Aug. 31 at 1:25 PM
$MSMGF Sterling Metals
$SAGGF just closed its acquisition of QcX
$QCXGF , expanding its emerging Canadian copper district by ~40%.
This is exactly the trend I’m watching with
$GRDM.X.V /
$MSMGF.
Strategic discoveries get validated , surrounding assets get consolidated, majors/strategic capital move in.
Grid already has Avenir at Falcon West, Teck & Boliden relationships, major Cu-Ni-PGE exposure, and an upcoming maiden MRE on what could become a strategically important Western cesium resource.
And unlike copper, there are essentially NO Western-controlled primary cesium producers.
I don’t necessarily want Grid acquired. I want the market to recognize what these assets could be worth as AI, electrification, defense and energy security drive a scramble for critical minerals.
A strong Falcon West MRE next month could be the catalyst that forces that re-rating.
