Title: The Mining Financier Turning Early Stakes Into Gold and Copper Wins Show: Prinsights (Substack) — written post, Founders+ Member (FULLY GATED — public preview only) Author: Nomi Prins Date: 2026-09-10 URL: https://prinsights.substack.com/p/the-mining-financier-turning-early Length: written post — no timestamps Note: Founders+ monthly recommendation post — the named company is NOT capturable (this account's subscription tier gates the body; only the public preview below was readable). Byline date on the post page reads "SEP 10, 2026" and confirms the archive folder. Preview text verbatim. =====
Subtitle: This month's Founders+ recommendation owns a portfolio of gold and copper juniors, assembled by a mining investor with a 30+ year track record who gets to them before the majors do.
Our recent Founders+ monthly issues have featured recommendations focused on single-asset developers, each built around one deposit. The case for each of them has largely rested on structural supply deficits in neutral jurisdictions – which offers a strategy that is narrow in scope yet driven by unlocking exponential potential.
Majors are increasingly finding it more efficient to buy the junior developers than scouring the world for new projects, and paying up to do it with the strategy of diversifying into that upstream part of the supply chain.
This month, we are recommending a route to access the upside in those same metals, through a company that holds exposure to a whole basket of these developers at once.
[— paywall: "This post is for subscribers in the Founders+ Member plan" — remainder of the post, including the named company holding the basket of gold and copper juniors, is not captured —]