My top picks in
#uranium,
#silver,
#copper,
#potash and
#graphene 👇
Uranium
Major producers
$CCJ and
$KAP should benefit significantly.
$DNN and
$NXE are now permitted but may face rising capex due to inflation, still solid picks in my view.
$UUUU and
$EU with current U.S. production.
$UEC starting up slowly, but being unhedged will probably give them an advantage.
Explorers:
Skyharbour
$SYH, currently drilling near Denison’s Wheeler River.
Myriad Uranium
$M.CN, a low-cap company with a project that could host one of the largest deposits in the U.S. based on historic results and new radiometrics (drilling starts in in June).
Noble Plains
$NOBL, a tiny explorer that recently published a maiden resource at Duck Creek: 6.36M lbs U₃O₈ (with lots of upside) in the heart of the Powder River Basin, next door to Cameco and UEC.
F3 Uranium
$FUU, the team behind four discoveries. If they can connect the high-grade JR Zone with the new Tetra Zone, this will be huge.
Silver
Established miners like
$HL,
$AG, and
$PAAS should perform well. I also like
$HYMC, currently drilling one of the largest deposits in the world. My latest addition is GR Silver
$GRSL.V, that recently drilled a monster hole.
$JTWO is my wildcard, a low-cap company that recently reported bonanza-grade silver samples. 3,100 g/t Ag in grab samples from waste dumps, showing there is really high-grade silver in the system.
Potash
American Critical Minerals
$KCLI is sitting on a massive project in Utah’s Paradox Basin, with exploration target of 600M–1B tonnes of sylvinite, and grades ranging from 19–29% eKCl.
Copper
Copper will continue to surge in the super commodity cycle. Copper Giant
$CGNT has a huge deposit and is my only holding for now, though I might add a few producers. Ideas are welcome.
Graphene
Hydrograph
$HG $HGRAF has something unique, a new supermaterial that will transform an indefinite amount of products and sectors. Currently my biggest single holding.
Disclosure: I have paid partnerships with Myriad Uranium, Skyharbour Resources, J2 Metals, Noble Plains Uranium, American Critical Minerals and F3 Uranium. Not financial advice. Please do your own due diligence.