Darrell White
CEO of BMO Capital Markets (Mining/Metals Conference Host)
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 23
$90.85
+3.0%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Other
Long
Feb 23
$91.32
+11.5%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Other
Long
Feb 23
$117.71
+12.8%
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
There is a "confluence of forces" driving demand for critical minerals (power up, AI, re-industrialization). Capital providers are active, and M&A pipelines are full. Despite tariff noise, the structural demand for copper, lithium, and rare earths is agnostic to short-term policy. The "friend-shoring" narrative (US/Canada integration) favors North American miners. LONG Critical Minerals and North American Mining. Global recession crushing commodity demand.
Other
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