Pick and Shovel = Major Drilling Group MDI.TO

Original Reddit post

Author pitches Major Drilling Group (MDI.TO) as a 'pick and shovel' play on rising copper, silver, gold and rare earth drilling demand.

MDI.TO — LONG The author argues Major Drilling is the clearest way to gain exposure to a multi-year mining and drilling trend across copper, silver, gold and rare earths. As the world's leading specialized drilling services provider, its services and know-how become essential as the rare earth race returns to the West and gold/silver sit near all-time highs. The cited Eloro contract for a 40,000m drill program at Iska Iska is offered as evidence of demand. No specific risk is stated beyond the general NFA disclaimer.

Whether it’s copper, silver, gold, or rare earths the coming years will make Major Drilling’s service and know-how essential.