BayStreetBets

Spec investor always searching for the best plays within the smallcap world

[BayStreetBets @bets_bay]

@NusaNickelCorp @marketplunger1 Been invested here since their seed round. Its been good to see a mining company actually execute and showcase revenues before going public. Excited to see you guys list on the TSXV coming up

[BayStreetBets @bets_bay]

If you haven't already looked into what @NusaNickelCorp is doing as a private junior, I highly recommend doing a dive into them. Revenue generating producer before even going public.

[NusaNickelCorp @NusaNickelCorp]

On September 24, Prime Minister Mark Carney announced Canada’s first-ever bilateral trade agreement with an ASEAN country: the Canada–Indonesia Comprehensive Economic Partnership Agreement (CEPA). This landmark deal reduces tariffs, opens new investment channels, and prioritizes strategic sectors like clean technology and critical minerals. Cementing Indonesia’s role as a vital partner for Canada’s economic future.

For Nusa Nickel, the announcement validates what we’ve been building from the ground up: a bridge between the world’s leading nickel district and investors in North America. Indonesia accounts for nearly half of global nickel output, with 49 nickel smelters active and dozens more under construction. At the same time, Canada is aligning its trade policy with critical minerals supply chains, ensuring that Canadian companies have both the financial backing and diplomatic support to succeed in Indonesia.

Why this matters for Nusa Nickel:

-Indonesia is the world’s #1 nickel district, and Canada has now elevated the relationship to a government-to-government level
CEPA provides Canadian companies with a clearer, lower-friction framework to operate in Indonesia. This benefits Nusa Nickel with direct exposure and access to nickel material and highly sought after intermediate products like Mixed Hydroxide Precipitate (MHP)

-The agreement adds predictability and lowers barriers, improving optionality for both stainless steel and battery feedstock markets

-The EDC has earmarked $825M in financing to support Canadian ventures in Indonesia—capital that Nusa Nickel is uniquely positioned to leverage

-Nusa Nickel is North America’s only pure-play access to Indonesia’s nickel industry—offering investors a direct channel into the world’s most dominant nickel corridor

As stainless steel demand holds steady and battery demand accelerates, Indonesia’s nickel remains at the centre of the energy transition. With Canada now fully engaged in this corridor, Nusa Nickel stands at the intersection of resource, policy, and market demand. Delivering investors early access and the path-of-least-resistance to cash flow.

https://t.co/n8kQusQW6S

[Gold Telegraph ⚡ @GoldTelegraph_]

BREAKING NEWS

FREEPORT-MCMORAN HAS DECLARED FORCE MAJEURE ON CONTRACTED SUPPLIES FROM ITS GRASBERG BLOCK CAVE MINE IN INDONESIA

Wow.

This mine has one of the largest reserves of gold and copper in the world.

[NusaNickelCorp @NusaNickelCorp]

Stainless Steel Today, Batteries Tomorrow
Stainless steel still anchors nickel demand at about 65% of primary use. Batteries have risen to roughly 16% to 17% of demand and continue to climb into 2030. Asia, which accounts for ~82% of stainless demand, remains resilient while the next generation of battery factories come online.

Indonesia is the world’s largest nickel producer and now one of the world’s top stainless steel exporters. Stainless steel output topped around 5 million metric tonnes in 2024.

On the battery side, the domestic ecosystem is growing: Hyundai and LG Energy Solution inaugurated a 10 GWh cell plant in Karawang in 2024, and CATL with IBC and Antam have broken ground on a US$6 billion complex targeting 6.9 GWh in its first phase by 2026.

Why this matters for Nusa Nickel
•Stainless steel remains the biggest demand for nickel in Indonesia with its 49 active RKEF smelter where 14 of which are located within 170km of our mine site. This provides an abundance of short-haul domestic buyers for our lateritic nickel material that are in constant need of supply.

