In short: First pro pick. District-scale Ontario gold (off-highway, hydro power, rail) backed by Brian Paes-Braga + SAF Group + Michael Hess, with AngloGold Ashanti a 9.9% strategic holder. Just closed a ~$100M financing, US-uplist + TSX-mainboard guided 2026. ~$1.43; was adding last week. A takeout candidate working toward a 10M-oz resource — modeled at $3,100 gold.
Gold X2 is an early-stage gold company developing the Moss Gold deposit in Ontario — a "district-scale" find (big enough to host a whole mining district), sitting right off the Trans-Canada Highway with hydro power and a rail line nearby, so it's a real, buildable project rather than "a story on a map" in some hard-to-reach country.
The reason Larson owns it is the backers. Brian Paes-Braga (who built and sold Lithium X) is the lead, alongside SAF Group (a big Canadian private-credit firm) and Michael Hess — and crucially AngloGold Ashanti, a $47B gold major, bought a 9.9% strategic stake. A giant like that "doesn't write checks for any kind of reason," so its presence both de-risks the story and makes Gold X2 a likely takeover target. The company just raised ~$100M, is drilling toward a 10-million-ounce resource, and plans to list in the US and on the TSX main board in 2026. He calls it speculative — it pulled back from ~$2 to $1.43 and he was adding on that dip — but with multiple ways to win (keep growing the resource, or get bought).
38:46ATB Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit atb.com/inthemoney for more information. With the caveat that you are mostly in cash and you're playing some ETF for sector bets and that's what the majority of your portfolio is.
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