Jason Swerling

Junior Mining Investor / Small Cap Interest /
Highlighting Projects With Massive & Emerging Potential 🇺🇸🇨🇦🇦🇺 *NFA

[PennyProspectors @PennyProspects]

$NBY.V $NBYCF

$19M market cap.

$1B NPV Asset.

The gap exists because of one thing: Moose Cree First Nation opposition to the James Bay Niobium Project.

Full write-up on the asset, the dispute, and why this is a speculation that is worth understanding.

https://t.co/Oet6r18jKt

#JuniorMining #Niobium

[Jason Swerling @JasonSwerling]

@PennyProspects GAYMF!!!!

[PennyProspectors @PennyProspects]

Why I am Betting Big on Copper - The Undervalued Copper Junior Trading 6–8X Below Peers in a Copper Bull Market.

Copper is headed into a massive bull market that will make producers, developers, and explorers alike rip. 7% of the global supply has disappeared in a copper market already in a huge deficit. According to Robert Friedland:

“We’re consuming 30 million tonnes of copper a year. Only 4 million tonnes of which is recycled. That means to maintain 3% GDP growth, with no further electrification. We have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. This is without any new electrification, without data centers, without solar and wind, and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Demand is exploding due to the evolution of EVs, grid buildouts, and AI, all while the supply is collapsing. That’s why I am taking a bet on an undervalued copper developer with a proven, scalable resource in a Tier 1 jurisdiction, trading at 6-8x below peers. Check out my article on my highest-conviction copper play.

Pacific Ridge Exploration ( $PEX.V $PEXZF) https://t.co/Qph1rGn0k7
#Copper #Juniormining

[Dr. Copper🔋🌎⛏️ @CopperBullish]

Very bullish for #Copper

[Scott Walters @swalters]

If the past year taught us anything, it’s that Western Hemisphere security cannot rely on China imports. It runs through the mines, mills, refineries, and logistics networks like $UAMY that currently supply #antimony, the mineral inside armament's, and the next generation of defense technologies.

https://t.co/oCK6Vfs1s2

[mon @moninvestor]

If you're wondering why everyone's suddenly talking about copper, this chart explains it all.

The gap between what we need and what we can produce is about to become a serious problem.

Starting in 2027, we're facing a massive copper shortage that gets worse every year. By 2040, we could be short around 12 million tonnes total. That's a huge deficit.

The reason demand is skyrocketing is because:
- Electric vehicles need 4x more copper than regular cars.

- Solar panels and wind turbines require massive amounts.

- Electrical grids need expansion to handle renewable energy.

- The entire energy transition depends on copper.

Supply can't keep up for several reasons:
- New copper mines take 10 to 15 years to develop.

- Existing mines are producing lower quality ore, meaning you have to process more material to get the same amount of copper.

- We haven't invested enough in new mining capacity over the past decade. You can't just flip a switch and create more supply.

What this means is copper prices are likely heading up and the green energy transition could slow down.

If you don't have much knowledge on the sector but want exposure to this opportunity, ETFs could be a good option. They give you diversified exposure to various copper mining companies without having to pick individual stocks. It's a simpler way to benefit from the coming copper shortage.

I am seriously considering it. 👀

[Jason Swerling @JasonSwerling]

An incredible run this stock has had over the last few days! Looking extremely forward to more results from their drilling campaign!

[Jason Swerling @JasonSwerling]

What if #AT4 purchased #RMX's Utah Antimony project? 🚀 🚀 🚀 Both stocks would skyrocket!

[American Tungsten & Antimony Ltd (ASX:AT4) @ATAA_AT4]

American #Tungsten & #Antimony eyes Nasdaq listing | #AT4 Media coverage by @miningcomau

https://t.co/2Z9Xb13ajD

[Aztec Minerals Corp. (TSXV:AZT | OTCQB:AZZTF) @AztecMinerals]

🌄 Press Release: Aztec Minerals has reported strong step-out drill results from the Tombstone Gold-Silver Project in southeastern Arizona, extending the near-surface oxide mineralization to over 1km of north–south strike length.

The headline intersection returned 44.4 metres averaging 1.16 g/t Au and 77.7 g/t Ag (158.97 g/t AgEq), including a higher-grade interval of 3.04 metres grading 7.5 g/t Au and 466 g/t Ag (990.78 g/t AgEq), highlighting the growing scale of the Tombstone oxide system.

With 45 drill holes completed and 15 additional holes awaiting results, continued drilling at Tombstone positions Aztec for steady news flow as assays are released.

🔗https://t.co/wGr2sDLasF

TSXV: $AZT.V | OTCQB: $AZZTF

[PennyProspectors @PennyProspects]

While #gold and #silver may be in bubble territory, according to experts, many juniors are still, in some cases, way undervalued relative to current metal prices. Historically, juniors usually move last in rallies before aggressively catching up, if the metals sustain heightened prices.

What moves first:

1. Physical Prices
2. Major Producers
3. Mid-Teir Producers
4. Juniors / Exploration

#JuniorMining

[Jason Swerling @JasonSwerling]

Very exciting news! This is a strong company.

[PennyProspectors @PennyProspects]

American Tungsten & Antimony $210M ( #AT4 $ATALF, formerly Trigg Minerals) is on track for a potential Nasdaq listing in Q2 2026, with a confidential SEC Form filing in March.

An ADR program with Deutsche Bank to improve U.S. investor access and liquidity.

With no new capital raise planned at listing. #Antimony

[Jason Swerling @JasonSwerling]

I second this completely! I upped my position on $RMX $RMXFF and finally was able to start growing my $PRR.V $PRRSF. Throughout the year, I expect great progress from these two companies! Will continue to grow my portfolio in time.

[American Antimony Corp. @AmericanSbCorp]

Did you see our latest news?

$XTPT #Antimony #CriticalMinerals #USMining #SupplyChainSecurity

American Antimony Corp. Takes Major Step Toward U.S. Antimony Supply With Western Frontier Site Visit, Drone Surveys & Mine Operational Planning : 🔗⤵️

We’re moving from exploration to execution — advancing drone mapping, site validation, and mine planning to support secure, domestic antimony production.

Real work. Real progress. 🇺🇸

[Jason Swerling @JasonSwerling]

@InominMines Looks like meatloaf and broccoli lol

[Jason Swerling @JasonSwerling]

This agreement establishes Energy Fuels ($UUUU) as the premier fully integrated rare earth producer outside China. By leveraging the White Mesa Mill in Utah and ASM’s Korean Metals Plant in SK, UUUU now commands the entire value chain. The result is a supply chain without China!

[⚛️Erez @ErezShapira]

$UUUU executes the "Mine-to-Magnet" checkmate. ♟️🇺🇸🇦🇺
While the rest of the critical minerals sector is busy writing "supply chain resilience" whitepapers and hoping for a government grant, Energy Fuels just went shopping.
The News: Energy Fuels has entered a definitive agreement to acquire Australian Strategic Materials for ~US$299M (A$447M).
The "So What?": This isn't just acquiring another hole in the ground. This is the missing link. Most western REE companies suffer from the same fatal flaw: they can mine the rock, but they can’t turn it into metal without sending a "u up?" text to China.
The New Reality: With this deal, UUUU becomes the first fully integrated REE producer outside China capable of the full cycle:
Mine/Process: White Mesa Mill (Utah) 🇺🇸 produces the Oxide.
Metallization: ASM’s Korean Metals Plant (KMP) 🇰🇷 turns that oxide into NdPr, Dy, and Tb metal.
Result: A magnet-ready alloy that never touched a Chinese port.
The Assets:
KMP (Korea): Already operating. Producing metal. Real steel (well, alloy) in the ground.
AMP (USA): Plans to replicate the Korean plant in the US (2,000 tpa capacity).
Dubbo Project (Australia): A massive resource bank to feed the beast long-term.
The Humor: There is a certain irony in solving a global geopolitical crisis with a checkbook while others are still forming committees. Mark Chalmers didn’t just close a "strategic gap"—he poured concrete into it.
Next Steps: Conference call is TODAY (Jan 21) at 9:00 AM MT. Grab your popcorn. The supply chain just got very interesting.

