North Peak Resources (TSXV: NPR) will be our largest gainer in the first half of 2022 and will likely begin to make a massive move higher immediately after Christmas. Black Horse has bigger potential to create more shareholder value in the short-term than any other gold project in the world and NPR has a management team with a 100% perfect track record at creating tremendous value for shareholders.
For the second half of 2022 we plan to play Transition Metals (TSXV: XTM).
XTM has $2.858 million in cash, owns 6.5 million Forum Energy Metals (TSXV: FMC) shares worth $1.17 million, owns 1.179 million Class 1 Nickel (CSE: NICO) shares worth $0.34 million, owns 390,000 Nova Royalty (TSXV: NOVR) shares worth $1.135 million, owns 9.322 million SPC Nickel (TSXV: SPC) shares worth $0.792 million. XTM also owns three royalties and sold 50% of these three royalties a few months ago for $2 million, which means the other 50% of the royalties XTM still owns today is worth $2 million.
This means the value of XTM's cash, stock in four publicly traded companies, and royalties is $8.31 million or $0.146 per share.
XTM is receiving almost no value for its 21% stake in Canadian Gold Miner the second largest landholder in the Kirkland Lake Gold Mining Camp after only Kirkland Lake Gold (KL) the company founded by NPR's management team that today has a market cap of over $10 billion. Canadian Gold Miner will IPO in the second half of 2022.
XTM is receiving almost no value for its 25% interest in Sunday Lake a palladium exploration project that is 75% owned by Impala (IMPUY) a company that today has a market cap of over $11 billion. IMPUY owns/operates the nearby Lac Des Iles Mine and mill PGM complex near Thunder Bay, Ontario.
XTM is receiving almost no value for future milestone payments it will receive from numerous gold, nickel, and cobalt projects that it has optioned to publicly traded companies.
XTM is receiving almost no value for 30 additional early-stage gold exploration projects that it owns.
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is not a solicitation or recommendation to buy, sell, or hold securities. NIA's President has purchased 200,000 shares of NPR in the open market. This message is meant for informational and educational purposes only and does not provide investment advice.
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