Traded Value
Total AssetsThanks for organizing and sharing
Dug a bunch of small-cap mining stocks to observe
$Almonty Industries(ALM.US)Tungsten + Molybdenum, operates the Sangdong mine in South Korea - the largest tungsten mine outside China
$Niocorp Developments(NB.US)Molybdenum, world's largest high-grade molybdenum deposit
$Ioneer(IONR.US)Lithium, North America's largest commercial lithium project
$Us Antimony(UAMY.US)Currently the sole commercial antimony producer in the US
$Perpetua Resources(PPTA.US)Antimony & Gold (large antimony reserves but not yet in production)
$Nrth Dynsty Minerals(NAK.US)Copper, Alaska's Pebble Project - world's largest undeveloped copper-gold deposit (might resemble early $Critical Metals(CRML.US) opportunity, though with greater policy uncertainty)
The resource stock thesis moves too fast - can't keep up with the hype... Small-caps all have poor trading liquidity, premiums too high to chase, will watch for entry opportunities
$MP Materials(MP.US)$USA Rare Earth(USAR.US)$Southern Copper(SCCO.US)$SPDR Gold Shares(GLD.US)
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