Inaugural Issue – New companies, conference insights, editorials, and events.
Hunting for that elusive ten or fifty-bagger starts with spotting the spark— whatever catches your eye first. Some get tipped by a trusted advisor, others spot a slick ad, or dive into buzzing stocks for visibility.
Often, it’s an industry shift—a tech breakthrough or regulatory win—that sparks a Google search for promising names.
At its core, it’s discovery: sifting noise for early-stage gems that could explode with strong execution. Great investors blend expert leads with deep research, fueled by curiosity—staying alert to whispers of big wins hiding in plain sight.
That’s exactly what the TAKESTOCK Investor Series has delivered for years through events like the Calgary Investor Forum and Vancouver Investor Showcase — connecting you directly with emerging stories.
A few past presenters show the power of early discovery:
Aurora Cannabis: Rode the cannabis legalization wave, illustrating the explosive (and volatile) potential of emerging sectors. 60 bagger
Sitka Gold Corp: Shared Yukon exploration updates; now boasting over 2.8 million ounces combined at RC Gold, with ongoing high-grade hits. 22X
Amerigo Resources: Highlighted their unique copper tailings operation; today debt-free, paying steady dividends, with shares more than doubled amid strong copper demand. 48X
In fact, our “TS30” collection of multibaggers represent a potential 15X average across this contingent of past presenters (ranging from 5-50 baggers). Not too shabby: check out the companies - here. These stories fuel our purpose.
So we sat down with a couple bottles, and our tabletalk raised some new stories on the horizon: we’re going to keep an eye on these “Nxt30” and you can too - here.
In our new monthly TAKESTOCK Journal, we’ll keep shining a light—spotlighting new companies, insights from past attendees, sharp editorials, and upcoming events.
Stay curious. Let’s find the next big win together!
STOCK TAKE
Why Canada Should Be the World’s Leading Resource Economy
Canada sits on a treasure trove most countries can only dream of. We’re the second-largest country by land mass, with the world’s third-largest proven oil reserves (about 168 billion barrels, mostly in the oil sands), the largest potash reserves (1.1 billion tonnes), second-largest uranium reserves, and top-tier deposits of nickel, cobalt, graphite, lithium and dozens of other critical minerals essential for batteries, EVs and clean tech.
The Toronto Stock Exchange and TSXV list roughly 40% of the world’s public mining companies and raise nearly half of global mining equity capital.
We have world-class infrastructure, a highly skilled workforce, and cutting-edge oil & gas technology that makes us one of the most responsible producers on the planet. Yet we’re leaving this wealth in the ground.
Despite all these advantages, Canada punches far below its weight in resource development.
Projects take 10-15 years to approve (versus 2-3 in Australia), drowned in overlapping federal-provincial red tape, endless consultations, and ever-shifting environmental rules.
The result? Billions in lost investment, thousands of unrealized jobs, and a shrinking share of global markets. Worse, policy actively discourages capital. Our capital gains inclusion rate now taxes successful resource
investors at punishing levels, while retail investors – the lifeblood of junior mining – sit on the sidelines.
Flow-through shares are a smart incentive (100% tax deduction for exploration dollars put in the ground), but they’re too limited. Expanding and supercharging flow-through would unleash a flood of Canadian money into discovery, turning prospects into mines and paychecks, and tax revenue.
A thriving resource sector doesn’t just create wealth – it supplies the building blocks for everything else.
Canadian nickel and cobalt go into EV batteries; our potash feeds the world; our oil and natural gas provide affordable energy for homes, factories, and manufacturing. Speaking of energy, as one of the world’s top producers we should have among the lowest gasoline and natural gas prices on the planet.
Residential natural gas in North America remains a fraction of Europe’s, yet Canadian drivers still pay 30-50% more at the pump than Americans because of high federal and provincial fuel taxes. That’s money leaving Canadians’ pockets when it could stay here fueling growth.
It’s time to flip the script. Streamline approvals, cut the regulatory burden, lower taxes on resource investment, and enhance flow-through incentives. When we put money in the ground, we get mines, jobs, exports, and the raw materials the world desperately needs – all while upholding the highest environmental standards. Canada isn’t just a resource economy.
We have everything to be the resource superpower. We just need the political will to act like it.