[Inomin Mines Inc. @InominMines]

US will convene its first-ever #criticalminerals summit next month https://t.co/ceXAS2ys1V #investing #juniormining

[Jason Swerling @JasonSwerling]

The Trapper North results have significantly outperformed SAGA's earlier work at the Hawkeye Zone:
​Titanium (TiO_2): ~106% increase in best full-hole grades.
​Vanadium (V_2O_5): ~37% increase in best full-hole grades.
​Iron (Fe_2O_3): ~124% increase in best full-hole grades.

[Saga Metals Corp. @sagametals]

High-grade continuity confirmed. ⚒️
R-0010 & R-0011 returned strong Ti-V-Fe results at Trapper North, advancing $SAGA's Radar Project in Labrador.
Full details 🔗 https://t.co/D5DhK8ukqa
#titanium #criticalminerals #tsxv

[Jason Swerling @JasonSwerling]

👀

[Lin @Speculator_io]

Greenland has 1.5 million metric tons of rare earth reserves. That makes it the 8th largest holder of rare earths in the world.

But even with all that, Greenland has zero rare earth production mostly due to regulations, funding, and infrastructure.

[Jason Swerling @JasonSwerling]

NOW is the time to invest! Don't get left behind. The world economics are changing and critical mineral supplies are more important than ever---let alone who has control over them. Research. Study. Invest.

[Mark @Mark4XX]

🚨 HISTORIC CAPITAL ROTATION IS HAPPENING RIGHT NOW 🚨

Stocks are sliding. Bonds are weakening. Precious metals are exploding higher. Mining stocks are surging alongside them.
This exact setup is unfolding as of January 20, 2026 — and it’s rare.

❌ Normally, when markets get scared, money runs TO bonds for safety (yields fall).
✅ But today, BOTH stocks AND bonds are under pressure at the same time.
That tells us something deeper is going on: stubborn inflation fears, massive deficits, geopolitical risks, and growing doubts about paper assets.
🥇 Gold just smashed new all-time highs around $4,700 per ounce.
🥈 Silver is pushing $90–$94.
⛏️ Gold mining ETF (GDX) jump higher in the pre-market

Why This Is MASSIVELY Bullish for Mining Stocks
✅ Miners are leveraged bets on metal prices. Fixed costs + skyrocketing gold prices = exploding profit margins.
✅ Many producers have all-in costs of $1,300–$1,600/oz. At $4,700 gold, every extra dollar goes straight to the bottom line.
✅ Earnings could easily double. Some estimates already show massive revenue growth.
✅ History shows miners dramatically outperform gold in big bull markets (2000–2011 proved it).
✅ The sector is still undervalued and now entering the “catch-up” phase.
✅ Small market cap means even modest inflows can send prices parabolic.

🚀 This isn’t just bullish. It’s one of the most powerful setups for precious metals miners in decades.
Money is rotating out of traditional assets into hard, tangible wealth — and if this trend holds, mining stocks could deliver monster gains in the months and years ahead.

Current personal portfolio for this commodity supercycle: (No investment advice - DYODD)
Silver: $HL $EXK $AG $GRSL $AGMR $SSV $GSVR $ABRA $AAG $MGG $KTN $EQTYGold: $TUD $GWM.V $PEX (Copper) Platinum/Gold/Lithium: $SBSW Nickel/Copper/Cobalt/PGE/Rhodium: $PGE.V
Lithium: $SGML $BRW
Uranium/REE: $UUUU
Graphene: $HGRAF
#Gold #Silver #MiningStocks #PreciousMetals #Investing #Markets #WealthProtection

[Jason Swerling @JasonSwerling]

Do you folks have any more info on this company?

[Jason Swerling @JasonSwerling]

With the record-breaking grades at Tombstone (36.5m @ 8.14 g/t Au), Aztec Minerals is building a compelling dual-project narrative.
​The Big Q: With the 2026 maiden resource pending, will the market finally re-rate $AZT from a "speculative explorer" to a "near-term developer"?