AREC is the controlling shareholder of ReElement Technologies.
Nobody wants your Athabasca uranium junior
The days of Cameco and Rio in a bidding war for Hathor Exploration are gone and won’t be coming back.
Cheap industrials?
I am looking at distressed industrials where there is some real value post-Liberation Day if you’re willing to venture down market cap.
Interesting links: July 20, 2025
Andrew Walker explains why he is sizing up on pre-deal SPACs, which he sees as a valuable call option.
Royalty report: Ecora, GROY, Morien, VOX
Once you start seeing royalties, it’s like seeing dead people or going to a strip club on a Tuesday afternoon. You can’t just unsee that.
Gold as unofficial BRICS currency
A reminder this week that Russia acts as a protection racket for African warlords to help pay for its war effort.