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dramatically underpriced relative to its strategic importance. You cannot build an electric vehicle, a data center, a clean grid, or even a functioning economy without it.\n\nThat’s what gets me excited.\n\nBecause while capital chases high-beta assets like crypto, the real asymmetric trade is sitting right under our feet: critical minerals.\n\nPower Metallic has drilled into a high-grade polymetallic system in Québec—home to some of the world’s most important discoveries. We’re fully funded. Our intercepts rival anything in the peer group. Yet we’re trading at a massive discount to NAV and comps.\n\nThis is where the rerate starts.\nNot in theory. In copper, nickel, PGEs—and in reality."}}},"quick_promote_eligibility":{"eligibility":"IneligibleNotProfessional"},"rest_id":"1956377859578327255","source":"Typefully","unmention_data":{},"views":{"count":"9629","state":"EnabledWithCount"}}}}}}]},"entryId":"tweetdetailrelatedtweets-1956619413446156611","sortIndex":"1956674088508325858"},{"content":{"__typename":"TimelineTimelineCursor","cursorType":"Bottom","entryType":"TimelineTimelineCursor","value":"DAAFCgABGyeAt3K__98LAAIAAADwRW1QQzZ3QUFBZlEvZ0dKTjB2R3AvQUFBQUJRYkpuUFBuMXNScnhzbWM1ZUxHc0dDR3laenJBVmFRWjRiSm5OTjJWdkFqUnNtYzJKYTI3R0hHeVp6cnRXYTRYb2JKbk5NUnBydzF4c21jMHlsV2dEbEd5Wnp6TTZhMElZYkowNzlheGRoUXhzbWVqZ3Yxd0MwR3laem1tbGFBYlliSm5PRVF4cXcvaHNtYzhuNEdoQWhHeVp6aHg1YmNCOGJKbk4wcFJvZ0toc21iK21HMmlHSkd5WnowbWVib09NYkpuUFZOZHJnN2hzbWM3R2dtbEdQCAADAAAAAgAA"},"entryId":"cursor-bottom-1956674088508325857","sortIndex":"1956674088508325857"}],"type":"TimelineAddEntries"},{"direction":"Top","type":"TimelineTerminateTimeline"},{"direction":"Bottom","type":"TimelineTerminateTimeline"}],"metadata":{"reader_mode_config":{"is_reader_mode_available":true},"scribeConfig":{"page":"ranked_replies"}}}}}

Heath Ahrens

Heath Ahrens

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Heath Ahrens

@heathahrens

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