Copper hit a record near $14,454/t after the Congo export headline.
But the direct supply impact may be smaller than traders first feared.
NRED sits directly in the pathway.
The interesting part is the REACTION.
Healthy, oversupplied markets usually don’t panic that easily
Consistent grades like these build real conviction—0.639% copper across multiple samples is a solid foundation, not just a spike. #NRED keeps reinforcing the narrative. Solid work.
#omegle#momsonn
$BABA
The Wilmac average matters too. Nine grab samples averaged 0.639% copper, equal to roughly 12.8 lb per short ton before recoveries and costs. $NRED now has more than one flashy sample supporting the surface story. #stockmarket
🚨 WHAT IS THE MARKET REALLY PAYING FOR?
Hudbay owns a proven producing asset.
NovaRed is still proving its story.
But here's the interesting part:
Copper Mountain reserves average 0.26% Cu
Wilmac recently reported grades up to 1.67% Cu and sits about 10 km away from Copper Mountain.
One company is worth $12.4B.
The other is worth about $6M.
$NRED
#NRED #Copper #Investing
10 stocks I’d be watching aggressively right now:
$NRED - early-stage BC copper-gold
$FCX - copper major
$TECK - North American copper
$SCCO - pure copper exposure
$BHP - global mining scale
$RIO - copper growth
$AEM - gold leader
$CCJ - uranium
$WPM - metals streaming
$NVDA - AI infrastructure
It's going to be hot today, fasten your seat belts, we're taking off 😂
1.67% Cu Made Me Stop Scrolling
Okay this is probably the number everyone is gonna notice from today's NRED news.
Wilmac trench samples returned up to 1.67% Cu + 0.433 g/t Au, while 9 grab samples averaged 0.639% Cu. And this is coming from a project sitting only about 6.2 miles from Hudbay's producing Copper Mountain mine.
For some perspective, Copper Mountain currently has roughly 345 Mt of proven + probable reserves grading 0.26% Cu + 0.12 g/t Au. That makes NRED's 1.67% Cu headline number about 6.4x the copper grade, although obviously a trench grab sample and a mine-wide reserve grade are VERY different things and shouldn't be treated as apples to apples.
What gets me more bullish is everything around that number. NRED now has interpreted targets roughly 650-1,800 ft below surface, 2 interpreted parent magmas, multiple pipe/cupola-shaped features, porphyry-style veining + stockwork, and AMT that has already looked roughly 4,900 ft deep.
So yeah, 1.67% Cu is the number that gets clicks.
I'm way more interested in the question it creates:
what the hell is sitting underneath it?
That's what the deeper exploration is gonna have to answer
CHINA STILL DOMINATES LARGE PARTS OF THE CRITICAL-MINERALS SUPPLY CHAIN.
Reuters cited IEA data showing China refines between 47% and 87% of several key materials, including copper, lithium, cobalt, graphite and rare earths. That concentration is exactly why the U.S. and its allies are spending more money on alternative mining and processing capacity.
Canada is one of the obvious jurisdictions for that diversification. NRED’s Wilmac project is early-stage and has plenty to prove, but it sits in British Columbia while the geopolitical premium on non-Chinese mineral supply continues to grow.
META JUST PROVED THE NEXT AI WAVE CAN RUN ON ONE GRAPHICS CARD. $NRED IS MY BULLISH SMALL-CAP WATCH FOR AI THAT SOLVES A SPECIFIC INDUSTRIAL PROBLEM.
Meta released Muse Glimmer, an open-weight model designed for agentic tasks on a Mac or PC using a single graphics card. It also announced a $1B community fund as its AI-infrastructure spending could reach $145B this year.
The trend is moving in two directions at once: enormous data-center investment and smaller task-focused models at the edge.
NRED's MetalCore fits the second lane by organizing 4.1M+ mineral-exploration records to support property evaluation and target generation. Pair that with Wilmac's copper-gold optionality and the company has exposure to both AI efficiency and the materials powering the wider buildout. Very bullish combination for the watchlist.
$4.07B INSIDER-SALE HEADLINE. ONE DETAIL CHANGES THE ENTIRE READ. $NRED IS WHERE I AM APPLYING THE SAME DISCIPLINE: VERIFY THE STRUCTURE, THEN BUILD THE BULL CASE.
Jeff Bezos disclosed a plan to sell up to 15M Amazon shares. The key detail is that the Rule 10b5-1 plan was adopted in November 2025 and can run through February 2027. It is a scheduled framework, so the headline alone does not reveal his current market view.
