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Independent research into capital markets and resource investing.

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@DrJStrategy Stick to data leave the bias out

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$TSXV #Gold #Silver #Copper #Zinc #Oil #Uranium #Commodities Looking very bullish for a near term epic breakout ! Bodes very well for our junior resource stocks

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@AllStreetsWolf @MidnightSunMine

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$NILI.V zoomed in H&S on 1D

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$NILI.V 3 year cup and handle forming.

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$NILI.V testing inverse head n shoulders on 1W

[Benjamin Cowen @benjamincowen]

Always gotta stay on your toes

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@marketplunger1 Been saying this for months

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@RockBtmEntries bear market baby

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We have been tracking this since 105k.

Playing shorts, as identified for a low risk hedge against risk off events.

BTC exposes the broader markets weakness. I like being protected. Pays double when the market is up and bitcoin:native dumps..DYODD

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bitcoin:native failed at the 200sma. No surprise here. Same rejection, same point in prior cycles. Price has a memory.

Bearish engulfing into three red candles confirms the read. Have been adding to shorts.

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@DougieFreshPick Consistency. 💪

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@Kacper_PK_CH Yup I trimmed some today

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@KilconaVC Teasing that gap at 0.54 on the daily. Let’s us know two things:

1. It respects the level.
2. Unfinished business.

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@AllStreetsWolf Wolf speak. I listen.

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$NILI.V 3 year C & H. Unreal execution from management. 🚀

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$NILI.v drilled 9 core holes in 2025. Hit lithium claystone in every single one.

The 640 m step-out (NNL-037) returned 4,196 ppm Li, at the very edge of the known deposit.

Here's what most people are missing:

No hole has established the deposit boundary to the south or east. The mineralized zone spans 4.3 km × 1.5 km from widely spaced drilling, and geophysical anomalies suggest the basin extends further.

The updated MRE, expected late April, could meaningfully expand the 11.24 Mt LCE resource.

At ~$9/t EV/Resource, @SurgeBattery trades at a near 90% discount to peers. Any tonnage added by the Q2 MRE is effectively priced at zero.

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$WATT 🚀

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+8% on this $WATT tranche.

Avg cost sits in the 24.50 range.

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$RM.TO come back to this chart in 3 months time.

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Great report from @RKEquityRocks

"Surge Battery Metals currently trades on an Market Cap/resource multiple of US$12/t LCE, adjusted for Evolution Mining’s minority interest in Nevada North. This compares with US$45/t LCE for Lithium Americas, adjusted for General Motors’ 38% interest in Thacker Pass."

[Rock Stock Channel @RKEquityRocks]

Check out our latest research report on @SurgeBattery
entitled “Next LAC off the rank?”

Our thesis:

• Sedimentary Lithium Mispriced: The equity market continues to assign sedimentary lithium projects a material discount vs Hard Rock and DLE, despite lower technical risk than DLE and a simpler, integrated route than Hard Rock.

• Nevada North vs Thacker Pass: Nevada North is almost 50% higher grade than Thacker Pass’s total resource and c.20% higher grade than Thacker Pass’s reserve, with recent drilling identifying zones above 4,000ppm Li.

• Shallow & Scalable: Mineralisation at Nevada North starts from surface or depths of just 5–15m, which should mean less material moved, lower strip, and potentially lower capex and opex.

• Strategic Backing: Evolution Mining owns 29.46% of the Nevada North JV and has fully funded the project through PFS, which should improve financing flexibility and reduce future dilution risk.

Bottom Line: $NILI.v is following the road already opened by Lithium Americas at Thacker Pass, but with a project we believe is higher grade, shallower, scalable and potentially lower cost. As the market becomes more comfortable with sedimentary lithium, we believe Surge deserves a materially higher valuation than it is currently being assigned.

Read the full research report here: https://t.co/XDsu4glDFe

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$FMS.V going vertical as expected.

Fractals rarely track 1:1, and I expect this one to break from the projection at some point. However, the Wyckoff Accumulation underneath has held for over 12 months.

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Focus Graphite trades at ~$3 per tonne of contained graphite on FRC's comp sheet, an EV of $46M against 15.25 Mt of net resource.

At feasibility stage and beyond, that makes it the cheapest graphite developer on the board, and it carries the highest grade of the group at 10.8% consolidated, 15.4% at Lac Knife alone.

The other advanced developers run $8 to $70 a tonne. Nouveau Monde sits at $62 on 4.3% grade. Falcon at $70 on 3.9%. Same development stage, a fraction of the grade, twenty times the multiple.

Grade is what makes the discount hard to defend. It pulls cost down at both ends. Lac Knife models $398 per tonne of concentrate in cash costs against a $512 peer average, on 174M of initial capex versus 250M. Only two names price below Focus, Lomiko and Metals Australia, and both sit two stages back at PEA. Focus reached feasibility with the best grade on the sheet and a build cost under the peer pack.

China holds the spheronization chokepoint through at least November 2026, and Western anode supply has to come from somewhere. A feasibility-stage Quebec deposit at the top of the grade table, priced at $3 a tonne, is the kind of dislocation that closes when the next supply scare hits.

Long $FMS.v

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@brgrtime200