@terrybali

This isn't just a mining story. It's a national security story. Copper. Nickel. PGEs. Foundational to modern defense. Fighter jets, naval vessels, missile systems. Most of that supply? Russia, China, Indonesia. A single drill hole in Quebec returned all three metals in one intercept. Tier-1 jurisdiction. Rule of law. The critical minerals conversation is shifting from "nice to have" to "essential for sovereignty." When that prices in, polymetallic deposits in safe jurisdictions get re-rated. $PNPN $PNPNF

Fighter jets, naval vessels, missile systems. All need copper, nickel, and PGEs. Most of that supply comes from Russia, China, and Indonesia. A single drill hole in Quebec returned all three metals. This isn't just a mining story. It's a sovereignty story.

Johny you crack me up. I met the big boss in NYC years ago …a very nice guy.

Every generation has one trade that creates more wealth than anything else. 1990s: internet 2010s: mobile Early 2020s: AI software Next: commodities. Every tech buildout gets bottlenecked by physical materials. AI needs copper, nickel, lithium, uranium at a scale the supply chain can't support. Discovery rates collapsing. Around 18 years from discovery to production. Demand accelerating from AI, EVs, defense, electrification all at once. The picks and shovels always win the gold rush. Full conversation: https://t.co/icf4kdliTS $PNPN $PNPNF

Ok wow … let’s get that sorted. Will get everything current