J2 Metals $JTWO is starting to look seriously interesting here. 🔥 #silver#antimony#gold
Today’s update from J2 Metals confirms they are advancing TWO highly compelling discovery stories at the same time:
🇲🇽 Sierra Plata (Silver-Gold-Antimony)
🇨🇦 Miniac (Copper-Gold-Zinc VMS)
At Sierra Plata, the team is now ON THE GROUND mapping historical mines, workings, and vein systems in one of Mexico’s most prolific historic epithermal districts. This project has never been explored with modern methods despite 500 years of mining history.
Key points:
• 5 past-producing high-grade mines
• Waste dump samples up to 3,932 g/t AgEq
• Drill permitting underway
• Antimony exposure at exactly the right time
The antimony angle could become huge. Antimony is now one of the hottest critical minerals globally due to defense, flame retardants, and battery applications, while supply remains extremely constrained.
Meanwhile at Miniac in the Abitibi:
• 41 km OreVision IP survey completed
• Multiple chargeability/resistivity anomalies identified
• Coincident with previous EM targets
• 19 high-priority targets along a 7 km conductive horizon
• Phase II drilling up to 5,000m being planned
Disclosure: Paid partnership with J2 Metals. This is not financial advice. Please do your own due diligence.
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https://t.co/79b55DtSBK
Myriad Commentary: The U.S. Nuclear Renaissance Accelerates After First Year of Executive Orders
One year after President Trump’s nuclear executive orders, the U.S. nuclear sector is moving from policy ambition to tangible deployment activity. The DOE recently outlined major progress across reactor licensing, fuel supply chains, plant restarts, SMR deployment, microreactors, and nuclear infrastructure investment.
Key developments over the past 12 months:
• DOE support for multiple new SMR deployments
• NRC approvals advancing new design advanced reactor projects
• Billions committed toward domestic uranium enrichment supply
• Restart financing for idle nuclear plants
• Expansion of reactor uprates and 80-year operating license extensions
• Deployment pathways for military, Ai data centers, and microreactors
• New federal initiatives targeting faster reactor testing and commercialization
Bottom line:
The U.S. nuclear sector is now entering a large-scale deployment phase supported by federal financing, regulatory acceleration, and supply chain investment.
Collectively, these developments reinforce long-term demand visibility for uranium and nuclear fuel through the coming decades.
https://t.co/Oxiw8podiv
What if the largest uranium discovery in the U.S. is already sitting in plain sight…
…and the company behind it is still valued like a tiny junior explorer? 👀☢️
New drill program starts THIS month.
Market cap still asleep.
The timing here is getting very interesting for Myriad Uranium $M.CN.
Long-term #uranium prices just hit new 18-year highs:
• UxC LT price: $93/lb
• TradeTech LT price: $95/lb
• SWU and conversion prices at or near all-time highs
• Production cost indicators continue rising
The market is starting to price in a world where future uranium supply may become increasingly difficult and expensive to develop.
And right as this is happening, Myriad is preparing to start Phase II drilling at Copper Mountain this month.
That connection matters.
Copper Mountain is not an early conceptual grassroots story:
- Historic resource base of 26.6M lbs
- Historic DOE Bendix work outlined exploration potential of up to 655M lbs across the broader district
- Multiple new geophysical targets
- Positive disequilibrium identified in Phase I
- Large portions of the district still untested with modern methods
- Potential expansion up to 10,000m in Phase II
If Phase II successfully validates and expands mineralization while uranium prices continue strengthening, I think Myriad will be completely re-rated.
Disclosure: Paid partnership with Myriad Uranium. This is not financial advice. Please do your own due diligence.
#gold#silver
The presence of multiple former mines within the project area provides clear evidence of a robust and repeatable mineralizing system, significantly reducing geological risk.
Historic workings, mine dumps, and underground development also offer valuable data points for modern exploration.
Learn more⬇️
https://t.co/Y43TnVUrqx
🇨🇦TSX.V: $JTWO
Why I think now could be one of the most asymmetric entry points in Myriad #Uranium $M $M.CN ☢️🔥
The market still seems to view Copper Mountain as just an old historical uranium district.
I think that is about to change.
Phase II drilling starts in June, with potential expansion up to 10,000 meters — and this could become one of the most important U.S. uranium exploration stories of 2026.
Here’s what makes the setup so compelling:
• Existing historic resource base of 26.6M lbs
• DOE “Bendix Report” outlined exploration potential of up to 655M lbs across the district, but that is now old data since:
✅ Recent geophysics generated multiple new drill targets
✅ Phase I drilling showed positive disequilibrium, suggesting historical grades may materially underestimate the real uranium content
✅ Large parts of the system remain essentially untested with modern exploration methods
This is the kind of setup the market often misses early:
A known uranium district with historical resources + modern targeting + potential grade upgrades + district-scale upside.
And importantly:
Copper Mountain is in the U.S.
In a world increasingly focused on domestic uranium supply chains, strategic projects in safe jurisdictions could become dramatically more valuable if uranium prices move where many bulls expect them to go.
The strategic alliance with Subatomic adds another layer of credibility here. Smart capital tends to position itself before the broader market fully understands the opportunity.
If uranium moves toward $150/lb+ in the coming years, utilities may not care nearly as much about “optionality” stories anymore — they will care about where future pounds can realistically come from.
That’s why I think Copper Mountain could become much more important than the market currently appreciates.
Disclosure: Paid partnership with Myriad Uranium. This is not financial advice. Please do your own due diligence.
J2 Metals $JTWO just became one of the most interesting junior #silver stories on the TSXV in my opinion.
The TSXV has now approved J2 Metals’ definitive agreement to acquire 100% of the Sierra Plata silver-gold-antimony project in Mexico’s historic Taxco district.
