TokStocks

Canadian Small Cap Coverage for Active Investors Not Financial Advice. Please see our disclaimer:

[Za @ZaStocks]

The market topping out because of the SpaceX, Anthropic, and OpenAI IPOs is the most consensus opinion I’ve seen in a long time.

It’s rarely that easy.

[TokStocks @TokStocks]

Exactly what I wrote in my last Substack article.

[Rock Bottom Entries @RockBtmEntries]

Junior miners are now outperforming the majors.

The Venture is breaking out of a 10-year base.

This looks like the real deal - years in the making.

[TokStocks @TokStocks]

@gregisenberg @internetvin

[TokStocks @TokStocks]

@Westpine613 @SelkirkCopper I like Cambria but it’s a wait right now for me. I’m in on the last placement and now I want to see advancement over the next 12 months. It got ahead of itself with a +$700M market cap.

[TokStocks @TokStocks]

@SeedOilDsrspctr HAMILTON
KHAKI FIELD
MURPH AUTO 42MM

[Yellowbrick Investing @joinyellowbrick]

Added 78 new stock write-ups to the site (pt final):
@__MattLindsay (watchlist) - $PLBY, $KITS.TO
@BlokeOak57182 - $RGL.L
@cdnvaluestocks - $PBL.TO
@TokStocks - $FMN.V
@norbucap - $AS (earnings)
fund letters
and more...

[TokStocks @TokStocks]

I tried it. Works very well. I'm going to throw a few more varieties of tasks its way but it works very seamlessly with Claude desktop. Keep pushing the boundaries of Taste with AI-aided design as this continues to be the real limiting factor and likely the biggest opportunity to capture.

[TokStocks @TokStocks]

@MarkJCarney 👏

[Mark Carney @MarkJCarney]

We’re breaking ground on Nouveau Monde Graphite’s Matawinie Mine — just six months after we referred it to the Major Projects Office. This will become the largest graphite mine in the G7.

It will create more than 1,000 career opportunities, catalyse nearly $2 billion of investments, and build a stronger, more independent Canadian economy.

[TokStocks @TokStocks]

@MarkJCarney @liberal_party 👏

[TokStocks @TokStocks]

@MarkJCarney 👏 you are cooking! 🔥

[TokStocks @TokStocks]

First time I’ve ever agreed with MTG.

👽🛸👎

[Marjorie Taylor Greene 🇺🇸 @mtgreenee]

I really don’t care about the UFO files.

I just don’t.

I’m so sick of the “look at the shiny object” propaganda while they wage foreign wars, let rapist and pedophiles run free, and ruin the value of our dollar.

Unless they roll out live aliens and test demo UFOs or actually admit what we know this really is then I have way better things to do on this Friday.

[TokStocks @TokStocks]

@samuel_spitz I'll try the power mode. Thanks for the quick reply. I'm a big fan of your platform. 🙏

[Gp @GPs_capital_]

Just wrote a 7,000 word report on Minera Alamos.

Tldr:
-Highest producting CAGR in the sector 26-29 at 68%
-Trading under 0,3xNPV
-Production in the US
-A lot of insiders buying

Read the report here:
https://t.co/HCOlVyo2fp
$MAI.V $MAI.NE

[Brandon Beylo @marketplunger1]

Interesting price action in precious metals.

Seeing a lot of higher highs and higher lows heading into the weekend.

Also bouncing off oversold levels.

Take that for what it's worth.

[Rock Bottom Entries @RockBtmEntries]

Commodities just broke out of a 15-year base.

The supercycle accelerates - led by crude oil.

Hard asset investors win.

[Zenoble Research @ZenobleResearch]

While I hear many throwing in the towel on Figma, $FIG, it’s a good time to recall the fundamentals amidst poor price action.

- 2027 P/S Ratio: 4.9x
- $1.7B Cash (20% of market cap)
- 136% Net Retention Rate (best in class)
- AI Credits & Monetization just turned on

Figma is a software business born in the AI era. The fact that they don’t have a bloated headcount like the incumbents in the industry should prove to be a tailwind.