Private resource/commodities investment firm mainly focused on metals & commodities. Always do your own due diligence - this is not financial advice.
Joined November 2025
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VR Resources $VRR.V $VRRCF is definitely one to watch for the next big discovery out of US.
The case is New Boston, a moly tungsten copper and silver porphyry-skarn system in Nevada. It sits 5 km from Luning on Highway 95. Conoco worked the ground until 1981 and inferred a central porphyry but never drilled it.
1/6
$VRR.V $VRRCF VR Resources gets its expanded NOI permit at New Boston, Nevada. Drill sites doubled from 8 to 16 at Jeep Mine and reassay of hole 24-002 also pending.
Follow up on NB26-003's 317 m of 0.77% CuEq can start. Potential Moly-Cu-W porphyry in the making 🔥
pro.ceo.ca/@globenewswire/vr…
5/6
On management, founder and CEO Dr. Michael Gunning was CEO of Hathor which sold to Rio Tinto for $654M in 2012.
He was also Executive Chairman of Alpha Minerals which sold for $190M in 2013.
Gunning holds 645k shares and that is about 1% of the company. Room to grow that percentage.
6/6
Upcoming catalysts:
BLM approved the NOI expansion from 8 to 16 drill sites and the bond on October 9, so drilling can start now.
Follow-up holes around NB26-003 are funded by the September raise, and the next assays from those holes are the main near-term newsflow.
Reassays of hole 24-002 is also pending.
6/7
Share structure: 132.5M shares, 4.7M options and NO WARRANTS. Top 5 holders & insiders own 69% and management 4.4%. Est. float is only arounf 10-12%. A very tight register and not often you find a Canadian exploration company with zero warrants overhang.
7/7
Upcomming catalysts: Tynset IP results, drill targets, a definitive agreement on the LOI deal with Meridiana commencement of drilling.
Teako's new website is also among the best we've ever seen and definitely worth a look for everyone interested in this sector.
teakominerals.com/
$VRR.V $VRRCF VR Resources gets its expanded NOI permit at New Boston, Nevada. Drill sites doubled from 8 to 16 at Jeep Mine and reassay of hole 24-002 also pending.
Follow up on NB26-003's 317 m of 0.77% CuEq can start. Potential Moly-Cu-W porphyry in the making 🔥
pro.ceo.ca/@globenewswire/vr…
Exploration Edge retweeted
J2 has been very active at its 2,200 ha Sierra Plata silver-gold-antimony project in Mexico. Soon it will be time to update everyone. For 8 months we have been (1) rediscovering past-producing mines and workings (2) mapping veins and outcrops (3) flying geophysics across the project (4) sampling known historic mines and waste piles (5) preparing drill permit applications. Keep an eye on J2 folks! Here are some recent photos. We are very active on the ground, led by our Country Manager Carlos Cham.
1/6
Ashley Gold $ASHL.CN is the newest position in our portfolio as we participated in the latest financing.
The case is centered around one flagship project -> The Tak Patents near Dryden, Ontario, which is located next to NexGold's Goliath Gold Complex. It's been mainly idle since 2002 with only 11 historic holes. Bought in January and moved forward at a very good pace ever since.
5/6
President & Director of Ashley Gold, Noah Komavli, holds 17.1M shares (14.2%) and has been buying this year. Safe to say he is heavily alligned with shareholders.
Another positive is that Tak is patented land, so no drill permits are needed. Royal Gold holds a 5% NSR though, half of which can be bought back for C$1M.
The next few months of assays will show whether Tak is a real bulk-tonnage system.
6/6
Upcoming catalysts for Ashley Gold.
- Assays from Phase IV: 10 holes infilling between the 67Z and D99Z. 4 holes with suspected visible gold
- Winter drilling on Tak funded by flow-through money coming in
- More tranches of the current placement closing
ashleygoldcorp.com/2026/10/2…