Debbie Bester

Energy investing...!

Q1 2026 @FMSilverCorp Highlights ✅Q1 Ag Production (26% of guidance midpoint) ✅Strong Growth in R&R ✅Positive Exploration Results ✅Jerritt Canyon Restart Plan (H2 2027) Link🔗firstmajestic.com/investors/news… @FirstMintLLC @keith_neumeyer #TripleDigitSilver #BuyPhysical #GotSilver

First Majestic Announces Restart Plan for Jerritt Canyon Gold Mine 🎯Targeting Production Restart in the Second Half of 2027 News Release🔗firstmajestic.com/investors/news… @FMSilverCorp $AG @FirstMintLLC @keith_neumeyer #TripleDigitSilver #BuyPhysical #GotSilver

Legendary investor @keith_neumeyer continues to add to his @WestwardGold position. Recently buying 1M shares in the market, bringing his position close to ~10M shares, making him a major shareholder alongside institutional investors @Crescat_Capital (12%) & Concept Capital (9.9%)

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Copper – warehouse stocks continue to fall on potential for production cuts over sulphur and sulphuric acid supply disruption ⚠️ •SHFE warehouse tonnage falls 3.9% (-6,902t) to 169,512t. The fall is all the more prescient given SHFE stocks have fallen by 12% since 1st May •LME warehouse stocks also fell 750t to 379,225t this morning and 5% since 1th May •Together the two markets have seen substantial falls with warehouse stocks now representing under 2% of estimated global copper demand for 2026 👀

What’s the latest at Toroparu? Aris Mining continues to advance Toroparu, our large-scale gold development project in Guyana, with select pre-construction activities now underway including construction of the bridge at the Puruni River crossing, camp expansion and ongoing road works. We’re also in the process of expanding the project team at site. The prefeasibility study is progressing well and remains on schedule for completion in the second half of 2026, supporting a potential construction decision in early 2027. To learn more about Toroparu, visit: aris-mining.com/operation/toro… TSX: $ARIS.TO | NYSE: $ARIS #ArisMining #GoldMining

Weekly silver drilling highlights

Great chart by @TaviCosta Classic breakout en pull back (goodbye kiss) The next phase could bring the real (revaluation) rally for (gold) miners

Ranked: The World's Largest Copper Mines (2025) 🌎

$AGX.V Silver X Mining announced today that it has acquired 100% ownership of the Casahuasi Gold Project in Huancavelica, Central Peru, through the acquisition of the Lily 19 mining concession for a total cash payment of $30,000. With this acquisition, Silver X consolidates its control over a project that, according to the Company’s Preliminary Economic Assessment (NI 43-101 Preliminary Economic Assessment) as of May 31, 2025, has an inferred mineral resource of 1,405,587 tons with a grade of 0.936 g/t gold and a total grade of 42,303 ounces of gold. The resource was defined based on 903.5 meters of diamond drilling across four drill holes. The acquisition, at a moderate price of $30,000, comes against the backdrop of a 217% rise in Silver X’s stock price over the past year, reflecting strong investor interest in the company’s production and exploration activities. According to an analysis by InvestingPro, the stock currently appears to be overvalued relative to its fair value and is trading at a P/E ratio of nearly 70. For investors seeking deeper insights, InvestingPro offers 10 additional exclusive tips on Silver X’s financial health and growth prospects. The project is located about one kilometer from Silver X’s Tangana Mine, which is currently in production. Three of the four drill holes completed in 2023 returned intersections of over 26 meters with grades exceeding 0.7 g/t gold, with the best hole returning an intersection of 45.9 meters at a grade of 0.97 g/t gold. According to the press release, Silver X acquired the Lily 19 concession from Barrick Mining Corporation on terms that include staged cash payments as well as a net smelter return (NSR) royalty with a partial buyback option. The company stated that the ore body remains open for further evaluation, with geologists interpreting potential extensions to the south and southwest. Silver X has outlined a conceptual 5,320-meter drilling program to test these extensions; however, the program has not yet been approved, and neither a budget nor a timeline has been established. Mineral resources are not mineral reserves, and their economic viability has not been demonstrated. The estimate is classified as an inferred mineral resource in accordance with CIM definition standards.

