Gerardo Del Real,
Editor
Aug. 13, 2025
Editor’s Note: I always enjoy catching up with my good friend and business partner Nick Hodge… especially when we can dig into the real drivers behind some of our biggest recent wins. In this conversation, we cover the deals that have been delivering double- and triple-digit gains for Private Placement Intel members, plus where we’re focusing our attention next as the resource bull market really kicks into high gear. I think you’ll find Nick’s insights timely, actionable, and maybe even a little eye-opening. Enjoy! —Gerardo
Gerardo Del Real and Nick Hodge Talk Private Placements,
Big Wins & What’s Next
Gerardo Del Real: This is Gerardo Del Real with Daily Profit Cycle. Joining me today is the co-owner of Digest Publishing — the publisher of Daily Profit Cycle — my friend, colleague, business partner, and wearer of many hats… none other than Mr. Nick Hodge. Nick, it’s great to have you on. How are you today, sir?
Nick Hodge: I’m doing wonderful, Gerardo. It’s a bit of a different format. We’re normally equals on the Bizarro World podcast but today you’re the interviewer and I’m the interviewee. I’m curious to see what you want to talk about.
Gerardo Del Real: I always look forward to your insights, and we’re lucky enough to get them every week with Bizarro World. It’s supposed to be the summer doldrums — but looking at the track record, we wear different hats.
You and I co-own Digest Publishing, as I mentioned, and we also co-own a marketing business separate from the publishing company. Within Digest Publishing, one of the services we co-manage is a private placement service — Private Placement Intel — for accredited investors. To put it simply, if you’re accredited, we give subscribers of that service access to our deal flow.
I thought the timing was perfect to chat because, despite the so-called summer doldrums, and despite many companies being well off their lows, the price action and deal flow we’ve been able to bring to subscribers, friends, family, and ourselves has been top-notch. We just closed one this past week that I think will do phenomenally well.
So I wanted to start by getting your take on the deal flow we’ve had, how you see it developing given where we are in the market cycle, and what you expect heading into the fall. That’s a lot of questions — start wherever you’d like.
Nick Hodge: Yeah, that is a lot. But first — there were no summer doldrums this year. There was no slowdown. I don’t think there will be much of a tax-loss selling season later in the year either. It seems everyone forgot to ‘sell in May and go away’ — and not just in the broader indexes.
Today is August 12th, and the S&P 500 hit an all-time record high. Gold prices are also at all-time highs with many other commodities breaking out.
The companies we follow are starting to move, and that’s true across the entire resource complex — starting with the king, gold. Futures touched $3,500 — an all-time record high — in response to Trump’s tariff threats on imports of refined gold products.
He’s been central to a lot happening in our world. The Commerce Department is investigating copper under Section 32 — the same type of action that helped kick off the uranium bull market in 2019-20.
He’s been vocal about securing domestic supplies of critical minerals, issuing executive orders in the nuclear space, and even fast-tracking mines. I’ve seen it happen for uranium projects in the American Southwest and just this week for a gold mine in California.
At the same time, inflation hasn’t gone away. That’s supporting higher metals prices and making gold and silver continued beneficiaries of government debt spending and money printing. The debt keeps climbing. DOGE was a failure. And we’ll likely see rate cuts before year-end, which will make capital even cheaper — another tailwind for precious metals and resources.
So, a lot to like. I’m not sure I answered all your questions but remind me of the rest and we can keep going.
Gerardo Del Real: No, you gave me the perfect macro overview I was looking for. I did want to talk about the deal flow we’ve had in Private Placement Intel because it’s something you and I take a lot of pride in.
We work hard to bring quality stories that give subscribers, family, friends, and ourselves a good shot at making some really solid gains, and we’ve been fortunate enough to do that for several years.
It seems like, with the tailwinds we have now, the deal flow is getting better and better. Just this morning, we closed a uranium deal at a C$2.5 million valuation that, in the last uranium bull market, the management team alone would have merited many multiples of that. I’d like your take on the current deal flow for Private Placement Intel.
By the way, I’ll tease the fact that we have another deal coming — hopefully next week — as we finish final due diligence. No slowdown here.
