Dear Investor
If you’ve been reading me for any length of time, you know my core thesis: the era of paper assets is ending, and hard assets — particularly natural resources — are entering a multi-year bull market.
Today I want to introduce you to something I’ve been building quietly: The Resource Vault.
The natural resource sector offers some of the most explosive return potential in all of investing. A single well-chosen junior can deliver 5x, 10x, even 20x returns as it moves from exploration to development to production. But picking a single company and betting everything on it is a high-risk game.
The Resource Vault is built differently.
Instead of one company, we’re going to be curating a basket of 8 high-quality small-cap resource companies — each selected on three non-negotiable criteria:
- Exceptional assets
- Proven management teams with track records of discovery and value creation
- A clear path to value creation for shareholders
The first company we are featuring is one of the most exceptional opportunities I’ve ever seen in the precious metals mining space.
For starters, this company doesn’t need to find gold. The gold’s already there ~6 million ounces of it valued at over $2 billion (with a “B”). And thanks to the history of these assets, the company knows the gold can be mined.
Because these mines were previously in production, the company already has substantial infrastructure in place. I’m talking about roads, powerlines, offices, an ADR (Adsorption-Desorption-Regeneration) gold processing facility, solution ponds, a water treatment plant, and more.
All told, these infrastructure assets are valued between $150 million and $250 million in capital savings on potential redevelopment of the mines.
The company’s entire market cap is roughly $200 million.
So, at today’s prices, the company is trading at the value of its mining infrastructure alone. Put another way, you are getting the value in gold, all ~$2 BILLION worth of it, FREE.
I’m not the only one who has noticed this situation. Legendary natural resource investors Rick Rule and Jonathan Goodman have stakes in this company. Numerous smart-money natural resource investment firms like EMR Capital, Sun Valley Gold and others have positions as well. In fact, if you break down the company’s share structure, only about 16% of its shares are owned by retail investors.
You can access our initial report on this extraordinary opportunity here:
“The $2 Billion Gold Company You Can Buy for $200 Million.”
This is the first company in The Resource Vault. Others will be revealed in the weeks ahead. And we’re not just providing research reports on these opportunities: we’re also going to be giving you “behind the scenes” access to them as I visit their mines/resources, introduce you to their management teams and geologists, and provide updates on their exploration efforts as they move to unlock shareholder value in the weeks and months ahead.
Two key items of note:
- These companies are speculative. Natural resource investing is inherently risky, so do not allocate large portions of your portfolio to any single one. Rather, if you choose to invest, you should take a basket approach, allocating capital equally amongst the eight of them.
- These are long-term investments, not trades. All the companies we introduce you to are meant to be held for months, if not years. In natural resource investing, the big gains come from investing in companies with exceptional resources run by management teams that have proven track records and patiently waiting while management unlocks value through exploration and development.
I’m extremely excited about the Resource Vault and can’t wait to share these opportunities with you.
To access our report on our first exceptional company, “The $2 Billion Gold Company You Can Buy for $200 Million.”
Stay tuned.
Graham Summers, MBA
Chief Market Strategist
Phoenix Capital Research
Disclosure: The companies promoted in the Resource Vault have been disseminated on behalf of Equity Catalyst Partners, LLC. Equity Catalyst Partners, LLC has been engaged by these companies to provide marketing and investor relations services and is compensated by each company. Equity Catalyst Partners, LLC is not registered under applicable Canadian securities laws and does not provide investment advice, recommendations, or solicitations to buy, sell, or hold securities. Any information provided by Equity Catalyst Partners, LLC is for general information only and should not be relied upon for investment decisions. Readers should conduct their own research and consult a registered investment advisor.
