sizzler15

PMs are appointed, not elected, in a Westminster system: They’re accountable to the elected legislature (Carney wasn’t elected on 25/3/14). If Carney doesn’t attend Parliament it’s not possible for us, the elected House, to hold him accountable. globalnews.ca/news/11750090/… #cdnpoli

$MAKO to uplist to NASDAQ on Monday (Mar 30). Fast re-rating expected from US$6.2 to ~US$20. Also uplisting squeeze potential - remember the x7 reached by $VMET on its NASDAQ pre-market debut on Mar 6, 2026? TL;DR - Cash-generating junior gold producer - Mkt Cap of US$540m at US$6.2/share - San Albino (Nicaragua) producing ~40k oz/year - Moss (Arizona) just came online, reaching steady-state end of Q1 2026, doubling $MAKO production to 70-80k oz/year (+30-40k) - 2026E EBITDA of $210m vs. $73m reported LTM due to production ramp-up and higher gold price - No debt + $78m of cash - Fully funded, no expansion capex needed on San Albino and Moss - $150m+ value from pre-production Mt. Hamilton and Eagle Mountain IMMEDIATE CATALYSTS - Moss to reach steady-state production at end of Q1 2026 which is not reflected in financials yet - Story and production risk switching from Nicaragua to US with Moss and Mt. Hamilton - 2.2x EV / 2026E EBITDA currently vs. 7-8x US peers - NASDAQ uplist >> closer to US peers valuation SAN ALBINO (NICARAGUA) - Nicaragua high-grade producing hub, commercial since Jul 2021, with 250.2 koz Au M&I and 129.9 koz Au inferred at the Oct 2023 MRE - Current run-rate is about 40k oz/year per CEO, consistent with 39.0k sold in 2024 and 36.2k in 2025 - Last 3 quarters sold 10.1k in Q2 2025, 6.9k in Q3, and 9.3k in Q4, showing a pretty steady ~40k annualized profile outside weaker Q3 sequencing - San Albino is the cash-flow engine, producing about 40k oz/year and funding the broader buildout MOSS (ARIZONA) - Arizona open-pit heap-leach restart asset with 679 koz AuEq M&I and 125 koz AuEq inferred in the Jan 2026 update - Historical production under the prior operator averaged about 33k oz/year over the last 5 years, and Mako thinks debottlenecking can lift that by at least 20% - Steady-state production is expected late Q1 2026, at run-rate of 35k–40k oz/year per CEO - Last 3 quarters sold 1.4k oz in Q2 2025, 0.9k in Q3, and 2.3k in Q4 as the mine moved from residual leach to initial ramp-up, so 2026 should be the first real operating year under Mako - Implied by San Albino + Moss together around 70-80k oz/year MT. HAMILTON (NEVADA) - Fully permitted Nevada pre-construction project, 578 koz Au + 4.8 Moz Ag M&I - Acquired by Mako for deemed $40m via gold stream; legacy FS $61m after-tax NPV8 at $1,300 gold - Full construction expected to start in Q2 2026; legacy FS production profile was 68.6 koz Au/year average over 7 years - Est. value of $50m+ EAGLE MOUNTAIN (GUYANA) - PEA-stage Guyana open-pit project with 15-year mine life and average production of 66.5 koz Au/year in the Jan 2024 PEA; resource base at 848 koz indicated + 868 koz inferred - Acquired for about $35m net of cash, with about $4.6m post-deal expensed E&E disclosed through Sep 2025 - Disclosed after-tax NPV8 of $232m at $1,850 gold - Permitting through 2026 and first gold expected in 2027 - Est. value of $100m+ CAPITAL STRUCTURE - Cash: $78m as of Dec 2025 - No debt - Shares outstanding: 87m (Q3 2025 MD&A) - Warrants / options: ~3.2m, no overhang there - Wexford Capital: 40m shares / 46.1% PRIVATE PLACEMENT - Oct 28, 2025 equity raise: C$55.25m total at C$8.00/share > Brokered bought deal: 5.03m shares for C$40.25m > Concurrent Wexford placement: 1.88m shares for C$15.0m - Gold price: US$3,950 on Oct 28, 2025 → about US$4,500 now, or +14% - Price adjusted PP of ~US$6.7 (C$5.8 +14%) 2026E EBITDA BUILDUP - Production: 70k oz Au (San Albino 40k + Moss 30k) - Revenue: $315m (San Albino $180m + Moss $135m) - Adj. EBITDA: $210m >> San Albino EBITDA: $134m (~$1,150/oz cash cost) >> Moss EBITDA: $88m (~US$1,550/oz cash cost, no net capex) >> $14m G&A - Assumed cost slightly higher than historical run-rate VALUATION - 2026E EBITDA: $210m - Core EV = $1,470 ($210 x 7 EV / 2026E EBITDA) - +$80m cash + $150m Hamilton and Eagle Mountain - Target Mkt Cap = $1.7bn >> US$19.5/share - Significant upside above $20/share with Hamilton and Eagle Mountain $VMET NASDAQ Uplisting - Canadian NASDAQ uplists have seen strong initial interest - On Mar 6, 2026, $VMET went from $10 to $70 - Same size and same gold industry as $MAKO: so everything possible! Presentation for asset details: makominingcorp.com/_resources/pre… I am giga long, Yeppa! Feel free to comment/repost. More miner profiles with NASDAQ uplisting on their way!

