Added to YB: 2025-06-06
Pitch date: 2025-06-05
NAK [bullish]
Northern Dynasty Minerals Ltd.
+83.95%
current return
Author Info
Triple S is a professional special situations investor who shares ideas in their newsletter. Sign up for the newsletter.
Company Info
Northern Dynasty Minerals Ltd. engages in the exploration of mineral properties in the United States.
Market Cap
CAD 926.6M
Pitch Price
CAD 1.62
Price Target
2.40 (-19%)
Dividend
N/A
EV/EBITDA
-48.47
P/E
-12.99
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Northern Dynasty Minerals Ltd. - $NAK
NAK: Long with $2 Nov call for $1 entry. Pebble Project has 57B lb copper/71M oz gold - $400B+ value. Trump's EOs target US mineral independence, adding copper to critical list as imports hit 45%. Legal challenges remain but Supreme Court, Army Corps positions favor progress. Mine could generate tens of billions in profits. Binary outcome with 5-20x return potential.
Read full article (5 min)