Canadian Small Cap Coverage for Active Investors Not Financial Advice. Please see our disclaimer: https://xitter.cf/t.co/IrCXwZAev9
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Joined March 2022
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Everyone is a physics expert now 🤔
On va arrêter les conneries 5 minutes si vous voulez bien.
N'importe quel esprit scientifique qui a étudié un minimum l'ingénierie et les sciences physiques doit se poser au moins quelques questions.
Le truc de musk, qui pèse en principe entre 1500 et 2000Kg une fois arrivé à l'horizontale en haut de la rampe, dépasse par l'avant sur au moins 1m30 à 1m60 sans rien "dessous" (dessus en réalité) permettant la moindre aspiration par succion qui pourrait hypothétiquement maintenir l'engin absolument rectiligne contre une surface qui ici n'existe pas, n'importe quel truc pesant 1500 à 2000Kg devrait immédiatement basculer par l'avant et tomber, suivant les lois de la gravitation universelle.
Readers added context they thought people might want to know
Le système de succion multi-mode par ventilateurs sous la Roadster génère jusqu'à 2G de force d'appui (plus de 4700 kg lors de la démo), maintenant la voiture collée à la rampe inversée par différence de pression atmosphérique sans basculement.
notateslaapp.com/news/4837/tesl…
caranddriver.com/news/a74165059…
tesla.com/roadster
driveteslacanada.ca/news/tesla-roa…
TokStocks retweeted
I told you allready - it’s my biggest position - 45 projects - all western USA - drilling of 6-8 projects asap - perfect setup.
With a little luck it’s going to become a darling of Nasdaq
$BMMX $BMM.v
Black Mammoth Metals Receives Approval to List on the Nasdaq Capital Market $BMM.V tinyurl.com/2yxuucmc
Me 2. I added a starter position.
Bought a little $SKP.V this week
204m mcap
No warrants
90m cash, means EV = 114m
Predominant RC drilling in Nevada.
4.5million Oz deposit already
They could do a 100000 meter program for next 12 -18 months and still have like 60million in bank
When Fronteer sold to Nemont in peak of 2011 last 4 holes drilled in the property has results like 17m of 6g/t Au
Very true
$MYID.V for me.
Could we see an acquisition of Anthropic by SpaceX?
Not sure there’s a $2T IPO to be had anymore.
When there was less competition revenues were in hyper growth mode.
Now there are hundreds of open models and more dispersion of demand.
I think we’ll see more consolidation to happen.
At the same time these technologies are improving rapidly and becoming more useful.
Pricing of tokens might go down but usage will continue to grow rapidly.
Elon has recently changed his tune and gotten more chummy with Anthropic. Something to watch here.
OpenAI needs some more proven leadership. Their product offering has grown confusing.
Interesting to not see Anthropic come out with their own simplified agent like grokbot. Maybe that’s telling.
Maybe not needed if they are looking to combine with SpaceX.
Grokbot now supports Anthropic models.
NPV on PEA was initially disappointing. Has now traded down to a price offering IMHO some value at about a 0.4X NPV and the project is highly leveraged to copper prices.
Feasibility study is next with some goals of looking at increased throughput to the mill.
They don’t have to build a mine. This was a recent past producer and has infrastructure in-place.
Strong technical team.
Likely not going to run away but as they answer questions and tick milestones off the list. This thing can rerate.
Potential formal analyst coverage in-coming as well - if this happens, it will give the market a price target that is likely higher than its trading today.
I’m going to see about Colin back on the podcast and asking him the tough questions so we can better understand the potential drivers of higher NPV.
$SCMI.V Techincals on behalf of @SelkirkCopper
The share price has been knocked back to $1.15 as the financing overhang proved too much to absorb in the sell-off.
That leaves the stock at par with the recent $35M bought deal and materially below the $1.38 CEO Colin Joudrie paid two weeks ago for his latest $345K block on the open market.
