Die besten Gold-/Silberminen auf der Welt
https://ceo.ca/@smallcapcomms/what-a-setup-out-there-silver-brcv
https://x.com/crudeoil231/status/1925166804814487778?s=46
https://www.youtube.com/watch?v=kcAYrHivGas
Für ein Jahr Managementgehälter wird's wohl reichen - Saftladen!
Alter Zinssatz bzw. letzter war 4,80
Jetzt 5,10 %. Das ist schon ein großer Schluck aus der Pulle. Die Anleihegläubiger verlangen einen höheren Zins. Ab 5 % bekommen die US Aktienmärkte Probleme . Die Refinanzierungen vieler US Firmen wird viel teurer werden. Die besten Zeiten sind für Schuldner definitiv vorbei.
https://stockhead.com.au/resources/...xplorers%2520and%2520developers
The Conference Board Leading Economic Index FELL to the lowest level in 11 YEARS.
The drawdown since the peak has been 17.3%, the biggest since the Great Financial Crisis.
Such a drop has never been seen outside of recessions and is higher than in 2011
https://x.com/globalmktobserv/status/1925182345134363134?s=46
US consumers are FALLING behind on their debt:
20% of the lowest-income Americans' credit card debt was seriously delinquent in Q1 2025, the highest share in 14 YEARS.
Nationwide, ~13% of credit card debt was past due 90+ days, the highest since 2011
https://x.com/globalmktobserv/status/1925189448590909712?s=46
“If you have a look at average gold or ASX producer price to net asset value multiples, they’re currently sitting at about 0.7 times. Average P/NAV multiples have largely remained range bound for five years.
“This is in spite of the fact that Aussie dollar gold prices have more than doubled in that same period of time.
“In cycles past, gold stocks have traded at premiums to NPV … so despite this recent outperformance of equities, we think that this is still supportive for further upside in gold equities.”
West Red Lake Gold Mines Ltd. („West Red Lake Gold“ oder „WRLG“ oder das „Unternehmen“) (TSXV: WRLG) (OTCQB: WRLGF) freut sich mitteilen zu können, dass das Board of Directors von WRLG auf einer Sitzung am 21. Mai 2025 der Empfehlung des Managements gefolgt ist und die sofortige Wiederinbetriebnahme der Mine Madsen genehmigt hat.
„Diese Entscheidung zur Wiederinbetriebnahme ist ein bedeutender Meilenstein, der durch die systematische Verringerung der technischen, betrieblichen und finanziellen Risiken in Zusammenhang mit einem nachhaltigen, hochgradigen Goldbergbaubetrieb bei Madsen erreicht werden konnte. Ich freue mich ungemein, alle wichtigen Stakeholder, einschließlich unserer Aktionäre und Nachbarn, über die Wiederinbetriebnahme informieren zu können.“
Der Kurs ist seit heute morgen trotz des Rückgangs im Gold um ca 4% gestiegen
https://x.com/globalmktobserv/status/1925733419062841809?s=46
In den letzten 6 Monaten wurden 700000 Arbeitnehmer entlassen. Wirtschaft brummt auf vollen Touren.
Samt interessanten Hintergrund
By James Kwantes
Published first at Patreon
What the hell is any junior resource company doing buying back their own shares, in what remains a very capital-constrained sector?
The normal-course issuer bid (NCIB) is a topic worth delving into. Especially since junior mining companies exist to explore for economic mineral deposits.
The answers could yield important insights about effective business models. In junior mining, there may be no greater flex than having enough excess cash to reduce the number of your own outstanding shares.
Investors should care about NCIBs because companies that have the capacity to adopt buybacks are more likely to survive the current capital drought, and because the mining industry needs deposits to replace reserves — and needs explorecos to find them.
In a landscape where ballooning share structures are the norm, balloons typically pop, taking share prices down with them. As junior resource investors, we are looking for a different type of experience.
FPX Nickel (FPX-V, FPOCF-OTC)
FPX Nickel is a strange animal: a junior mining company with a flush treasury (about $32 million); a microcap with several relationships with majors; a small company with a big-company foundation.
FPX has been deploying some of its capital by purchasing shares for cancellation.
