• GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE
    Feb 3 2026

    A LOT OF THINGS GOING RIGHT FOR LGO:NYSE ; LGO:TSE LARGO INC VANADIUM LATELY

    1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES
    2. IMPROVED LIQUIDITY WITH 56 MILLION TAILINGS SALE CONTRACT (UNDISCOUNTED LIFE OF CONTRACT VALUE)
    3. ARIAS IS THE LARGEST SHAREHOLDER, INCREASING ALIGHNMENT WITH SHAREHOLDERS MOVING FORWARD
    4. 60 MILLION USD ATM PROGRAM (I HOPE THEY USE IT JUDICIOUSLY AT HIGH STOCK PRICES)
    5. MEANINFUL MANAGEMENT CHANGES
    6. SMALL (BUT FIRST IN A LONG TIME) INSIDER BUY
    7. NEW CO-CEO IS TRAINED AS A METTALURGICAL ENGINEER ALTHOUGH HE IS IN CAPITAL MARKETS AND MANAGES THE ARIAS RESOURCE FUND
    8. US DLA Strategic Materials Vanadium Pentoxide IDIQ FIXED-PRICE CONTRACT SOLICITATION DETAILS:

    https://sam.gov/workspace/contract/opp/a56d561807744f48abe84a25228872d8/view


    Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

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    8 mins
  • Geopolitical Alpha: Investing in Rare Earths Stocks
    Jan 24 2026

    Doc takes you along on his morning walk discussing Rare Earth deposits that are strategically important to avoid supply chain risks in the Western World.

    Companies Discussed:
    Aclara Resources
    Meteoric Resources
    Ionic Rare Earths
    Rainbow Rare Earths
    Virdis Mining
    Verde Agritech

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    18 mins
  • Critically Hated: Mettalurgical aka Met Coal
    Jan 17 2026

    This morning, Doc takes you with him on a walk to discuss Met Coal and some coal stocks.

    Companies Discussed:

    Warrior Met Coal

    Glencore PLC

    Alpha Mettalurgical Resources

    Ecora Royalty Co

    Core Natural Resources

    Mongolian Mining Company

    West Haven Coal

    BHP

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    22 mins