Week 13 14
Make American (and Idaho) Mining Great Again
A week ago, President Donald Trump issued an executive order titled “Increasing American Mineral Production.” This event drove up the prices of critical mineral miners.
Take, for example, Northern Dynasty Minerals, the owner of the Pebble Beach project in Alaska, the largest underdeveloped copper deposit in the world. NAK shares gained more than 30% in just two days. And the game just started.
This is a genuine event-driven play with simple rules:
Find the largest critical minerals assets in the US
Preferably, the owners are American-registered entities
Build gradually a position
Wait for an executive order that makes those projects Nationally Strategic
Enjoy the ride
Then, what do we have at our disposal?