Core Insights - Robert Friedland, a prominent mining executive, emphasizes the urgent need to address the critical minerals shortage as global ambitions for electrification and AI clash with an inadequate mineral supply system [1][2] - The global economy is undergoing significant structural changes due to geopolitical factors, leading to a shift from globalization to a focus on supply chain resilience [2] - Friedland predicts that as economies transition to a "just-in-case" model, certain raw materials will gain immense value, impacting currency strength against essential materials [3] Company Insights - Sunrise Energy Metals, co-chaired by Friedland, controls the Syerston project in New South Wales, recognized as the largest and highest-grade scandium deposit under development [3][4] - The company experienced a remarkable 3,400% increase in market performance in 2025, driven by U.S. government interest and an agreement with Lockheed Martin [4] Industry Challenges - The copper industry faces significant challenges, with current consumption at 30 million tons per year and only 4 million tons recycled, necessitating a mining output equivalent to the last 10,000 years within the next 18 years to sustain GDP growth [5] - Declining ore grades, rising costs, and extended development times complicate the mining of copper, with energy requirements for production increasing 16-fold since 1900 [6] Proposed Solutions - Friedland advocates for the adoption of advanced exploration tools and energy-efficient processing methods to enhance mining effectiveness, reduce emissions, and improve recovery rates [7] - Without technological advancements, the energy transition and economic growth will face severe geological limitations [7]

Group 1 - The core idea of the article is that Rio Tinto is in talks to acquire Glencore, which could lead to the creation of a new global leader in the mining industry and stimulate consolidation efforts in the copper sector [1] - This potential acquisition may increase pressure on BHP, which is currently the largest mining company in the world [1]

Rio Tinto-Glencore merger talks underscore the growing demand for copper, driven in part by AI. ...

Core Viewpoint - The iShares Russell Top 200 ETF (IWL) is presented as a viable alternative to the iShares Core, suggesting potential investment opportunities in large-cap equities [1]. Group 1: Investment Strategy - The analyst emphasizes the importance of identifying underpriced equities with strong upside potential while also recognizing overappreciated companies with inflated valuations [1]. - A focus on the energy sector, including oil & gas supermajors and exploration & production companies, is highlighted, along with coverage of various other industries such as mining and chemicals [1]. - The analyst advocates for a thorough assessment of Free Cash Flow and Return on Capital to gain deeper insights into investment opportunities [1]. Group 2: Market Analysis - The analyst acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1].

Core Viewpoint - The iShares Russell Top 200 ETF (IWL) is presented as a viable alternative to the iShares Core, suggesting potential investment opportunities in large-cap equities [1] Group 1: Investment Strategy - The analyst emphasizes the importance of identifying underpriced equities with strong upside potential while also recognizing overappreciated companies with inflated valuations [1] - A focus on the energy sector, including oil & gas supermajors and exploration & production companies, is highlighted, alongside coverage of various other industries such as mining and chemicals [1] - The analyst advocates for a thorough assessment of Free Cash Flow and Return on Capital to gain deeper insights into investment opportunities [1] Group 2: Market Perspective - The belief that some growth stocks warrant their premium valuations is acknowledged, indicating a nuanced approach to evaluating market opinions [1]

Core Viewpoint - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Group 1 - The portfolio manager operates independently and has a publicly available portfolio on eToro, showcasing investment opinions and decisions [1] - The manager has a diverse educational background, having studied in France, the U.S., and Russia [1] Group 2 - There is a potential intention to initiate a long position in SSRM within the next 72 hours, indicating a strategic interest in this stock [2] - The article expresses personal opinions and does not involve compensation from companies mentioned [2]

Core Viewpoint - The focus is on identifying GARP (Growth At a Reasonable Price) and turnaround stocks, emphasizing the importance of valuation in stock selection [1] Group 1 - The portfolio manager operates independently and has a publicly available portfolio on eToro, showcasing investment opinions and decisions [1] - The manager has a diverse educational background, having studied in France, the U.S., and Russia [1] Group 2 - There is a potential intention to initiate a long position in SSRM within the next 72 hours, indicating a strategic interest in this stock [2] - The article expresses personal opinions and does not involve compensation from companies mentioned [2]

Group 1 - The article highlights the potential of royalty and streaming companies as an alternative investment in precious and industrial metals, mitigating risks associated with traditional mining [1] - The year 2025 saw record-breaking metals prices, leading to triple-digit returns for featured companies, indicating a strong market performance [1] - Peter Arendas, an expert in the resource sector, leads the Royalty & Streaming Corner, providing in-depth analysis and actionable research for investors [1]

Core Viewpoint - Shine Minerals Corp. is increasing its non-brokered private placement to $1.5 million due to significant investor demand, which is part of its strategy to reactivate from the NEX board to a Tier 2 Mining Issuer [1][2]. Proposed Transaction Structure - The Company has acquired the right to purchase all 11,100,000 issued and outstanding shares of Red Cloud Silver (RCS) by issuing 6,500,000 post-Consolidation common shares to RCS shareholders on a pro rata basis [3]. - After completing $2,000,000 in exploration expenditures on the Silver District Exploration Project, the Company may exercise its option to acquire 100% of RCS shares by issuing an additional 14,200,000 post-Consolidation shares and paying $650,000 in cash to RCS shareholders [4]. RCS Option Agreement - RCS holds an option to acquire a 100% interest in the Silver District Exploration Project from Gulf + Western Industries, Inc. by making staged cash and share payments totaling US$1.4 million by October 31, 2028 [5]. - Gulf will retain a 2% net smelter return royalty if the RCS Option is exercised, and RCS is responsible for maintaining the property and making all required payments [5]. Share Consolidation and Financing - Prior to closing the Proposed Transaction, the Company will complete a 5-for-1 share consolidation and a non-brokered private placement for gross proceeds of approximately C$1,500,000 at C$0.06 per pre-Consolidation share [6]. - Proceeds from the financing will be used for transaction costs, reactivation expenses, initial exploration on the Project, and general working capital [6]. Regulatory Approval - The completion of the Proposed Transaction is subject to TSXV acceptance and satisfaction of all conditions in the Definitive Agreement [7]. - The Company has applied to the TSXV for reactivation of trading of its shares, which will not resume until all required filings are completed and approval is obtained [8].

VANCOUVER, BC / ACCESS Newswire / January 9, 2026 / Sun Peak Metals Corp. (the "Company" or "Sun Peak") (TSXV:PEAK)(OTCQB:SUNPF) reports that the board of directors of Sun Peak granted a total of 6,575,000 incentive stock options of the capital stock of the Company to directors, officers, employees and consultants exercisable for up to a five year period at an exercise price of $0.38, being the closing share price on January 8, 2026, pursuant to the Company's shareholder approved stock option plan.ON BEH ...