Mike Fagan,
Editor
Jan. 10, 2025
In the immortal musings of the late, great Yogi Berra… ‘It’s Déjà Vu All Over Again!’
Yet, this time around, instead of back-to-back Mantle-Maris blasts… we’re talking home runs from the 2025 small-cap resource sector!
You may recall that our in-house resource expert Gerardo Del Real of Junior Resource Monthly fame has been staunchly bullish on one particular gold stock whose flagship asset resides in central Idaho.
Gerardo even did a feature-length promo on the company early last year as shares traded quietly around the C$3 mark. That same stock is now roaring, near all-time highs above C$17!
The company is none other than Perpetua Resources (NASDAQ: PPTA)(TSX: PPTA), which, as Gerardo accurately predicted, just received its final permit.
Gerardo even visited the company’s flagship Stibnite Gold Project on numerous occasions where he toured the property with the company’s upper management and geologic team.
And while Gerardo isn’t a professional geo himself, he’s been around long enough to know when there’s potential for a world-class mineral discovery versus ‘A hole in the ground with a liar standing on top!’
If you currently own Perpetua Resources (happily, I might add!) on Gerardo’s recommendation, it’s worth noting that he’s continuing to hold despite the giant gains.
Why? Because he sees the company as a pending takeout target by a major, in part, because of a rare and critical mineral nestled among all the high-grade gold.
That critical mineral is antimony…
Yes, the same metal China just announced an export ban on.
For those who don’t know, antimony is essential to a variety of military applications including missile and munitions production, nuclear weapons production, night vision technology, and infrared sensors. The metal also has advanced applications in key battery technologies, as well as in high-value electrical and energy-related technologies.
So yeah, Gerardo, understanding this and having visited the property himself, was 100% confident Perpetua would eventually get the green-light to build its mine. And it now has! Earlier this week, the company announced that the US Forest Service had indeed issued the Final Record of Decision authorizing its mine plan for Stibnite.
What’s more, the plan includes a key ESG initiative to restore the natural flow of the Salmon River’s south fork… effectively reopening a key salmon migration route that had been closed off for far too long.
In other words, not just an opportunity for exceptional mining stock gains, but also a rare mining stock opportunity investors can feel good about for both national security and environmental reasons!
I say all of that to say Gerardo is currently hot on the trail of a similar feel-good mining stock opportunity… yet, one that’s even earlier stage.
We’re talking about a small-cap Canadian mining firm that’s advancing a district-scale copper-gold-silver opportunity in a previously undiscovered South American mineral belt.
And despite the long distance, it didn’t stop Gerardo from flying thousands of miles and hiking another dozen or so miles into the heart of the South American jungle to see the mineralized system firsthand alongside the company’s geos.
If you ask Gerardo, he’ll tell you the legwork was well worth the herculean effort. He came back absolutely ecstatic about what he saw and is now calling it The Giant in the Jungle and perhaps the most exciting precious and base metals stock pick of his distinguished career.
You can click on the image below for a play-by-play account of the journey, the amazing people he met along the way, and the breathtaking “bright blue” copper-oxide mineralization he witnessed firsthand.
The mineralization is so widespread that Gerardo sees the very real potential for multiple company-making discoveries as the drills rev up starting later in the year.
In terms of a feel-good situation, the exceptionally well-run Canadian mining firm behind the exploration and drilling is highly committed to ESG initiatives focused on responsible mining and the building of a positive long-term relationship with the local community.
And, mind you, we’re talking about an area where the locals previously had no other option but to toil in what used to be vast coca fields for the illicit drug trade. That’s all since been cleaned up.
As part of the permitting process, the company is required to procure sign-offs from all of the local stakeholders with management reporting that the process is going smoothly with strong community support for the project.
That’s something we absolutely love to see, and it’ll mean good-paying “legal” jobs for the locals.
Like I said, it’s early-stage, it’s pre-drilling, and it’s precisely the kind of off-the-beaten-path, under-the-radar mining stock opportunity that truly gets Gerardo’s speculative juices pumping.
It’s also what his longtime Junior Resource Monthly subscribers have come to enjoy and expect.
So with boots back on the ground in the US and with all the pertinent boxes checked, right now is an opportune time to check out this exceptionally well-run, low-priced junior explorer with Perpetua-style potential.
Not to mention the fact that the metals this Canadian miner is seeking to unearth via the drill-bit — copper, gold, and silver — are all looking quite strong as we kick off the new year.
In fact, just this morning, gold broke back above US$2,700/oz with silver moving in concert above US$31/oz. Copper is also catching a bid above US$4.25/lb.
With Big-Tech currently getting a bit of a reality check, the commodities space looks like the place to be as we kick off the new year. Massive stimulus coming out of China, and, likewise, out of the USA as the new administration is sworn in, should be a boon for metals prices over the coming quarters.
Again, the timing on this one is absolutely paramount.
Check out Gerardo’s firsthand account now — below a buck a share — before the first drill-holes go into the ground in what may soon prove to be a brand-new polymetallic South American mineral belt and a rare feel-good mining stock story to boot.
Yours in profits,
Mike Fagan
Editor, Daily Profit Cycle