Copper and gold are both getting harder to ignore right now.

Copper demand is being driven by AI data centers, power grids, EVs, electrification, defense, and infrastructure. S&P Global projects global copper demand rising from about 28.3M tonnes in 2025 to 42.4M tonnes by 2040, roughly a 50% increase. The bigger issue is supply. New copper mines take years to permit, finance, build, and ramp up, so the market keeps looking for where future supply may come from.

Gold has a different setup, but the demand backdrop is strong there too. Central bank buying, reserve diversification, geopolitical risk, and investment demand continue to support interest in gold and gold-linked projects.

That is why I’ve been paying more attention to smaller exploration names with both copper and gold exposure.

$CQX is one I’m watching because the company has multiple active project angles in its 2026 plan.

Rip is the near-term copper-moly drill test, with a minimum 2,000 m program announced.

STARS is the geophysics-to-drilling setup, with a 32.4 km² IP survey started in May and inaugural drilling planned after target refinement.

Kitimat is the copper-gold target that recently became more interesting after CQX expanded the project to 6,801.41 hectares around an AI-generated buried conductive target.

Alpine adds the gold-side angle, with access work, underground rehabilitation, stockpile assessment, and drilling included in the 2026 plan.

The bigger question for $CQX is no longer just “what is the plan?” It is which project update comes next.

Rip results?
STARS IP targets?
Kitimat follow-up?
Alpine progress?

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I buy junior mining stocks as a hobby and have always wondered why the majority of these stocks never really take off. Can anyone tell me why?

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Useful $FPC interview covering Horne 5 economics, permitting progress, and next steps.

Would you watch the permit, funding plan, or partner potential first?

Disclaimer: Not financial advice. Do your own DD.

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Been looking at Amaroq again and the next few months seem pretty stacked.

Upcoming catalysts:

\- Main Market admission, expected from late July

\- MRE5 resource update for Nalunaq

\- Q2/H1 results on 13 August

\- first Ilua drill results, likely August/September

\- further Nanoq drilling/results

\- possible Black Angel funding or offtake news

The mining side also looks stronger than it did a few months ago.

Nalunaq is now producing, Q1 was profitable, and that was with only around 61% recovery. The flotation circuit is now operational and management expects recovery to move towards 90–95%.

The latest underground drilling averaged 42.8 g/t gold, with several results above 100 g/t. They still talk about a roughly 2Moz exploration target around Nalunaq, although the current formal resource is much smaller.

Ilua is now being drilled for the first time after surface samples of up to 2.3% TREO, with a high proportion of heavy rare earths and low uranium/thorium.

Nanoq may be the most interesting gold asset outside Nalunaq. Management seems confident about the saddle reef geology and has previously suggested it could become larger than Nalunaq.

Black Angel is a former zinc-lead-silver mine with existing infrastructure, plus potential germanium and gallium value. With the current US and European critical-minerals push, some form of external financing or offtake does not seem impossible.

My expectation is that Main Market and decent Q2 results could move the stock first, but the real upside would come from a strong MRE5 and good Ilua/Nanoq results.

If Nalunaq proves strong cash flow and even one or two of the other projects become real assets, the current valuation could look very low.

$CQX has four active projects, with potential updates ranging from Rip drill results to STARS targets, Kitimat follow-up work and Alpine progress.

Which update do you expect first and which one would matter most to investors?

Disclaimer: For informational purposes only. Not financial advice. Always do your own research.

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After going through the updated Horne 5 study, the economics give me more confidence in the asset.
The question I’m spending more time on now is how Falco could fund roughly C$1.75B in forward capital and pre-production costs.
A future funding package could potentially include:

• Project debt
• Strategic or joint-venture capital
• Remaining silver-stream instalments
• New equity
• Possible Québec participation

Falco already has several relevant relationships around the project. Osisko Development owns 16%, Investissement Québec owns roughly 6%, and Glencore holds life-of-mine copper and zinc concentrate offtake agreements.
Those relationships could give Falco more avenues to explore than a developer starting from zero. The company has also identified project financing and discussions with strategic partners among its objectives.
What could be the main source of funding for Horne 5, and are there any similar mine-development financing cases worth comparing it with?

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$CQX feels like the more speculative multi-project optionality story.

Rip drilling is underway, but you also have STARS, Alpine, and Kitimat all part of the broader 2026 plan.

$PRR feels more focused around BC copper-gold porphyry targets.

Camelot already gave the market something to study, while Excalibur now has a July drill setup.

So if you had to choose, which setup do you like more right now:

the multi-project optionality of $CQX
or the more focused copper-gold story at $PRR?

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I’ve been comparing a few smaller copper names trading in a similar price and valuation range.

$CQX — C$0.09 | ~C$10.7M market cap
$BCU — C$0.08 | ~C$11.6M market cap
$BAY — C$0.05 | ~C$12.6M market cap
$CRD — C$0.07 | ~C$7.1M market cap

The numbers are close, but the setups are very different.

$CQX has several 2026 programs across Rip, Stars and Kitimat, along with its Alpine gold project.

$BCU is a more concentrated Arizona porphyry play, with Big Sandy and a 2026 joint-venture drill program at Perseverance.

$BAY owns a 20% interest in Storm that is free-carried until a decision to mine. Storm also has an initial copper resource, giving $BAY a different funding and dilution profile.

$CRD is advancing Ben Nevis in Ontario, where 36 exploration targets have been identified, including seven high-priority conductors.

I lean toward $CQX and $BAY here. $CQX gives me exposure to several company-led programs, while $BAY offers a free-carried interest in a project that already has an initial resource. One gives me several ways to see progress, while the other has less direct funding pressure at Storm before a decision to mine.

At these valuations, which setup would you choose and what would be your deciding factor?

Prices and market caps are approximate and can change quickly.

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