Since the beginning of December, the company has bought more than $131,000 worth of its own stock, at prices ranging from 23-27 cents. FPX is developing the Baptiste nickel project in the Decar district of central British Columbia.
The company is active in surrounding communities and has good relationships with several First Nations, but has encountered some turbulence with the leadership of one Nation. The stock is near multi-year lows.
In addition to the NCIB, FPX has seen stock purchases and option exercises by heavily invested insiders, including company founder Peter Bradshaw (he owns 32.2M shares, or 10.2%) and investor Allyn Knoche (38.3M shares, or 12.2%).
FPX's shareholder registry tells the tale of how the company became cash-rich. First FPX landed a strategic $12-million, 9.9% investment at 50 cents a share from an unnamed (publicly listed) corporate. The fact this investment was non-material to the investing company is itself a kind of statement.
Next FPX landed a $16M investment (@ .60/share) from Outokumpu, a Finnish-based global stainless steel producer. Finally, in January 2024, Sumitomo Metal Mining put in $14.4 million at 48 cents a share for a 9.9% stake.
Premium Pricing: Pay Attention
The Canadian government also chipped in $725,000 (in non-dilutive funding) from its Critical Minerals Research, Development and Demonstration program.
FPX is preparing a feasibility study on its Baptiste project, which a 2023 PFS identified as a large, long-life deposit of nickel-bearing awaruite mineralization. Early indications suggest the nearby Van target could also host significant awaruite mineralization. Metallurgy shows a high-grade nickel product with few impurities, produced with low carbon intensity.
During a time of sharpened focus on critical metals, and with the B.C. government pledging streamlined permitting for infrastructure projects including critical minerals projects, FPX Nickel's time may finally be coming.
Price: 0.235
Shares out: 315 million (335M fully diluted)
Market cap: $74 million
Voyageur Mineral Explorers (VOY-CN, CPEFF-OTC)
Voyageur is a project generator with valuable royalties on ground in the Flin Flon/Snow Lake greenstone belt on the Saskatchewan-Manitoba border.
The flagship royalties are a .75/tonne royalty on ore mined at Foran Mining's (FOM-T) McIlvenna Bay copper deposit and 2% NSRs on Foran's Bigstone deposit and Balsam project, as well as the company's new Tesla discovery. All of those are in Saskatchewan.
McIlvenna Bay hosts reserves of 29.7 million tonnes grading 2.51% copper-equivalent and resources (Indicated and Inferred) of 43.1Mt at about 2% CuEq. Construction of the mine is about a third complete, according to an April 30 news release, and commercial production is expected in the first half of 2026.
Foran is run by Dan Myerson, who I wrote about in Forward-Looking: Execs Who Make a Statement, and backed by Fairfax Financial, Agnico Eagle and Pierre Lassonde.
As for Voyageur, it's a "backed by Rob" story. That's Robert Cudney and his Northfield Capital Corporation, which collectively own about 16.75 million shares, or 51.9% of the company, after Northfield recently purchased another 4.79 million shares privately.
Voyageur is a frugal operation -- CEO Fraser Laschinger was paid $75,000 in each of 2023 and 2024 -- with cash on its balance sheet. As of Feb. 28, the company had $709,855 in cash and more than $1 million in investments, most of that Foran shares.
Voyageur has spent $61,755 buying back its own stock so far this year, at prices ranging from 48 to 58 cents. Laschinger and Cudney have also been open-market buyers of stock in the past six months. Voyageur is a quiet, thin trader with a tight share structure: just 32.54M shares out.
The company also has a 1% royalty on Callinex's Pine Bay project in Manitoba's high-grade Flin Flon mining district and royalties on Hudbay's Morgan Woolsey (2%) and Cook (1%) properties, also in Manitoba.
With Foran financing and G Mining building the McIlvenna Bay mine, Voyageur's flagship royalties should be cash-flowing before long. Voyageur's other royalties and optioned properties are just the icing on the cake.
Price: 0.56
Shares out: 32.54 million (36.35M fully diluted)
Market cap: $18.22 million
Altius Minerals (ALS-T, ATUSF-OTC)
Altius started 25 years ago as a microcap project generator and has grown up to become a profitable dividend-paying base metals royalty company, with precious metals kickers and exposure to the junior exploration sector through equity stakes and its PG business.
