Former White House, U.S. Treasury, and Federal Reserve advisor Jim Rickards believes Trump has one silver bullet left to fulfill his agenda before the November midterms and he's just identified it.
It all leads to “Trump's Next Big Buy” Stock, which we're going to reveal right here.
The Teaser
It may be the most financially consequential move that any American President has made in the country's history.
Besides being a big shot goverment advisor, Jim Rickards is also the author of several bestselling books, including The New Case for Gold, a financial commentator, and editor of investment newsletters, like Strategic Intelligence, which is the one being promoted in this teaser.
We have previously reviewed his AI Meltdown Stocks and American Birthright Pitch, among others.
As a staunch gold bug, we knew metals had to somehow play a part in Jim's teaser, and we were right.
It turns out that Trump's so-called silver bullet has some actual silver in it.
You already know about Fort Knox, but you may not have heard about the “Crown Jewel of America.”
It's the single largest store of wealth in the country, bigger than the Carlin Trend in Nevada, Marcellus Shale in Appalachia, Powder River in the Black Hills of Montana, even the Permian Basin in Texas. It's bigger than all of them with a potential $2.7 trillion in assets.
According to Jim, it's also the key to restoring America to its former glory.
Rebuilding critical infrastructure, like the electric grid, paying down national debt, even creating a sovereign wealth fund. All of it is possible from this one single deposit containing “hundreds of millions of pounds of silver, copper, rhenium, molybdenum, and gold.”
However, there's just one problem…
It remains trapped underground with bureaucratic red tape, environmental restrictions, and onerous regulations piled on top of it.
The Trump administration is taking steps to unlock it and Jim predicts that once this is accomplished, it will buy up a strategic stake in the one company that owns it's exclusive rights.
The Pitch
It's name is only revealed inside a special briefing called TRUMP’S NEXT BIG BUY: How to Claim Your Share of America’s Hidden $2.7 Trillion National Security Asset.
A subscription to the Strategic Intelligence research service is required, which normally costs $299 for the first 6 months. However, for a limited time, a six month subscription is being offered for only $49, which comes with a 90-day money-back guarantee.
The Plan to Unlock America's Crown Jewel
America is not broke.
It's just not liquid.
Think about it like having $100k outstanding on your credit card, but owning $1 million worth of equity in private company stock.
This is the situation America finds itself in right now and the Trump admin is trying to turn some of that private company stock into cold, hard cash.
On his first day back in office, Trump signed a series of executive orders, directing his administration to remove unnecessary hurdles blocking America’s miners and oil companies from unlocking the national treasure underneath our feet.
This includes Executive Order 14153.
Titled “Unleashing Alaska's Extraordinary Resource Potential,” the EO has quietly been working its way through the federal government over the last year and a half, and now, it has found its way into two critical pieces of legislation before the U.S. Senate.
Speed and Permit
Two permit reform bills, one goal: expedite critical resource development.
The first, Speed Act, is aimed at shortening government project review timelines and cutting litigation windows down from a staggering six years to a more reasonable 150 days, and has passed the U.S. House.
As for the Permit Act, which just like it sounds, aims to speed up environmental permitting processes, has also passed the U.S. House.
Both bills are waiting to be passed by the Senate, which there are no guarantees that it will do, but Jim is betting that pressure will be applied and that ultimately, both will be passed before the midterms on November 3rd.
As the date draws nearer and the odds of a passage improve, one stock is set to reprice sharply.
Revealing”Trump's Next Big Buy” Stock
A tiny $2 stock, $2.7 trillion in untapped Alaskan mineral wealth, and a big question mark when it comes to permitting.
These are the totality of the clues we get from Jim about the stock that he believes will be the Trump admin's “next big buy.”
However, through deduction, we can figure out the explorer he is teasing.
We already know it's not Trilogy Metals (NYSE: TMQ), which is active in the The Ambler Mining District in Alaska, as Jim mentions it in his presentation and the Trump admin already owns a 10% equity stake in it.
This leaves the Pebble Project in Southwest Alaska, which has the world's largest undeveloped copper, gold, and molybdenum deposits, worth anywhere from $400 billion to over a $1 trillion depending on who you ask.
The State of Alaska owns the land itself, but the mineral rights are owned by Northern Dynasty Minerals Ltd. (NYSE American: NAK), a junior explorer with a stock that currently trades under $2.
$1 Dollar for less than 1 Cent?
Fifty dollars.
It's not often that your life can change for the cost of a two person dinner at Outback Steakhouse, but this is the claim that Jim is making.
Is he right?
Over the long-term, I believe the cost of not drilling far outweighs the cost of drilling and potentially disturbing some salmon in the Bristol Bay watershed.
When push comes to shove and the country is forced to choose between continuing to devalue the dollar or less dilutive, alternative means of raising capital, it will choose the latter…I hope.
The timeline for any go ahead is far from certain, so if you can afford to lock up some money and bear some opportunity cost, this is one of the better risk/rewards in the market.
At under $2 per share, we would be buying into NAK at a valuation of slightly under $1 billion, with practically no debt ($3 million) and more than $50 million in cash and equivalents.
On the asset side, it's tough to value mineral rights, but the going rate or what a big producer may pay to secure a lucrative lease, is currently between $1-20k per net royalty acre (NRA) for non-producing minerals.
The size of NAK's Pebble Project claim is approximately 120,000 acres. Assuming a middle of the range NRA of $10k per acre, the value of the mineral rights alone would be worth $1.2 billion. A slight premium to today's market price.
Should the Speed and Permit Acts pass the Senate and be signed into law, our potential upside could be as much as 100x or $1 dollar for 1 cent. Based on applying a discount to the most conservative, outdated value of NAK's untapped minerals of $400 billion.
A margin of safety based on mineral rights valuation and exceptional upside makes Northern Dynasty Minerals an intelligent speculation.
Quick Recap & Conclusion
- Former White House, U.S. Treasury, and Federal Reserve advisor Jim Rickards is teasing “Trump's Next Big Buy” Stock.
- This is all about a vast, untapped Alaskan mineral resource dubbed the “Crown Jewel of America,” the Trump admin's efforts to free it from government red tape, and potentially also purchase an equity stake in it.
- If this happens, the stock that owns the “crown jewel's” underlying mineral rights is set to sharply reprice and it's name is only revealed inside a special briefing called TRUMP’S NEXT BIG BUY: How to Claim Your Share of America’s Hidden $2.7 Trillion National Security Asset. A subscription to the Strategic Intelligence research service is required to access it, which costs $49 for the first six months (normally $299).
- However, if you read the Greenbull you get it for free! It's Northern Dynasty Minerals Ltd. (NYSE American: NAK).
- NAK is slightly undervalued based on the value of its mineral rights alone with high potential upside if exploration permits are eventually granted. An intelligent speculation.
Will the Pebble Project ultimately get the green light? Leave your thoughts in the comments.