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Hello everyone, 2026/2028 will be the starting point for junior mining companies to meet the increasing US demand for critical minerals, rare earth elements, and energy minerals.
Why this race?
To win the race for AI and humanoid emergence.
To be 100% independent for US Defense.
To have the necessary minerals to ensure national energy.
What are the best stockpiles?
Multi-bagger 30 or 50
Multi-minerals
Solid finances
Political support
Major internal catalysts
Partnerships
I'm only interested in junior mining companies that are largely undervalued and under the radar.
DEFENSE
NVA and RML are two Australian stocks based in the US that were aligned with Trump in October 2025.
Nova Minerals NVA
Production & Cash Flow
Antimony (End of 2026): Launch of weapons-grade antimony trisulfide production (funded by the Pentagon).
Phase 1 Plant: Installation and commissioning of the refining unit at Port Mackenzie.
📈 Corporate & Listing
US Redomiciliation (June 2026): Transfer of headquarters to the USA to be included in US indices (Russell 2000) and attract US investment.
100% Estelle: Acquisition of the remaining 15% of the project for full ownership.
New CFO: Recruitment of a US-based CFO (GAAP compliant).
⛏️ Geology & Studies
PFS Gold (H1 2026): Publication of the Pre-Feasibility Study for the gold deposit (10 Moz).
RPM Drilling: Results expected in high-grade areas to validate the "Starter Pit" scenario (profitable initial mine).
Resolution Minerals RML price of an explorer, but in accelerated development phase
Mill Acquisition (H1 2026): Finalization of the purchase of Johnson Creek Mill. Objective: to become one of the few antimony/tungsten producers in the USA.
Inventory Processing: Beginning of the reprocessing of 2,000 tons of historical tungsten inventory to generate rapid cash flow.
📈 Stock Exchange & NASDAQ
NASDAQ Listing (H1 2026): Process underway (ADRs launched in February) for a direct listing in the USA.
Maiden Resource (End of 2026): Publication of the first-ever resource estimate (JORC) for the Golden Gate gold/tungsten deposit.
⛏️ Drilling & Geology
May/June 2026 Campaign: Massive drilling to connect the North and South zones (system already identified over 1.5 km).
Antimony Grades: Testing in the Antimony Ridge area (historical samples up to 50% Sb).
🏛️ Policy & Defense
DoW/DoD Grants: Applications submitted for Department of Defense funding (Perpetua model) for critical metal independence.
FAST-41 Permit: Request for federal priority status to expedite environmental approvals
ENERGY
Here is ANSON RESOURCES, my best stock with high potential for 10x growth
Uranium Explorer and Lithium Pre-Producer
POSCO Partnership (Q1 2026): Completion of POSCO Holdings' due diligence for the investment in the DLE (Direct Lithium Extraction) demonstration plant in Green River.
EXIM Bank Financing: Advancement of the $330 million loan from the U.S. Export-Import Bank (direct government support) for the construction of the commercial plant.
Offtake Contracts: Following the agreement with LG Energy Solutions (40% of production), new firm contracts are expected to be signed with US automakers (Ford/GM) and tech companies.
☢️ Uranium & Vanadium (The Lever 2026)
Yellow Cat Drilling (March 2026): Launch of a major drilling campaign at the Yellow Cat project (Utah) to confirm the expansion of very high-grade mineralization (historically up to 10% U3O8).
Maiden Resource (H1 2026): Publication of the first-ever JORC-certified resource for Uranium and Vanadium, transforming ASN into a "Uranium Stock" in the eyes of the market.
📈 Stock Market & Corporate
Inclusion in indices (2026): With a market capitalization stabilized around $80 million, ASN aims for inclusion in thematic "Green Metals" and "Uranium" ETFs.
Cash Position: Funding secured in early 2026 ($14 million raised) will allow the company to move forward without immediate dilution during the year.
🏛️ Politics & Sovereignty
Inflation Reduction Act (IRA): ASN benefits from "Made in USA" status, offering an estimated 18% price premium on its lithium compared to Chinese/imported lithium.
Energy Independence: Strong support from the State of Utah for the development of the Paradox Basin as a national mining hub.
It's flying under the radar, and the upside potential is insane.
TECH
USAR
2026 Guidance: The company raised its revenue forecast to $125 million for fiscal year 2026 (up from approximately $30 million previously), driven by the expansion of its smelting capacity.
Thompson Falls, Montana: New furnaces to be commissioned in January/February 2026 to process ore from their own mines (Stibnite Hill).
Alaska Supply: Mining operations in Alaska are scheduled to begin in spring 2026 to supply the Montana smelter.