Nick Hodge: Companies have been raising money. They see the same tailwinds I just outlined — metals prices, strong fundamentals — and the quality teams want to explore, drill, and advance projects. They need capital to do that. And markets have been cooperating.
As of a couple of days ago, our track record was 11 of the last 15 public companies we’ve financed via private placement since early 2024 more than doubling… and many have gone far beyond that. Looking now, there are multiple gains of 180%, 190%, 300%, 368%, 244%.
You mentioned the uranium deal, which makes it 12 of the past 16. That was North Shore Uranium, advancing a past-producing mine in the American Southwest with an 11-million-pound resource. We financed it at C$0.05; shares traded close to C$0.09 before the deal even closed.
We’ve had wins in other metals too. Just last month we participated in Kincora Copper, which is a Rick Rule and Jeff Phillips-backed prospect generator in Australia’s Macquarie Arc. We financed at C$0.03; it’s traded between $C0.06 and C$0.08 since.
Daura Gold, which we financed at C$0.06, is up 300% as it consolidates ground next to Highlander Silver’s high-grade discovery in Peru. They’ve recently received community approval and started groundwork so we expect more news there soon.
And then there are names like Hannan Metals and Kingsmen Resources, which are up 300% to 500% depending on the financing round.
I’ve just run you through a uranium name, a copper name, and a gold name. The only one facing some near-term noise is copper with the back-and-forth over potential tariffs. But copper near $5/lb is still very healthy, and tariffs do nothing to change the structural supply deficit that’s developing as we advance global electrification, AI buildout, and quantum computing.
Plenty of metals to like… and deal flow has been outstanding.
Gerardo Del Real: And just to put a bow on top there… you mentioned copper and the potentially challenging short-term fundamentals. Copper has done really well, and we helped with Vizsla Copper recently, which closed at C$0.055 at the end of May. Last I looked, it was trading near C$0.15.
So again, in just the last couple of months, we’ve been able to consistently hit the ball out of the park — whether metals are touching record highs or facing near-term headwinds.
Last but not least, before I let you go, Nick, I know conference season is right around the corner. You and I tend to get even busier than we already are. Where can folks who read and listen to our stuff see you — and by default, me — over the next several months?
Nick Hodge: Sure. We’ll be heading to the Beaver Creek Precious Metals Summit. That’s not necessarily a retail conference, but it’s a great place to catch up with industry folks and management teams. That’s the second week of September.
Then, in early November, we’ll be down in New Orleans for the New Orleans Investment Conference. I’ve been there every year for the past 12 years and this will be my 13th. It should be a great environment with metals doing what they’re doing.
Several of the companies we just mentioned will be there by virtue of us doing these private placements, raising significant amounts of capital, and investing significant amounts ourselves.
These companies take some of our guidance and come to the shows, so you’ll have a chance to do due diligence not just on us but on companies we’re involved in and have financed and companies deploying capital to advance their projects.
And it’s not a bad place to spend a couple of days given the food, drink, and camaraderie that comes with it. That’s where we’ll be in the fall.
Gerardo Del Real: I couldn’t agree with you more. Mr. Nick Hodge, always a pleasure to catch up. Anything else you’d like to add before I let you go?
Nick Hodge: I’ll just add that some very successful people are also on the Private Placement Intel list, including former newsletter writers who’ve since retired and now just write checks and others who are still active like Doug Casey. I already mentioned Rick Rule and Jeff Phillips. These are quality deals with quality groups of investors.
The last thing I’d say is that you can see the success starting to pay off for members, which is really what it’s all about. We’ve published testimonials on Daily Profit Cycle from people who’ve written in saying it’s changed their retirement outlook. They’ve participated in multiple deals over the past months or years with a significant percentage going on to double — just like I outlined for you.
It’s great to see folks who wouldn’t normally have access to this kind of investing be able to participate because of Private Placement Intel. We look forward to continuing to provide that access and bringing in more high-quality deals we can all benefit from.
Gerardo Del Real: This is the kind of market we’ve been positioning for — and it’s here. Believe me, Nick and I plan on taking full advantage of it, and hopefully bringing a whole bunch of you along for the ride. Mr. Hodge, thank you again for your time. Chat soon.
Nick Hodge: Yes, sir.
Gerardo Del Real
Editor, Daily Profit Cycle