THE 2026 ROADMAP: 70% EARN-IN
NRED
NRED’s 2026 plan includes expanded soil work, 4 IP/AMT surveys and possible fall drilling, subject to permits. Field results will carry the burden of proof.
#teenager#omegle $ZBAO
MetalCore feels like something management wants to build for the long term, not just for internal use. That's what caught my eye.
#Innovation#momson $INTU
NRED's new advisor wrote The Business of Art. MetalCore is his next The Business of Rocks.
I looked up Caplins background and found something that stopped me. He wrote a book called The Business of Art. Its a three time international bestseller. The whole thing is about monetizing creative intellectual property. Turning ideas into products. Building brands around content. Making money from stuff you cant physically touch.
Now look at what NRED owns. MetalCore has 4 million records. And treating this geological intellectual property as dumb database is wrong. An algorithm. A platform. They filed two patents in two months. They are evaluating EyeX for computer vision. The whole stack is intangible assets that need to be packaged sold and licensed.
Caplin spent four decades figuring out how to monetize IP. Films. Media brands. Technology ventures. Now he is applying that exact playbook to a mining company. The parallel is direct. MetalCore is the product. The patents are the protection. The users are the market. The geology is just the proof of concept.
The digital mining market is about $72 billion. Most of that is controlled by incumbents like Hexagon and Caterpillar. They sell software to mines. NRED could be the first junior to build software that gets licensed back to the industry. A SaaS model instead of a mining model.
BHP and Rio have in house geological databases. They dont license them. They are closed systems. NREDs opportunity is to build the platform that everyone else uses. Thats a completely different business than selling copper concentrate. It scales across sites. It doesnt deplete. It gets better with more users.
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Ningi is a known short seller and to be fair, over 70sek that was the play. I would not be shorting from here though.
However, I researched the claims and after a lot of digging most of them weren't valid.
The only ones were:
1. They had included government subsidies in their earnings filed incorrectly.
2. There was a probable leak that contitutes insider trading around the NASDAQ listing announcement, but Trump does that in a daily basis now.