Good morning, Investors! In the coming days I'll be putting out a number of company updates; for now, focusing mostly on wrapping up the various visits I made recently in the Southwest.
Starting out today: I visited this past week with C.E.O. Kelly Malcolm of Borealis Mining (TSXV-BOGO; OTCQB-BORMF). You an watch our discussion RIGHT HERE or by clicking on the below graphic.
As I pointed out in my recent "long form" podcast/tutorial on the precious metals (CLICK HERE OR ON THE GRAPHIC BELOW to watch/watch anew!!) one thing you should be doing now notwithstanding the continuing consolidation in the PM's (more on that below) is to build or rebuild as the case may be your positions in the best stories in the space.
And in the case of Borealis, the compelling value here is STARK.
That, as Kelly recaps with me, is due to him having in the first place acquired Borealis' assets for a pittance before gold really got cranked up over the last year or so.
Now, production is set to increase--and exploration upside is exciting on THREE fronts!
Borealis is DIRT-cheap anew after the sector's recent pullback...don't let this opportunity get by you!
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Among my other visits as most of you already know, I spent a morning at the beginning of my swing at Murdock Mountain, in extreme Northeast Nevada.
That is where Nevada Organic Phosphate (CSE-NOP; OTCQB-NOPFF) is sitting on one of the most unique geological stories I have EVER seen.
And with fertilizer supplies (and prices) being among the current commodity stories thanks to the Israeli/U.S. war against Iran and the massive supply disruptions of LOTS of things (not just oil), this Made-in-America ORGANIC phosphate story is enjoying a growing profile!
CLICK HERE or on the below graphic for a quick wrap-up of my recent visit and near-term mileposts with C.E.O. Robin Dow.
NOP's share price has surged in the recent past as this story gets out. Yet it's only just started, I.M.O.; and when you get your head around Robin's near-term game plan, we don't have many months to wait until the further validation of his thesis--if all goes well--REALLY sends this one-of-a-kind story screaming higher.
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Also this past week, I caught up with old friends and colleagues Cory Fleck and Shad Marquitz at the KE Report, (which I was a regular on many moons ago, as some of you know!)
In this discussion--while we focused on gold and other metals in a broad sense--we spent as much time on more focused investment themes against the backdrop of the troubled macro situation right now (and the incoming Kevin Warsh tenure at the Federal Reserve.)
You can listen to our discussion RIGHT HERE or by clicking on the below thumbnail.
Besides our macro and specific gold sector discussion (very important ADDED lessons on the latter especially, but ALL meaty and timely!) I also took a quick "highlights" lap around ALL my recent visits which--in addition to Borealis and NOP--included juicy tidbits on:
-- Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF)
-- Integra Resources Corp. (TSXV: ITR) (NYSE American: ITRG)
-- North Peak Resources Ltd. (TSXV: NPR) (OTCQB: NPRLF)
-- Apollo Silver Corp. (TSX.V: APGO) (OTCQB: APGOF) and
-- Arizona Gold & Silver Inc. (TSXV: AZS) (OTCQB: AZASF)
Our Members will be getting further proprietary updates on ALL these and several other covered companies in the coming week.
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Lastly--but most important, perhaps, from a "Big Picture" perspective--I got together this week with Michael Fox of The Prospector Podcast as we usually do following the F.O.M.C. policy meeting.
This week, of course was special on a few fronts, not the least of which was that this go-round was Jerome Powell's last meeting as the central bank's chairman.
Listen in to this CRITICAL Podcast RIGHT HERE or by clicking on the below graphic.
In things I'll be expanding on in the coming days, we discuss the nasty set-up for incoming Fed Chairman Kevin Warsh, which the somewhat split and contradictory Fed action of this past week hardly begins to explain.
And I remind you of the increasingly urgent, KEY objective Warsh has at the Fed (and undoubtedly a core reason why President Trump was told/convinced to appoint him.)
Trouble is...I see no way he'll accomplish this "marriage" with the Treasury Department before the next crisis hits.
And in any case, once things do take their course, Warsh will quite likely outdo even Powell in how much he expands the monetary base...enables ever more debt...etc. in an evolving world where the U.S. won't have the global support for such things it has had (and abused) for decades.
All the best,
Chris Temple
Editor/Publisher
From the desk of Chris Temple
Sunday -- May 3, 2026
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