Altius's money makers are long-life royalties on potash, iron ore, base and battery metals, and renewable energy. But one of their most valuable assets is a 1.5% royalty on AngloGold Ashanti's Expanded Silicon project (Altius and AngloGold are in court to determine the precise royalty coverage).
The Silicon and Merlin deposits, both of which are covered by Altius's 1.5% royalty, host a combined 16.31 million ounces of oxide gold in all categories, as of year-end 2024.
Orogen's recent sale of its 1% NSR on Silicon-Merlin for $343 million (the $421M deal included an Orogen spinco valued at $78M) was an important mark-to-market moment for Altius. It implies a floor value of $514.5 million for Altius's 1.5% royalty.
On such a potentially company-making asset, a 1.5% NSR on Silicon-Merlin is likely worth more than 1.5X the price of a 1%. Altius's market cap has increased by about $150 million (13%) since the Orogen deal was announced. Their Silicon-Merlin royalty remains undervalued within the company's diverse portfolio of royalties and equity stakes.
Altius has never done a share rollback and has just 46.3 million shares outstanding. Its latest share buyback was on February 25, when the company purchased $52,540 worth of stock at $26.27.
Altius ended 2024 with very aggressive share buybacks, however. In November 2024, the company spent $2.3 million buying back stock, at $24.72 to $26. They ramped it up in December to $3.11 million, at $24.89 to $26. Prior to this, Altius was loading up on Orogen shares, at much lower prices.
In addition to its 1.5% Silicon-Merlin royalty, Altius has cash and public-market equity holdings of about $450 million.
Through the company's history, Altius CEO Brian Dalton has put on a master class in building per-share value. That's likely to continue this year, especially if Altius pulls off a transaction with its valuable Nevada gold royalty.
Price: 27.70
Shares out: 46.3 million (47.2M fully diluted)
Market cap: $1.28 billion
Kenorland Minerals (KLD-V, KLDCF-OTC)
Project generator Kenorland recently renewed an NCIB that it did not use in the past year. Kenorland has plenty of capacity to start buying back its own shares on dips.
As of December 31, the company had about $30.36 million in working capital, including $28.2 million in cash and equivalents. Kenorland's operator model generates enough revenue to cover its G&A expenses every year.
Kenorland shares are up about 60% in the past year, so share buybacks at these levels are probably unlikely. The company is well-positioned, however, to reduce its share structure on any weakness in the stock price.
Kenorland is currently drilling or waiting for assays on four programs:
23,000 metres of drilling at Regnault at the Frotet gold project in Quebec's Abitibi greenstone belt. Frotet is now 100% owned by Sumitomo; Kenorland is operator and has a 4% royalty;
14,363 metres has been drilled at the Papaonga target at South Uchi in Ontario, which Kenorland has optioned to private exploreco Auranova Resources (backed by Tom Obradovich and Chris Taylor). Kenorland is operator and owns a 2% royalty, a minimum 30% project interest and 19.9% of Auranova's shares;
up to 3,500 metres at the Deux Orignaux target on the Chebistuan project in Quebec, optioned to Newmont. Kenorland is operator and will retain at least 20% of the project; and
up to 4,300 metres at the Hunter project in Quebec, optioned to Centerra. Kenorland is operator and will retain a 30% share if Centerra exercises the full option.
Price: 1.39
Shares out: 77.76 million (89.4M fully diluted)
Market cap: $108.1 million
Morien Resources (MOX-V, APMCF-OTC) is a bulk commodity royalty company with royalties on the idled Donkin coal mine in Nova Scotia and the Black Point aggregate project, also in Nova Scotia. Morien has not been active lately — as of March 31, the company had $1.1 million in working capital — but since 2015 it has reduced its outstanding share count by 17%.
Price: 0.30
Shares out: 51.3 million (53.9M fully diluted)
Market cap: $15.4 million
Olive Resource Capital (OC-V, XTERF-OTC) is a small mining-focused holding company that had a net asset value of $7.5 million as of March 31. Last year Olive purchased 3.03 million of its own shares for cancellation.
