Slider⛏️

Another brick in the wall

[Slider⛏️ @ExMatador1]

@EverydayResell thousand oaks ,ca

[Slider⛏️ @ExMatador1]

@dom_kwok @easya_app @Wharton Even better than these guys!

[Slider⛏️ @ExMatador1]

@Barakotayo @allthemoney Those goose teeth are sharp

[Slider⛏️ @ExMatador1]

@ojessie__ Murdoch

[Slider⛏️ @ExMatador1]

@Zara_588 16

[Slider⛏️ @ExMatador1]

@allthemoney Alice in Chains

[Slider⛏️ @ExMatador1]

@Freyaiiie No one is looking at the sign

[Slider⛏️ @ExMatador1]

@its_The_Dr they're gonna need a bigger boat...

[Slider⛏️ @ExMatador1]

@end3of6days9 Warning Warning Will Robinson

[Slider⛏️ @ExMatador1]

@MidwesternDoc I have a cousin with Ushers Syndrome part 2. Do you know of any treatments that could help with this horrible disease?

[Polish Assassin2.0 @FlyEaglesFly529]

Tiny @CGasparino blocked me long ago bc he couldnt handle the heat, but in light of him chirping again on $MMTLP I thought I'd share some enjoyable memes of the little troll.
So please, feel free to share so Tiny gets all triggered and threatens to sue everyone😂

[Jonkoo Capital @JonkooTrades]

$NAK - Northern Dynasty Minerals & The Pebble Project Saga🪨

Today I am deep diving into $NAK (Northern Dynasty Minerals Ltd.) as requested.

This research has cost me a lot of effort, I love doing this. So a like and a repost would be greatly appreciated.

Now let's get started.

$NAK is a high-stakes, speculative play in the mining sector—think massive upside if things align, and with the current pro-mining climate, it's looking increasingly promising.

I'll break it down by the key points:
- What $NAK does
- A company / sector timeline
- Ongoing legal battles
- Revenue/future value if Pebble gets the green light
- Ending with my take

NFA, DYOR.
I'm assuming good intent here, but this stock's volatile AF. Current price around $1.84 (close Feb 5, 2026, pre-market up to $1.87 on Feb 6).

1. What Does $NAK Do?⛏️
$NAK is a Vancouver-based mineral exploration and development company focused exclusively on the Pebble Project in Southwest Alaska.

They own 100% of it through their U.S. subsidiary, Pebble Limited Partnership (Important!!).

- Core Asset: Pebble is one of the world's largest undeveloped copper-gold-molybdenum-silver-rhenium deposits.
It spans 274 square miles with 1,840 mineral claims, about 200 miles from Anchorage and 125 miles from Bristol Bay.

- Resources: Measured & Indicated: 6.5 billion tonnes (0.4% copper, 0.34 g/t gold, 240 ppm molybdenum, 1.7 g/t silver). Inferred: 4.5 billion tonnes.
That's billions of pounds of copper/gold/moly, plus millions of ounces of silver and rhenium.

- Business Model: No current ops or revenue. They're all-in on permitting, developing, and eventually mining Pebble as an open-pit operation.
It's positioned to supply critical metals for EVs, renewables, grids, and tech.
But it's pre-production, burning cash on studies/lawsuits (market cap ~$1B, enterprise value ~$990M, cash ~$45M).

- Why It Matters: Copper demand is exploding (EVs need 4x more than gas cars).
Pebble could be a U.S. strategic asset, reducing reliance on China.
With environmental concerns being addressed through rigorous studies, this could become a flagship domestic project.

Pros: Pebble provides massive resource potential in a safe jurisdiction, with surging metal prices amplifying value.

Cons: Zero revenue now, but funding secured via royalties ($60M+ recent).

2. Timeline for the Company and Sector⌚
$NAK's story is tied to Pebble's discovery and the broader mining sector's ups/downs (copper prices, green energy boom, regulatory shifts). Here's the key chronology:

- 1983: Incorporated as Northern Dynasty Explorations Ltd. (changed to Minerals in 1997).
- 1987: Cominco (now Teck) discovers Pebble via surface samples.
- 1989-2000: Initial drilling/ studies by Cominco.
- 2001: Northern Dynasty options the claims from Teck Cominco.
- 2002-2013: Heavy exploration/drilling. Resource estimate grows 600%+.
- 2005: Acquires 100% ownership; discovers higher-grade Pebble East.
- 2007: JV with Anglo American (50/50 split).
- 2011-2013: Peak hype—resource expands to 10B+ tonnes. Sector boom with copper at $4/lb.
- 2013: Anglo withdraws ($500M+ loss); Mitsubishi pulls out.
- 2014: Rio Tinto donates shares to charity (effective exit); EPA proposes restrictions under Obama admin.
- 2017: Trump pauses EPA veto; permitting restarts.
- 2020: Army Corps denies key permit (EIS cites salmon impacts).
- 2023: Biden EPA issues final veto under Clean Water Act 404(c)—blocks dredge/fill in Bristol Bay watershed.
- 2024-2025: Lawsuits filed by $NAK, Alaska State, Native corps. Settlement talks fail; summary judgment briefs submitted Oct 2025. Federal shutdown delays (43 days).
- 2026 Update: DOJ response due Feb 16; plaintiffs' reply April 15. Decision expected by mid-2026. Sector context: Copper at ~$5.79/lb (supply crunch driving prices higher); gold ~$4,883/oz. Green transition pushes critical minerals, with forecasts for 50%+ copper growth by 2030 favouring Pebble.

