Nick Hodge,
Publisher
Dec. 30, 2024
Last week, members of Private Placement Intel received their quarterly position update.
That is the service where Gerardo and I vet private placements and participate in them alongside high-net-worth investors like you.
This is how we’ve made the bulk of our wealth.
Not by selling subscriptions, but by investing this way.
Ask yourself how other newsletter writers and gurus make the bulk of their money.
The update contained ‘hold’ or ‘sell’ guidance on 30 microcap companies that we’ve invested in via private placements, as well as updates on their last quarter of business activity. (If you need a refresher on private placements, click here.)
I wanted to share some of those updates with you here at the end of the year in the hopes you’ll make 2025 the year you join us to invest in this manner.
Q4 2024 Private Placement Intel Position Updates
Aldebaran (TSX-V: ALDE) — Selling. We sold half the position in November at C$1.70. That was before the company announced a financing package with Nuton and delivered a very robust resource update on an already world-class copper-gold project in Argentina. Shares ran to C$2.35 on those announcements in later November, but have fallen back down to C$1.70 this month. We are taking the remainder of our profits off the table on any bounce back to C$1.80. We bought and sold this one extremely well. Congrats on the near six-fold returns!
Almadex Minerals (TSX-V: DEX) — Holding. Almadex has more cash than market cap. It also has several of its own drill rigs that it’s now putting to work across projects in the American southwest. The Poliquins are getting back to their exploration knitting, and we’re sticking around to see what they turn up.
Patriot Battery Metals (TSX-V: PMET) — Holding. We’re in at C$0.16 and also at C$0.25 thanks to exercising the full warrant that came with the financing. Shares are now near C$3.50 for gains near 2,000% and 1,260%, respectively. They were over C$17.00 last year but sold off along with the rest of the lithium market as prices came down sharply for lithium carbonate and spodumene. Patriot’s Corvette deposit is already globally significant. It has already attracted investment from Albemarle. It has delivered a first glimpse at potential economics with its first PEA, showing an after-tax NPV8% of $2.9 billion (US$2.2 billion) with an after-tax IRR of 34% at US$1,375 per tonne and a mine life of 24 years for starters. This quarter, the company announced that Europe's largest car manufacturer, Volkswagen Group, will invest C$69 million to acquire 9.9% of Patriot's issued and outstanding common shares at a price of C$4.42 per share. That comes with a binding offtake commitment to be entered into with Volkswagen's 100%-owned vertically integrated battery manufacture. There is massive exploration upside on an already world-class project with both open-pit and underground high-grade options. We are holding.
Bravo Mining (TSX-V: BRVO) — Holding. We’re in at US$0.50/C$0.64. Shares are at C$1.77, putting us up 175%. The sulphide anomalies that had us so excited last year have now been drilled, and a new copper discovery has been made some one kilometer away from the main PGM deposit at Luanga in Brazil. Luanga is already a world-class 9.8 million ounce (palladium-equivalent) PGM+gold+nickel deposit that was only drilled shallowly (~200 meters) by its previous owner, Vale. Bravo has been systematically drilling and exploring the project for the better part of two years. PGM and nickel mineralization has been improving at depth, down to ~450 meters, in multiple zones. The deposit is growing. We can expect a resource update early next year that includes tens of thousands of meters of drilling. We can also expect more upside from the new copper discovery. Chairman Luis Azevedo likes what he sees and continues to add via the public market.
URZ3 Energy (TSX-V: URZ) and Kingsmen Resources (TSX-V: KNG) are still within their four month hold times. We are up 90% and 170% on those positions, respectively.
Join Us for Private Placements in 2025
Here is a New Year’s easter egg if you’ve made it this far and are interested in participating in private placements alongside us in 2025.
This is a service for high-net-worth investors or those who manage money on behalf of others. You need to have a net worth of $1 million or make at least a quarter million dollars per year to participate, as a starting point. And you should be able to put at least $5,000 or more into each deal you’re interested in, though most members are doing more than that.
That’s one reason membership to Private Placement Intel costs $4,999 per year.
By using this link, you can join for just $2,025. That is more than half off, and will only be available for the next two days.
We wish you a happy start to 2025, and hope you make it the year you start doing private placements with us.
Call it like you see it,
Nick Hodge
Publisher, Daily Profit Cycle