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My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK · FA1 mention
2026-JUN-10 · Nomi Prins · Prinsights (Substack) · Neutralmention · read ↗ · source page ↗

In short: The Saskatchewan base-metals developer Eldorado is acquiring (~C$3.8B) — cited as evidence: the deal itself shows buyers will pay up for scarce copper development.

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.