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“Trump’s Chosen Few” — What are “The First Four Companies to Ride Trump’s $100 Trillion Wave?”
Stockgumshoe· 2025-10-06 21:10
Core Insights - The article discusses the potential investment opportunities arising from President Trump's expedited permitting for U.S. natural resources projects, particularly in critical minerals, which could lead to significant stock price increases for small companies involved in these projects [1][3]. Group 1: Investment Opportunities - The article highlights a historical comparison to the Homestake gold mine, suggesting that current federally fast-tracked mineral projects could yield substantial profits for investors [2]. - It mentions that there are ten "elite mineral projects," with four linked to small companies expected to see dramatic stock movements as they begin production [3]. - The first highlighted company is Perpetua Resources, which is developing the Stibnite gold/antimony project in Idaho, projected to produce 4-5 million ounces of gold and backed by significant federal funding [4][5]. Group 2: Company Profiles - Perpetua Resources has a current market cap of approximately $2.4 billion and anticipates reaching a value of $6.3 billion by 2029 if gold prices remain high [7][8]. - The second company discussed is Jindalee Lithium, which is exploring a massive lithium deposit in Oregon, potentially ten times larger than Bolivia's, and is currently trading around $0.26 [9][10]. - Jindalee is attempting to go public through a SPAC merger, which could significantly increase its market cap if successful [11][12]. Group 3: Market Dynamics - Standard Lithium is identified as the third company, focusing on a next-generation lithium extraction facility, currently trading around $4, and is expected to begin production in 2028 [13][14]. - The article emphasizes the importance of federal support for these projects, which could enhance their viability and attractiveness to investors [3][4].
Volt Lithium Announces Executive Team Appointment, AGM and Proposed Strategic Name Change, Prepares for Future U.S. Transition
Globenewswire· 2025-05-27 10:09
Company Overview - Volt Lithium Corp. is transitioning to a new name, LibertyStream Infrastructure Partners Inc., to reflect its strategic evolution towards becoming a key infrastructure partner in the U.S. oil and gas industry focused on critical mineral resources [11][12] - The company aims to leverage its proprietary Direct Lithium Extraction (DLE) technology to become one of North America's first commercial producers of lithium carbonates from oilfield brine [14] Leadership Changes - Marty Scase, co-founder and Board member, has been appointed as Executive Chairman, indicating his increased involvement in advancing the company's extraction technologies [3][4] - This leadership enhancement is part of the company's strategy to expand growth and commercial opportunities within the U.S. critical minerals sector [1][3] Operational Milestones - Volt has established collaborations with U.S. oil and gas operators, validating the effectiveness of its lithium extraction technology following the commissioning of its Field Simulation Centre in Calgary in late 2023 [5] - The company deployed its Generation 1 Field Unit in Texas in September 2024, processing 600 barrels of oilfield brine per day, and subsequently installed its Generation 5 Field Unit, which can now process over 10,000 barrels per day [6][10] - Since installation, the Generation 5 Unit has completed over 300 test runs, identifying optimal operating parameters for economically viable commercial-scale lithium production [7] Government Support and Strategic Alignment - Volt secured a U.S. $2.5 million grant from the State of North Dakota, highlighting its alignment with U.S. critical mineral production initiatives [8] - The company's strategic transition to focus on U.S. operations positions it to align with favorable governmental policies aimed at enhancing critical mineral supply [12][16] Future Outlook - With proven technology and strategic U.S. partnerships, Volt is advancing from demonstration to initial commercial-scale lithium production, actively pursuing opportunities to meet growing domestic demand for critical minerals [13]