Hydrometallurgical Advancement: Receipt of the first stockpiles (150 tons) of Bolivian concentrate processed using their new hydrometallurgical technology in February/March 2026.
🤝 Strategic Partnerships & Joint Ventures
JV with Americas Gold and Silver (February 2026): Creation of a critical metals hub in Idaho. UAMY is contributing its technology and government contracts to build a $50 million processing plant.
Defense Contracts: Holding supply agreements with the Department of War (DoW) valued at $245 million.
📈 Stock Market & Finance
Zero Actual Debt: Extremely low debt-to-equity ratio (0.3%), with a strong cash position (approx. $20 million).
Target Price: Analysts are targeting an average of $9.86 to $10.90 (currently around $7.50-$8.50), with optimistic scenarios reaching $13.50.
Project Vault: Potential eligibility for the $12 billion strategic storage initiative launched by the US administration to reduce dependence on China.
🏛️ US-Australia Axis
Critical Framework: Identified in the US-Australia Critical Minerals Framework, UAMY could benefit from Australian concentrate flows (such as those from Nyrstar at Port Pirie) for its US plants.
American Rare Earth ARR
The largest rare earth deposit in the US and the WORLD, with a cap of only $100M
Production & Technology
MREO produced (January 2026): Major technical success with the production of mixed rare earth oxide (MREO) from Wyoming ore.
Cowboy State Mine: Launch of the "Phase 1" mine project on state land (faster approval than federal).
PFS (2026): Expected delivery of the Pre-Feasibility Study (PFS) to validate the economic viability of the project at scale.
🏛️ Political & US Support
Project Vault (February 2026): Potential eligibility for the new $12 billion reserve fund announced by the US administration to store critical minerals.
EXIM Bank: Letter of interest for $456 million in debt financing, covering almost all initial construction costs.
Wyoming Status: Benefits from a $7.1 million grant from the State of Wyoming and an ultra-fast permitting system (2-3 years).
📈 Stock Market & Corporate
NASDAQ Listing: Completed US stock market listing, attracting American institutional investors.
New CEO (Mark Wall): Establishment of an experienced management team to transition from the exploration to the construction phase.
Expansion: The current deposit represents only 20% of the controlled area, leaving massive growth potential.
⛏️ Key Figures
Resource: 2.3 billion tons (one of the largest outside of China).
Lifespan: Potential for 100 years of operation.
Debt: Virtually zero, primarily financed through government grants and loans.
AI DATACENTERS
Hercules Metals
The Story: The "Leviathan" Discovery
Hercules Metals shook up the mining sector in Idaho by discovering a massive copper porphyry system hidden beneath a layer of rock (the Leviathan project). What began as a small silver exploration has become a world-class copper deposit.
US-Australia Focus: Although listed in Canada (TSX-V), the company is 100% focused on Idaho. It attracted the attention of the giant Barrick Gold, which injected over $23 million into the company to secure a stake in the project.
Financial Health: Thanks to Barrick's investment, the company has a war chest to drill relentlessly. It is debt-free and very well capitalized for a junior mining company.
📈 Major Catalysts (2026)
The stock has entered a "defining the beast" phase with regular updates:
"Deep" Drilling Results (February 2024 - Ongoing): The latest results (February 2026) are exceptional, with intersections such as 420 m at 0.60% copper, including areas at over 1.38%. Each new drill hole that confirms the deposit's expansion to the Northeast is an immediate catalyst.
2026 Campaign Launch (March/April): A contract has been signed with Dorado Drilling to resume drilling in the spring. The objective is to test five new conductive centers identified through geophysics.
Maiden Resource Estimate (End of 2026): This is the ultimate catalyst. The publication of the very first official resource estimate will transform the "speculative discovery" into a "proven deposit," attracting the largest investment funds.
Potential Takeover: With Barrick already holding a stake (approximately 15%), many are betting on a complete acquisition of the company once the size of the deposit is more clearly defined.

Been here before and concentrated heavy. Same companies and im up big now without even going to billions of market capitalization yet.
*Long thesis disclaimer and just enough to come back here to laugh in the future.*
I've been sitting on this for 3 years and I'm writing it now because everything has converged at the same time and I think this is one of those moments people talk about in ten years. Two stocks.
Both going significantly higher. One is already inevitable. The other one hasn't started yet.
But first let me say something before I get into the stocks. We are living through the revenge of the miners. For twenty years the market worshipped asset light companies. Software, platforms, marketplaces. The lighter the better. No inventory. No factories. No dirt. Pure margin. Pure multiple. And it worked until it didn't.
