Mining opportunities
Two interesting ones today, plus an oil and gas gamble
Last Call: Own your share of this essential military minerals company*
Tungsten mine and fully built mill in a proactive and stable mining jurisdiction
Phase 1 production target of 1,000 tonnes of concentrate per annum, ramping to 4,000 tonnes/year within 2–3 years
Publicly listed tungsten peer near this company’s mine at a C$1.9 billion valuation with a 2,300 tonnes/year target
Company has raised C$8 million, with a post-money, pre-IPO valuation of just C$48 million and has upsized this same round by another C$2 million
Listing in Canada or London with a target date of Q1 2026
Offering closing date: November 28, 2025
* Tungsten is essential war material and in short supply in the West, critical since it has exceptional density and the highest melting point of all known elements
Now, on to today’s detailed evaluation of a fascinating gold opportunity, plus an intriguing oil and gas gamble