Former CIA analyst Mark Skousen is here to inform us about a rare situation.
A shift in national security policy is creating a once-in-a-lifetime opportunity in vital resources and a “tiny nickel company” could be the single best investment play.
The Teaser
A few months ago Mark attended a private conference full of the most important resource investors in the world.
Ph.D, economist, uni professor, author, investment newsletter veteran. Mark Skousen is a seasoned pro in more ways than one and we have covered his previous work, including his SpaceX Pre-IPO Play and “America's #1 Stock” teasers.
At the aforementioned conference, an investing legend who famously found the “Diamond Fields” opportunity in Canada, told him about a business that he expects to be the next target of the Trump administration for investment.
The Shift to State Capitalism
Historically speaking, the United States federal government has primarily been a reluctant distressed investor.
The Reconstruction Finance Corp. during the Great Depression and The Troubled Asset Relief Program (TARP) in the midst of the 2008 financial crisis come to mind.
In both of these instances, preferred shares were the primary mechanism used to inject capital into banks and domestic manufacturers so they can stave off collapse.
This pattern was broken in 2025.
The Trump administration's proactive, acquisition of a 10% equity stake in Intel, which is a great call in hindsight, marked the first non-emergency investment in a major manufacturer.
Several other direct investments followed, in MP Materials (NYSE: MP)*, Lithium Americas (NYSE: LAC), and Trilogy Metals (Nasdaq: TMQ).
The stated rational is that direct investments will be made in elements deemed key to national security.
Semiconductors, rare earths, lithium, gold, nickel!?
The stock that Mark is teasing also produces an element that is crucial to America’s future economy. Yet, as of right now, almost all of it comes from outside of the United States.
The Pitch
This company's name is only revealed in a new report called “The Trump Administration’s Next Big Stock Buy.”
It is only available to subscribers of Mark's new investment newsletter, The Skousen Report.
Normally, the going price to join will be $249, but to get people in at launch, they're lowering it to $99 for a limited time and throwing in several bonus reports as well as a one year satisfaction guarantee.
Why Nickel is a Magical Element
Ask anyone about nickel and they'll think you're talking about the 5 cent coin.
Like Rodney Dangerfield, it gets no respect and few would deem nickel a crucial resource.
However, it's composition, hard but malleable, resistant to heat, anti-corrosive, and perhaps most importantly, the fact that it is the most magnetic metal at room temperature, all make nickel a crucial element in modern technology.
Batteries, electric motors, and magnetic devices like hard drives all need varying amounts of nickel.
According to the U.S. Geological Survey, nickel even makes stainless steel and other alloys “stronger and better able to withstand extreme temperatures and corrosive environments.“
This makes it critical for aerospace components like jet engines, robotics, and AI data center power systems.
The unfortunate part is that almost all of it comes from countries outside of the United States, with Indonesia, Russia, and China producing almost 80% of the world’s supply.
The Trump administration wants to change this.
Mark believes the administration is set to take a major stake in one “tiny nickel company” in order to build up a reliable domestic supply on American soil.
Looking around, there's only producer in America capable of meeting the domestic supply needs and it's the same name that the famed investor whispered in Mark's ear.
Revealing Mark Skousen's Tiny Nickel Company
This is a high conviction play for Mark who says he's personally purchased 10,000 shares of this stock.
Here is what we know about it:
- This company has control over the two best nickel deposits in America.
- The U.S. government has already awarded it grants of $130 million to develop it's projects.
- The top resource investor in the world is involved, participating in a recent $41 million funding round.
- The stock does not trade on the NYSE, Nasdaq, or the AMEX.
Marc's “tiny nickel company” is Talon Metals Corp. (OTC: TLOFF).
- Talon controls the Eagle Mine and the Tamarack Nickel-Copper-Cobalt project, which are the two highest-grade nickel deposits in the U.S.
- The U.S. Dept. Of Energy has granted Talon $115 million in funding.
- Robert Friedland's Ivanhoe Capital Holdings participated in Talon's private placement in June 2025.
- Talon is listed on the TSX in Canada, with a secondary listing on the OTC.
The Next Big American Investment?
Resource markets are going through the biggest change in nearly half a century.
In the 1970s energy and commodities boomed as the gold standard came to an end and geopolitical supply shocks caused chaos.
Today, we're in the midst of the largest energy supply shock ever and arguably in the early stages of a planned transition to digital currencies.
Against such a backdrop and with a Fed loosening likely on the horizon, owning hard assets such as land, minerals, and metals is a solid bet.
At first glance, Talon's assets are worth more than the current market price of its shares.
Following the integration of the Eagle Mine assets, Talon owns property, plant, and equipment valued at $230 million on its books, an estimated 360 million pounds of nickel and 295 million pounds of copper at the producing Eagle Mine, and an additional 37.4 million pounds of indicated and inferred nickel and copper resources at the Tamarack project.
Combine these, deduct the negligible total debt of $200K, and at today's spot prices for nickel and copper, the grand total comes out to about $5.3 billion.
This is 4.7x Talon's market value of $1.14 billion.
So we have a good margin of safety, the business is well capitalized with $50 million in cash and equivalents and basically no debt, and it is generating revenue and earnings, meaning dilution should be minimal going forward.
I like the pick, the price, and the catalyst of a potential investment by the Trump administration, which would be a smart play to get in at today's prevailing price.
Quick Recap & Conclusion
- Mark Skousen says a shift in national security policy is creating a once-in-a-lifetime opportunity in vital resources and a “tiny nickel company” could be the single best investment play.
- More than the metal that goes into producing coins, nickel is critical for aerospace components like jet engines, robotics, and AI data center power systems.
- Mark believes he's found one domestic nickel producer that is on the Trump Admin's investment radar and it's only revealed in a new report called “The Trump Administration’s Next Big Stock Buy.” We can get it with a subscription to Mark's new investment newsletter, The Skousen Report, which costs $99 upfront for a limited time.
- Fortunately, we were able to reveal the name of Mark's “tiny nickel company” for free as Talon Metals Corp. (OTC: TLOFF).
- Talon is an undervalued producer with a considerable margin of safety and a realistic potential catalyst.
Will the current resource boom eclipse all the previous ones? Leave your thoughts in the comments.