TakeStock Multibaggers — TS30
News from some of our 5-50 baggers
EPL — Eagle Plains Provides Update on Uranium City Uranium Projects and Announces Hiring of Andrew Wilson as Investor… Read more
BYN — Banyan Gold Commences Fully Funded 40,000+ Metre Diamond Drill Program at AurMac Project, Yukon. Read more
ARG — Amerigo Reports Record Q4-2025 Operational Results, Exceeds Revised 2025 Production Target and Provides 2026 Guidance. Read more
GOT — Goliath Reports Numerous High-Grade Intercepts Including 24.16 g/t AuEq Over 7.00 Meters, Grade Values Increased By … Read more
SIG — Sitka Commences 60,000 Metre Diamond Drilling Program at its Flagship RC Gold Project, Yukon. Read more
MTH — Mammoth announces gold recoveries of 87% from bottle roll tests on coarser-fraction material … Read more
KDK — Kodiak Regional Exploration Highlights Potential for Resource Expansion and Identifies Targets at MPD Copper-Gold Project. Read more
ASTR — Astra Intersects 1,286 g/t Silver and 9.0 g/t Gold Over 3.1 Metres; Extends High-Grade at Depth and Along Strike at La Manchuria Project, Argentina. Read more
BROKER TALK
Beer, Bullion, and the Big Bid
The wind is currently howling down Stephen Avenue with the kind of spiteful chill that makes you wonder why our ancestors didn’t just keep walking south until they hit Cabo. I’m sitting here in my office, staring at a terminal that has spent the last three years bleeding red, nursing a lukewarm coffee and wondering if my dry cleaner will ever get the scent of pub sliders out of my favorite blazer.
But then, I remember a month back in Vancouver. And suddenly, I’m feeling—dare I say it?—bubbly.
Welcome to the inaugural “Broker Talk.” I’m your eyes and ears on the ground (and occasionally in the gutter) of the Canadian resource market. For those of you who’ve been hiding under a rock—hopefully a rock with at least five grams per tonne of gold—Vancouver Mining Week wasn’t just a conference this year. It was a goddamn exorcism.
For years, those hotel ballrooms felt like a wake. We’d sit around sipping overpriced water, talking about “capital preservation” and “strategic pivots,” which is just broker-speak for “we’re broke and nobody is buying our dirt.” But this year? The froth was back, and I’m not just talking about the head on the Granville Island lagers that were flowing like a broken tailings dam.
The mood was electric. It was the first time in a decade I didn't have to apologize for being a gold bug. People were actually smiling. Up and down Howe Street, the suits were buzzing, the geologists were bragging, and the beer was cold. There’s a specific kind of magic that happens when the gold price starts flirting with all-time highs and the junior miners finally get a bid. It’s like the whole city of Vancouver collectively remembered that we’re actually quite good at finding shiny things in the ground.
Don't get me wrong—I’m a Calgary broker. I’m paid to be cynical. I’ve seen more “world-class discoveries” turn into expensive gravel pits than I care to count. My blood pressure rises every time a CEO mentions “synergistic opportunities” while their stock is trading at four cents. We’ve been through the ringer. We’ve watched the TSX-V languish while the tech bros chased pixels and AI dreams.
But gold? Gold is real. You can’t print it, and you certainly can’t hallucinate it with an algorithm.
The juniors are finally waking up. I spent half my time in Van dodging promoters, but the other half was spent looking at real assays, real core samples, and real excitement. We’re seeing money move back into the sector— institutional money, not just my cousin Vinny looking for a 100-bagger. The sentiment has shifted from "How do we survive?" to "How big can this get?"
So, as I sit here in the Calgary gray, looking at a gold chart that looks like a stairway to heaven, I’m feeling optimistic. Or maybe it’s just the lingering effects of those hospitality suites. Either way, the Venture isn't a graveyard anymore; it’s a construction site.
Get your hard hats on. It’s going to be a wild year.
See you on the street,
— Your Calgary Connection
TakeStock Multibaggers — TS30
More TS30 news
VCG — Visionary Commences Phase 1 Exploration Drilling at the Gold/Copper/Zinc/Silver Pt. Leamington Deposit in Central Newfoundland… Read more
API — Appia Reports Diamond Drilling on ULTRA HARD ROCK Carbonatite Target Intercepts 300m at 2.55% Total Rare Earth Oxide from Surface Including 1.7m at 14.27% TREO in Goias, Brazil… Read more
YARR — Pirate Gold Initiates Project Scale Geophysical Surveys and Provides Project Updates… Read more
FDY — Faraday Copper Announces up to C$100 Million Private Placement with Participation by the Lundin Family Trust and BHP… Read more
ANK — ANGKOR Resources commences trenching program at CZ gold prospect, Ratanakiri Province, Cambodia… Read more
CUAU — Forte Minerals Corp Exhibits at PDAC 2026, Highlighting the Alto Ruri Project’s High-Grade Potential Near Barrick’s Pierina Mine… Read more
ITR — Integra Provides 2026 Guidance and Three-Year Outlook Highlighting Production Growth at Florida Canyon Gold Mine… Read more
SCOT — Scottie Reports Broad and High-Grade Gold at the Blueberry Contact Zone 14.4 g/t Gold over 40.75 metres and 42.5 g/t Gold over 4.40 metres… Read more
CUU — Copper Fox Commences PEA and Groundwater Flow Modeling to Support Future Permitting at Van Dyke ISCR Project Read more
BEX — Benton Announces Appointment of Darin Wagner as Special Advisor and Provides Exploration Update Read more
RANDOM WALK
.. in the park
The Great Jurisdictional Arbitrage
Perched on a terrace overlooking the ancient vineyards of Kutaisi—the heart of Colchis where Jason and his Argonauts once sought the Golden Fleece c.1300 BC — there’s a certain allegorical depth to this vista. As someone who has spent decades at the corporate grist mill, but also out on the frontiers, the legend of the Fleece (a gold-trapping sheepskin) is perhaps the oldest "junior mining" story on record.
