Mar. 23 at 6:58 PM
$MSMGF For transparency, I recently filed a Schedule 13G after crossing 5% ownership in Grid Metals (
$MSMGF /
$GRDM.X) as part of normal disclosure requirements.
What originally caught my attention here:
• Falcon West cesium discovery in what appears to be one of the tightest critical mineral markets globally
• Very few cesium development assets of meaningful scale
• Potential path toward relatively low initial cap-ex production compared to most junior timelines
• Strategic validation through partners and institutional ownership
$TECK , Waratah, AMCI
• Additional optionality from lithium and other assets
Cesium rarely gets discussed because there are so few investable opportunities in the space. That alone makes it worth paying attention as critical mineral supply chains continue shifting toward domestic and allied sources.
I tend to look for situations where asset relevance and market awareness are not yet aligned.
Disclosure filing:
https://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13G++Grid+Metals+Corp.++++++++++++++++++++++Filed+by%3A+OSBORNE+BRANDON+S/26197571.html
