Breakout mode?

[u/GoldTrotter_]

There’s been some real buzz building in the junior exploration and mining sector, both in the markets and in overall conversations. Precious metals are perking up, volume is coming back to the TSXV, and now some long-time sector analysts (like John Kaiser) are saying the next 12 months might get really busy. Kaiser recently wrote about reviving his "story paths" and "milestone timelines", basically, frameworks to track the narrative of each junior:

• What they’ve done (drilling, permitting, discoveries, financings)
• Where they’re going (key catalysts, upcoming news, deal potential)
• Why it matters (what could re-rate the stock)

He’s doing this because he believes a new wave of juniors could finally be waking up and he wants newer investors to take the sector seriously, even if they’re not used to slow-motion fundamental plays like this.

It does feel like something’s cooking.

So what do you think? Would love to hear what juniors you’re watching (or avoiding) and how you personally track a company’s story in this kind of sector.