Case Resources
391 posts
Case Resources
@case_resources
Mining focused value investor looking for wide margins of safety, downside protection, and aligned incentives.
Katılım Eylül 2025
203 Takip Edilen280 Takipçiler
Anyone who thinks there will be no rate cuts in '26 should be banned from accessing a brokerage account
Carl Quintanilla@carlquintanilla
"Channel checks."
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Finally the U.S. has its captain back at the helm!
*Walter Bloomberg@DeItaone
NETANYAHU TO HOLD PRESS CONFERENCE AT 1830 GMT -NETANYAHU'S OFFICE
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@HomelandNickel holds the only #Nickel assets in the U.S. that could be put into production within the next 5 years. As America's only Nickel mine closes next year, how long before @WhiteHouse @DeptofWar realises their only option to secure an independent supply of essential #CriticalMinerals ?
$SHL.V $SRCGF
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Case Resources retweetledi
$SHL.V is a name that deserves a lot more attention.
It has the largest nickel deposit in the US. High grade deposit, and we think big things could be coming. It is not in the Index yet, but it is a name we are watching very closely. @HomelandNickel
Homeland Nickel@HomelandNickel
#Homeland #Nickel announces Jeffrey Strobel as the CEO of American subsidiary #Patriot Nickel! This marks a key milestone as the company poises itself to be THE Nickel story in American #CriticalMinerals over the coming years. Read the full release here, and info on Jeff Strobel below: @thenewswire/homeland-nickel-update-on-patriot-nickel-and-continued" target="_blank" rel="nofollow noopener">ceo.ca/@thenewswire/h…
"Jeff Strobel is a seasoned mining executive with direct operational experience with over 20 years of experience in mining. He began his career as a U.S. Navy officer flying F-14 Tomcats and served as an officer in electronic warfare, weapons and electrical engineering. Jeff has specialized in corporate turnarounds and restructuring, notably leading Inmet Mining (now Bluegrass Natural Resources) through a successful Chapter 11 reorganization. As CEO of Atlantic Carbon Group, Jeff oversaw the doubling of coal production and processing, leading ACG to profitability. He also served as VP of Business Development and Strategy for Arch Resources, managing over $1 billion in transactions. Currently, Mr. Strobel is based in Missouri and advises Javelin Global Commodities on international mining evaluations. Jeff is a graduate of Columbia Business School." English
6) Want to learn more? Read my research report here: caseresources.substack.com/p/homeland-nic…
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5) This scramble, plus the possibilities of off-takes, and a general re-rate as the assets are progressed, are enormously positive for $SHL.V $SRCGF. Homeland will receive 20% of the outstanding shares of Patriot, as well as retaining 20% ownership in the optioned properties.
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@HomelandNickel just announce Jeff Strobel as the CEO of their new All-American spin out, Patriot #Nickel. This marks a great benchmark of progress, as the company pushes Patriot towards an IPO this year. Here's everything you need to know about Patriot, and why I think it will be THE biggest American #CriticalMinerals story this year:
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We have published an initiation report on @RampMetals. Ramp is advancing several potential Cu-Zn-Ag-Au VMS targets in Saskatchewan, Canada. The stock is extremely oversold, post a miss at a secondary target last year. Pending positive assays at their main target, Rush, we foresee a ~200% re-rate over the 2026 exploration season. As CEO Jordan Black , P. Eng. and the team continues to execute on the ongoing ~7,000m drill programme, the next few months should be rich with catalysts.
Read the report here: substack.com/home/post/p-19…
Subscribe to the Case Resources substack page for more high conviction, asymmetric investment ideas from the junior mining sector.
Disclosure: Disseminated on behalf of Ramp Metals Inc.
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This is absolutely fantastic to see! Onwards and upwards for #HomelandNickel $SHL.V $SRCGF
Homeland Nickel@HomelandNickel
#Homeland #Nickel announces Jeffrey Strobel as the CEO of American subsidiary #Patriot Nickel! This marks a key milestone as the company poises itself to be THE Nickel story in American #CriticalMinerals over the coming years. Read the full release here, and info on Jeff Strobel below: @thenewswire/homeland-nickel-update-on-patriot-nickel-and-continued" target="_blank" rel="nofollow noopener">ceo.ca/@thenewswire/h…
"Jeff Strobel is a seasoned mining executive with direct operational experience with over 20 years of experience in mining. He began his career as a U.S. Navy officer flying F-14 Tomcats and served as an officer in electronic warfare, weapons and electrical engineering. Jeff has specialized in corporate turnarounds and restructuring, notably leading Inmet Mining (now Bluegrass Natural Resources) through a successful Chapter 11 reorganization. As CEO of Atlantic Carbon Group, Jeff oversaw the doubling of coal production and processing, leading ACG to profitability. He also served as VP of Business Development and Strategy for Arch Resources, managing over $1 billion in transactions. Currently, Mr. Strobel is based in Missouri and advises Javelin Global Commodities on international mining evaluations. Jeff is a graduate of Columbia Business School." English
Case Resources retweetledi
#Homeland #Nickel announces Jeffrey Strobel as the CEO of American subsidiary #Patriot Nickel! This marks a key milestone as the company poises itself to be THE Nickel story in American #CriticalMinerals over the coming years. Read the full release here, and info on Jeff Strobel below: @thenewswire/homeland-nickel-update-on-patriot-nickel-and-continued" target="_blank" rel="nofollow noopener">ceo.ca/@thenewswire/h…
"Jeff Strobel is a seasoned mining executive with direct operational experience with over 20 years of experience in mining. He began his career as a U.S. Navy officer flying F-14 Tomcats and served as an officer in electronic warfare, weapons and electrical engineering. Jeff has specialized in corporate turnarounds and restructuring, notably leading Inmet Mining (now Bluegrass Natural Resources) through a successful Chapter 11 reorganization. As CEO of Atlantic Carbon Group, Jeff oversaw the doubling of coal production and processing, leading ACG to profitability. He also served as VP of Business Development and Strategy for Arch Resources, managing over $1 billion in transactions. Currently, Mr. Strobel is based in Missouri and advises Javelin Global Commodities on international mining evaluations. Jeff is a graduate of Columbia Business School."
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I called it in the first week of Jan, when the stock was at C$0.085. I released a full research report a week later, when the stock was at C$0.14. The great thing here is that I think the best is yet to come for #Homeland ! caseresources.substack.com/p/homeland-nic… $SHL.V $SRCGF
Justin Millette@jmillette77
Anyone have a junior mining stock holding in Homeland Nickel? The shares has gained 400% YTD! $SHL.v $SRCGF
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@trentkelp Not saying they will put troops on the ground etc, but I highly doubt Trump is going to handcuff himself for his last 2 years when he has the power not to...
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@case_resources lol….no one’s going to die for midterms! Look what is happening not what they say is happening..
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Here's how I see it. Iran will run out of firepower within several weeks at this rate. Similarly, as soon as triple digit oil filters through the the U.S. economy, you can bet good money that the administration will risk serious casualties to re-open the straight. $100/Barrel oil heading into the mid-terms is SUICIDE for them.
JEFFERY @TriggeredCapital@trentkelp
Again! I was told by Spaces elites “Hormuz is completely open!”
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