Philip Gunst I have no inside knowledge, but supreme trust in CEO/Dir. David Austin, Dir./COO John Perry, Dir. Partha S. Bhattacharyya. The planets are aligned for a takeout of Colonial Coal's #cokingcoal assets at a strong to extremely strong premium to market! $CAD.v $CCARF Colonial Coal

westgateenergy.ca/news-media/wes… Excellent update from Westgate Energy! WestgateEnergy $WGT.v $WGTFF #heavyoil #Canada #oil #WTI Drilling cost down 25% from last 3 wells, which were NOT high cost. This team's killing it! Economics are good at $60 WTI, great at $65-70, EPIC at $75+!!

Met coal in Canada just had a big narrative shift and it’s very bullish for Colonial Coal $CAD.V 🙏 The Coal Association of Canada is formally asking Ottawa to classify steelmaking coal as a critical mineral - not just another fossil fuel to be phased out. Their argument in a

While we wait for more news in Colonial Coal $CAD.V $CCARF on the accelerated discussions with several suitors, I wanted to dive a bit into why I believe that miltiple large steel mills, coal producers or even trading companies would be interested in owning a minimum of 695Mt of

The shale boom is running out of runway. Rigs idled, equipment liquidated, layoffs rising, and drilling economics flipped upside down at $55–60 oil. reuters.com/business/energ… #Permian #Oil #Shale #Energy #RealityCheck

I am really optimistic about the geopolitical and macro situation and how it’s currently evolving. Not only is the narrative around critical minerals (and the implications of this) strengthening, but also the collaboration between Carney and Modi. I hope they had a specific

Metals: weekly price & performance

In the sub-$1B royalty space, only five companies generate positive cash flow. Silver Crown Royalties trades at just 7.9x 2026E EV/CF — cheaper than Elemental (10.3x), Versamet (14.5x), Sailfish (30.3x), and Metalla (35.0x). With pure silver exposure and the lowest valuation by a

Guanajuato Silver To Acquire Bolanitos Gold-Silver Mine in Mexico $GSVR.V tinyurl.com/23a4erbu

Heliostar Metals reported a big hole today and joined the 1000 G-M club. 83M at 17 gpt AU at Ana Paula.

I received some good inputs after posting my Royalty/Streaming/Generator list and have updated it. Thank you (and keep them coming), I learn with every constructive comment. While the list is not a recommendation, DYODD, I will say, I own 13 of them as a long term backbone.

Electra Signs Agreement with North American pCAM Company Read more: bit.ly/4oa9oPz NASDAQ: $ELBM | TSX-V: ELBM

Fortune Bay Corp. is cashed up with C$8M. This drill program could be quite impactful! High-grade #gold in Canada plays well at $4,100+/oz!! Fortune Bay Corp. $FOR.v Full press release link --> fortunebaycorp.com/news/post/fort…

Electra Battery Materials is fully-funded through next year with a valuable #cobalt refinery in #Ontario. The shares have sold off, buying opportunity? Electra Battery Materials Corporation #nickel #REE #copper epsteinresearch.com/2025/11/25/ele…

The Canada–India channel just leveled up again, and it matters a lot more than people think if you care about big cross-border resource deals as the one we believe Colonial Coal $CAD.V is hopefully approaching shortly. A few datapoints from the last few days 👇 🇨🇦🤝🇮🇳 (1) A

Codelco offers record premiums for 2026 copper sales to China mining.com/web/codelco-of…

Silver Storm Mining (TSX-V: SVRS | OTCQB: SVRSF) Red Cloud FS Last month CEO Greg McKenzie delivered his best webinar performance in years. Will this one be as good? No pressure... $SVRSF $SVRS.v Silver Storm Mining (TSX-V: SVRS | OTCQB: SVRSF) #silver #gold #Mexico Near-term production with $4,100+ Au and $51+ Ag is awesome. Mid 2026 restart, fully-funded.

Copper, silver & uranium made the U.S. 2025 critical‑minerals list – key for energy transition and industrial strategy. Which metal tops your portfolio if you had $100K to invest today?