Gerardo Del Real,
Editor
Jan. 28, 2026
Every week, I send out an update to Junior Resource Speculator subscribers, covering what I’m seeing in the commodities space while also providing guidance on our portfolio positions.
We are in a historic metals bull market, and I am hoping you’ll join me in what’s going to continue to be a very profitable run over the next several years.
I also wanted to share with you the update (minus the stock picks) that I sent out this morning to give you a peek into what that looks like.
“This is your Junior Resource Speculator editor, Gerardo Del Real, back from the Vancouver Resource Investment Conference (VRIC) — and boy, let me tell you, do we have ourselves a raging bull market!
The attendance was as strong and enthusiastic as I have ever seen it. Obviously, $5,300/oz gold, $114/oz silver, and $6/lb copper doesn’t hurt. Uranium is surging close to the $97/lb level on the contract side — a 20-month high.
Look, everyone was upbeat. There is a lot of capital looking to come into the space… so not a coincidence that things are working.
Now, the biggest takeaway from the conference was this: it’s time to be selective and to double down on the due diligence.
To that point, I think I have the next two or three picks for Junior Resource Speculator, and you’ll be seeing those soon.
I had meetings with many of the companies in the portfolio, and I have to say there wasn’t one meeting I walked away from where I didn’t feel better than when I walked in.
I’ll absolutely share details on that in our next live Junior Resource Speculator session… but keep an eye on your inbox in the coming weeks as I’ll definitely have some new picks for you.
Bottom line: gold, I think, continues higher. Silver — despite the massive run-up — had a little mini-correction, turned right back around and didn’t even make it back down to the $100 level. It pulled back to $103, if you can call that a pullback, and it’s sitting here at $114 as we speak.
I touched on copper. I touched on uranium. I think both of those continue higher.
I’m looking forward to reporting back here soon with some new picks for the Junior Resource Speculator live session next month where we’ll have plenty to talk about.
The core portfolio continues to work.
_______ is now up over 2,000% — and that’s headed higher.
_______ is up over 1,300%. That’s headed higher as well. The company just announced a financing. I believe they’re taking in anywhere between C$12 million and C$14 million, which puts them in the enviable position of having over C$16 million to C$17 million in the bank. I met with _______ while I was there, and you can expect aggressive drilling on both district-scale plays.
This mini pullback in ______ is, in part, due to the financing. Certain groups were turned down. There was more money being thrown at the company than the company wanted to take in, and that forced a little bit of selling. I expect that to subside — if not today, definitely this week — and then, folks, we’re headed higher. Expect an aggressive year of exploration.
Also worth noting, I’ve been telling you that ______, as a core pick, was a phenomenal value at the C$0.30 level. That’s when it was down some 25% to 35%. It’s now up over 32%, sitting at C$0.56.
I’m expecting a phenomenal year from _______ with the drill bit. The first tranche of their C$4 million placement has closed — C$3.7 million of that is now in the bank. Expect aggressive drilling. I really love what I see for the company the rest of the year.
Ditto for ______. I had a very honest and transparent conversation with the team. I was assured the company is being very diligent and aggressive about securing a flagship asset of merit. We’re up 118% on the stock. We don’t yet have the flagship asset that I expect that team to bring in. Once that happens, the stock is going a lot higher. Make sure you’re positioned there.
That’s all I’ve got for you this week. Again, keep an eye on your inbox, and have a great week, everyone.”
I hope you enjoyed that sneak peek. It's going to be a fun ride… and, again, I hope you'll join us in the wealth-building at Junior Resource Speculator.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle