NIA New Years Eve Update
We heard from several NIA members who bought Hycroft Mining (HYMC) put options, which isn’t something we suggested to do and it’s possible this put option buying is what prevented our short sale from being filled at $30 per share. But that’s okay. HYMC is the most overvalued gold/silver company in history, and we will be happy as long as some of us profit from its decline.
Blackrock Silver (TSXV: BRC) is now giving HYMC a run for its money at becoming most overvalued. BRC’s market cap is now 3x higher than its mid-2020 high vs. Minaurum Silver (TSXV: MGG) trading below its mid-2020 market cap. Prior to recent months, MGG has consistently averaged a higher market cap than BRC. MGG is one year away from having a Las Chispas comparable project. BRC’s Tonopah West won’t ever be developed because the costs are 2-3x higher in Nevada vs. Mexico!
MGG is building a real company for the long-term like Highlander Silver (TSX: HSLV). The Corani silver project being acquired by HSLV is the second largest undeveloped silver project in the world after only Discovery Silver (TSX: DSV)’s Cordero, but Corani is higher grade than Cordero!
Back in August, NIA’s President announced that he purchased stakes in Lahontan Gold (TSXV: LG) and Viva Gold (TSXV: VAU). Both closed yesterday at new 52-week highs. Both remain extremely undervalued. In Nevada, oxide gold resources are the only projects that get developed successfully. LG and VAU have higher oxide gold grades than HYMC.
Viva Gold (TSXV: VAU)’s Tonopah Project contains an equal amount of gold to BRC’s Tonopah West, but Viva’s gold is close to surface. We will probably find out within the next 24 hours that Dundee has increased its stake in Viva. Dundee is the same firm that founded Kinross Gold and the same firm that just signed an $85 million earn-in agreement for our Westhaven Gold (TSXV: WHN)’s Shovelnose project located south of NIA’s latest stock suggestion GSP Resource (TSXV: GSPR), whose Alwin Mine Project is 1.5km away from Teck’s Highland Valley copper mine (the largest in Canada).
In our opinion, LG is more undervalued with greater upside than VAU and has better geology than VAU, but VAU is very low risk… and we predict VAU gets acquired in 2026 by Kinross Gold (KGC) at a large premium.
NIA’s President is accumulating Energy Transition Minerals (ASX: ETM) because they have hired Jefferies as investment banker for U.S. listing which will likely result in an instant 5-10x upward repricing in 2026. Also, if ETM receives a favorable court ruling in January, it could also make immediate triple digit gains. ETM’s Kvanefjeld has the best geology of any undeveloped REE project in the world. When President Trump begins discussing Greenland again that will also cause triple digit gains. ETM is also purchasing a critical mineral mine in Spain that it will be bringing into production next year, which will likely also cause triple digit gains. So basically, ETM is guaranteed to go up otherwise NIA’s President wouldn’t be buying it!
If you believe silver is a bubble, nickel is the exact opposite of a bubble. We see potential for Noble Mineral Exploration (TSXV: NOB) and Canada Nickel Company (TSXV: CNC) to spin-off East Timmins Nickel in the future in what could potentially become the world’s highest market cap nickel exploration company.
QI Materials (CSE: QIMC) had some very big news yesterday and we will be posting it onto NIA shortly. It finished yesterday at its highest closing price since our suggestion! The biggest new boom of 2026 will be natural white hydrogen. In recent months, multi-billion-dollar firms like Rio Tinto and unicorn start-ups backed by Jeff Bezos and Bill Gates have been buying up all the claims surrounding QIMC in Nova Scotia. QIMC has the first mover advantage in this new emerging natural white hydrogen space for AI datacenters!
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’s President has purchased 800,000 shares of ETM and can buy or sell shares at any time. NIA’s President has purchased 200,000 shares of LG in the open market and intends to buy more shares. NIA’s President has purchased 100,000 shares of VAU in the open market and can buy or sell shares at any time. NIA has received compensation from LG of US$50,000 cash for a six-month marketing contract. NIA has received compensation from QIMC of US$50,000 cash for a six-month marketing contract. NIA is receiving compensation from MGG of US$100,000 cash for a twelve-month marketing contract and previously received US$60,000 cash for past marketing contracts which have since expired. NIA previously received compensation from WHN of US$50,000 cash for a six-month marketing contract which has expired. NIA is receiving compensation from NOB of US$50,000 cash for a six-month marketing contract and previously received US$50,000 cash for a six-month marketing contract which has since expired. NIA has received compensation from GSPR of US$60,000 cash for a six-month marketing contract. This message is meant for informational and educational purposes only and does not provide investment advice.