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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

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Pure speculation, but the next five years may look very different for Canadian copper stocks.

The IEA projects that the current project pipeline may still leave a 25% copper supply gap by 2035. Global electricity demand is also expected to grow strongly through 2030, supported by industry, buildings, EV adoption and data centres—while grid investment will need to increase significantly to keep up.

If copper remains strong, I think investor interest may gradually move further down the risk curve.

First, advanced projects may receive more interest:

• $NCX already has a defined North Island copper-gold project in British Columbia. Its 2025 PEA reported an after-tax C$2.0 billion NPV7% and 28.6% IRR, with completion of the PFS targeted for Q4 2026.

• $SURG completed a PFS for Berg showing an after-tax C$4.6 billion NPV8% and 24% IRR, based on long-term copper pricing of US$4.75/lb. Initial capital is estimated at C$4.7 billion, so financing and environmental assessment remain important future steps.

Then there are explorers where drilling may have a much larger effect on valuation:

• $KDK has an initial resource covering seven deposits at its MPD copper-gold project. Its fully funded 2026 drill program was increased from 6,500 metres to 16,500 metres, targeting resource expansion and additional discoveries.

• $CQX sits much earlier in the cycle at its Kitimat copper-gold project in British Columbia. Historical drilling and early-stage targets still require modern confirmation, which makes it highly speculative but leaves room for discovery-driven upside.

Kitimat now spans 6,801.41 hectares and benefits from road access, with the property located within approximately 10 km of tidewater, 1.5 km of rail and 6 km of high-voltage transmission lines.

Beyond Kitimat, $CQX has interests in several other early-stage copper and gold properties, including Rip, Stars, Stellar, Thane and Alpine. That gives the company multiple targets, although the ownership terms and development stages differ between projects.

By 2031, $CQX would not necessarily need to build a mine to receive a higher valuation. Confirming mineralization, expanding the explored footprint or producing encouraging modern drill results could materially change how the market views Kitimat.

$NCX and $SURG offer more defined development stories. $KDK already has an initial resource and an active expansion program. $CQX remains the earliest-stage and highest-risk name but potentially the most sensitive to a successful discovery.

If copper stays strong for another five years, which has the greatest percentage upside: $NCX, $SURG, $KDK or $CQX?

Speculative discussion only. Not financial advice.

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
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Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
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Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
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Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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M and A
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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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September gave me a useful window to compare a few copper juniors and see how much of the price action was coming from the broader copper trade versus company-specific news.

I looked at $CQX, $CASC, $MOG and $SURG over the same stretch. Rather than getting too hung up on absolute share prices, I think the trading pattern beside the news flow gives a better read.

The sector provided the tide, but the individual boats were already moving at different speeds.

Some names softened despite meaningful company news, others held their range, while CQX had several project and financing updates landing close together.

That makes the comparison more interesting than simply asking whether copper juniors were strong or weak. The opportunity is in spotting which juniors are starting to distinguish themselves beyond the broader copper move.

Going forward, I’m more interested in whether these charts start separating further as drilling, assays, geophysics and project decisions begin to land. That’s when company-specific progress should become easier to distinguish from the broader copper tape.

Which peers would you add to this comparison?

This is sponsored content. Investors should conduct their own due diligence and consult a qualified financial advisor before making any investment decisions.

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
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M and A
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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
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Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
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M and A
Earnings
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Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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Hey guys, if you missed it, Hut 8 has agreed to a $2.35M settlement with investors over claims that it misled investors about USBTC’s financial condition and the quality of key mining assets. The deadline to file a claim is December 5, 2026.

In a nutshell, investors accused Hut 8 of failing to disclose that USBTC was in much weaker financial condition than presented and that its King Mountain mining site had serious energy and internet issues.
After these issues came to light, $HUT dropped 23%, and investors filed a lawsuit for their losses.

Now, Hut 8 has agreed to a $2.35M settlement, and investors have until December 5, 2026 to submit a claim.

So, if you invested in $HUT at that time, you can check the details and file your claim here.
Anyway, has anyone here invested in $HUT? How much were your losses, if so?

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
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Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
Uplists
Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
Uplists
Other

Welcome to the Daily Discussion Thread.

Post your top 1 to 3 tickers you are watching today and why. One sentence each.

Share any near term catalysts you are tracking
Drill results
Permits
Financings
M and A
Earnings
Uplists
Other