RE: Strengthened Position30 Aug 2025 16:01
Good debate all. Refreshing to see!
Small-cap miners can rerate fast on modest progress – just look at ORR, WSBN or even CPAI, all of which moved sharply on far less than what NTVO has in place.
The difference here is NTVO already has real assets in Peru, a clear strategy, and a Chairman with serious capital markets experience.
Crucially, production and processing of ore can continue even during the rainy season, meaning momentum isn’t lost while others sit idle.
Add in the Bitcoin treasury strategy and you’ve got a company positioned for upside from both gold and BTC. If milestones keep getting hit, the rerate potential here is huge – and unlike the “one-day wonders” elsewhere, this looks far more sustainable.
This isn’t for everyone, but like someone else said, the next few weeks will be very interesting. GLA