One TSX name I’ve been watching is $CADY . $CADY is advancing a growing portfolio of gold and critical minerals assets across the Abitibi Greenstone Belt in Ontario and Québec. Their portfolio includes the Kerr-Addison, Galloway and Larder projects, along with the Geminid nickel sulphide project. The company is looking to grow resources and make new discoveries in one of Canada’s major mining regions. The backing is also pretty interesting. Pierre Lassonde, co-founder of $FNV, is Chair, and $AEM invested $60M+ at $6.90/share for 8M + shares. $CADY is now trading below $AEM’s entry price, so this is definitely one I’ll be watching. 👀📈💸⛏️ Sources: https://www.cadillacmines.com/profile/pierre-lassonde/ https://finance.yahoo.com/markets/stocks/articles/aem-invests-c-60m-via-121300989.htmlread more
Came across a company called $CADY that IPO’d in July and it caught my attention…… The company’s main property is the Kerr-Addison gold mine in Ontario. It was one of the biggest gold-producing mines in North America during the 1960s and produced more than 12 million ounces of gold over its history…… $CADY is now exploring around the mine for additional gold and also has a large land position in the Abitibi, one of the world’s major gold-producing regions. Another thing that stood out to me was the recent investment from $AEM invested $60M into $CADY and is expected to own roughly 11% of the company. The IPO also gave $CADY a strong cash position to put toward exploration and drilling. That’s important for a company at this stage since they have the capital to keep drilling and advancing the properties without immediately having to raise more money. Now let’s talk about the people behind it…… Pierre Lassonde, co-founder of $FNV, is Chairman of Cadillac. He has decades of experience in mining and gold and was a key part of building $FNV into one of the largest royalty companies in the world. Still a speculative play, but the properties, $AEM involvement and the people behind $CADY definitely caught my attention. I currently don’t own any shares, but it’s one I’ll be watching closely. $XAU Sources: https://finance.yahoo.com/markets/stocks/articles/aem-invests-c-60m-via-121300989.html https://www.cadillacmines.com/profile/pierre-lassonde/ https://ca.investing.com/news/stock-market-news/agnico-eagle-to-acquire-11-stake-in-cadillac-mines-for-c60m-93CH-4751925read more
Our team has published a research note on A2Gold. A2Gold reported first-phase RC results from the McIntosh Target at Eastside, highlighting a new gold mineralization zone ~370m southwest of the current resource (Hole ES-347: 0.23 g/t Au over 65.5m). $AUAU 🔍 Read the report here: https://cutt.ly/zyx296bS 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of A2Gold
Our team has published a research note on A2Gold. Drill results are starting to roll in from both the Taylor and Eastside projects. A2Gold reported the first four holes from its maiden RC program at Taylor, returning both high-grade antimony and broad, high-grade silver. $AUAU 🔍 Read the report here: https://cutt.ly/CyvsXGLk 📩 Subscribe here: https://cutt.ly/Je64fK2b 📰 Disclosure: Disseminated on Behalf of A2 Gold
Sold 500 of my 2000 shares 1500 remain for compounding rights 🔥 May see some more moves similar to this through Friday 🌊🌑 We are in Harvest season after all.. ☀️😏
China's central bank bought more gold in August than in any single month since 2023, and the metal still can't hold above $4,400 an ounce. The People's Bank of China added 650,000 troy ounces, roughly 20 tonnes, to its reserves last month, according to data the central bank released Monday. That tops July's 640,000-ounce purchase and extends the PBOC's buying streak to 22 consecutive months, the longest run since China began disclosing monthly figures. Total holdings now stand at 76.73 million troy ounces, up from 76.08 million in July. The reported value of China's gold jumped to $350.08 billion from $306.35 billion a month earlier, though most of that increase reflects gold's own price gain rather than new tonnage. Gold now accounts for close to 10% of China's roughly $3.4 trillion in foreign exchange reserves, still far short of the 60% to 70% share held by the Federal Reserve and other major Western central banks. The freezing of roughly $300 billion in Russian central bank reserves after Moscow's 2022 invasion of Ukraine convinced reserve managers everywhere that dollar assets can be shut off with a phone call. Gold sitting in a domestic vault can't be. Gu Fengda, chief analyst at Guoxin Futures, called China's accumulation “a highly strategic and forward-looking deployment” of its reserves, not a bet on where gold trades next week https://oilprice.com/Metals/Gold/China-Adds-650000-Ounces-of-Gold-in-Biggest-Monthly-Buy-Since-2023.html
It is accelerating work on its giant Makoko copper discovery in Democratic Republic of Congo after increasing the resource by 30 per cent, bolstering plans for what the company says is the world’s largest and highest-grade copper discovery of the past decade. The update was issued on Tuesday as rising copper prices and a dwindling pipeline of major discoveries sharpen concerns over future supply. Congo, already the world’s second-largest copper producer, is becoming increasingly central to that outlook. Ivanhoe, alongside China’s Zijin and the Congolese government, jointly owns the Kamoa-Kakula copper complex, one of Congo’s top producers. The Canadian miner said the Makoko District in its Western Forelands project now has 42 million metric tons of indicated resources grading 2.66-per-cent copper and 612 million tons of inferred resources grading 1.8-per-cent copper, containing about 12 million tons of copper. The company said the Western Forelands discoveries rank as the world’s largest and highest-grade copper finds of the past decade. Ivanhoe plans to begin a scoping study for Makoko in the first quarter of 2027 and is preparing to expand drilling further to support rapid project development. The stock is up 10% on the news https://www.ivanhoemines.com/news-stories/news-release/ivanhoe-mines-increases-the-size-of-massive-western-forelands-copper-discovery-by-30/read more
Beyond My Core Portfolio After sharing how I’m approaching my long-term portfolio on YT, I wanted to talk about another area of ₿⛏️ My core investing approach hasn’t changed. I still believe in consistency, diversification, patience, and giving investments time to compound. But I also want to understand the different ways people can participate in the Bitcoin ecosystem. For me, that includes looking beyond simply buying BTC. Interested in how Bitcoin mining actually works, how mining pools operate, the hardware involved, and most importantly, the economics behind it. One machine I’ve been working with is the Antminer S19. It isn't the newest or most powerful Bitcoin miner on the market, but that isn't necessarily the only thing that matters to me. Hashrate is just one part of the equation Every investing journey isn't meant to be limited to one way of incomeread more
