Stephan

[Airic @airic101]

News posted for $SCMI.v - a major resource jump today, the 2026 Mineral Resource Estimate at Minto is out. $SKRKF

Measured & Indicated resources are now 47.8 million tonnes, up 280% in tonnage from the 2025 estimate.

✅ 940 Mlbs copper (+182%)
✅ 530 Koz gold (+184%)
✅ 4.97M oz silver (+188%)
✅ Plus another 16.9Mt of Inferred resource on top

"Growing the Measured and Indicated Resource category by 280% in our Phase 1 drill program demonstrates the significant potential to grow mineable resources within the Minto Mine Property in a cost-effective and timely manner," said CEO Colin Joudrie.

And none of this includes the ongoing Phase 2 (50,000m) program, which is already 75% complete.

(1/3)

[MAX Power Mining Corp. @MaxPowerMining]

LAWSON WELL ENCOUNTERS MORE NATURAL HYDROGEN-RICH FRACTURES

https://t.co/qwTH423n1y

CSE: #MAXX | OTC: #MAXXF | FSE: #89N

#MAXPowerMining #NaturalHydrogen #HydrogenEnergy #CleanEnergy #MaxPowerMining

[Silver Storm Mining (TSX-V: SVRS | OTCQB: SVRSF) @TSXSVRS]

Silver Storm Announces First Concentrate Shipment from La Parrilla

Full press release:
https://t.co/AE56hGJnQb

TSX.V: $SVRS | OTCQX: $SVRSF | FSE: $SVR

[Stephan @Stephan44103615]

@JrMiningNetwork @TheApeOfGoldST 💪

[Peter Epstein, MBA (NYU Stern School of Business) @peterepstein2]

First concentrate shipment from the restarted La Parrilla mining complex! Great news, congratulations to the team, led by CEO Greg McKenzie. The de-risking continues. @TSXSVRS #silver #gold #zinc #lead #Mexico $SVRS.v $SVRSF

[Investor Lens @InvestorLensCA]

$GSI.V — Gatekeeper Systems | Q3 FY2026 Results

gatekeeper makes video and AI data solutions for school buses and transit fleets — 65,000+ mobile data collectors installed across north america.

📊 Q3 Highlights (quarter ended May 31):
• revenue: $12.5M (+68% YoY)
• gross margin: 53% (vs 49%)
• operating income: $2.1M (vs $60K loss)
• net income: $2.3M (vs $300K loss)
• adjusted EBITDA: $2.4M (vs $202K)
• EPS: $0.02

📋 Nine Months:
• revenue: $28.8M (+39% YoY)
• net income: $1.0M (vs $919K loss)
• ~$73M in new contracts announced this fiscal year, only ~$14M recognized as revenue so far

🤝 Contract Momentum:
• $27M LIRR contract (largest ever, FRA mandate)
• new C$19M SEPTA video services contract announced july 2026
• $9.3M california school bus deal

⚠️ Worth Watching:
• operating cash flow was -$19.7M for the nine months — inventory ($17.4M) and receivables ($14.5M) built up ahead of contract deliveries
• funded by a $13.5M raise at $2.10; cash sits at $7.2M with nothing drawn on the $6M credit facility

The backlog is converting: three straight quarters of sequential revenue growth and the swing to real profitability this quarter. the cash burn is working capital, not losses — but execution on delivery and collection is now the whole story.

Full analysis:
https://t.co/MMEIRuEgNL

#TSXV #CanadianStocks #Transit #VideoAnalytics #AI #SmartCity @GatekeeperGSI

[Gatekeeper Systems @GatekeeperGSI]

Gatekeeper reports record FQ3 2026 results with $12.5M revenue, 68% growth, and $2.4M adjusted EBITDA https://t.co/l7QIzl4iLQ $GSI.V $GKPRF

[American Eagle Gold @AmEagleGold]

CEO Anthony Moreau and VP Exploration Neil Prowse join @6ix to discuss the strong start to the 2026 drill season at the NAK Project in BC, including the recent highlight of 154m of 1.21% CuEq near surface.

Watch the full interview: ⬇️
https://t.co/gYwgfEVn0I

[Stephan @Stephan44103615]

@JrMiningNetwork @TheApeOfGoldST what's your opinion?? I think very good results

[American Eagle Gold @AmEagleGold]

American Eagle Gold kicks off its 2026 drill season with 154m of 1.21% CuEq within 280m of 0.96% CuEq near surface, extending the South Zone by 100 metres north.

