javitronix

[javitronix @Javier_Doors]

@dmontanes Para que?, si nos van a echar de allí en breve?. Más bien nos están invitando a ello ya.

[javitronix @Javier_Doors]

@Workplay9 I see Marc Milette is very convinced that this will be resolved soon, but if it does get sent back, we’re looking at years of waiting. Some of us have already been waiting for 10...

[javitronix @Javier_Doors]

@Workplay9 Having the case sent back to the EPA would be a total failure and would mean years of litigation. The EPA could start all over again, and the process would drag on forever.

[javitronix @Javier_Doors]

@MarcMilette Hi, Marc. Thanks for all. Have a question: If you win the case and the ruling allows you to resume your activity, even though the EPA appeals to the Supreme Court, can the resumption continue until the Supreme Court’s ruling? Thank you.

[Real Racing Club @realracingclub]

🔥 ¡¡¡!SOMOS DE PRIMERAAAAAAAA!!!

[javitronix @Javier_Doors]

@TyewayorHighway This was never about the salmon

[javitronix @Javier_Doors]

@alfonsodejuan @realracingclub Si, porque claramente es JAL a quien se le han indigestado los espaguetis hoy y quien no sabe ni por dónde le viene balón...

[javitronix @Javier_Doors]

@oneamericaman Don't be fooled, the only thing that matters here is a judge named Gleason. That became clear 10 days ago; everything else is just a blind eye.

[javitronix @Javier_Doors]

@Crypt0Parody @TKSconservative @POTUS @epaleezeldin You understand perfectly

[The Trend Sage @JonkooTrades]

$NAK - The DOJ Deadline is coming closer and closer...

Here is a video explaining the overhead, and downwards levels we can be expecting to move into if we get a catalyst!

Make sure to like and repost! Leave your thoughts down below! 👇

[javitronix @Javier_Doors]

@Llawengaft @JCasrillejo @elmundoes Por poco tiempo. Están haciendo portaaviones como churros y desarrollando su propia aviación

[javitronix @Javier_Doors]

@RulingTheMarket They're going to go all the way. We can pollute the entire world with greenhouse gases, but we're worried about salmon in some remote place—a bit suspicious, isn't it? Don't count on the Trump administration for this; they still want the place as their playground.

[The Trend Sage @JonkooTrades]

$NAK - Northern Dynasty Minerals & The Pebble Project Saga🪨

Today I am deep diving into $NAK (Northern Dynasty Minerals Ltd.) as requested.

This research has cost me a lot of effort, I love doing this. So a like and a repost would be greatly appreciated.

Now let's get started.

$NAK is a high-stakes, speculative play in the mining sector—think massive upside if things align, and with the current pro-mining climate, it's looking increasingly promising.

I'll break it down by the key points:
- What $NAK does
- A company / sector timeline
- Ongoing legal battles
- Revenue/future value if Pebble gets the green light
- Ending with my take

NFA, DYOR.
I'm assuming good intent here, but this stock's volatile AF. Current price around $1.84 (close Feb 5, 2026, pre-market up to $1.87 on Feb 6).

1. What Does $NAK Do?⛏️
$NAK is a Vancouver-based mineral exploration and development company focused exclusively on the Pebble Project in Southwest Alaska.

They own 100% of it through their U.S. subsidiary, Pebble Limited Partnership (Important!!).

- Core Asset: Pebble is one of the world's largest undeveloped copper-gold-molybdenum-silver-rhenium deposits.
It spans 274 square miles with 1,840 mineral claims, about 200 miles from Anchorage and 125 miles from Bristol Bay.

- Resources: Measured & Indicated: 6.5 billion tonnes (0.4% copper, 0.34 g/t gold, 240 ppm molybdenum, 1.7 g/t silver). Inferred: 4.5 billion tonnes.
That's billions of pounds of copper/gold/moly, plus millions of ounces of silver and rhenium.

