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Not investment advice. Assume biased (see disclosure/disclaimer on T$R's website). T$R's founder (D4) is a Strategic Corporate Business Advisor of @ESGold_Corp

North America
Joined November 2016
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IMPORTANT DISCLAIMER / DISCLOSURES Posts by The Shareholder Report (T$R) reflect the personal views, opinions, observations, and commentary of D4 (founder of T$R) and T$R. Nothing posted here constitutes investment, financial, legal, tax, accounting, engineering, geological, or other professional advice, and nothing should be interpreted as a recommendation or solicitation to buy, sell, or hold any security. All content is provided for informational, educational, and entertainment purposes only. T$R discusses speculative, high-risk companies, including junior mining and exploration companies. These investments involve substantial risk, including the possible loss of all capital. Past performance is not indicative of future results. Any forward-looking opinions, expectations, or projections may prove incorrect. T$R independently initiates coverage. However, T$R, D4, and/or related persons may hold securities of companies discussed, may buy or sell such securities at any time without notice, and may therefore have a financial interest and conflict of interest. In certain cases, compensation may be received after coverage has been independently initiated. D4 may also, in certain cases, have consulting, advisory, finder, financing, or other business relationships with a discussed company outside of T$R, which may represent an additional material conflict of interest. Any such material relationship will be disclosed where applicable on its website. Unless expressly stated otherwise, you should assume that: -T$R, D4, and/or related persons may have positions in discussed securities -material conflicts of interest may exist, including compensation or non-T$R business relationships with a discussed company -views expressed may be biased -posts are not tailored to your personal circumstances, financial situation, objectives, or risk tolerance You are solely responsible for your own investment decisions and should always do your own due diligence and consult a qualified licensed professional before making any financial decision. Terms of Use: member.tsr-d4.com/terms-of-u… Privacy Policy: member.tsr-d4.com/privacy-po… Full Disclaimer: member.tsr-d4.com/disclaimer… Full Disclosures: member.tsr-d4.com/disclosure… By viewing or using this account, you acknowledge this notice and that you have been directed to review the full Terms of Use, Privacy Policy, Disclaimer, and Disclosures linked above.
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THE SHAREHOLDER REPORT (T$R) retweeted
As sovereign nations race to lock up critical minerals, $DBG.V $DBLVF sits on a C$5B copper, gold, silver, cobalt and scandium project at 6% of its value. The same Tahltan path took $SKE $SKE.TO 8x on just gold/silver. Why I think this one goes further:
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$DBG.V / $DBLVF signs that the sale process may be finally heating up with specific interest from Qatar (QIA/QIF) & Saudi Arabia (PIF) via the royal family contacts the company first announced back in March 2025 - prior to Canaccord’s engagement for a broader strategic sale process.
Very timely visit by Canadian PM Carney to Qatar, seeking major investments. Qatar’s royal/wealth fund are very interested in Canada’s next big critical minerals deposit ( $DBG.V / $DBLVF Hat) currently progressing to PFS stage (publishing its ground-breaking PEA within weeks):
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Are you Ready for this ? 🌊 B.C. Conservatives Mining Strategy 1. Faster Permitting 2. Expand the Mining Exploration Tax Credit 3. Lower Operating costs for existing mines via competitive industrial power rates and carbon credits 4. Attract capital and headquarters via defer PST on major project construction until the project is in service. 5. Support innovation and skills for long-term growth First Nations: Practical economic partnerships, capacity-building for timely consultation, revenue sharing/ownership opportunities, and working jointly with First Nations to speed up decisions on mines. Expanding First Nations participation by supporting Indigenous resource groups to build administrative and technical capacity so consultations happen effectively and on time.