And this project looks STACKED:
✅ 2,203 hectares in one of Mexico’s premier silver camps
✅ FIVE past-producing silver mines
✅ Historic San Miguel Mine believed to extend onto JTWO ground
✅ Exposure to BOTH silver and critical mineral antimony
✅ Existing infrastructure + local technical teams via Impact Silver
The grades are what really catch attention. A few examples:
• 3,868 g/t AgEq (👀 bonanza grades!)
• 845 g/t AgEq
• 659 g/t AgEq
• 489 g/t AgEq
These are not low-grade bulk-tonnage numbers. These are serious high-grade epithermal-style silver-gold results from waste rock sampling.
And the antimony angle could become HUGE.
Antimony is now officially classified as a critical mineral in both the US and EU due to:
⚡ energy storage
🛡️ defence applications
🏭 supply chain security
2026 could be a pivotal year for J2 Metals, with significant re-rating potential.
Disclosure: Paid partnership with J2 Metals. Not financial advice. Please do your own due diligence.
Yesterday we announced the commencement of Phase II drilling at Copper Mountain — and the scale matters.
🔹 Initial program: 4,500 metres (15,000 ft)
🔹 Fully scalable to 7,000–10,000+ metres (23,000–33,000+ ft) subject to results
🔹 Targets include both known mineralized zones AND new targets generated from recent geophysics + historic Bendix data
After a maiden program that exceeded expectations, Phase II is about systematically unlocking district-scale uranium potential in Wyoming
Learn more⬇️
https://t.co/gGhlw4t2sJ
Aside from my main commodities #uranium and #silver, I have started to look into fertilizers, and #potash in particular.
American Critical Minerals @MineralsCorp $KCLI is starting to look like one of very few emerging US potash development stories at exactly the right time.
The market is waking up to a major macro shift:
• Middle East tensions are adding volatility to global fertilizer markets
• The US remains heavily dependent on imported potash, with roughly 90–95% of supply coming from abroad
• Potash is now officially classified as a critical mineral in the US
• Washington is aggressively pushing domestic mineral security
Meanwhile, American Critical Minerals is sitting on a massive project in Utah’s Paradox Basin — the same basin hosting the long-running Moab potash operation.
What stands out to me:
✅ Exploration target of 600M–1B tonnes of sylvinite
✅ Grades ranging from 19–29% eKCl
✅ Existing infrastructure, roads, rail, power nearby
✅ Potential exposure not just to potash, but also lithium + bromine
✅ A fully permitted maiden drill program is expected to advance in 2026
The strategic angle is becoming hard to ignore.
The US government is openly prioritizing domestic critical mineral supply chains, and multiple new American potash projects are now receiving regulatory support.
Tiny market cap.
Massive optionality.
Potash + lithium + US critical minerals theme all in one ticker.
Find out more here: https://t.co/xiq1OVb3ya
Disclosure: I have a financial relationship with $KCLI.
As Myriad $M.CN completes the sale of Red Basin Uranium project, this strategic alliance is what really makes me excited. Tech companies entering with capital and new exciting ideas is exactly what is needed to move the #uranium sector.
Disclosure: I have a commercial relationship with Myriad Uranium.
DOE’s latest report highlights nuclear’s growing role in flexible, clean energy systems alongside renewables.
As nuclear deployment expands, secure uranium supply becomes increasingly strategic—supporting the outlook for Myriad’s U.S. assets.
https://t.co/mfNSMcZ2x6
The Abitibi Greenstone Belt has produced 200M+ oz of #gold from 120+ mines and remains one of the world’s premier jurisdictions for both orogenic gold and VMS discoveries.
That’s exactly why $JTWO’s 100%-owned Miniac Project matters.
📍 Northern Abitibi, Quebec
📍 Along the prolific Chicobi fault system
📍 Between past-producing Normétal & Osborne-Bell
📍 Polymetallic Au-Ag-Cu-Zn VMS target with historic gold/zinc hits
📍 19 high-priority targets identified across a 7km conductive trend
📍 41km IP survey completed to refine Phase II drill targeting
Tier-1 address. Strong geology. Systematic exploration.
Discovery leverage in the right postcode.
Learn more:https://t.co/HTs2mGKIaA
#mining #exploration #VMS #Abitibi #Quebec #juniormining
Great day in New York with the Myriad team presenting the Myriad Uranium story to investors.
Always valuable to connect face-to-face, share our vision, and discuss the momentum building in #uranium.
$M $M.CN $MYRUF
New @CruxInvestor interview with CEO Thomas Lamb (@tdlamb) on Myriad Uranium’s next phase.
$M $M.CN $MYRUF #uranium
Watch now⬇️
https://t.co/mihDlaYevY
🚀 Bullish for #Uranium
CME Group launching a physically-settled uranium contract is a massive step forward for the entire sector.
Real liquidity & transparent benchmark pricing
Professional hedging for miners & utilities
Opens the door wide for institutional money
Uranium is finally getting treated like a serious commodity market — exactly when nuclear demand is exploding from AI data centers, energy security, and the clean energy transition.
This is structural tailwind confirmation. The nuclear renaissance just got infrastructure. ⚛️📈
#NuclearEnergy $URNM $U $CCJ $UEC $EU $URG
🙈U'd have to be totally blind to not see that every single signpost🪧 now points to a coming rip-your-face-off #Uranium#mining#stocks bull market📈⚛️⛏️🫠 that will go down in history as one of the most spectacular #investing opportunities in a generation!🎆🚀🌟🤠🐂 #Nuclear🏄
Australia is on track to become the first country to eliminate cervical cancer, largely because of a national vaccination program to prevent the disease. https://t.co/T5KWI7bqso