Now Amazon is moving into physical logistics infrastructure. Apple is locking down rare earth supply chains. Meta is pouring concrete for subsea cables and data centers. Rio Tinto is suddenly the most important company nobody on any sub talks about. The asset heavy world is back and the market hasn't fully priced it yet. Amazon to Rio Tinto. Apple to MP Materials. Meta to Corning. The biggest technology companies on earth are showing you exactly where the next decade lives and it is in the ground. Junior explorers sitting on tier one assets in the right jurisdictions are going to produce the most asymmetric returns of this entire cycle.
I've seen it happen once already with Critical Metals Corp on NASDAQ. I see multiple CRML moments coming for those with patience and the conviction to hold. The guys buying Pokémon cards as investments and chasing pennies are going to be watching from the sidelines when these re-rate.
This is not about melting down Jefferson nickels. This is about what is in the ground. What creates the infrastructure for civilization and technology to progress for the next fifty year quantum leap. That is what we are talking about here.
The world is at war. Not metaphorically. Literally. Every major power on earth is rearming right now at a pace not seen since World War 2. The US defense budget is pushing 900 billion dollars. Europe just announced the largest rearmament program in modern history. NATO countries are in a full sprint to rebuild defense stockpiles that got gutted over thirty years of peace dividend thinking. Hypersonic missiles. Nuclear submarines. Fifth generation fighter jets. Armored divisions. Naval destroyers. Every single one of these weapons systems is built on nickel. Nickel is in every turbine blade, every weapons housing, every piece of hardened armor plating, every naval hull ever built.
This is not an EV story. This is a national security story. The nation that controls nickel supply controls the ability to build the weapons that determine who wins the next war.
Then there's nuclear and almost nobody is talking about this in the nickel conversation. What are nuclear reactor pressure vessels made of. NICKEL alloy steel. What are the steam generators inside every operating nuclear plant made of. NICKEL alloys. What are the fuel rod claddings made of. NICKEL based superalloys. Every nuclear reactor on earth is a NICKEL consumption machine. And right now the entire western world is in a full nuclear renaissance. The US, UK, France, Canada, Poland, South Korea, Japan all building new reactors, extending existing reactor lives, developing small modular reactors. Bill Gates is literally building one. The reason is AI. Hyperscalers need baseload clean power at a scale that only nuclear can deliver and they are funding reactor construction directly to get it. Every new reactor consumes enormous quantities of NICKEL. This demand is not in any mainstream nickel forecast and it is going to hit harder than anyone is modeling.
Then energy transition on top of that. Offshore wind turbines. The nacelle, the drivetrain, the generator have NICKEL alloys throughout. Grid scale battery storage. Solar inverter systems. Every piece of clean energy infrastructure that governments are mandating at scale runs on NICKEL in ways that never get discussed because everyone is distracted by lithium.
Then the technology side.
Elon Musk stood on a stage and said lithium ion batteries should actually be called nickel graphite batteries because nickel is the primary energy storing metal. Not lithium. NICKEL. He then publicly begged miners to please mine more nickel and promised Tesla a giant supply contract to whoever showed up with clean high volume production. The most important technology CEO on earth stood up and asked for more of this one specific thing and the mining market barely
moved.
Then AI happened and it changed every demand calculation. Every hyperscaler is in a nuclear arms race to build compute infrastructure. Microsoft, Google, Amazon, Meta spending hundreds of billions on data centers right now. Those data centers need backup power. Nickel zinc batteries are replacing lithium ion UPS systems because they deliver twice the power density and last ten to fifteen years. Every rack of Nvidia GPUs running large language models and quantum AI inference needs a backup power system. Every one of those systems increasingly runs on nickel. This demand did not exist five years ago and it is accelerating faster than anyone projected because the AI and quantum race is accelerating faster than anyone projected.
Then KoBold Metals. Founded specifically to use artificial intelligence to find battery metals. They just raised 537 million dollars. Bill Gates through Breakthrough Energy Ventures. Jeff Bezos. Andreessen Horowitz. a16z put money into KoBold because they understand that the entire technology revolution runs on whoever controls the metal supply. When the people who funded Google and Facebook and Airbnb are backing an AI company whose entire purpose is to find nickel you should ask yourself what they know that retail doesn't. The wall between Silicon Valley and mining is completely gone. The people who built the internet think the next decade is won or lost on critical minerals.
So you have active wars and NATO rearmament, nuclear renaissance, energy transition, EV batteries, AI data centers, quantum computing, and the smartest technology money on earth all converging on the same metal at the exact moment the United States has zero domestic production. That is not a coincidence. That is a once in a generation setup.