Strong words from Pope Leo on Palm Sunday in which he repeated that Jesus is the “King of Peace” 7 times in his homily. “Christ, King of Peace, cries out again from his cross: God is love! Have mercy! Lay down your weapons! Remember that you are brothers and sisters,” the pope said.

🚨Please keep reposting this story.🚨 How come the green slush fund story just went away? @S_Guilbeault, the ultimate climate grifter, doesn't get a free pass, has embezzled millions & shouldn't have been re-elected... ...he needs to go to Federal prison, not hide out on the Liberal back bench.

There are a lot of Canadians who think this 'new' Carney version of Liberal govt is different from the Trudeau version. I hope they might take a look at the major projects approval record, their economic record and this.

A damning Auditor General’s report shows these three Liberal ministers allowed 150,000 cases of suspected immigration fraud to go uninvestigated. Then Carney promoted them. And they remain in his Liberal cabinet. Mr. Prime Minister, do your job. Fire them. Now.

HAPPENING NOW: Shuvaloy Majumdar OBLITERATES the LEFT Net Zero Anti-Energy Policies. After you watch his SPEECH there won't be a SINGLE Liberal SUPPORTER left in CANADA.

@BambroughKevin @ASX_invest $mko.v

@ASX_invest Tungsten

Rheinmetall CEO confirms my reporting. All tungsten stockpiles in Europe, the Mideast, and US are basically empty. Cannibalization of INDOPACOM Arsenal, which began a little bit last week, will begin earnest. will take years, if ever, to recover. Moscow and Beijing know this.

Youth unemployment in Canada at a 35 year high under Carney and the same government that got us here. Young people need to get active and vote for change. Talk to their grandparents to vote change as well.

@ThHappyHawaiian NCIBs shoud be initiated and used aggressively. These companies are making windfall profits and some of this should be returned to the shareholders. A percentage of FCF should be allocated to this.

You guys remember when silver was $24 in January of 2023? Silver miners vs silver are at the same ratio now as they were then 😉

@TheSqeakyMouse Does anyone know if this number is just $hg or does it include shares short on the OTC for $hgraf ?

@TheSqeakyMouse $hg $hgraf As of the end of Feb the short interest actually increased. And the short attack this week may have added even more. The shorts are absolute rocket fuel after the stock had an all time daily closing high on Friday. Could get crazy. How much pain can shorts take?

Hydrograph $HGRAF is playing out very similar compared to its last run for an 11x. Both runs started with a 150% move followed by 4 days of consolidation. I expect news to keep the run fueled and going off the chart it wouldn’t shock me if we got some next week.

It was all an illusion: The “MOUs,” the big announcements, the new Major Projects Agency, the speeches about urgent action. At this moment, the world is crying out for our oil, the price is rocketing, and one of our biggest oil companies slams the brakes on its investments, citing Carney’s carbon tax and regulations. We need to move from rhetoric to results. Now.

The war in the Middle East has shut down oil & gas suppliers. Our allies are scrambling for the energy we have. Now, we need an Emergency Energy Production Plan to fuel our friends abroad & power paycheques at home. My letter to the Prime Minister.

THIS This is SO WELL DONE Every canadian needs to see how far Canada has fallen under the Liberals! Wake up Canada!!

$MKO.v Four projects (five with tungsten), an extraordinary near term growth pipeline. Expect fireworks and as is the case with all great fireworks the largest effects will be seen at the end with Eagle Mountain Guyana 2028.

$mko.v There is literally only 1 seller. Crazy that 1 seller can hold this stock down. How many shares does JPM have left to sell? They are hitting every bid...

My testimony on the critical need to increase Canadian energy exports to the House of Commons’ Committee on Natural Resources: parlvu.parl.gc.ca/Harmony/en/Pow…

$mko.v

🇨🇦 WE NEED YOUR HELP 🇨🇦 Gunner Sebastian Halmagean, a young Canadian soldier from Hamilton, is being brought home via the Highway of Heroes. If you can, please stand on an overpass and show his family that Canada remembers his service and his sacrifice. We believe he will depart CFB Trenton Tuesday February 3rd, near 3:00pm and arrive approximately 5:00pm if his destination is the Chief Coroner's office. Sebastian stood on guard for us. We must stand on guard for him. Spread the word, and let him know he will never be forgotten. @mario4thenorth @JasminLaine_ @wyatt_claypool @by__brittany @truckdriverpleb @TWilsonOttawa @vesperdigital @NedKurucMP @PierrePoilievre @CPC_HQ