But while the Argonauts came for the plunder, our modern venturer seeks tranquility with good bandwidth. Today, this corner of the Republic of Georgia has become a sanctuary for a new breed of traveler: professional vagabonds and digital knights-errant.
My perspective is forged in the school of country risk. I learned early that a spectacular gold grade means nothing if the local Ministry decides your social license has expired. And of late, I’ve noticed a curious inversion: the "safe" Western jurisdictions we once championed are beginning to exhibit the same capricious, ossified, and extractive behaviors that used to be the hallmark of unstable frontier markets (e.g. Economic freedom declining in Canada).
Welcome to the inaugural edition of Random Walk. In this monthly column we’ll wander through the rubble of the current global polycrisis—from the slow-motion collapse of fiat prestige to the fraying of the social contracts we once took for granted. Plus or minus the odd roadside stop to check the pulse of Pax Americana.
We are entering the era of the Sovereign Individual, first theorised at the advent of consumer internet back in 1997 . Modern or what might be called fourth-wave nomadism isn't just about young tech-waifs in Bali. It is a strategic, rational movement of human capital. It’s the realisation that in a world of digital connectivity, one’s loyalty to a single flag is often a one-way street.
Freedom-oriented individuals are no longer "investing" in a country, they’re "subscribing" to it. If the service is poor, the taxes are usurious, and the streets are unsafe, they cancel the subscription. Or certainly keep some alternative options to-hand. This is the ultimate jurisdictional arbitrage: Go Where You Are Valued Best SM
"Valued" being the operative word. It transcends mere treatment to imply a mutual recognition of worth between the individual and the state. Whether it’s securing residency in the Caucasus, a golden visa in the Med, new frontiers in Africa, or simply unbundling your life from a single point of failure: the "Backup Plan" has moved from the fringe to the boardroom.
The world is a vast menu of options, yet most people remain stuck on the appetizer they were served at birth.
Over the coming months we will explore how to navigate this peripatetic lifestyle—balancing the cold logic of optimization with the need for a place that actually appreciates your presence.
The "Random Walk" begins here. I suggest you pack light — the exits are getting crowded.
Nxt30 - Tabletalk
Scanning the horizon
FEATURE
Hybrid Power Solutions
Clean energy, built to get dirty. Rugged battery power for Canada's toughest sites.
Hybrid Power Solutions Inc. (CSE: HPSS), a Canadian clean energy innovator founded in 2015, specializes in rugged, portable lithium-ion battery systems and hybrid microgrids that eliminate reliance on diesel generators.
Products like the Batt Pack series (3-7kW portable units), Spark Cube (up to 24kW for heavy-duty sites), and scalable TERRA systems (150kVA+) deliver silent, emission-free power for demanding environments, slashing fuel costs, maintenance, and carbon footprints while enhancing safety and reliability.
The company is aggressively expanding its footprint across key sectors:
Construction: Replacing noisy generators on residential and infrastructure sites, with recent deployments yielding significant savings for large firms and powering tools like welders and pumps without emissions.
Transit: Major Canadian public transit agencies have placed repeat orders for Spark and Batt Pack units, enabling extended underground maintenance shifts and productivity gains in confined spaces.
Defense: Tailored solutions for military drones, tactical operations, and law enforcement, leveraging high-capacity batteries for extended missions in harsh conditions.
Off-Grid: Mobile microgrids and portable packs ideal for remote mining, marine, and recreational applications, supporting everything from camps to emergency backup.
With a publicy-listed status, new manufacturing facilities, franchise solar networks, and pilot programs turning into fleet order— plus entry into U.S. utilities—the company’s growth potential is substantial.
As industries face mounting pressure to decarbonize amid rising energy costs and regulatory demands, Hybrid Power Solutions is positioned to capture a larger share of the booming battery storage market, driving sustained expansion in these high-demand sectors.
TAKESTOCK Media spotlights emerging cleantech leaders like Hybrid Power Solutions, where innovation meets real-world industrial needs for a greener future.
Visit hybridps.ca for more information.
UPCOMING EVENTS
TAKESTOCK Investor Series 2026
stay tuned for news about forthcoming shows and your opportunity to grill execs, network, compare notes and so much more!
Calgary Investor Forum
June 3rd
TS|S Sampede Forum & Festivities
June 30th
Calgary Investor Update
Nov 4th