In short: His near-term production story in tungsten and, on his own account, "one of the biggest home runs of my career" — held since 2023. It uplisted from OTC (GMTLF) to GMTL on the New York Stock Exchange as he expected, "an indication that they're going to see a lot more institutional interest." Two Nevada mines, a PFS published June 30th with "outstanding numbers, payback in less than a year" — "if it was a gold or silver stock, people would be buying it hand over fist. But tungsten is one of those things that people don't really understand."
Guardian Metal Resources is a Nevada tungsten developer and, on his own account, "one of the biggest home runs of my career" — held since 2023. Tungsten is an extremely hard, extremely dense metal used in armour, munitions, cutting tools and electronics; China dominates its supply, and there is no way for an ordinary investor to buy the metal itself.
Two things happened since his last appearance. First, the shares moved from the US over-the-counter market (GMTLF) up to a full New York Stock Exchange listing (GMTL). That "uplisting" matters because many institutional funds are not permitted to buy over-the-counter stocks at all, so it widens the pool of possible buyers.
Second, on June 30th the company published a PFS — a pre-feasibility study, the engineering and economic assessment that estimates what it costs to build a mine and what it earns once running. The numbers showed payback in under a year, meaning the mine would repay its entire construction cost within twelve months of starting. His frustration is that nobody cares: "if it was a gold or silver stock, people would be buying it hand over fist. But tungsten is one of those things that people don't really understand."
26:20me what has to happen operationally for it to work. Not what it's worth, but what has to happen at the mine. — Okay, sure. Well, I'll start with critical minerals. And if you don't mind, I mentioned Guardian Metal last time, which was GMTLF. I just wanted to mention to people that they uplisted, as I expected, to GMTL on the New York Stock Exchange.
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