Olive's largest two positions are a private real estate company and Omai Gold Mines (OMG-V), whose ticker matches its 180% one-year return. Other positions include Troilus Gold (TLG-T), Arizona Sonoran Copper (ASCU-T) and Aurion Resources (AU-V).
Olive insiders are also active in the market. Since the beginning of February, executive chairman Derek Macpherson has spent $9,690 on stock at 3 cents and director Jacob Willoughby has bought $21,450 worth of shares, also at 3 cents. Investor Dave Lotan (Aurion's chairman) went above 10% in mid-February.
Price: 0.035
Shares out: 109.2 million (114.4M fully diluted)
Market cap: $3.8 million
An oil and gas company that has been a prolific buyer of its own stock - including after fairly ferocious rallies - is Tenaz Energy (TNZ-T, ATUUF-OTC). Tenaz recently closed on the acquisition of offshore gas assets from a joint venture between Shell and ExxonMobil. Tenaz is now the second largest offshore gas producer in the Dutch North Sea.
Tenaz shares have risen 328% in the past year and are up 570% on the two-year chart.
Since April 2, the company has spent almost $800,000 buying back shares at prices ranging from $11.42 to $16.18 - a range that roughly reflects the trading range during that period.
Disclosure
Original Article: https://www.juniorstocks.com/...cker-apeiron-s-1-m-vote-of-confidence
Apeiron’s Million-Dollar Vote of Confidence Fuels Super Copper’s Meteoric Rise
Brace for impact, because Super Copper Corp (CSE: CUPR | OTCQB: CUPPF | FSE: N60) just landed a blockbuster deal that’s got the market buzzing louder than a drill rig in Chile’s copper belt. In a move straight out of a Hollywood script, the company announced a $1 million strategic investment from Apeiron Investment Group, the brainchild of billionaire investor and serial entrepreneur Christian Angermayer. This isn’t just a cash infusion—it’s a vote of confidence from one of the sharpest minds in global finance, and it’s setting Super Copper up to dominate the red-hot copper market.
A Billionaire’s Bet on Copper’s Meteoric Rise
Let’s talk about Christian Angermayer for a second. This isn’t your average suit throwing money at a stock ticker. Angermayer’s a visionary who’s made billions in biotech and crypto, gracing the likes of Joe Rogan and Forbes with his Midas touch. Now, he’s turning his gaze to copper, the metal powering everything from AI data centers to national defense systems. His firm, Apeiron, just snapped up 4 million units of Super Copper at $0.25 a pop, each bundled with a warrant exercisable at $0.30 over the next 36 months. That’s a cool $1 million to fuel Super Copper’s ambitions, with no sweetheart deals or backroom handshakes—just a straight-up, bullish investment.
Why copper? As Angermayer puts it, “Copper is fundamental to industrial manufacturing, national defense, and critical infrastructure—especially as we enter a new era of accelerated growth driven by AI.” With copper prices soaring past $5.20 per pound and global supply chains screaming for more, Super Copper’s Cordillera Cobre project in Chile is looking like a golden ticket.
Cordillera Cobre: A Copper Jackpot in the Making
Super Copper’s flagship Cordillera Cobre project, nestled in Chile’s mineral-rich Atacama region, is already turning heads. Recent exploration samples pulled grades as high as 10.3% copper and 296 g/t silver—numbers that make geologists drool and investors take notice. Located just 43 km from Copiapó, this project isn’t some remote pipe dream; it’s got world-class infrastructure and global mining giants as neighbors. Phase 2 exploration is gearing up, and with Apeiron’s cash, Super Copper is ready to drill deeper and dream bigger.
But it’s not just about digging dirt. Super Copper’s got a knack for innovation, recently launching a material science division to revolutionize metal recovery processes with eco-friendly biopolymer tech. This isn’t your grandpa’s mining company—it’s a forward-thinking player ready to reshape the industry.
Management’s Skin in the Game: Locked and Loaded
Here’s where things get even juicier. Super Copper’s CEO, Zachary Dolesky, isn’t just talking the talk—he’s walking it. Alongside the company’s directors and officers, Dolesky’s locking up over 7 million shares and options, signaling unshakable confidence in Super Copper’s future. Dolesky himself is tying up 5.3 million shares, contingent on Apeiron holding at least 10% of the company, while the rest of the team’s locking up 1.7 million for 18 months. This isn’t just alignment; it’s a neon sign screaming, “We’re all in!”
