ManaxCapital

Manax Capital is N. America focused investor and incubator focused on both resource and early/growth stage special situation investments. Do your own DD.

[ManaxCapital @ManaxCapital]

Currently reading @nfergus “The Ascent of Money” a classic that should be studied as we head in to this next era of #money

[MINING.COM @mining]

Uranium spot prices have tripled since 2020, from $30 to about $90 a pound.

Global mine production rose 50% over the same period, from 122 million pounds to an estimated 180 million this year, and most of that came from restarting existing operations.

Thirty-nine countries back a pledge to at least triple global nuclear capacity by 2050.

Sprott says the next phase of supply depends on greenfield mines, which cost more, take longer and carry more execution risk, and that materially greater production is likely to require higher prices, longer contracts and better terms.

Source: Sprott, UxC

[Craig Parry @CraigParry_]

An entire investment sector is about to deliver a 10-bagger.

Exploration and mining.

AI and robotics are going to have bonkers impacts on the global economy. Clearly, the AI companies will be enormous winners.

But as @elonmusk and @chamath have pointed out, someone still has to supply the copper, silver and other metals that make the whole thing possible.

And having explored for and found a few deposits in my time, I can tell you: the supply side is incredibly constrained.

You simply cannot bring new mines online quickly enough to respond to the metal demand that could be coming.

That’s what makes this so exciting.

Mining companies are still trading at historically depressed valuations by many measures, while some metal prices are already around record highs.

When the broader market wakes up to what is happening, the rerating will be extraordinary.

Some of the great companies and fortunes of the next decade will come from our sector.

So strap yourself in and hold on tight.

@robert_ivanhoe The legendary Robert Friedland’s “revenge of the miners” is upon us!

[Bloomberg @business]

The US Department of Energy said it plans to provide $1.9 billion to help fund 31 grid improvement projects across 26 states https://t.co/XHUVNX7U5L

[CSE @CSE_News]

Pegmatite One Lithium and Gold Corp. (CSE:PGA) has announced a name & symbol change to Allegiance Resources Corp. (CSE:ALLG). View listing: https://t.co/5UqvDSZuId $ALLG.CN

[ManaxCapital @ManaxCapital]

$GCC.C
$AURO.V
$CEXY.C

[ManaxCapital @ManaxCapital]

@jmillette77 Auro Metals strong asset pulled down by a PP unlock actively drilling
Copper One drilling on 3 North American Copper projects with a monster treasury.
Golden Cariboo for the pending MRE and drill results.

$AURO.V $CEXY.C $GCC.C

[ManaxCapital @ManaxCapital]

@jmillette77 $CEXY.C pending drill results with active drill programs across 3 NA assets - Just added 10K square feet to their ‘26 drill campaign in Nevada.

$AURO.V continues to deliver amazing results in Ecuador with more assays pending and 20K meters just added to their drill plan.

[Polymarket @Polymarket]

JUST IN: U.S. government approves up to $414 million in financing for a major uranium project in Niger.

[MiningWeeklyCA @MiningWeeklyCA]

Osisko raises first funds for newly spun-out Osisko Critical Minerals Corporation https://t.co/Svh2G2Cftw

[ManaxCapital @ManaxCapital]

SEC clears path for tokenized stocks, bringing 24/7 trading closer 🖐🏼Goal is to retire this cycle. 24/7 is too much.

https://t.co/KYFnHu1FXr

[Bloomberg @business]

Tether has emerged as a major bullion lender, providing about $1.5 billion in financing to a top US gold dealer after amassing one of the world’s largest private hoards of the precious metal. https://t.co/IqPfkYYvpl

[Gold Telegraph ⚡ @GoldTelegraph]

Hard assets are surging today.

The world is watching the mining industry.

[ManaxCapital @ManaxCapital]

OSISKO METALS TO CREATE NEW CRITICAL MINERALS COMPANY

https://t.co/QDMppkqfgO

[AllStreetsWolf 📈 @AllStreetsWolf]

Junior mining investors as the Department of War deploys $48.675 Billion in Critical Minerals funding and Carney targets $1 Trillion at his investment summit.

[unusual_whales @unusual_whales]

JUST IN: Canada has announced to reduce marginal effective tax rate on new business investment to 6.4% from 13%, the lowest among the G7, and half the rate in the US, per the Globe and Mail

The changes will take effect right away and remain permanent.

[ManaxCapital @ManaxCapital]

$AURO.V is the shining light in my small cap portfolio as most investors (including myself) sit on the sidelines waiting for Fed decision.

Here’s today’s Fed-rate playbook from @jpmorgan

[ManaxCapital @ManaxCapital]

@mining How can a company publish a 46 m lb exploration target with a 600k lb resource?

[Blue Moon Metals Inc. MOON:TSX-V | BMM:NASDAQ @BlueMoonMetals]

News Release | Blue Moon, The Elmet Group, and EQ Resources Announce a US$150-$175 Million Investment into the Springer Tungsten Complex, Nevada, to Strengthen the U.S. Tungsten Supply Chain
Blue Moon Metals Inc., The Elmet Group and EQ Resources Limited are pleased to announce a series of strategic transactions to advance the Springer Tungsten Complex in Imlay, Nevada, as part of the broader TEG Landmark Initiative with the U.S. Department of War to secure America's tungsten supply chain.

The transactions are intended to solidify a fully integrated U.S. tungsten supply chain from mine to tungsten part production. Blue Moon retains 100% ownership of the Springer resources, mine and mill, and holds a 20% interest in the 4,000 tonne per year APT plant, to be operated by The Elmet Group with EQ Resources supplying concentrate. The mine and mill are on track for production in Q4 2027, with the APT plant targeted for restart in H2 2027 - potentially the first material tungsten APT production in North America.

Read more: https://t.co/q5WFC4tJ5i

$MOON.V $BMM

#BlueMoonMetals #Mining #Tungsten #CriticalMetals #Springer #Nevada

[Oliver Groß @minenergybiz]

U.S. Tungsten: This is big news 👀🔥
Blue Moon, The Elmet Group, and EQ Resources Announce a US$150-$175 Million Investment into the Springer Tungsten Complex, Nevada, to Strengthen the U.S. Tungsten Supply Chain 🇺🇸
https://t.co/zbp1aFnFY9

[ManaxCapital @ManaxCapital]

https://t.co/STzHaWUJ5w

[ManaxCapital @ManaxCapital]

Osisko Gold Announces Formal Construction Decision and Development Update for the Cariboo Gold Project

$OGG

🔗 https://t.co/STzHaWUJ5w

[ManaxCapital @ManaxCapital]

Will also be keen to see if @goldencariboo can make a timely publication of their maiden MRE now that @OsiskoGold has formalized their construction decision for their Cariboo Gold Project.

$GCC.CN

[ManaxCapital @ManaxCapital]

Osisko Gold Announces Formal Construction Decision and Development Update for the Cariboo Gold Project

$OGG

🔗 https://t.co/STzHaWUJ5w