Exploration Edge

$GWM.V $GAYMF Galway Metals also recovering nicely with #gold holding firmly above $4,000. Great to see the quality picks lead the way in this rebound. Confirmed ounces in the ground matter!

$IRON.CN 26 Metals Inc order book is looking better than ever. Essentially nothing left on the ask all the way up to 65c and solid support in 35c. Assuming we will soon hear more about their progress on the Floralia #Iron ore project in Brazil.

$CBR.V Cabral Gold one of the frontrunners in this recovery it looks like. Doing very well already. Really excited for more drill results and the upcoming PEA. One to put in the drawer and revisit in a few years' time.

#Gold and #Silver opening green for the week. Let's see how it develops - would be great with an EOY sprint and some recovery in the miners.

Interesting to follow how #gold and #silver opens overnight. Both metals held firmly above $4,000 and $50 amidst the slaughter on AI stocks continued on Friday. Let's hope for a end of year sprint in the metals!

$TMIN.CN Teako Minerals is one of the few juniors that has done well YTD. Been a good 'safe haven' the past few days/weeks in the mining space. Hopefully they can soon convert the LOI for the #silver assets as well as announce news on some of their other projects!

$SCM.CN Steadright Critical Minerals - insiders taking a good stab at the open PP in the first tranche that already closed. Great to see. If they can actually move Titanbeach to production in the coming months, It will be a serious rerate.

8/ $NRDX.CN The team has done this before. Interim CEO Andrew Bowering co-founded Millennial Lithium (sold for C$491M) and Prime Mining (~C$449M). 43.7M shares out, no debt, and management & board own +16%. Very excited for this one and holding firmly. DYOD!

7/ $NRDX.CN In Sweden, the grades speak for themselves: Flistjärn: rock chips up to 21.06% U3O8 at surface along a 20km corridor Norr Döttern: 1,000+ mineralised boulders, with drilling planned for Q1 2027 Duobblon: 53 historic holes, and old test work showed 86–95% recoveries

6/ $NRDX.CN Riutta in Finland is now being drilled. First hole back: 2.35m @ 0.62% #U3O8 from just 9.4m, incl. 1.1m @ 1.10%. That comes on top of resampled AREVA core confirming 11.3m @ 0.68% from 21.2m. 1,000–1,500m program. +15 assays more to come🔥

5/ $NRDX.CN 8 uranium/REE projects, a gold-cobalt project and 2 drill-defined lithium assets Many were previously held by AREVA (now Orano) 8.75+ Mlbs U3O8 in historical estimates (not NI 43-101 compliant) Finland ranked #1 in the 2025 Fraser Institute survey

4/ $NRDX.CN #uranium equities have sold off hard, with URNM down ~50% from its peak, even though the commodity held firm. Sprott calls this a liquidity shock, not a broken thesis. Miners are trading like high-beta small caps instead of tracking uranium. Juniors got hit hardest.

3/ $NRDX.CN Demand is shifting from pledges to execution. 39 countries now back tripling nuclear capacity by '50. Big Tech is funding reactors to power AI data centres. The EU wants its first SMRs online in the early '30s. Reactors also buy their fuel years before they start up.

2/ $NRDX.CN Long-term uranium contract prices just hit a record ~$96/lb. Since '20, prices have roughly tripled, but mine output is up only ~50%, and most of that came from restarts. New mines take 15–20 years to go from discovery to production. Supply can’t simply be switched on