🎥 Watch CEO Anthony Moreau and VP Exploration Neil Prowse discuss the results and what they mean for the growing NAK discovery.

https://t.co/VYvz2Balpb

[Stephan @Stephan44103615]

@AmEagleGold Great Results 🚀

[American Eagle Gold @AmEagleGold]

American Eagle Opens Drill Season with 154 Metres of 1.21% CuEq within 280 Metres of 0.96% CuEq from Surface, Extending the South Zone 100 Metres North

View the news release here 👇

https://t.co/uQ5R9Vgt61

[TheApeOfGoldStreet @TheApeOfGoldST]

$CEXY.cn - Copper One Resources

Potential #SEXY promo setup incoming with $1 000 000 USD in marketing budget:

"The Company has entered into an agreement with Gold Standard Media, LLC (“GSM”), a Texas-based media firm. Under the agreement dated June 19, 2026, GSM will provide marketing and promotional services for a total consideration of up to USD $1,000,000 for a period of six (6) months."

Price has been held around the $0.50 area since april, no matter what the metals have done.

Now the company has put $1M USD into marketing and promotional services. This is obviously to revive the stock and put awarness out. That's significant for a $12.81M CAD mcap company with only 23M shares outstanding.

Worth keeping an eye on here with price sitting at $0.54. A break out of the green channel should be able to see a push to the $1.35-$1.50 zone.

PP just closed so I suspect they had around CAD$7.5M in cash at that close and now a promo budget of 1M USD is getting put to work, intersting weeks/months ahead.

Anyway, the green box is the setup to watch!

#Copper

[TheApeOfGoldStreet @TheApeOfGoldST]

$CEXY.cn - Copper One Resources

🔍10.5% CU

[AftermathSilver @AftermathSilver]

Silver enters its 6th straight year of structural deficit in 2026, with supply-demand imbalances that could support investment demand. $AAG.V offers exposure through #BerenguelaProject and #Challacollo & #Cachinal projects.

Visit: https://t.co/kHJ5clUQed

#AAG #AAGFF

[AftermathSilver @AftermathSilver]

$AAG.V is pleased to provide additional assay results from its Phase 3 diamond drill program at the Berenguela silver-copper-manganese deposit located in the Department of Puno in southern Peru.

Learn more: https://t.co/D2urkmHUEz

#AAG #AAGFF

[AftermathSilver @AftermathSilver]

#Silver opportunities are a primary focus at the #BerenguelaProject. Our recent drill results reaffirm the project’s potential.

Learn more: https://t.co/x6IaD0tVzO

🇨🇦 #TSXV: #AAG $AAG.V 🇺🇸 #OTCQX: #AAGFF 🇩🇪 #FRA: #FLM1

[Stephan @Stephan44103615]

@InTheAssembly Nein warum? Klär uns bitte auf? Dankeschön

[Power Analysis Ltd. @power_analys1s]

⚡ Bitzero continues to position itself for the accelerating demand for AI infrastructure, focusing on scalable, energy-efficient data center development to support the next generation of AI and high-performance computing. 🌍🤖 $AIBZ #Bitcoin

Read more: 🔗 https://t.co/YUbQUD9Ihz

[Silver Santa @Silver__Santa]

#SANTA ETF REFLECTIONS
$EDM.V $EDMFF — EDM Resources (22.2%) carries the largest weight in the book. The structural thesis is a brownfield zinc-lead restart in Nova Scotia — C$300–400M of built infrastructure, lowest-quartile C1 cash costs, a 14-year mine life — priced at C$46M with an NPV exceeding C$246M at the US$1.60/lb Zn base case. Two active catalysts. First, the FAA environmental permit, in process since autumn 2023 and at day ~135+ as of late June — a positive decision unlocks project financing and converts this story from developer to imminent producer. Second, the gold re-assay program: lab assays confirmed 142–157 g/t Au in lead concentrate from a deposit the industry classified as MVT for 40 years and never assayed for gold. Re-assay of 1,831 historical drill cores is underway, with initial results expected Q3 2026. A positive NR opens a second valuation frame in which Scotia is not a zinc mine but a zinc-lead-gold mine — every incremental 5,000 oz of confirmed annual gold production adds roughly US$13–16M FCF against a C$46M market cap. The market currently prices the gold at zero. The FAA clears the financing obstacle; the re-assay removes the zero from the gold line. Both catalysts are confirmed within the next six months.