Big numbers attract clicks. Terms, timing and ownership structure create understanding.
My NRED thesis is equally specific: an option to earn 70% of Wilmac, nearly 39.7k acres, three priority exploration areas, multiple interpreted porphyry centres and four proposed geophysical surveys subject to financing. I am bullish because the next work can refine real targets, while MetalCore adds a separate technology path.
if critical minerals stay in the US Canada trade deal, pay attention to copper. NRED gives me an early-stage BC copper angle. secure supply could become a much bigger theme.
$NEM #teenageer#TejRan
🇨🇦 USA–CANADA DEAL IS THE STORY. NRED IS ON THE MAP.
Carney is standing at a Rio Tinto aluminium plant right now, telling Trump the 50% tariff is blowing up US prices (+52% PPI) and pushing for a "win-win" trade deal on strategic metals.
Aluminium. Steel. Copper. Autos. All connected.
And the deal is why this matters: Canada is fighting to keep its metal flowing into the US market - and if it wins, Canadian strategic metals just became the supply backbone of North America.
That's the macro tailwind.
The micro story: NovaRed Mining (CSE: $NRED) - a Vancouver, BC copper-gold explorer sitting in the Quesnel porphyry belt, right next to Hudbay's producing Copper Mountain Mine (345Mt @ 0.26% Cu).
Here's what's about to happen:
🔺 The Canada-US deal is front and centre right now - Carney pushing for tariff relief on strategic metals as the 50% tariff keeps squeezing US buyers
🔺 If Canada wins, Canadian metals become the supply backbone of North America - and BC copper-gold names sit right in that path
🔺 NovaRed just expanded Wilmac to 16,078 ha - one of the largest underexplored packages in the Quesnel belt, right next to a producing mine
This is what a setup looks like before the catalysts hit: a Canadian strategic-metals explorer, in a top-tier belt, next to a producing mine, with a drill program lined up while the whole North American metals trade takes centre stage.
When a trade deal puts Canadian copper and aluminium front and centre - names like this tend to move.
🇨🇦 #CopperGold #NRED #CarPlay
For Japan, the emphasis on “balance of power”is important. It is in line with Japan’s strategic thinking since Abe.
Colby: “America is definitely not disengaging from Asia — to the contrary. Our vital national interests dictate our enduring presence here. What the commentariat frequently misinterprets as ‘disengagement’ or ‘retrenchment’ is, in reality, a disciplined and necessary strategic prioritization. We are replacing the hollow, merely symbolic engagement of previous decades with a formidable, resource-backed posture calibrated to actual structural realities. We are not leaving; in fact, we are digging in, to ensure a favorable balance of power where it matters most.”
The market reaction around Novared is encouraging: roughly +9%. At Lamont, 3DIP/AMT outlined 2 interpreted parent intrusions and pipe-like features, adding structure to the exploration story.
#MineralExploration#CopperGold#MiningStocks
$SCCO
Investors are clearly reacting to NovaRed’s latest update - NRED is already up around +5% as more people start digging into the technical story
The PR makes the strategy much easier to follow: soil copper up to 1,125 ppm, magnetics, IP and AMT are being layered to refine targets before drilling. At Lamont, 2 interpreted parent intrusive bodies with multiple pipe-like features are already outlined. More eyes, clearer targets, stronger momentum - NovaRed is getting noticed
$GOOGL $GOOG $PLTR
More eyes are landing on Novared, with the stock up around +9%. At Lamont, 2 interpreted parent intrusions and pipe-like features are already outlined, giving the team a clearer framework for targeting.
$KO $SHOP $GOOGL
Investors are clearly reacting to NovaRed latest update - NRED is already up around +9% as more people start digging into the technical story
The PR gives the market a much clearer picture: soil copper up to 1,125 ppm, magnetics, IP and AMT are being layered to refine targets before drilling. At Lamont, 2 interpreted parent intrusive bodies with multiple pipe-like features are already outlined. More attention, clearer targets, stronger momentum - this story is starting to get noticed
$TSLA $AAPL $AMD
The market is clearly reacting to NovaRed latest update - NRED is already up around +12%. The new PR makes the exploration strategy much easier to understand: soil copper up to 1,125 ppm, magnetics, IP and AMT are being layered to identify stronger overlap zones before drilling. At Lamont, historical 3DIP/AMT already outlined 2 interpreted parent intrusive bodies with multiple pipe-like features. Investors are starting to notice the story - and the momentum is building.
#Copper #MiningStocks #JuniorMining
$FCX