• As Indonesia ramps up their HPAL processors producing matte and MHP for battery EV’s, Nusa Nickel gains battery supply chain access. With the ability to supply our lower grade limonite nickel material into the 90kt per year of additional HPAL capacity planned.
This further unlocks our deposits by creating a growing demand for lower grade limonite ore in close proximity to our operations.

Nusa Nickel stands to be North America’s only pure-play access to the world’s #1 nickel district, feeding stainless steel today and the next generation of battery facilities tomorrow.

[NusaNickelCorp @NusaNickelCorp]

US–Indonesia trade pact cuts tariffs to 19 % 🇺🇸🤝🇮🇩
Washington and Jakarta have agreed to lower the threatened 32 % blanket duty to 19 %, while Indonesia commits to buy US $15 b in U.S. energy and 50 Boeing jets. Officials added that the accord is a springboard for a dedicated critical-minerals agreement, the key step that could let Indonesian nickel qualify for U.S. markets

Why it matters for Nusa Nickel

• Pure-play access for North America: A minerals pact would make our “North America’s only pure-play access to the world’s #1 nickel district” IRA-eligible exactly what U.S. battery makers need.

• Ultra-low-cost + trader-level margins: Our cost shield stays intact at today’s prices, and the pending trader licence lets us capture producer and merchant economics.

•Demand pull at the dock: If US battery factories can count Indonesian feedstock, each new gigawatt-hour requires roughly 500 t of nickel—a structural bid for the tonnes we produce.

• Western governance premium: Canadian leadership and a low-Chinese-equity cap table position us as an immediate “FEOC-compliant” supplier for U.S. OEMs.

Nusa Nickel is scaling inside Indonesia’s value-chain superpower just as North America locks in access, turning policy tailwinds into pure-play growth.

[BayStreetBets @bets_bay]

@NusaNickelCorp It really is pretty crazy how dominant their nickel industry is

[NusaNickelCorp @NusaNickelCorp]

⏰Indonesia’s Nickel Dominance Just Got Stronger 🌎⛏️

Indonesia now produces an astounding 63% of the world’s total nickel output, solidifying its position as the undisputed leader in the global nickel supply chain.

Over the last two decades, strategic government policy including a ban on raw ore exports has transformed the country from an exporter of unprocessed ore into a refining and industrial powerhouse.

The result? 🎯

A nation that not only supplies the bulk of the world’s nickel but also increasingly controls the value-added segments of the supply chain from nickel pig iron to battery-grade matte.

🔋But the story doesn’t stop there.

Introducing Nusa Nickel Corp, North America’s only pure-play access to Indonesia’s world-leading nickel industry. Now officially in production and revenue generating, Nusa Nickel is contributing to the very foundation of future-facing industries. From stainless steel to clean energy and advanced manufacturing, Indonesia is dominantly leading the way.

As the world scrambles to secure critical minerals, Indonesia’s ability to scale production, attract downstream investment, and maintain a commanding lead, places it at the center of global supply conversations.

📈Indonesia’s grip on the nickel market is only tightening and that has long-term implications for energy security, industrial strategy, and global trade. Nusa Nickel is now able to provide first access to North America within these key areas.

Another great image from
@graph_IQx

#Nickel #Indonesia #Mining #EV

[BayStreetBets @bets_bay]

@NusaNickelCorp Went into the seed round of you guys. It's a welcomed change to see a company lay out a game plan and achieve it, even before going public. Well done.

[NusaNickelCorp @NusaNickelCorp]

7500 Metric Tonnes on the Move: A Look Back at Our Inaugural First Sale

Our team was busy loading 7500 mt of high grade lateritic nickel onto our barge bound for Indonesia Morowali Industrial Park – home to over 14 nickel smelters. This lateritic nickel will be turned into the Nickel Pig Iron and Ferronickel that is essential for the world’s ever-growing stainless steel demand.