$SSV.V $SSVFF — Southern Silver Exploration (13.8%) is sized as the primary silver expression. The structural argument — Cerro Las Minitas at 0.13× base-case NAV in the Faja de Plata belt, with zero royalties, management pedigree from building Peñasquito, and confirmed M&A appetite from Pan American and First Majestic across the same belt — is well established. The near-term catalyst is the updated MRE incorporating the Puro Corazon infill program, confirmed for Q3 2026 per the June 18 NR. All 23 Puro Corazon holes hit with bonanza grades — 1,115 g/t AgEq over 10.5m, 874 g/t over 6.3m — and none of that material is in the current resource. The MRE re-rates this stock mechanically: the total uplift from converting Puro Corazon to Indicated is expected to be material relative to the current C$0.50 price. The updated PEA follows in Q3–Q4 2026 and will be the first economic study in this project's twelve-year history at a silver price within sight of the current market. The two-step catalyst sequence — MRE now, PEA in the following quarter — means the potential re-rating is a process, not a single event.

$GWM.V $GAYMF — Galway Metals (11.6%) has the most time-sensitive catalyst in the portfolio: the updated Clarence Stream MRE is due June 30. The current resource of 2.26 Moz was calculated at US$1,650/oz gold. With 70,000+ metres drilled since 2022, including the Stewart Zone discovery not yet in any resource, the update at US$4,000+ gold will be materially larger and priced at far higher cut-off economics. Strip out DOWA's US$5M Phase I payment for 10% of Estrades and the implied enterprise value assigned to Clarence Stream today is negative — a Tier 1 Canadian gold asset at a negative implied price. A re-rating to even C$35/oz effective (still deeply discounted to the C$56–88/oz range of PFS/DFS-stage Canadian peers) implies roughly C$1.45/share against a C$0.52 current price — approximately 2.8×. At the Estrades PEA-stage multiple, the implied price is higher. If the MRE does not publish by June 30, the proximity of the catalyst diminishes — the thesis does not break, but the urgency does. The H2 2026 DOWA-funded Estrades drill campaign is a secondary catalyst that will reinforce the asset base regardless of MRE timing.

$WEX.V $WEXPF — Western Exploration (10.5%) has a binary permitting milestone arriving this week: the MPO submission to the USFS must be filed by June 30, reaffirmed in the June 9 NR. Submission formally starts the permitting clock under NEPA and elevates WEX from a company with a PEA and an NOI acceptance to one with active federal permitting underway — a step change in the institutional risk perception of the project. Comparable Nevada developer permitting milestones have historically generated 15–30% NR-day reactions; WEX's own NOI acceptance in January produced approximately 10–15%. The MPO is expected to be a stronger signal since it represents a formal commitment of federal process resources. The PEA base-case NAV of C$7.57/share at US$4,000/oz against a C$0.65 price means a re-rating to 0.35× NAV implies C$2.65/share, roughly 4×. The H2 2026 Doby George and Gravel Creek drill seasons are the secondary catalyst stack once the MPO is in.

$FOR.V $FTBYF — Fortune Bay (10.5%) has the most powerful underlying economics in the portfolio. The nearest actionable catalyst is the Golden Pond 578-assay batch, expected H2 2026. All 7 Golden Pond holes intersected targets, historical work at the zone included 16.53 g/t Au over 13.6m, and the full assay batch has not yet been published. Box step-out B26-350 (3.70 g/t over 21.0m, 140m outside the MRE at 342m depth) in April produced approximately a 20% same-day move — Golden Pond carries more holes, more samples, and better historical grades, making a larger reaction defensible on a clean result. The re-rating estimate is +30–60% on a strong batch. Beneath the Golden Pond catalyst sits the PFS, on track with all 2026 technical workstreams returning clean results. At 0.20× base-case NAV — still cheap for a project with an approved EIS and a PFS in hand — the implied price is approximately C$6.00, more than 9× from C$0.65.

