@Vicent73118Csar That’s a solid thesis—tying the geochem to the structure really does change the scope of the drill targets. Curious if the geophysics data lines up with any of those historical copper zones or if it’s pointing somewhere completely new.
The capital stack around critical minerals is getting deeper: government ownership, private funding and new U.S. platforms. TechMet has invested $400M+ already. $NREDF sits earlier in that strategic-supply narrative.
#WWERaw#TejRan
$COIN
MONDAY'S FRESHEST MINING HEADLINE IS CAPITAL FOLLOWING TRUMP'S AGENDA. $NREDF LOOKS LIKE THE EARLY-STAGE SIDE OF THAT ROTATION.
TechMet formed a new Washington-based U.S. subsidiary this morning to attract public and private capital for critical-minerals projects. The U.S. government is a major TechMet shareholder, and the company has already invested more than $400M across the four businesses entering the platform.
This is how policy becomes an investable trend: government participation, private money and a push toward commercial production.
NRED offers a smaller and more speculative entry point through Wilmac's nearly 39.7k acres, three priority areas and interpreted 11.2-mile magnetic feature.
Capital is starting to chase secure mineral supply. I want promising North American juniors on my watchlist before that rotation becomes obvious to everyone.