JMP Sunday: One month, four multi-baggers, much more to come.
Our rigorously screened stock portfolio is starting to produce in rapid fire as catalysts hit. Busy field season ahead - much more to look forward to.
The last 30 days have been a blockbuster and one of best stretches JMP has put together in recent memory.
No surprises here. Every stock pick featured in the newsletter is rigorously screened, tested and thoroughly researched. Most I have tracked for years, some for decades, waiting for the right moment to present it to you.
With that said, there’s a hot new stock pick below for all subscribers (premium had early access.)
In the past 30 days:
Two Premium picks did the heavy lifting. One ran 240% in two weeks after a discovery hole confirmed the thesis. Another ran 300% in days.
Subscribers who acted on the alerts are sitting on gains that most newsletters promise and never deliver.
On the All Access side, KLDC was the standout.
I was pounding the table at $0.17 thirty days ago, telling anyone who would listen that the price was an absolute joke. The stock hit $0.64 within days of the company releasing game-changing early-stage drill assays from its Kirkland Lake asset.
Free subscribers who paid attention did just fine.
Premium subscribers can expect much more of that as we head into the busiest season of the year for exploration, drilling, and news.
The picks are lined up. Now we line up our pockets.
At $88 a year, this is value you cannot afford to pass up. Rates are subject to change. Subscribers at the current rates keep those rates forever.
New JMP Core Holding:
Tactical Resources (TSXV: RARE / OTCQB: USREF)
(Note: Canadian markets are closed on Monday May 18)
Introduced to Premium subscribers at C$5.00
RARE hit C$7.50 on Thursday and closed Friday at C$7.25, a 50% gain from our entry.
But this opportunity hasn’t even started yet. They haven’t gotten out of the gates.
I’ll tell you exactly why this is true.
Tactical Resources is weeks away from listing on the Nasdaq via a SPAC combination with Plum Acquisition Corp. III.
Every existing share converts into 4.24 PubCo shares at close. All closing conditions are met: SEC registration effective, shareholder approvals done, court order in hand, US$140M Yorkville financing secured.
The asset is the Peak Project in Sierra Blanca, Texas.
An active quarry with 20+ years of operations producing new REE-bearing tailings six days a week.
Tactical owns 1.5M tons of feedstock outright and has access to 4M+ tons total, with a 36-month option to buy the entire quarry for US$29M. Metallurgical testing shows 88-93% rare earth extraction via direct leach.
Their neighbor, USA Rare Earth, just announced a US$2.8B acquisition and carries a US$5B+ market cap.
Rare Earths Americas IPO’d last week at a US$400M valuation with no resource, no revenue, and no feedstock.
RARE has all three and trades at a C$61M market cap.
With only 8.4 million shares outstanding, RARE is riding into a rare earths bull market that could eclipse last year’s, which saw REE names soar 1000% in months.
Once these shares convert onto the Nasdaq this summer, RARE lands on the radar of every U.S. institutional investor scrambling to add rare earth exposure.
The tailings are on the ground. New feedstock is produced daily. All the ducks are lined up for a multibagger gain over the next two quarters.
The following updates on high flyers and upcoming winners are for premium subscribers only.
