US USAU U.S. Gold Corp. Common Stock Loading... : Bullish and Bearish Analyst Opinions

China added MP Materials and USA Rare Earth along with eight other US entities to its export control list in retaliation for US restrictions on Chinese companies.

Feneck lists specific junior miners he holds. He highlights Denarius (DNRSF) for near-term production, Triumph (TIGCF) for gold/tungsten, Blackrock (BKRRF) for silver development, and the Bear Creek (BCEKF)/Highlander (HLSCF) merger. These stocks have been "trashed" despite strong fundamentals. The disconnect between spot metal prices and equity valuations allows investors to buy assets (ounces in the ground) for pennies on the dollar before they enter production or get acquired. LONG a basket of high-conviction junior miners. Dilution risk if companies raise capital poorly; operational failure; jurisdiction risk (though most selected are in safe jurisdictions).