u/LadsoStocks

Author argues GMV Minerals is a single-asset story at the Mexican Hat heap leach gold project in Arizona, where a 2025 PEA shows a 10-year mine life, just under 600k ounces of production and about US$90M upfront capex, with pre-tax NPV5 of US$390M and 66% IRR at US$2,500 gold. The sensitivity case at US$4,000 gold implies roughly US$1.055B pre-tax NPV5 and 134% IRR, so GMV trades near 2.6% of that NPV, and a $4.5M raise plus drill permits fund a 35-hole, ~7,300 metre spring program aimed at validating the resource and improving confidence and technical data. The author states the main risk is that grades come back weak or inconsistent, since these explorer setups live and die by the drill.

Author argues Regency Silver's January 8 step-out hole at Dios Padre intersected multiple mineralized breccia zones over roughly 240 metres and is the first hole drilled into the gap between the historic mine and the deeper discovery, potentially tying them into one larger system and making the current price cheap. Follow-up drilling began January 15 from the same step-out area, so assay answers should come sooner rather than later. The author notes assays are still pending and the read is based only on core, and that $4.1M LIFE financing paper and tax-loss selling have suppressed the stock, with all conclusions framed as speculation.

The author is long Strikepoint Gold, arguing the stock can 3–5x in 2026 if its Hercules project in Nevada's Walker Lane advances to a maiden inferred resource of roughly 1M ounces. The mechanism is Nevada oxide resource valuation: at C$50–C$70 per inferred ounce, even C$50 × 1M ounces implies about C$50M versus the current ~C$12M market cap. Catalysts are the planned March drill program, first assays around mid-April and more through June, with a maiden inferred resource targeted around Q3 2026. The author flags high risk/early stage and says they still must drill, prove, and publish the resource.