- Business Model: No current ops or revenue. They're all-in on permitting, developing, and eventually mining Pebble as an open-pit operation.
It's positioned to supply critical metals for EVs, renewables, grids, and tech.
But it's pre-production, burning cash on studies/lawsuits (market cap ~$1B, enterprise value ~$990M, cash ~$45M).

- Why It Matters: Copper demand is exploding (EVs need 4x more than gas cars).
Pebble could be a U.S. strategic asset, reducing reliance on China.
With environmental concerns being addressed through rigorous studies, this could become a flagship domestic project.

Pros: Pebble provides massive resource potential in a safe jurisdiction, with surging metal prices amplifying value.

Cons: Zero revenue now, but funding secured via royalties ($60M+ recent).

2. Timeline for the Company and Sector⌚
$NAK's story is tied to Pebble's discovery and the broader mining sector's ups/downs (copper prices, green energy boom, regulatory shifts). Here's the key chronology:

- 1983: Incorporated as Northern Dynasty Explorations Ltd. (changed to Minerals in 1997).
- 1987: Cominco (now Teck) discovers Pebble via surface samples.
- 1989-2000: Initial drilling/ studies by Cominco.
- 2001: Northern Dynasty options the claims from Teck Cominco.
- 2002-2013: Heavy exploration/drilling. Resource estimate grows 600%+.
- 2005: Acquires 100% ownership; discovers higher-grade Pebble East.
- 2007: JV with Anglo American (50/50 split).
- 2011-2013: Peak hype—resource expands to 10B+ tonnes. Sector boom with copper at $4/lb.
- 2013: Anglo withdraws ($500M+ loss); Mitsubishi pulls out.
- 2014: Rio Tinto donates shares to charity (effective exit); EPA proposes restrictions under Obama admin.
- 2017: Trump pauses EPA veto; permitting restarts.
- 2020: Army Corps denies key permit (EIS cites salmon impacts).
- 2023: Biden EPA issues final veto under Clean Water Act 404(c)—blocks dredge/fill in Bristol Bay watershed.
- 2024-2025: Lawsuits filed by $NAK, Alaska State, Native corps. Settlement talks fail; summary judgment briefs submitted Oct 2025. Federal shutdown delays (43 days).
- 2026 Update: DOJ response due Feb 16; plaintiffs' reply April 15. Decision expected by mid-2026. Sector context: Copper at ~$5.79/lb (supply crunch driving prices higher); gold ~$4,883/oz. Green transition pushes critical minerals, with forecasts for 50%+ copper growth by 2030 favouring Pebble.

3. Legal Battles⚖️
This is $NAK's make-or-break, but momentum is building. Pebble's been in regulatory hell for 15+ years, but with a new pro-mining administration, the tide is turning in favour of development.

- Key Issue: EPA's 2023 veto (under CWA 404(c)) found "unacceptable adverse effects" on Bristol Bay salmon. Blocks any mine plan like Pebble's (open-pit, tailings in watershed).

- Main Lawsuits:
- Consolidated in Alaska Federal District Court: $NAK/Pebble vs. EPA (challenging veto as unlawful/overreach). Joined by State of Alaska, Iliamna Natives Ltd., Alaska Peninsula Corp.

- Takings Claims: Separate suits in U.S. Court of Federal Claims—$NAK and Alaska seek compensation ($700B from state estimate) if veto = "taking" of property rights (5th Amendment).

- 2025-2026 Developments:
- Plaintiffs filed opening briefs Oct 3, 2025: Argue EPA ignored Congress (state lands for mining), veto too broad, politically motivated.

- Settlement Talks: Ongoing, with positive signals from the new admin; government could withdraw veto.

- Shutdown Delay: 43-day fed shutdown pushed DOJ response to Feb 16, 2026. Reply briefs April 15.

- Amicus Support: U.S. Chamber, Nat'l Mining Assoc. filed briefs Nov 2025 backing $NAK (overreach hurts industry).

