| Dear Reader, Very few in the year 2000 guessed iron ore would be the star resource of the coming decade. 24 years later… Very few are focused on the rise of another very important metal… Ask most so-called insiders what they think the go-to metals will be in the next few years…and you’ll get the standard answers: cobalt, lithium, nickel, graphite and various rare earth elements. But one resource…which is NONE of the above…is about to experience the ultimate super-squeeze… …and virtually no one is paying attention. Despite that, miners specialising in this metal have started exhibiting some VERY curious price rises. It started last year, when a company called Empire Metals, who’s announced a ‘globally significant’ strike of this metal, soared 720% in six months. ASX-listed IperionX has developed a new, low-cost way to process this metal for the defense industry. Its shares have jumped 200% in a year. CVW CleanTech Inc. has developed a new proprietary tech to recover this resource. Over just eight days in March 2024 its shares jumped 48%. Those are just some initial rumblings. My pick, which you’ll learn about here, is actually way ahead of all these guys. And it’s got some striking similarities to
Fortescue Metals, circa 2003… Fortescue, if you remember, went from 2 cents to $10 in just five years on the back of the last mining boom. We are IN NO WAY saying this new selection will mirror that performance. That was a complete outlier which will probably never be repeated. But… Just like Fortescue…these guys are looking to unlock a truly massive resource to generate DECADES of supply. Just like Fortescue…they’re targeting a specific supply-squeeze that the market is currently underestimating. In fact, this resource has almost been left out of the critical metal rush completely so far. Just like Fortescue…they’re focusing on shallow, flat-lying deposits that are simple to mine…there for the taking…but have previously been ignored because prices have been so low… Just like Fortescue…it’s an unprofitable company burning cash it doesn’t have into ONE SINGLE BIG BET. It goes without saying, there are big risks buying this stock. In 2003…Fortescue’s revenue was…wait for it… $980,000. Not even a million dollars. By June 2010 that was $3 BILLION. But Fortescue was…by no means…a dead-set buy in 2003. It looked like a dog of a stock. Right now, the ‘Next Disruptor’ stock we’re targeting has annual revenue of just $800,000. It’s not (barring a miracle) going to become a $25 billion revenue generator like Fortescue. But OUR big bet is they start seeing similar
exponential growth…and really quickly Why? It’s sitting in potentially the biggest resource of its kind in the world right now… and just 3 metres below the surface. But getting it out. Getting the right structures in place. And getting the attention of investors. None of that is a done deal. So…you must approach this very small stock with all that in mind. But the coming global supply crunch for its highly prized critical metal cannot be overstated. What has our ‘Next Potential Aussie Mining Disruptor’ seen forming on the horizon? Click here to find out. Regards, James Cooper,
Editor, Diggers and Drillers | 