The United States has zero domestic nickel mines by end of 2026. Zero. The last one closes in Michigan and that's it. No mines. No smelters. No domestic processing capability of any kind. China controls approximately 75% of global nickel processing through Indonesia. The same country that is the primary strategic adversary of the United States. The same country we are in a full trade war with right now. The same country we are preparing to potentially confront militarily over Taiwan. That country controls the metal that goes into every American weapons system, every nuclear reactor vessel, every next generation fighter jet, every naval hull in the US fleet. The Pentagon has written about this. It is a documented national security crisis and the stock market is not pricing it at all.
Without nickel North America cannot build its weapons. Cannot power its reactors. Cannot run its data centers. Cannot advance its technology. Cannot win the arms race. Cannot win the AI race. Cannot win anything. Nickel is not a commodity. Nickel is the material foundation that either keeps North American civilization competitive or allows it to fall behind permanently. That is not hyperbole. That is the actual situation we are in right now and almost nobody in this market understands it yet.
Now the stocks.
# Canada Nickel Company. CNC.V on TSX Venture, CNIKF on OTC for US investors.
Crawford Nickel Project near Timmins Ontario. Second largest nickel sulphide deposit on earth. 1.72 billion tonnes. 41 year mine life. Battery grade. Defense grade. Nuclear grade. Net zero carbon. The Ontario government gave it a one project one process fast track designation that has never been given to any other mining project in the history of the province. They are building the entire North American nickel supply chain around this one asset. Mine to smelter to alloy plant to battery supply to defense and nuclear procurement. Fully vertically integrated. All in a NATO ally country. All completely outside of Chinese control.
But here is what almost nobody is talking about with Crawford. Nickel is not the only thing in that ground. Crawford sits in an ultramafic geological complex that hosts one of the only significant chromium deposits in North America. Chromium. The metal that goes into every piece of stainless steel, every jet engine component, every hardened weapons system, every industrial tool that runs modern civilization. North America is almost entirely dependent on imports for chromium right now and Crawford changes that. On top of chromium the deposit contains cobalt, platinum group metals including platinum and palladium, and the geology supports a broader industrial cluster that extends well beyond nickel alone. Platinum and palladium are critical for catalytic converters, fuel cells, medical devices, and electronics. The fertilizer angle is real too. The magnesium silicate mineralogy at Crawford creates byproduct streams that feed into agricultural inputs. This is not one mine. This is a critical minerals platform that produces the building blocks of modern industrial civilization across multiple supply chains simultaneously. The market is pricing it like a nickel mine. It is actually a diversified critical minerals hub that North America desperately needs and currently does not have.
Don't think about this as a mine. Canada Nickel is going to be the AWS of mining. Amazon Web Services didn't just sell server space. It built the infrastructure layer that everything else ran on top of and then everything became dependent on it and then it became worth more than most countries. Canada Nickel is building the critical minerals infrastructure layer that the entire North American technology, energy, and defense industrial base runs on top of. Every EV battery. Every AI data center backup system. Every nuclear reactor vessel. Every weapons platform. Every wind turbine drivetrain. Every stainless steel component. Every platinum group catalyst. The nickel and everything that comes with it flows through Crawford. That is not a mining company valuation. That is a platform technology infrastructure valuation. You value it the way you value AWS. Trillion dollar territory is not a meme. It is the logical conclusion of pricing this asset correctly.
Look at who already figured this out. Agnico Eagle, third largest gold miner in the world, bought in. Samsung SDI, builds batteries for BMW, GM and Stellantis, bought in. Anglo American, one of the largest diversified miners on earth, bought in. Export Development Canada committed to leading a 500 million dollar debt facility.
Samsung did not take equity in a junior miner for fun. They took equity because they need that nickel in their supply chain or their battery factory stops running. They are vertically integrating by owning the raw material source. When the world's largest battery manufacturers and the world's largest diversified miners are taking equity stakes they are telling you exactly where the supply is going to come from.
The carbon angle makes it even more extraordinary. Crawford's waste rock contains brucite, a mineral that naturally absorbs CO2. Canada Nickel has a patented process that turns their tailings into active carbon capture. 1.5 million tonnes of CO2 sequestered per year. First net zero carbon mine on earth. The EU Carbon Border Adjustment Mechanism is going to make Indonesian nickel materially more expensive across Europe. NATO defense contracts increasingly require green supply chain compliance. Nuclear build programs have sustainability mandates attached to government funding. Canada Nickel captures every one of those premiums simultaneously while competitors cannot get anywhere near them.