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$dbg.v Shockingly good news with landslide victory for the conservatives that now plan to fast track all mine permitting in BC area. The ceo called me today letting me know that he expects first nations to be signing a communications and IBA agreement soon post these developments. Trading at a few of a 10$bn us npv the shares are coiled for good news. I along with @James56487175 were buying aggressively last week. Giddyap youtu.be/BaEo8WvfDxw?si=ri6d…
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Dbg.v Mkt sleeping at the wheel @James56487175 @D438558409
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🇨🇦 @Canada just made it cheaper for junior miners to finance the journey from discovery toward development. The new Productivity Mega Deduction provides a 100% immediate deduction for Canadian Development Expenses (CDE), a potentially significant change for flow-through financing. Why it matters: → Greater tax value for investors → Potentially higher financing premiums → Less dilution for issuers → More capital to advance Canadian projects toward production Finding the minerals is only the first step. Financing development is what turns discoveries into mines. 🇨🇦 A timely topic for today’s @arcstone Growth Summit in Toronto. arcstoneglobalsecurities.com…
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Can something as obscure as a 30-year cycle in commodities really matter? Decide for yourself. But, um, so far, so good. @sentimentrader
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Copper miners are gapping into blue skies. $COPX
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Limited window to load up on $dbg.v
The TSX Venture is roughly flat over the past 90 days while gold miners are up 14.3%. In past commodity cycles, junior explorers have often lagged producers before catching up. If that pattern holds, small-cap miners could be next. $GDX +14.3% vs ^SPCDNX +0.9%
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$DBG.V $DBLVF So far, everything the relentless bashers have said has consistently been proven wrong. Now, they seem to have gone silent—some are likely shareholders themselves. Meanwhile, shareholders who did their own DD, ignored the noise, and stayed the course saw potential returns of up to 3,400%, from $0.10 to $3.50. Some of the company’s largest retail shareholders I know are still buying at these prices because they believe the company is severely undervalued at current levels. Moral of the story: Do your own DD, trust your research, ignore the relentless bashers, and stay the course if you believe your thesis is right. 👇👇👇👇
Debunked BS from $DBG.V bashers: ❌ “No NI 43-101” (✅PEA) ❌ “Too low grade” (✅ ~$9.9 b NPV) ❌ “Too deep” (✅ ~$9.9 b NPV) ❌ “Not economic” (✅ ~39% IRR) ❌ “Scamdium” (✅ Sc +$1+ b to NPV) Last BS: ◻️“Unpermittable” Total cope for COMPLETELY missing biggest new mine.
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And, yes, DBG has much more Sc:
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$NB ‘26 FS vs $DBG.V ‘26 PEA: NPV: <$4 b vs. >$10 b Sc price used: $3,400/kg vs. $1,500/kg Sc annual production: 107 t/y vs. 128+ t/y Sc as % LOM revenue: 38% vs. 11% Market cap: $700 m vs. $350 m Pretty clear which is the superior opportunity.
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So to recap the top 3 worldwide Sc mines in development which all published technical studies in the past 6 months 👇 $DBG.V spot NPV of $10.8 b USD would have been ~$2 b higher had they used $3,000-$3,500/kg like $NB & $SRL.AX
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THE SHAREHOLDER REPORT (T$R) retweeted
$DBG.V / $DBLVF having the most valuable ore per ton of any major Western hemisphere copper deposit not already owned by a major is largely reliant on the #scandium (otherwise it would be average). To explore this yourself, I suggest asking ChatGPT the following queries:
Replying to @James56487175
Ask: 2) “Rank these deposits by gross in situ value/ton including 100% of all contained metals at current spot prices. Use the Sc price underlying Sunrise Energy’s headline feasibility study NPV8 of US$890 million.” Most valuable ore/ton? None other than $DBG.V / $DBLVF Hat.
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THE SHAREHOLDER REPORT (T$R) retweeted
Friedland’s Sunrise just received a $400 m loan to construct its Sc mine after meeting with Trump. Since Sunrise hasn’t posted an updated corporate presentation since $DBG.V released its 2026 MRE/PEA, I’ve updated two of Sunrise’s Oct ‘25 presentation slides for your benefit:
🤖 Made with AI
It is always a pleasure to discuss critical topics with the indomitable @flacqua, and @sunrisemetals’ scandium supply from our Syerston Scandium Project is about as critical to Western energy, technology, infrastructure, and national security as it comes. Watch my interview here… bloomberg.com/news/videos/20… We discussed our $400 M conditional loan commitment from the U.S. @DeptofWar’s Office of Strategic Capital and how it will help bring a massive, scalable scandium resource to market. We will also build both upstream and downstream refining capacity in the U.S., thereby producing sufficient scandium to power the U.S. for many decades to come. This administration understands that both copper AND the little-known elements on the periodic table, such as scandium, play equally vital roles in modern-day life and security. Our gratitude goes to them.
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