Resource Opportunities

Under-followed junior resource stocks/special situations w/ multibagger upside. Focus on strong leadership.

[James Kwantes 🇨🇦 @jameskwantes]

Great 2-hr deep dive by @ResourceTalks
& @MiningCatalyst w/ @ProspectorMetal CEO Rob Carpenter. Follow-up drilling on 2025 scorcher (44m @ 13.79 g/t Au, 38 g/t Ag, 1.84% Cu), distributing spinco shares to shareholders. Conflict: doing comms work for $PPP.V https://t.co/ztMlFUPRBj

[James Kwantes 🇨🇦 @jameskwantes]

Lunahuasi is a unicorn by several different metrics: gold & copper grades, geology, management, shareholder value creation via $LUNR.V spinout ... https://t.co/Wwis99u1qj

[James Kwantes 🇨🇦 @jameskwantes]

Nice to see good guys win. A Dave Lotan company delivers with $94.3M sale of phosphate play Fox River Resources (director, owns 8.3%) to Agnico. Comes on the heels of $AU.V exit, also to Agnico. Not many guys in jr. mining completely aligned w/ shareholders (no pay/options) 🙏🏼

[Trent Buckle @TrentBuckle]

Shoutout to @jameskwantes, who absolutely picked the Agnico-Finland consolidation two months ago. It's great to see logic define a prediction and it comes to fruition so soon.

He's dead right, there's a lack of good growth projects in the majors & mid-majors, plus they have cash.

https://t.co/dwOAlfirkR

[James Kwantes 🇨🇦 @jameskwantes]

Lotan comes through for $AU.V
Agnico $AEM.T buys Rupert/Ikkari gold deposit & consolidates Finland's Central Lapland Greenstone Belt
- buys $RUP.T for $2.87B
- purchases Aurion Resources $AU.V for $2.60/share cash or $481M
- buys B2's 70% of JV for US$325M
https://t.co/yIZf5s409F

[James Kwantes 🇨🇦 @jameskwantes]

Congrats to G2 Goldfields shareholders on the G Mining acquisition. Wrote about the likelihood of this outcome & the district back in July 2025, w/ G2 at $2.67. Takeout price $10.84 $GTWO.T $GMIN.T
https://t.co/vE8t3i2alX

[James Kwantes 🇨🇦 @jameskwantes]

NRs from companies featured @ Patreon that caught my 👁
- positive "start small" PFS at Fenn-Gib for Mayfair Gold $MFG.V. Will expedite permitting/development. Backed by Muddy Waters/smart $
- Mirage lithium MRE for Brunswick Exploration $BRW.V. Investing w/ Bob Wares (owns 17%)

[Resource Opportunities @ResourceOpp]

Touched on Altius's takeover of Lithium Royalty Corp. & Westhaven's deal with Dundee in my latest

[James Kwantes 🇨🇦 @jameskwantes]

Applying Warren Buffett Wisdom to Junior Mining Investing $ALS.T $KLD.V $WHN.V $FPX.V $MRZ.V
https://t.co/KkoChCMYmb

[James Kwantes 🇨🇦 @jameskwantes]

Kenorland's 4% royalty on Frotet takes shape
MRE of 2.55 million oz of gold at 5.47 g/t gold 🔥
Hell of a start for Sumitomo's deposit, these systems only get bigger
https://t.co/7V54O7U6n3

[James Kwantes 🇨🇦 @jameskwantes]

Carson Block Moves Stocks
My latest, looking at THAT OTHER Muddy Waters junior #gold long https://t.co/8UrISA5uC4 $MFG.V $SGD.T

[James Kwantes 🇨🇦 @jameskwantes]

Decent first day of trading for Snowline Gold $SGD.T on the big board. Wrote about Snowline at $2.76 back in March 2023 when B2Gold invested. It's worked out alright for Clive, too $SGD.V $BTO.T
https://t.co/LfVLbYRFxN

[James Kwantes 🇨🇦 @jameskwantes]

Tick tock ...
$KLD.V

[James Kwantes 🇨🇦 @jameskwantes]

Carson Block's $SGD long call. For a much smaller market cap junior that is literally controlled by Muddy Waters, check out Mayfair Gold $MFG.V https://t.co/WS8v8UbGYB

[James Kwantes 🇨🇦 @jameskwantes]

❤️ 🧡 Had a little private Remembrance Day ceremony & reflected on my Frisian grandparents. Resisted Nazis in their town in occupied Netherlands during my mom's early years. Liberated by Canadian soldiers 🇨🇦 ❤️ 🧡

(Pake reading to my sister and I)

[James Kwantes 🇨🇦 @jameskwantes]

Let's see what Rob Carpenter can do with $40 million in Yukon
https://t.co/iyWX4lwqjp

[Resource Opportunities @ResourceOpp]

Welcome to the portfolio, LunR Royalties. New king of the royalty space?

[James Kwantes 🇨🇦 @jameskwantes]

The speed at which Lunahuasi has come together, compared to the years of exploration by the Lundins before Filo revealed itself, is remarkable. $NGEX.T

So is the shareholder value creation that has emerged out of the original NGEx Resources.

[James Kwantes 🇨🇦 @jameskwantes]

Buying "high" on a rising tide: an insider activity roundup with stops in Yukon, Finland, Timmins, Vicuña and Namibia https://t.co/94iukWUYXB
$AU.V $MFG.V $NGEX.T $RAK.V $SGD.V $SIG.V $MRZ.V $KFR.V $KRY.V

[James Kwantes 🇨🇦 @jameskwantes]

The speed at which Lunahuasi has come together, compared to the years of exploration by the Lundins before Filo revealed itself, is remarkable. $NGEX.T

So is the shareholder value creation that has emerged out of the original NGEx Resources.

[James Kwantes 🇨🇦 @jameskwantes]

Once Again in the Yukon

Another Rob Carpenter/Jodie Gibson discovery, on terrain he knows well. Prospector Metals & its $82M drill hole https://t.co/lhZ1ymb4BT $PPP.V

[James Kwantes 🇨🇦 @jameskwantes]

Marks Money
Hedge-fund legend invests in Canadian gold developer 👀
https://t.co/rSwPRSYYzz $MFG.V Muddy Waters already a major shareholder