Gerardo Del Real,
Editor
Nov. 12, 2025
Back in the saddle… fresh from the New Orleans Investment Conference.
And I have to tell you, it was the busiest I’ve ever seen that conference. I had a phenomenal round of meetings, connected with a lot of portfolio companies, and enjoyed some great dinners where we talked strategy, sentiment, and what’s next for the resource space.
The question I got more than any other — from subscribers, shareholders, and companies alike — was this: Has the gold and precious metals run already peaked?
I can tell you from past cycles… when everyone starts asking if we’re at the top, we’re nowhere near it.
So it’s no coincidence and certainly no surprise to me that gold just had multiple $100 up days and is now sitting right at the $4,200 per ounce level. Silver is back around $53 an ounce and looks ready to push into new record territory. And copper is making its move toward $5 per pound on the spot price as well.
Everything is playing out according to plan… exactly as I expected. Of course, things won’t go straight up, and you’ll see plenty of pullbacks along the way. Just remember, those pullbacks are healthy.
Which is why I couldn’t be more excited to share the newest opportunity with Private Placement Intel subscribers.
Back in 2021, former Patriot Battery Metals CEO (now PMET Resources) and current director Blair Way came to me and told me about a gold project in Idaho that had a lot of promise. He needed to raise money to drill the project.
This was before $4,000 or even $3,000 gold. Raising money for a gold project was not what it is today. I agreed to chat and go over the company’s structure, catalysts, and what the plan was if the target didn’t yield a discovery.
In the midst of that conversation, I saw the company had a very compelling gold-copper-lithium project (people forget about the copper and gold) with district-scale potential. That project was the Corvette Project — now the Shaakichiuwaanaan Project.
We agreed that if drilling at the gold target in Idaho didn’t work out, the company would drill the lithium project. The gold target returned decent intercepts but didn’t set the world on fire.
Alongside us, a very influential group out of Australia decided to finance Patriot (now PMET Resources) at C$0.16.
The rest is history… and still being written. The stock went from C$0.16 to a high of C$17 and remains one of our group’s largest holdings and biggest wins. I’ve had several 1,000%-plus gains banked in the portfolio but I hadn’t yet had a 10,000% win that moved the needle the way PMET did for me, subscribers, family, and friends alike.
Fast forward a few years to just a few months ago, and Blair called me about a private capital pool vehicle he’s a director of and wanted to fund. The team also includes Alicia Milne and Simon Cohn from Q2 Metals — another company where we’ve seen 1,000%-plus success.
The management team clearly knows how to make discoveries and how to vet assets.
The plan this time: secure district-scale gold and copper assets in top-tier jurisdictions.
I, of course, was all ears.
Details of the deal are available to members of Private Placement Intel. The company checks all the boxes: structure, team, district-scale assets with the right commodity mix, and a tiny sub-C$7 million market cap in a roaring bull market.
To participate as an accredited investor, simply subscribe to Private Placement Intel.
I have no doubt this will be another triple-digit win for the PPI portfolio in short order. It’ll be fun to see if it can become a 1,000%-plus, or even a 10,000%-plus win in the next few years.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle