Gerardo Del Real,
Editor
June 3, 2026
Back in 2022, shares of Perpetua Resources (TSX: PPTA) traded in the C$2.50 range. Nick Hodge and I had visited the Stibnite Project multiple times, and it was crystal clear what the value proposition was.
Not only did the company have a world-class gold deposit boasting roughly 7 million ounces with lots of exploration upside, but it also held the strategic value of a critical metal called antimony.
Antimony is used in fire retardants, batteries, and military equipment like night-vision sensors and infrared detectors, among other important applications.
Antimony, like a lot of critical metals, is also predominantly produced by China, which has shown repeatedly that it is not afraid to weaponize its monopoly. That was true then and is even more true now.
So when I saw that the company was a past producer of antimony during the war effort in World War II and had the potential to once again supply America with this critical metal, I instantly recognized that this wasn’t just an important gold deposit — it was important for America’s future.
When the stock was in the C$2.50 range, I pounded the table for subscribers to establish a position ahead of the market. The market was boring. Gold was boring. Antimony was boring.
That boredom led to the stock reaching a recent 52-week high in the C$50.00 range earlier this year.
I knew the value because I had seen it with my own eyes and understood the strategic significance of the project. That strategic advantage is what led to the board of the Export-Import Bank of the United States unanimously approving a $2.9 billion senior secured long-term loan under the Make More in America initiative, which will allow the company to build the fully permitted Stibnite Project.
That followed bipartisan support that had previously allowed the company to secure loans and grants from the Department of Energy and the Department of Defense.
So when Nick and I hit the road recently to visit a gold project that also boasted a suite of critical metals right here in America, I rushed back home and decided to put together a report on not just this company but a suite of companies that have the potential — like Perpetua — to supply the critical metals of the future.
Metals like gold, silver, lithium, tantalum, and several others.
With all the geopolitical turbulence, there couldn’t be a better time to have exposure to companies that are exploring for these metals.
Once again, the market is boring. Gold, despite trading in the $4,500/oz range, is boring to a lot of people, and stocks are trading like it.
Which is the perfect time to establish and grow positions.
The resource market isn’t going to stay boring. Gold will see new highs. China will continue to weaponize its critical metals monopoly, and I plan on profiting from it once again.
Let's get it,
Gerardo Del Real
Editor, Bizarro World