Mapped: Greenland’s Diverse Mineral Wealth 🌎

USA Rare Earth said on Tuesday it will invest $1.2-billion to build a magnet manufacturing and rare earth metals facility in South Carolina, as it expands domestic production capacity. Shares of the company rose 5.9% to $31.1 in morning trade. The plant in Cherokee County is expected to produce 6 400 t/y of neodymium-iron-boron magnets and 5 000 t of rare earth metals and alloys, with commissioning targeted to begin in 2028. USA Rare Earth said site work is expected to begin in the coming months. The facility will complement the company’s existing magnet plant in Oklahoma, as it aims to build total domestic capacity of 10 000 t/y of magnets and metals. The company said the magnets and metals will support industries such as defense, aerospace, semiconductors, AI and energy that rely on secure rare earth supply chains.. $USAR

Colorado School of Mines and ElementUSA have been awarded $67M in funding from the U.S. Department of Energy to build a plant for the extraction & processing of rare earth elements from alumina tailings in Louisiana | tinyurl.com/mr3d7pxy @coschoolofmines #ElementUSA #tailings

A collaboration between BHP and Microsoft is accelerating discovery of advanced copper leaching solutions to unlock value, the miner says, leveraging high performance computing and specialised AI agents | tinyurl.com/2p8y5kpp @bhp @Microsoft #PrescienceInsilico #TheAIMine

Copper price: Goldman, Citi make bullish calls on supply woes mining.com/copper-price-g…

Now Uranium Rips Higher ‘Uranium ripped overnight and for once the tape is telling the truth. Uranium is everywhere yet barely a fraction of it is economically mobile enough to keep a grid running in perpetuity. In a deglobalising world, that is exactly the kind of scarcity governments pay up for.   THE LEADERSHIP TELLS YOU EXACTLY WHAT KIND OF MOVE THIS WAS Ur-Energy +22.8%, Uranium Energy +13.6%, Energy Fuels +10.9%, NexGen +8.9%, Cameco +7.1%, Denison +7.0%, IsoEnergy +6.1%, Sprott Uranium ETF (URNM) +6.9%. The Sprott physical trust was flat-to-down (-0.7%) and Kazatomprom (KAP) lagged at +1.0%. This was NOT a spot melt-up. It was the leverage and the US-supply-security end of the curve doing the work. We are active in this space.   WHY IT MOVED Urenco unveiled a multi-billion-dollar plan to lift capacity by close to 50% at the only commercial enrichment facility in the US. Enrichment runs on processed natural uranium, so this is immediate and long-dated pull-through demand for domestic miners, landing right as the US moves to a full ban on Russian uranium imports from 1 Jan 2028. Stack on Energy Fuels' Q1 beat (revenue ~US$35.8m vs ~US$31.3m est, more than doubling YoY) and Cameco lifting its Cigar Lake stake via TEPCO's 5%, and the session had a real fundamental spine.   THE REAL TELL IS THE TERM CURVE, NOT SPOT Spot peaked near US$94/lb in January and has drifted to ~US$84/lb May (DATA HEREand HERE). The term price, meanwhile, has risen every single month of 2026: US$89 to US$94/lb. Soft spot, grinding term price = utilities contracting forward into a market they know is structurally short. Section 232 already designates uranium a national security asset.  Feedback we have received is the door is open to price floors even government equity in domestic producers.   THE STRUCTURAL SETUP - EVERYONE IS REACHING FOR THE SAME SHRINKING POOL Three things are happening at once and they all point the same way:   1) Kazakhstan turning inward. Kazakhstan supplies ~40% of the world's uranium and the low-cost incumbent is becoming a less reliable supplier to the West. Its Budenovskoye JV has 100% of output committed to Russia through 2026, Kazatomprom is cutting 2026 production by ~10%, and Kazakhstan is building its own reactor fleet with Russia's Rosatom and China's CNNC.   2) India wants all of it. India's High Commissioner to Canada, Dinesh Patnaik: "we would buy as much uranium as Cameco can produce." That is already backed by a ~22 million pound, ~US$2.6bn nine-year Cameco offtake running from 2027, against a plan to lift Indian nuclear capacity roughly tenfold by 2047.   3) The US can't feed itself. America burns ~50 million pounds a year and mines barely ~2 million (4% of what it consumes) while banning Russian imports from 2028 and building out domestic enrichment via Urenco. The maths does not close without a lot more Western pounds’ #Shaw

Another million shares of @WestwardGold bought in the open market by @keith_neumeyer, giving him almost ~10M now. Is this tiny #gold explorer on the cusp of a discovery in NV this year? My overweight position says I like their odds...

An updated presentation was just published to our website. For the latest on @WestwardGold $WG and our timeline of upcoming catalysts, see here: westwardgold.com/site/assets/fi…

Rudi Best @rudibest from @YouTube BesterInvestor On Why He's Buying Shares of @WestwardGold CSE $WG OTC $WGLIF. Backed by @Crescat_Capital @keith_neumeyer @GNAFinancial