3. Legal Battles⚖️
This is $NAK's make-or-break, but momentum is building. Pebble's been in regulatory hell for 15+ years, but with a new pro-mining administration, the tide is turning in favour of development.

- Key Issue: EPA's 2023 veto (under CWA 404(c)) found "unacceptable adverse effects" on Bristol Bay salmon. Blocks any mine plan like Pebble's (open-pit, tailings in watershed).

- Main Lawsuits:
- Consolidated in Alaska Federal District Court: $NAK/Pebble vs. EPA (challenging veto as unlawful/overreach). Joined by State of Alaska, Iliamna Natives Ltd., Alaska Peninsula Corp.

- Takings Claims: Separate suits in U.S. Court of Federal Claims—$NAK and Alaska seek compensation ($700B from state estimate) if veto = "taking" of property rights (5th Amendment).

- 2025-2026 Developments:
- Plaintiffs filed opening briefs Oct 3, 2025: Argue EPA ignored Congress (state lands for mining), veto too broad, politically motivated.

- Settlement Talks: Ongoing, with positive signals from the new admin; government could withdraw veto.

- Shutdown Delay: 43-day fed shutdown pushed DOJ response to Feb 16, 2026. Reply briefs April 15.

- Amicus Support: U.S. Chamber, Nat'l Mining Assoc. filed briefs Nov 2025 backing $NAK (overreach hurts industry).

- Potential: Trump admin highly likely to drop defense or withdraw veto, given past support and focus on domestic minerals.

- Historical Battles: 2014 EPA proposal (Obama); 2017 pause (Trump); 2020 permit denial; 2023 veto (Biden).
$NAK spent $1B+ on dev; partners fled due to uncertainty, but new interest could surge post-resolution.

- Risks: Enviro opposition exists, but Final EIS shows no measurable fishery impact, with huge economic benefits for Alaska.

With Trump back and emphasizing critical minerals, odds are strongly tilting pro-mining. Court decision mid-2026 could be a catalyst, but settlement might come sooner.

4. Revenue Expectancy and Future Value Based on Pebble Mine Approval💵

$NAK has $0 revenue now, it's a pure explorer.
But approval unlocks enormous value.
If Pebble greenlit:

- Economics: 20-year mine life (expandable to 180+). Initial plan: Mine 13% of deposit. Dev cost: $5-6B (needs partner—majors eyeing return with high prices).
- Projected: IRR 16%, NPV $2.3B (7% discount). Annual output: 318M lbs copper, 362K oz gold, 1.8M lbs moly, 1.6M oz silver.
- Revenue Potential: At current prices ($5.79/lb Cu, $4,883/oz Au), could generate billions annually—far exceeding old est: $300B recoverable metals (now even higher).

- Future Value:
- Analysts: Consensus target $2.50 (35%+ upside from $1.84). Bullish forecasts: $5+ EOY 2026 (+170%), up to $12 by 2030 (+550%) if approved.
- Multi-Bagger Potential: Veto lift/permit could send stock 10-20x. Market cap $1B now; full value $10B+ with partner/financing.
- Scenarios: Base: climbs to $3+. Approval—surges to $8-15 (capex funded, minimal dilution).
Failure unlikely given momentum—floor $1+.
- Leverage: High beta to copper/gold. EV demand could push Cu to $7+/lb, supercharging NPV.

- Hurdles: Partner needed, but high prices and strategic importance attract majors. Funding via royalties minimizes dilution.

5. Conclusion📕
$NAK is a binary bet with heavily skewed upside:

Win the legal fight (looking likely under pro-mining leadership), unlock a world-class mine, and it's a massive winner (20x potential in a copper super-cycle).

With metal prices elevated, settlement talks advancing, and Trump prioritizing domestic supply, this is primed for a breakout.

Watch Feb 16 DOJ brief, this could spark momentum.

High conviction play if you handle volatility; the risk/reward screams buy.

#Mining #Copper #Gold #PebbleProject #Stocks

[Jordan Stone @TheJordanStone1]

MMTLP it’s starting! The whole world is about to find out! Show some support!People are starting to look 👀 into this!
Like, share, retweet
👇🏽👇🏽👇🏽

[Marc Milette @MarcMilette]

🚨 HUGE NEWS FOR NAKers! 🚨

The U.S. House has officially listed the PERMIT Act (H.R. 3898) for Floor consideration next week… and Pebble supporters, this is massive.

[Slider⛏️ @ExMatador1]

@AdnansArk If NAK gets bought out by a major- you may wake up one day and see you own Barrack

[Slider⛏️ @ExMatador1]

Recently Barrack Gold changed it's name to Barrack Minerals. I believe I read they are diversifying into copper as well. My guess is they are waiting in the wings for the positive permitting- then they come in heavy..