Peak annual EBITDA north of 800 million dollars. Apply a technology infrastructure multiple instead of a mining multiple and you understand where this goes. The mining label is artificially suppressing the valuation. That is the entire trade. This is Amazon being called a bookstore in 1999.
CNIKF on OTC. CNC.V in Canada.
Now the more interesting trade.
There is a concept in mining called the Lassonde Curve. It maps the full lifecycle of how mining stocks actually trade and it follows the same pattern almost every single time. Early exploration hype when drill results hit and retail piles in. Then the Orphan Period where feasibility studies take years and nothing visible is happening and retail panics and sells because institutions won't touch it without a bankable project. The stock bleeds. Most people quit here and miss everything. Then development re-rating when permits come through and financing locks in and institutions arrive and the stock re-rates from speculative junior to critical infrastructure asset. That is where five to ten x happens. Then production plateau. Then boring dividend stock.
Canada Nickel went from inception to its peak price in just over twelve months. That is the curve working exactly as it always does when the right geological thesis meets the right macro moment. If you were there you know.
If you missed it something else is sitting at the exact same starting point right now and it is bigger.
# Homeland Nickel. SHL.V on TSX Venture, SRCGF on OTC for US investors.
The largest nickel property in the United States. Largest nickel cobalt land tenure in Oregon. Red Flat district, southern Oregon. Cleopatra deposit with a historic estimate of 39.5 million tonnes grading 0.93% nickel. High grade nickel laterite sitting in a country that has zero operating nickel mines, zero smelters, and a Pentagon that is actively panicking about it.
They just formed a US incorporated joint venture called Patriot Nickel Corp to advance the Oregon assets. US domiciled critical minerals projects can access Department of Defense funding directly. IRA supply chain incentives. Pentagon procurement preferences. Development Finance Corporation project finance. All of that government capital flows to US entities and Patriot Nickel was built to sit directly inside that capital flow at the exact moment the US government has no domestic nickel supply for its weapons systems and nuclear reactors.
Oregon nickel feeds directly into the Canadian processing corridor through the US Canada free trade agreement. You connect Homeland's deposit to the infrastructure Canada Nickel is building and you have a fully continental critical minerals supply chain. Civilian EV batteries. Nuclear reactor components. Defense procurement. AI data center backup power. All of it fed by North American nickel completely outside Chinese control. That is exactly what the Pentagon is trying to fund. That is exactly what every NATO defense procurement office is demanding right now. Homeland is sitting precisely at that intersection.
Now the thing that makes this specific setup so compelling. The CEO of Homeland Nickel is Stephen Balch. He is also the VP of Exploration at Canada Nickel. Same person running both companies. He co-founded Canada Nickel in 2019, built Crawford from five drill holes to a world class bankable feasibility study in four years, and watched it go from inception to its peak price in just over twelve months. He is now running the identical playbook with Homeland except the asset is high grade nickel laterite in Oregon, it is the largest nickel property in the United States, and every macro variable driving the thesis is more urgent now than it was when he did it the first time.
Homeland will do what Canada Nickel did from inception to peak. Except larger. Billions of market cap. The curve is the same. The team is the same. The macro is bigger. The supply gap is more critical. The government urgency is greater. And the starting price hasn't moved yet.
Canada Nickel ran ten x in twelve months. Homeland hasn't started.
NATO is rearming. Nuclear plants are being built everywhere. AI data centers are consuming nickel at a rate nobody projected. Quantum computing infrastructure is being laid right now. Musk is begging for nickel on stage. a16z backed KoBold Metals with half a billion dollars to go find it. The US has zero domestic mines. China controls the weapons grade metal supply of its primary adversary.
And here is the bottom line. Without nickel technology does not advance. Without nickel North America cannot build its weapons, cannot power its reactors, cannot run its AI infrastructure, cannot compete in the quantum race, cannot win the arms race. Without domestic nickel supply North America loses. Full stop. That is not a speculative thesis. That is the reality of where we are right now. Two stocks are sitting directly in the solution to that problem and neither one is priced for what they actually are.
# My strategy is parking low and waiting long on North American domestification. Which will come over the next decade. I don't care much about hypothetical numbers to make my decision. Strong management team plus tier one asset plus global macro plus geopolitical urgency plus national security imperative will triumph. That is the entire thesis. Everything else is noise.
Not financial advice. I hold both and I'm not selling. US investors CNIKF and SRCGF on OTC. Canadian investors CNC.V and SHL.V on TSXV. patriotnickel.com.

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