FS FSTTF First Tellurium Corp Loading... : Investor Sentiment and Bull/Bear Views

First Tellurium is the only publicly traded tellurium junior, and tellurium is mostly produced by China and Russia. The company also has thermal technology that can cool AI data centers, solar applications, and defense drones it says can carry up to 300 pounds for extended periods. A $10-20 million government check could rerate its roughly $20 million market cap.

Feneck owns First Tellurium and likes its combination of tellurium exploration with PyroDelta’s thermoelectric technology for AI data centers and defense drones. He sees meaningful insider ownership as shareholder alignment, while noting junior-company financing risk.

First Tellurium (FSTTF/FTEL) is a mining company that diversified into PyroDelta, a tech play with drone/military applications and potential to replace alternators in cars. Feneck notes the stock is about six cents and heavily beaten down; it has mines in the U.S. and Canada focused on tellurium, a critical mineral about 65% produced in China, gold, and copper. Management owns about 12% and the share structure is tight, offering cheap exposure to real tech because tech valuations are expensive.