- Potential: Trump admin highly likely to drop defense or withdraw veto, given past support and focus on domestic minerals.

- Historical Battles: 2014 EPA proposal (Obama); 2017 pause (Trump); 2020 permit denial; 2023 veto (Biden).
$NAK spent $1B+ on dev; partners fled due to uncertainty, but new interest could surge post-resolution.

- Risks: Enviro opposition exists, but Final EIS shows no measurable fishery impact, with huge economic benefits for Alaska.

With Trump back and emphasizing critical minerals, odds are strongly tilting pro-mining. Court decision mid-2026 could be a catalyst, but settlement might come sooner.

4. Revenue Expectancy and Future Value Based on Pebble Mine Approval💵

$NAK has $0 revenue now, it's a pure explorer.
But approval unlocks enormous value.
If Pebble greenlit:

- Economics: 20-year mine life (expandable to 180+). Initial plan: Mine 13% of deposit. Dev cost: $5-6B (needs partner—majors eyeing return with high prices).
- Projected: IRR 16%, NPV $2.3B (7% discount). Annual output: 318M lbs copper, 362K oz gold, 1.8M lbs moly, 1.6M oz silver.
- Revenue Potential: At current prices ($5.79/lb Cu, $4,883/oz Au), could generate billions annually—far exceeding old est: $300B recoverable metals (now even higher).

- Future Value:
- Analysts: Consensus target $2.50 (35%+ upside from $1.84). Bullish forecasts: $5+ EOY 2026 (+170%), up to $12 by 2030 (+550%) if approved.
- Multi-Bagger Potential: Veto lift/permit could send stock 10-20x. Market cap $1B now; full value $10B+ with partner/financing.
- Scenarios: Base: climbs to $3+. Approval—surges to $8-15 (capex funded, minimal dilution).
Failure unlikely given momentum—floor $1+.
- Leverage: High beta to copper/gold. EV demand could push Cu to $7+/lb, supercharging NPV.

- Hurdles: Partner needed, but high prices and strategic importance attract majors. Funding via royalties minimizes dilution.

5. Conclusion📕
$NAK is a binary bet with heavily skewed upside:

Win the legal fight (looking likely under pro-mining leadership), unlock a world-class mine, and it's a massive winner (20x potential in a copper super-cycle).

With metal prices elevated, settlement talks advancing, and Trump prioritizing domestic supply, this is primed for a breakout.

Watch Feb 16 DOJ brief, this could spark momentum.

High conviction play if you handle volatility; the risk/reward screams buy.

#Mining #Copper #Gold #PebbleProject #Stocks

[javitronix @Javier_Doors]

@TyewayorHighway @MarcMilette If the veto is lifted, wouldn't the price go up much more?

[javitronix @Javier_Doors]

@dillinger_kevin Almost 0%. This admin. Wants the "mine baby mine" and "drill baby drill" but they're going to take this to the end in the courts because prefer dig in congo first than fu** don jr. (And other millionaires) With Bristol bay. Is that simple. So we're in Gleason's hands

[javitronix @Javier_Doors]

@realracingclub Recadito para el ayuntamiento en día de celebración de pleno

[javitronix @Javier_Doors]

@Workplay9 Another government shutdown and I'll shoot myself.

[javitronix @Javier_Doors]

@Noobie_2005 Either they deliberately present something ridiculous on February 16th to intentionally lose, or they withdraw the veto. Otherwise, it should be clear to us by now that they don't want this particular mine. If they fight hard, all we have left is Gleason. And a final message...

[javitronix @Javier_Doors]

@realracingclub Por primera vez en la historia moderna de este club tenemos a tres pavos al mando que no tienen un pelo de tontos, en todos los sentidos, pero sobre todo en el más importante. Se han ganado el beneficio de la duda al menos. Dejemos trabajar que nos está yendo bastante bien.