Urgent NIA Wednesday Morning Update
When you consider how certain silver stocks backed by Eric Sprott routinely trade at 100%–200% premiums to what their fundamentals alone would justify, the implications of Apeiron Investment Group backing Super Copper (CSE: CUPR) could be far more significant. Peter Thiel is orders of magnitude more recognized among U.S. investors than even the most prominent mining-focused financiers, and his association alone has the potential to dramatically expand CUPR’s investor base and valuation framework.
In large-cap metals, Vale (VALE) is positioned to meaningfully outperform nearly all major gold producers such as Newmont, Barrick, and Agnico Eagle as the nickel market begins its recovery from today’s deeply oversold conditions. We believe this shift will play out over the coming months and accelerate over the next several years.
NIA’s #1 overall stock suggestion for 2026, Titan Mining (TII), is up another 7.20% to $5.21 per share this morning, continuing to confirm the strength of its underlying fundamentals and market positioning.
Imagine where Highlander Silver (TSX: HSLV) will be trading once its NYSE American listing is completed. HSLV is in the process of acquiring Bear Creek Mining for the Corani Project, the world’s second-largest undeveloped silver project by resource size. Bear Creek alone reached a $1 billion+ market capitalization in 2011 based solely on Corani, highlighting the scale of revaluation potential ahead.
Catherine McLeod-Seltzer, Chairwoman of Bear Creek, also serves on the Board of Teck Resources (TECK) and approved its CAD$2.4 billion capital investment to expand the flagship Highland Valley Copper Mine, located directly adjacent to GSP Resource (TSXV: GSPR)’s Alwin Mine Project. A significant transaction is underway involving another small-cap company in the Highland Valley Copper Camp that has been halted for eight months while raising capital that far exceeds its market cap. We expect trading to resume at a 500%–1,000% higher share price.
Contango ORE (CTGO) is set to become Contango Silver & Gold following its acquisition of Dolly Varden Silver. We believe a breakout above its June 2023 all-time high of $33.67 will trigger a move into the $50–$100 per share range. Dolly Varden’s Kitsault Valley represents Canada’s largest and highest-grade undeveloped silver project, which CTGO can advance using positive free cash flow with no dilution.
We view HSLV and CTGO as executing two of the most value-creative acquisitions in silver industry history. The company with potentially even greater upside is Minaurum Silver (TSXV: MGG), which we expect to see a substantial re-rating following its maiden silver resource estimate at the Alamos Silver Project.
The only near-term catalyst of comparable importance is First Mining Gold (TSX: FF) receiving environmental approval for the Springpole Gold Project. FF gained 8.47% yesterday, reaching a new nine-year high of $0.64.
QI Materials (CSE: QIMC) this morning announced positive baseline environmental assessment results at its Bennett Hill target, clearing a key permitting milestone and advancing another drill-ready natural hydrogen zone.
Energy Transition Minerals (ASX: ETM) gained 5.88% overnight and is ready for its big move toward a $1 billion+ market cap. If Greenland’s 2021 uranium restrictions are lifted, Kvanefjeld would be instantly revalued as the most strategically important rare earth asset in the Western world ahead of ETM’s planned NASDAQ listing.
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 1,200,000 shares of ETM and can buy or sell shares at any time. NIA’s President has purchased 5,000 shares of CTGO in the open market and intends to buy more shares. NIA has received compensation from CTGO of US$80,000 cash for a ten-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 has received compensation from FF of US$100,000 cash for a twelve-month marketing contract and previously received $50,000 cash for a six-month marketing contract which has since expired. NIA has received compensation from QIMC of US$50,000 cash for a six-month marketing contract. NIA has received compensation from GSPR of US$60,000 cash for a six-month marketing contract. NIA has received compensation from CUPR 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.