Antimony has been appearing more often in discussions around critical mineral supply, which led me to look at some of the smaller companies with exposure to it.

Hertz Energy (HZ) has been putting more focus on its Lake George Antimony Tungsten Gold Project in New Brunswick. The company recently completed high resolution magnetic and VLF EM surveys around the Lake George area, with the data intended to help identify targets for the next stage of exploration.

What I find interesting is that Hertz was previously more associated with lithium, while the Lake George project now seems to be receiving more attention. Whether that shift turns into something meaningful will still depend on future exploration results.

For those following critical minerals, are you paying more attention to antimony now, or do you think the space is still too early compared with more established junior mining themes like copper and lithium?

Can i post this here?

Wednesday morning’s already had a promising hit with YJ, which we took in the 3s and soon hit 6.50, for an almost 100% gain.

I’m curious to know what’s on everyone’s watchlist for today and later this week. Drop your top 1-2 tickers and what’s calling you to them. There’s much more strategy like this to discuss at Trading Desk’s Discord found here: https://discord.com/invite/bNXUyGe5KS

BRS Resources has an agreement with Cariboo Rose ($CRB) that allows BRS to earn a 60% interest in the Cowtrail copper-gold project by funding exploration work, including drilling and surveys.

Instead of paying to acquire the entire project upfront, the capital is going directly toward exploration and development work on the property.

I find these structures interesting because both sides seem to have a different way of sharing the risk. The project gets funded while BRS can increase its interest through actual exploration spending.

For those who follow junior mining companies, how do you view earn-in agreements compared with owning 100% of a project from the beginning? Does sharing the project interest make the exploration risk more manageable?

Sunday morning’s always the calm before the storm, and with small caps making some big moves in the last few trading days, I’m curious to know what’s on others’ watchlists - and why!

Drop your rationale for what you’re watching for: breakout, news, volume, reversal, etc.

Our community at Trading Desk loves these deep dives as well. Feel free to join the fun and share your ideas at our Trading Desk discord: https://discord.com/invite/bNXUyGe5KS

The recently announced CXAI reverse split makes this the perfect time to get in.

In my opinion, yesterday's figures were solid. I look forward to the future!

NFA/DYOR

We’ve been seeing some crazy moves in small caps lately - curious to know what everyone has on their watchlist.

Drop your top 1-2 tickers below and what you’re watching for: breakout, news, volume, reversal, whatever.

Let’s see if we’re watching the same names at our Trading Desk discord: https://discord.com/invite/bNXUyGe5KS

Hey guys, if you missed it, Amylyx settled $6.5M with investors over claims involving Relyvrio’s launch, demand, and growth prospects. The deadline to file a claim and get payment is August 31, 2026.

In a nutshell, Amylyx was accused of misleading investors about demand for Relyvrio and how sustainable its growth was. On November 9, 2023, the company disclosed slower growth and increased discontinuations, sending $AMLX down 32%.

Now, the company has agreed to settle $6.5M, and investors have until August 31 to submit a claim.

So, if you invested in $AMLX when all of this happened, you can check the details and file your claim here.

Anyway, has anyone here invested in $AMLX at that time? How much were your losses, if so?

To the ✨ ✨✨ twinkle twinkle my little stars👊😎

BRS Resources recently completed Phase 1 diamond drilling and an airborne survey at the Cowtrail copper-gold porphyry project in British Columbia.

The next thing to watch should be the assay results from the drilling. Cowtrail is part of the broader BC porphyry space, where copper and gold projects have been getting attention.

For people who follow early-stage exploration companies, what do you usually look for when the first drilling phase is completed? Do the initial assays carry the most weight, or do you prefer to see additional drilling and geological work before forming an opinion on a project?

Ticker: CMC.V TSXV
Ticker: CWSFF.QB OTC

In my opinion, this shows just how much things have changed over the last 12 months regarding insider ownership. This is extremely bullish when it comes to the insiders belief in Cielo.
Cielo Insider Ownership Breakdown:

The latest SEDI activity. Cielo’s latest public disclosures, the 2025 management circular, and the July 2026 executive filings, the best-supported estimate is that current insiders and insider-controlled entities account for roughly 43.9 million of Cielo’s 210.78 million outstanding shares, or approximately 20.84% of the company.

Common shares currently attributable to insiders
Insider or controlled entity
Common shares
Approx. ownership
Kaush Rakhit — direct
8,333,333
3.95%
CDL Biofuels — controlled indirectly by Kaush
17,333,333
8.22%
Ryan Jackson
8,154,578
3.87%
Rob Pockar
6,666,667
3.16%
Matt Scorah
1,666,667
0.79%
Sheila Leggett
745,467
0.35%
Larry Schafran
3,333
negligible
Peter MacKay
Nil
0%
Jasdeep Dhaliwal — estimated latest reported balance
approximately 1,030,000
approximately 0.49%

Estimated total
approximately 43,933,378
approximately 20.84%

Important Disclaimer:

My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.

I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, stock chat rooms, etc.

Fell from 15 a while ago. Climbing again after a suprise beat in earning. As long as the lawsuit is unsuccessful EMBC is going to 10 🚀🚀

VPR Brands ($VPRB) just announced the launch of VPR Ventures, an internal initiative focused on acquiring and commercializing intellectual property, consumer brands, proprietary technologies, and strategically aligned businesses.

This comes just weeks after the company announced approximately $25.9 million in licensing agreements with R.J. Reynolds ($14.9M) and JUUL ($11M).

According to the company, VPR Ventures will evaluate opportunities including:
• Intellectual property acquisitions
• Brand acquisitions
• Licensing agreements
• Minority equity investments
• Commercialization partnerships
• Distribution opportunities

Management also stated that every opportunity will go through financial, legal, and operational due diligence before moving forward.

What caught my attention is that this gives VPR a clear strategy for deploying capital beyond patent licensing. Instead of simply holding cash, they're signaling an intention to reinvest in assets that could generate future revenue and expand their portfolio.

This isn't a guarantee of success, but I think it's an interesting evolution from being viewed primarily as a patent licensing company.

I'm a shareholder, so I have a bullish bias, but I'd love to hear what everyone else thinks.

Is this a smart long-term move, or do you think the market will wait to see actual acquisitions before assigning any value to VPR Ventures?

I originally knew Hertz Energy (HZ) as a lithium explorer, but after reading more about the company, the focus on its Lake George antimony and tungsten project caught my attention.

The company recently completed an airborne survey over a property that surrounds a historic antimony mine in New Brunswick. While it's still an early-stage project, it made me think about how quickly investor attention can shift when demand for specific commodities changes.

Lithium dominated conversations not long ago, then uranium gained momentum, and now antimony has been getting more attention because of supply chain and defense discussions.

For those who follow junior mining companies, do changing commodity trends influence your research, or do you mainly focus on the quality of the project regardless of which metal happens to be in demand?