Enticing spot to participate alongside the $35M bought deal participants again
TokStocks retweeted
$SKP.V Trading resumption on behalf of @StrikepointGold
After completing their acquisition of the Northumberland Gold Project price resumes currently trading at $1.63 after just raising approx $192M at $2
StrikePoint Resumes Trading After Completion of Acquisition of Northumberland Gold Project, Emerging as a Tier-One Gold Explorer in Nevada's Walker Lane
StrikePoint Gold Highlights:
• The Northumberland Gold Project hosts an independent mineral resource estimate ("MRE") of 2.86 million oz ("Moz") of gold equivalent ("AuEq") in the indicated category and 1.57 Moz of AuEq* in the inferred category contained within 67 million tonnes ("Mt") and 31 Mt, respectively.
• Brownfields site on private land potentially simplifies permitting: The current MRE for Northumberland is contained on private property which previously hosted open pit production.
• StrikePoint is funded to significantly advance Northumberland. With approximately C$90M in working capital post closing and related costs the Company is positioned to rapidly advance the Project.
• Regional Exploration Package: In addition to the known mineral resources at Northumberland, numerous near-pit and property-wide exploration targets offer potential for further additions to the mineral resource.
• Exploration Opportunities: Northumberland has not been explored since approximately 2010, when the gold price was much lower.
• Drill Permits in Place: Five separate drill permits are currently in place and are expected to facilitate rig mobilization and efficient exploration on both private and public land, subject to applicable permit transfer or replacement requirements.
• Strong Shareholder Base: Tembo Capital, Ithaki and Blackrock combined own more than 40% of the Company, and new shareholders represent more than 90% of the current shareholders of the Company.
Michael G. Allen, President and CEO of StrikePoint, said "Northumberland represents a transformational acquisition for StrikePoint. While the current resource is significant, I am particularly excited by the exploration potential seen to date. We anticipate commencing drilling within a month with the goal of expanding and infilling the existing mineral resource. In addition, new untested targets are emerging and may be drilled in 2027. I would like to thank all the talented individuals that helped with the effort to acquire the Northumberland Gold Project and I look forward to the first exploration efforts on the Project in over 15 years."
newsfilecorp.com/release/318…
An interesting one to have a look at.
News Release - Oct 8th 2026 - StrikePoint Resumes Trading After Completion of Acquisition of Northumberland Gold Project, Emerging as a Tier-One Gold Explorer in Nevada’s Walker Lane
Read the full release here: buff.ly/V51cZ8g
$SKP $STKXF #strikepoint #skp
TokStocks retweeted
What’s happening in the AI-powered reverse engineering and decompilation is absolutely insane. Pretty soon all software will be de facto open-source.
AI is coming for everything and everyone.
TokStocks retweeted
I have spent the last 10 years arguing that gold would move back to the centre of the international monetary system.
In a world of conflict and distrust, a neutral reserve asset is desperately needed.
The world called it a pet rock.
I always said we would have the last laugh.
TokStocks retweeted
Today we're publishing the Kraken Robotics $PNG.V $png pre-thesis. Next week: a three-hour deep dive so you can understand it like very few people do.
🔗 10baggerportfolioen.substack…
TokStocks retweeted
Our September 2026 Newsletter is out now!
us12.campaign-archive.com/?u…
TokStocks retweeted
AI is making itself felt, and it's becoming more noticeable.
He hiked to save face. He was stuck between poor choices and chose the best he and the fed board could at the time. A slight hike before likely a hold until post mid-terms.
Say what you want but AI and energy prices are starting to affect employment.
AI is becoming more useful. The tech isn’t perfect at all but some tasks are getting easier to do and these are tasks that entry-level workers were mostly doing.
Managers and field experts who know their industries can implement AI to complete tasks that some of their more junior staff used to perform.
Match this with energy prices…which trickle through almost every aspect of delivering a good to market and it’s not unexpected to see revisions lower for employment.
I haven’t changed my stance on AI eventually having a major effect on employment. I see firsthand how it’s affected my business. I use less consultants and suppliers to deliver work to customers.
It can be useful in niche areas…not for booking flights and getting restaurant reservations.