Why it Matters:

Early cashflow validates our proof of concept as we prepare for rapid expansion in the world-leading nickel district of Central Sulawesi, Indonesia. Within the first 12 months of being a company, with the first $1.1M raised, our team has taken Nusa Nickel into being a revenue generating producer!
Follow Nusa Nickel as we scale inside the world’s leading nickel district.

#nickel #criticalminerals #indonesia #mininglife #nusanickel

[BayStreetBets @bets_bay]

@NusaNickelCorp Went into your guys $0.05 round in the summer. Love to see the progress here

[BayStreetBets @bets_bay]

@SagacityCm There we go. $GLDR keeps racking up the old timers high-grade gold mines from that gold rush in the late 1800s. Probably so much high grade left close to surface at these.

[SagacityCM @SagacityCm]

The team at Golden Rapture $GLDR have finally found the Terrel Mine on their property, an old high-grade gold mine from the late 1800s, that their team has been searching for this exploration season.

Full details: https://t.co/wsPqdHzeXr

#Gold #Mining #Exploration #PreciousMetals

[BayStreetBets @bets_bay]

@SagacityCm Expecting good things from these first drill holes. Come on and give us a good strike $GLDR

[SagacityCM @SagacityCm]

Another incredible set of sample results from $GLDR as they found 163 g/t of gold where they found 204 g/t of gold in last year's exploration program.

Multiple drill holes now at the lab pending results. This is a story to be watching if you're looking for exposure to #gold exploration.

#CSE #PreciousMetals

[BayStreetBets @bets_bay]

@SagacityCm @goldenrapture1 This one's my sleeper this year. Had a decent go out of the gates, pulled back and found a nice floor here at $0.20. One stellar hole and this could run for multiples imo

[SagacityCM @SagacityCm]

Great to hear that 61 new samples are now sent off to the labs, assays pending, and the drills are now spinning at @goldenrapture1's Phillips Township Property as they kick of this years exploration season.

Full NR: https://t.co/Jg1IBUCPLh

#Mining #Gold

[SagacityCM @SagacityCm]

Big news out of Arizona this morning with @MaxPowerMining $MAXX $MAXXF confirming the discovery of near-surface lithium-rich clays over a large area of their Willcox Playa property. Notably, they've also successfully separated the lithium from the clay through their collaboration with UC Berkley.

NR: https://t.co/UEfN07XXR6

Highlights:

-Each of the first three triangular-spaced drill holes in the northern section of MAX Power’s property, the Discovery Zone covering an area 1,640 feet x 1,640 feet x 2,300 feet, intersected lithium at shallow levels over significant widths, including 15.5 feet grading 774.8 ppm lithium within a broader whole rock interval of 184 feet averaging 570.8 ppm lithium in drill hole WP-23-02

-When separating the clay fraction from the sand/silt fraction, lithium assays increased markedly, by as much as 47%, assaying up to 1,447 ppm lithium

-This early-stage discovery remains open in all directions with MAX Power also exploring options to expand its land package

-Based on a compilation of MAX Power’s work to date, and historical data, geologists believe the Discovery Zone represents just a fraction of the scale potential of Willcox with higher-grade mineralization expected in areas of increased clay content.

#Mining #Lithium #EV #BatteryMetals

[BayStreetBets @bets_bay]

@SagacityCm Finally seeing some love come back to this one. Rough correction, but the whole lithium sector had the same. Lets see this one breakout and get back to the $0.50s where it traded for months at

[SagacityCM @SagacityCm]

After a 50% correction, $MAXX is now in breakout mode with volume coming in strongly over the last 2 trading sessions.

Results should be around the corner for their Willcox Playa drill program.

[AllStreetsWolf 📈 @AllStreetsWolf]

$TMG.V @GoThermalEnergy Dont have to be a TA pro to see the uptrend heading into earnings tomorrow am.

Picking away on backtest as both @PaulAndreola & @WolfOfOakville are bullish & their picks have been on fire plus @WolfOfOakville said he'd cover my downside if they miss...