$MLM.C $MLMLF — McFarlane Lake Mining (9.2%) has a catalyst arriving within days. The updated Juby MRE, targeting ~5.3 Moz (from 4.18 Moz), is guided for end-June or early July 2026. The re-rating logic is peer multiple compression: the current C$18/oz implied price is 70–80% below every named Ontario gold comparable — Fresnillo paid C$78/oz for Probe Gold's identical deposit profile, IAMGOLD paid C$130–150/oz for Trelawney's identical profile 50–70 km away on the same Abitibi structural trend. If the market begins to price MLM at even 50% of the Probe takeout comparable (C$39/oz), implied MCap is C$207M — 2.1× from C$97.5M. The scoping study (Q4 2026) is the second catalyst in the sequence, providing the first ever economic assessment of a deposit that has passed through seven owners in 25 years without one. The June 24 pullback to C$0.20 — −11% on no fundamental news — has widened the asymmetry further. A positive MRE this week is the most immediate binary in the portfolio.

$PER.V $DUVNF — Peruvian Metals (6.6%) is sized modestly to reflect genuine structural constraints, but the catalyst is clear and close. The company is transitioning from toll milling to own-ore production at Palta Dorada (10.51 g/t Au shaft average) and Mercedes (292 g/t Ag / 3.69 g/t Au) — the same Aguila Norte plant, the same operating costs, but revenue per tonne 12–15× higher once own ore displaces third-party feed. The nearest catalyst is the first own-mineral shipment from Palta Dorada, guided for bulk sampling commencement in Q2–Q3 2026. A confirmed first shipment NR converts PER from a toll miller to a self-feeding producer in the market's perception — comparable nano-cap transitions have re-rated 60–120% on that single NR. At 100 tpd own-ore, the sub-3.2× EV/EBITDA implied by the current enterprise value becomes visible to anyone running a basic screen. That is the re-rating target.

$SAM.TO $SHVLF — Starcore International Mines (6.0%) has the nearest and most urgently time-sensitive catalyst among the producers: the MobileMT and IP geophysical survey results across the San Martin concession package are expected late June 2026. The survey covers 13,077 hectares, many not tested with modern geophysics since the mine opened in 1993. A positive NR identifying a district-scale structural corridor comparable to Torex Gold's Guerrero work — where comparable MobileMT results preceded a +35–50% re-rating — would reframe SAM as a district-scale exploration vehicle with 33 years of infrastructure sunk, not a single-mine micro-cap. The structural re-rating argument underneath is intact: La Tortilla's social license is secured, the MIA is procedural, and if La Tortilla reaches 100 tpd production, the company generates more revenue from a mine acquired for US$268K than it currently earns from 33 years of gold mining at San Martin. At C$0.47, that optionality is free.

$FRED.V $FREDF — Fredonia Mining (4.8%) is at the add-or-exit threshold, with the trigger being the first assay batch from La Herradura and Monserrat West — guided approximately June 23, with a one-session slip as of June 24, meaning the NR is imminent. The batch either confirms the boiling-zone high-grade mineralisation signature, which would validate the comparison to the C$25–33/oz peer median and drive a +30–70% re-rating on the NR, or it disappoints, in which case a near-exhausted treasury (C$23,585 cash) and a forced PP at or below current levels creates a compounding exit problem. The PEA is obligated Q3 2026 — AngloGold's Cerro Vanguardia depletion timeline does not wait — and a PEA result above the QGR comparable benchmark remains the thesis confirmation event. The two Neo Lithium C$960M co-founders now on the board signal that sophisticated capital sees the same AGA strategic angle. The position stays at 4.8% until the assay NR clarifies the add-or-exit decision.

$ALTN.L — AltynGold (3.5%) is the most catalyst-dense name in the book over the next six months despite being the smallest position. Three independent events are converging: the Sekisovskoye expansion strategy update (summer 2026), which will formally outline the pathway to 100–150Koz production with an estimated US$125M capex plan self-funded from current FCF — a production doubling from a 54Koz base without equity dilution; the Teren-Sai production licence decision (late 2026), a binary event that unlocks 1.45 Moz P&P reserves at an estimated AISC of ~US$900/oz via trucking to the existing plant; and the first dividend policy announcement, signalled explicitly in the FY2025 Annual Report for the first time in the company's history, which would structurally open the stock to income-oriented institutional capital that currently cannot hold a zero-yield producer. Q1 2026 actuals (US$56.3M revenue, +122% YoY) confirm the FCF capacity to fund all three simultaneously. All three catalysts firing positive in sequence would represent a transformation of the investment case — from a deeply discounted single-mine producer to a growth-and-income mid-tier in formation.