Jan. 28 at 5:04 AM
$IREN is best in class
$LUMN is the only company in its class
$IDR very undervalued rare earth resource play with profitable and growing gold mining operation funding expansion to two mills, exploration of other gold assets, a newly purchased copper porphyry deposit, the largest thorium resource in the US, and one of the top three RE resources in NA.
$ADUR is the most intriguing circular economy play, with more assymmetric right tail potential than any of the above.
$MTMCF is new to me, and might be the best of them all on a 5+ year horizon. Warrants more due diligence.
proceed with purpose
