5 mining stocks - Catalysts
Small breakdown of a few holdings.
Silver Mountain Resources (AGMR)
Investment Thesis
Silver Mountain represents a rare restart story in the silver sector.
Rather than pure exploration, the company controls an existing mining district with historical production infrastructure.
This dramatically reduces:
• capex risk
• permitting risk
• timeline to production
The Reliquias mine restart is the core catalyst.
In a silver market experiencing structural deficits, even modest producers can command significant valuation expansion.
AGMR is essentially transitioning from:
Explorer → Developer → Producer
That transition is where the largest re-ratings occur.
Key Catalysts (2026)
Q1–Q2
• restart progress updates
• processing ramp guidance
Mid-2026
• production milestones
• new resource expansion drilling
Late 2026
• production profile stabilization
• district exploration updates
Why We Own It
• near-term cash flow potential
• silver leverage
• undervalued restart asset
Greatland Resources (GGP)
Investment Thesis
Greatland controls one of the largest undeveloped gold-copper discoveries in Australia.
The Havieron deposit continues to demonstrate:
• scale
• grade
• expansion potential
Located in the Paterson province, one of the most prospective mining districts in Australia, the project sits alongside world-class deposits.
The company is transitioning toward development, meaning the market will increasingly value the asset based on project economics rather than exploration risk.
Key Catalysts (2026)
• updated resource estimates
• development milestones
• strategic partnership developments
• possible acquisition interest
Major miners are aggressively consolidating high-quality deposits.
Havieron sits squarely in that category.
Why We Own It
• large Tier-1 scale asset
• strategic location
1911 Gold (AUMB)
Investment Thesis
1911 Gold represents a district-scale turnaround story.
The company controls the Rice Lake greenstone belt, a historically productive gold district in Manitoba.
Critically, it also owns the True North processing infrastructure, giving the company optionality for future production.
This setup allows:
• aggressive exploration
• resource expansion
• restart potential
The market has historically undervalued brownfield districts with infrastructure.
That mispricing creates asymmetric opportunity.
Key Catalysts (2026)
• aggressive drilling campaigns
• high-grade discovery potential
• resource expansion updates
Any meaningful discovery within the Rice Lake system could dramatically re-rate the stock.
Why We Own It
• district-scale land package
• existing infrastructure
• exploration upside
Azimut Exploration (AZM)
Investment Thesis
Azimut is an alpha exploration position.
The company controls one of the largest land packages in Quebec and operates a prospect generator model.
This means Azimut can explore multiple targets simultaneously while partners fund drilling.
The company has exposure to:
• gold
• lithium
• critical minerals
All within one of the most mining-friendly jurisdictions in the world.
Exploration success in any one of its projects could lead to a major discovery.
Key Catalysts (2026)
• multiple drill campaigns
• new project discoveries
• potential JV deals
This type of exploration model has historically produced multi-bagger outcomes.
Why We Own It
• large discovery potential
• diversified project pipeline
• strong jurisdiction
TUDOR GOLD
Investment Thesis
Tudor Gold controls the Goldstorm deposit at Treaty Creek, one of the largest gold discoveries in the Golden Triangle.
The Golden Triangle hosts several world-class deposits and has attracted significant interest from major mining companies.
Goldstorm continues to demonstrate:
• large scale
• expansion potential
• strong gold-copper mineralization
With gold prices at historic highs, deposits of this scale become increasingly strategic.
Key Catalysts (2026)
• expanded drilling campaigns
• updated resource estimates
• potential strategic partnerships
Large discoveries in the Golden Triangle often become takeover targets.
Why We Own It
• massive discovery potential
• Tier-1 jurisdiction
• takeover optionality
Let winners run while the commodity cycle expands.
Rotate capital opportunistically into the most asymmetric opportunities as catalysts unfold..