Dolesky’s enthusiasm is infectious: “This strategic investment from Christian Angermayer’s Apeiron Investment Group marks a key moment for Super Copper. We are energized and ready to execute on our ambitious vision.” With a lean balance sheet, no long-term debt, and roughly 36 million shares outstanding, Super Copper’s poised for explosive growth without the baggage.
Apeiron’s Power Play: More Than Just Money
Apeiron’s not just writing a check and walking away. They’re doubling down with 4 million restricted share units (RSUs) under Super Copper’s 2024 equity incentive plan, giving them a 10.99% stake in the company. Plus, they’ve secured an investor rights agreement with perks like participation in future financings, anti-dilution protections, and the option to nominate a board member. Translation? Apeiron’s not here for a quick flip—they’re buckling in for the long haul, ready to leverage their global network to catapult Super Copper to the big leagues.
Angermayer’s track record speaks for itself. With teams in New York, London, Berlin, Abu Dhabi, and Malta, Apeiron’s a global powerhouse managing $5 billion in external capital. Their hands-on approach has turned startups into unicorns, and now they’re betting on Super Copper to be their next big win.
Why This Deal’s a Game-Changer
Let’s break it down. A billionaire investor with a flawless resume just dropped $1 million on a small-cap miner with a $9 million market cap. The deal’s terms are as tight as a drum—no discounts, no funny business, just a straight-up investment with lock-ups to match. Add in Super Copper’s high-grade Chilean asset, a debt-free balance sheet, and a management team that’s all-in, and you’ve got a recipe for a breakout story.
The copper market’s on fire, with demand from AI, EVs, and infrastructure projects outpacing supply. Reports of potential 25% tariffs on U.S. copper imports only sweeten the deal for domestically strategic players like Super Copper. This isn’t just a company; it’s a potential powerhouse in the making.
The Road Ahead: Drills, Deals, and Global Domination
With Apeiron’s backing, Super Copper’s ready to hit the gas. The $1 million will supercharge exploration at Cordillera Cobre, fund strategic acquisitions, and keep the lights on with savvy marketing and investor relations. The company’s not sitting on its hands either—they’re eyeing global expansion to build a copper empire that could rival the majors.
As VHLA Media put it on X, “This is one of the most wicked—if not the best—deals I’ve seen a small-cap pull off.” The market’s taking notice, with Super Copper’s stock (CSE: CUPR | OTCQB: CUPPF) already up 18.03% on the news. If Angermayer’s track record is any indication, this party’s just getting started.
Final Thoughts: A Copper Star Is Born
Super Copper’s not just riding the copper wave—it’s poised to make waves of its own. With a billionaire like Christian Angermayer in their corner, a high-grade project in Chile, and a management team locked in for the long haul, this small-cap miner is punching way above its weight. Keep your eyes on $CUPR—this could be the breakout story of 2025.
Disclosure
Tesla ist seit seinem Höchststand um 33% gefallen...
Und laut SEC-Akten haben Insider ihre Aktien in einem alarmierenden Tempo abgestoßen:
Direktor James Murdoch hat gerade Aktien im Wert von 13 Millionen Dollar verkauft...
Der Vorstandsvorsitzende Robyn Denholm hat Aktien im Wert von 117 Millionen Dollar verkauft...
Finanzvorstand Vaibhan Tanja verkaufte Aktien im Wert von 8 Millionen Dollar...
Wissen diese Insider etwas, was wir nicht wissen?
Tesla befindet sich seit dem ersten Besuch von Elon Musk im Weißen Haus Anfang 2025 auf einer Pechsträhne.
Unsere Recherchen deuten darauf hin, dass den Anlegern bewusst wird, dass Tesla nicht mehr Musks oberste Priorität ist.
Link: newsletter@lg.behindthemarkets.com
Abkürzung WCN
https://x.com/barchart/status/1925660043619319853?s=46
Da kauft jemand mit sehr, sehr tiefen Taschen. Niemand weiß wer.
https://www.youtube.com/watch?v=wg_KuVRVtQE