XTractPR

Mining microcap exposure through strategic PR - Posts are speculations, not financial advice.

[XTractPR @XTractPR]

https://t.co/Ra783mvqvu

[Freeport Resources @Freeport_Res]

Freeport Resources $FRI has commenced a work plan to advance the Yandera #Copper Project toward a #DefinitiveFeasibilityStudy. Discussions have begun with key international strategic #investors & prospective partners to advance of Yandera Copper Project. https://t.co/GgFVrAvMb2

[XTractPR @XTractPR]

@TheApeOfGoldST Claude is the best for analysis and information gathering

[XTractPR @XTractPR]

@elonmusk bet: AI + humanoid robots (Optimus) create explosive productivity → post-scarcity abundance.

Goods/services become super cheap/abundant.

From UBI to ‘Universal High Income’ - everyone gets housing, healthcare, food, even luxuries. Work becomes optional.

This is how we grow our way out of massive debt. GDP skyrockets, debt/GDP shrinks.

Only path to avoid bankruptcy.

[The Kobeissi Letter @KobeissiLetter]

What if AI is actually creating more jobs than it is replacing?

The latest JOLTs data showed that US job openings surged by a massive 731,000 jobs in April.

Markets were expecting no change, resulting in the largest beat in JOLTs history.

As a result, available employment hit 7.6 million for the month, the highest since May 2024.

And, job openings in the professional and business services sector surged by a massive 668,000.

The labor market's bull case from AI is underpriced.

[XTractPR @XTractPR]

Mom: “Move out.”

Boss: “Work harder.”

Stock broker: “Excellent choice, sir.”

[XTractPR @XTractPR]

@PhotonBull https://t.co/jpVTPXxsz1

[XTractPR @XTractPR]

https://t.co/Ra783mvqvu

[XTractPR @XTractPR]

@Hedgeye Congrats!

[XTractPR @XTractPR]

#zinc continuing its upwards trajectory!

[XTractPR @XTractPR]

2026 #Zinc Supply Crunch Summary ⚠️

•Garpenberg: 55-70kt down (seismic Mar)
•Red Dog: 50-80kt down (grades)
•Antamina: >250kt mine drop (sequencing)
•Glencore/Kazzinc: 230-270kt down (smelter fire May)
•Iran+Russia: 140-300kt shortfall (geo/disruptions)
•Sulfuric Acid Price Increase/Hormuz closure: 150-350kt zinc refining drag
•Bolivia/Peru protests: 10-45kt minor decrease but could become larger

Total tightness: 700k-1.2M tonnes (~5-9% global).

[XTractPR @XTractPR]

$FRI.V Freeport Resources #copper

[XTractPR @XTractPR]

https://t.co/Ra783mvqvu

[XTractPR @XTractPR]

@au_engineer @EnriqueMulds That’s my favourite…

[XTractPR @XTractPR]

At current #copper prices, After Tax NPV10 is now above $5 billion CAD. Run it using an after tax NPV5 and your head will spin. Current market cap $28 million CAD.

[XTractPR @XTractPR]

$FRI.V Freeport Resources - has a ~C$25M market cap.

Its flagship Yandera project hosts:

• 6.9 BILLION lbs #copper
• 1.59 MILLION oz #gold
• 159 MILLION lbs #molybdenum

One of the world’s largest undeveloped copper deposits, with over US$200M already spent on exploration and development.

If copper keeps ripping, juniors with tier-one scale assets won’t stay ignored forever.

[XTractPR @XTractPR]

I think the jurisdiction risk is the main part. It’s in PNG… they have to get permits every two years or so and they’re in the process of getting it renewed.

It’s also a massive capex, over a billion dollars.

There’s also about 380 million shares outstanding, lots of dilution has occurred

$200 million USD was pumped into drilling it in the 2010s so it’s very de risked form a project POV

[XTractPR @XTractPR]

~48.6B CAD in situ value… from #copper #gold #molybdenum

•9.2B lbs Cu @ $1.64/lb = $15.09B USD
•2.9Moz Au @ $4,528/oz = $13.13B USD
•180M lbs Mo @ $39/lb = $7.02B USD

Total: ~$35.24B USD → ~$48.6B CAD (at ~1.38 USD/CAD)

[XTractPR @XTractPR]

$FRI.V FY2026 highlights:

• Cash increased to $2.9M
• Working capital grew to $2.77M
• Annual loss improved to $3.65M from $4.23M
• Burn rate declined
• No debt
• Yandera license renewed and renewal application submitted
• 9.2B lbs Cu + 2.9Moz Au + 180M lbs Mo resource
• Located in PNG, one of the world’s premier copper-gold belts

At a ~$28M market cap, FRI controls one of the largest undeveloped copper-gold projects held by a junior.

The asset isn’t the question. The market is discounting PNG risk, development costs, and execution risk while waiting for a catalyst: JV, strategic partner, updated economics, or takeover.

#Copper #Gold #MiningStocks #PNG

[XTractPR @XTractPR]

At current #copper prices, After Tax NPV10 is now above $5 billion CAD. Run it using an after tax NPV5 and your head will spin. Current market cap $28 million CAD.

[🏴‍☠️ @calvinfroedge]

To sum up the issues even if Hormuz opens this month:

- Crews won't sail back in
- Charterers don't want the risk
- Insurers won't cover
- Ships need maintenance (barnacles, parts, oil changes, etc.)
- Gulf logistics are a nightmare right now

No normalization this year IMO

[XTractPR @XTractPR]

@Silver__Santa

[XTractPR @XTractPR]

@GoingToADollar $fri.v Freeport resources

[XTractPR @XTractPR]

@UDiamondBalls $fri.v Freeport resources