The demand drivers for REEs are gaining momentum, primarily where our push toward carbon neutrality is concerned. Even outside the energy transition demand formula, REE usage continues to evolve due to their unique optical, electrical, and magnetic properties. Defense Metals is systematically de-risking its mothership Wicheeda Rare-Earth Project where current resources stand at 5,031,000 tonnes averaging 2.95% […]
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Posted inExploration and Development
An eye on undervalued resource plays amidst broader market carnage – Defense Metals (DEFN.V), Patriot Battery Metals (PMET.V), Apollo Silver (APGO.V), and Teuton Resources (TUO.V)
Trading activity in the broader markets has everyone on edge. The S&P 500 index is currently testing its mid-June lows. A decisive break below this level could usher in further carnage, with many analysts in the bear-camp calling for a protracted downward spiral. Dow Theory Sell Signal Triggered I’ve stressed the significance of the 200-period […]
Posted inExploration and Development
A mid-September Highballer Report featuring Forum Energy Metals (FMC.V), Defense Metals (DEFN.V), Patriot Battery Metals (PMET.V), Teuton Resources (TUO.V) – also Prime Mining (PRYM.V), Highgold Mining (HIGH.V), Skeena Resources (SKE.TO), and Sokoman Minerals (SIC.V)
With the broader markets near a potential inflection point—the point at which the Fed’ll admit defeat in its battle against inflation and turn its attention to what may evolve into another financial crisis—we could see some wild swings over the balance of 22. Where the precious metals are concerned, we’re at the U.S. dollar’s mercy. […]
Posted inExploration and Development
A Midsummer Highballer Update Part 1 – Defense Metals (DEFN.V) and Teuton Resources (TUO.V)
Janet Yellen recently stated that the U.S. wants to end its dependence on China REEs and will focus instead on “friend-shoring” (diversifying their supply chains with trusted trading partners). She recently told Reuters there’s now a push for increased trade ties with the likes of South Korea “to improve the resilience of supply chains and […]
Posted inREEs
Defense Metals (DEFN.V) continues to methodically de-risk its Wicheeda Rare-Earth Project in mining-friendly BC
“There will come a time when Earth sheds us like dead skin, and it will be our own fault” – John Dutton, Yellowstone (one possible scenario) If we are to create a cleaner, greener, carbon-free world—to avoid the direst climate-related shocks gathering on the horizon—global greenhouse gas emissions need to drop 50% by 2030 and […]
Posted inGold
Updates from Defense Metals (DEFN.V), Harfang (HAR.V), Skeena (SKE.T), and a MONSTER drill hole out of the HighGold Mining (HIGH.V) camp
An October 4th roundup I published over at Equity Guru—Unabated selling, dry powder, the upside of buying when you’re the only bidder in the room…—generated a fair amount of positive feedback: The above tweet is courtesy of Blackrock Silver‘s CEO, Andrew Pollard. Blackrock is a Nevada-based explorer/developer currently active with four drill rigs in a […]
Posted inUranium
Uranium tags multi-year highs, Skyharbour Resources (SYH.V) in the spotlight, updating Defense Metals, Forum Energy Metals, Harfang Exploration
Uranium. It’s all the rage right now. Sentiment in the uranium arena is turning altogether positive with spot prices tagging multi-year highs at $39 per pound in recent sessions. The Sprott Physical Uranium Trust, which made its debut on the TSX earlier this summer, invests in physical uranium. According to Sprott’s updates on Twitter, the fund […]
Posted inREEs
Defense Metals (DEFN.V) continues to de-risk its high-grade REE deposit in mining-friendly B.C. PLUS a Q & A with CEO Craig Taylor
Rare Earth Elements (REEs) are a major driver in the green-ride (EV) revolution. Electric motors, generators, catalytic converters, component sensors, LCD screens… REEs can even be found in the powder used to polish the windshields and mirrors. Hailed as the “vitamins of chemistry”, REEs exhibit a broad range of electronic, optical, and magnetic properties. They’re […]
Posted inBattery Metals
Updating Defense Metals (DEFN.V) and Forum Energy Metals (FMC.V)
This is a brief update covering two of our shortlisted stocks: Defense Metals and Forum Energy Metals. I may publish an interview with the CEO of another company on the Highballer shortlist later in the week. Defense Metals (DEFN.V) has been featured prominently in these pages, beginning with my maiden report at the beginning of […]
Posted inGold
HighGold Mining, Defense Metals, Coral Gold, and general junior sector volatility
“Be bold and mighty forces will come to your aid”—someone famous once said that. It might’ve been Francis McDormand. I don’t need to recap what happened last week in the broader markets, cept to say the selling was across-the-board, indiscriminate. In the resource arena, much of the price weakness we witnessed was exacerbated by the […]