Gerardo Del Real,
Editor
Feb. 4, 2026
It’s been a heck of a start to 2026, and it doesn’t appear to be slowing down anytime soon.
My friend, colleague, and partner Nick Hodge and I have been busy vetting deals (more on that later), structuring portfolios, and getting ahead of trends for nearly two decades now.
Once upon a time in Washington State, my beautiful wife and I went to visit Nick and his wonderful family. As one does, Mr. Hodge offered me a drink, we got to catching up, and somewhere along the line I asked him — half jokingly — if he wanted to start a podcast.
That was 351 episodes ago.
Fast forward nearly seven years, and we now have nearly a thousand paying subscribers to Investing in Bizarro World along with several of you who listen to the free version, which excludes mentions of specific stocks Nick and I like at the moment.
For the past several years, the premium Investing in Bizarro World membership has sold for a modest $99 per year. We’re honoring that $99 price and giving new listeners one last chance to lock it in — but only until tomorrow, February 5, at 4 pm ET.
New members joining after this window will pay $149 per year. This is your final opportunity to lock in the lowest rate we will ever offer for a premium Investing in Bizarro World membership.
Now, back to the start of the year and vetting new deals: There is a global scramble to secure critical metals as the national security implications become clearer by the minute.
The United States is setting up a critical-metals version of the Strategic Petroleum Reserve, which has been around since the 1970s.
The move will be funded by a $10 billion loan from the U.S. Export-Import Bank and nearly $1.67 billion in private capital.
Australia recently announced a $1.2 billion fund dedicated to securing its own batch of critical metals, with a focus on three specific metals, including antimony.
Antimony and its strategic importance are not new to Nick and me.
We were stomping around the Stibnite Project — owned by Perpetua Resources (TSX: PPTA) (Midas Gold at the time) — as far back as 2016, explaining to everyone the importance of antimony to the permitting process.
That has worked out well for subscribers who could’ve bought shares in the C$3 to C$4 range a few years back before the recent surge near the C$50 range.
It wasn’t a one-off. I did the same with a company called Southern Cross Gold Consolidated (TSX: SXGC). The company had a very prospective gold project “Sunday Creek” in Australia that also featured an interesting antimony component.
That’s now a C$2.7 billion company, and we’re up 1,300% in the portfolio.
So you can imagine the smile in my contrarian heart when Nick and I, with the help of a friend and mentor, were presented with a gold project in Australia with an interesting antimony component… with a C$7 million market cap.
We are putting the finishing touches on that deal, and subscribers of Private Placement Intel will soon have access to fund it, as we are taking the entire deal.
I can’t tell you this will become another Southern Cross Gold, but I can tell you that an entry point at a C$7 million market cap gives us a great shot on goal for a big win.
We have roughly 69 spots left for Private Placement Intel, and then we will no longer be accepting new subscribers. Subscribers have held onto their slots due to the exceptional returns the service has provided.
Nick and I will continue to work hard to stay ahead of the trends and get you a seat at our table during this historic metals bull market. I hope you’ll join us.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle