Chris Curl,
Editor
July 24, 2025
Let’s rewind for a moment.
Since 2011, when gold hit a scorching $1,700 per ounce, the junior mining world has been running on fumes. Budgets were slashed, exploration offices shut their doors, drill rigs were mothballed, and promising discoveries were put on ice.
In just eight years, global spending on non-ferrous exploration nose-dived from over $20 billion to under $9 billion—a staggering collapse by any historical standard.
Majors played it safe, focusing on balance sheets. Meanwhile, juniors—the scrappy explorers responsible for over half of the world’s new finds—saw their grassroots budgets shrink to a record low.
And now? That decade of neglect is coming back to bite us.
Copper inventories are scraping bottom. The International Energy Agency is sounding alarms about a looming supply gap. Uranium demand is exploding as the AI and data center boom chases clean energy. Even silver, the unsung hero of electronics and solar panels, has been in deficit for three years running.
But here’s the good news: this sets the stage for what could be the biggest commodity boom since the 1970s. And the players best positioned to win? The juniors—those agile, hungry teams with strong geology, skilled leadership, and enough cash to keep the drills spinning.
That’s where Gerardo Del Real comes in.
He runs a dedicated research service that focuses on one thing: early-stage exploration stories with serious upside—long before Wall Street’s algorithms catch on.
His latest report, The Second Great Age of Exploration, highlights three companies that give everyday investors exposure to gold, silver, copper, and uranium—without paying big-cap prices.
Why Now Could Be a Supercycle
Let’s look at the setup:
Juniors are pivoting toward base and battery metals.
Recycling and tech efficiency won’t save us in the near term. The world needs new discoveries. And that’s why we’re doubling down on the juniors.
Three High-Conviction Opportunities (No Names, Just Substance)
Opportunity #1: High Grades & Takeover Appeal
This company is drilling deep in one of North America’s richest mining belts, with silver grades that make jaws drop—think over 1,800 g/t in some intercepts. It’s sitting on more than $50 million in cash, enough to fund two full seasons of exploration. A major producer already holds a 15% stake, hinting at takeover potential.
Why we like it:
- The rock is rich. Recent drilling confirmed bulk-mineable widths at eye-popping silver grades.
- Fully funded. No need to raise more money—no dilution.
- Logical consolidation. A strategic buyer already owns a chunk and operates nearby assets.
Opportunity #2: Low-Risk Royalty Model
This explorer lets the big players do the heavy lifting. It keeps a 25–35% interest (plus royalties), while partners spend over $100 million drilling across several projects. With just 70 million shares outstanding and one-third tightly held, even a single discovery could send shares flying.
Why we like it:
- Multiple shots on goal. Eight active projects and three rigs turning.
- Smart structure. Partners fund the risk; the company keeps upside.
- Lean float. High insider ownership means price moves fast on good news.
Opportunity #3: The Uranium Wildcard
Backed by a management team with a track record of building and selling uranium companies for hundreds of millions, this upstart is chasing undervalued U.S. assets. It recently added a uranium veteran to its board—someone who’s built ISR mines and negotiated utility deals.
Why we like it:
- Tiny float. With a micro market cap, the upside on any deal is huge.
- Top-tier leadership. The team has walked this path—and sold big.
- Made in America. Domestic uranium production is almost nil. That matters for energy security.
The next decade will belong to companies that can find and define metal in the ground. Governments cannot print copper, silver or uranium. Drill cores remain the only way to create new supply, and the juniors we track are leading that charge.
If you believe copper, silver, uranium, and gold have a future, the juniors digging them up should be first on your list.
Junior Resource Speculator costs less than a single bank trading commission—but includes 12 months of research, video updates, and email access to our team.
The headlines say “shortage.” But the real opportunity is in supply. That’s what we track. That’s how we profit.
Join us for the Second Great Age of Exploration.
Keep coming back,
Chris Curl
Editor, Daily Profit Cycle