

First Mining Gold (TSX: FF): Chaired by a Multi-Billion-Dollar Operator

Founder & Chairman Keith Neumeyer is also CEO of First Majestic Silver (AG), a $5.5B silver producer.

Few juniors have a chairman simultaneously running a multi-billion-dollar NYSE company.

Borealis Mining (TSXV: BOGO): Built by Icons of the Industry

Chairman Bob Buchan founded Kinross Gold (KGC), now a $19B producer.
Rob McEwen, one of mining’s most respected names, is BOGO’s #1 largest shareholder.

BOGO has one of the most elite boardrooms of any sub-$100M miner.

The Bottom Line

These are executives who have built billion-dollar mines. Sold companies for billions. Discovered world-class deposits. Led major defense divisions. Created 10-baggers and 100-baggers. And attracted legendary investors.

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’s President has purchased 125,000 shares of HSLV and can buy or sell shares at any time. NIA has received compensation from CTGO of US$30,000 cash for a three-month marketing contract. NIA has received compensation from FF of US$50,000 cash for a six-month marketing contract. NIA has received compensation from MGG of US$30,000 cash for a three-month marketing contract. NIA has received compensation from BOGO of US$100,000 cash for a twelve-month marketing contract. NIA’s President has purchased 60,000 shares of NPR in the open market and intends to buy more shares. NIA has received compensation from NPR of US$50,000 cash for a six-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.