Jimmy Lederer @JimmyLederer2

@RealRickRule Not in my life unfortunately…

We had the pleasure of hosting Silver Storm Mining for dinner on July 23, where CEO Greg McKenzie presented the company’s strategy to restart the past‑producing La Parrilla silver complex in Durango.

We had the pleasure of hosting Myriad Uranium for lunch on July 16, where CEO Thomas Lamb presented the company’s strategy to develop high grade uranium assets in the United States.

It was a real privilege to finally meet Rick Rule in person after years of following his insights and learning from his deep experience in resource investing. Rick’s clarity, conviction, and long-term thinking have shaped the way I approach markets and more importantly, how I think about people, cycles, and value. I’m grateful for the chance to shake his hand, thank him, and continue building in the space he helped pioneer. Appreciate all the wisdom, Rick.

tiktok.com/@trinityfinanc…

📽️ Missed the Highland Copper webinar with CEO Barry O’Shea? Catch the full replay now. Hear directly from management on the company’s path to production. 🎯 Watch here: youtube.com/watch?v=sNWNpA… $HI $HIG.V #Copper #MiningStocks #WebinarReplay #HighlandCopper

Hosted an investor lunch with Astra Exploration, showcasing their gold-silver project in Chile. Great turnout and strong interest! #InvestorLunch #AstraExploration #TrinityFinancing

We had the pleasure of hosting Blue Moon Metals for lunch on June 16, where President and CEO Christian Kargl-Simard delivered an engaging presentation on the company’s diversified portfolio of critical mineral assets across North America and Europe. trinityfinancinginvestments.com/post/trinity-f…

I’m hosting a webinar on June 26 with CEO of Highland Copper Barry O’Shea. He will give a quick update on the company’s projects and take questions live. Let me know if you need assistance signing up. lu.ma/zvmw1h0f

Zombie companies. You know the ones. They haven’t grown in years. Burn rate is barely smoldering. IR is silent. The only thing keeping them alive is a couple of legacy shareholders and a CEO who’s “exploring strategic alternatives” for the 17th quarter in a row. At some point, it’s not a turnaround story. It’s a slow funeral. If your company’s been surviving on 6-month bridge loans and hope—maybe it’s time to stop “repositioning” and start accepting reality. 📌 Not every ticker deserves a heartbeat. 📌 Not every “pivot” is progress. 📌 And no, doing a 10-for-1 rollback and calling it a fresh start doesn’t count as innovation. We need to normalize shutting it down when the story’s over. Investors deserve better than endless dilution and no direction. Let capital go where it has a shot at creating real value. Hard pill to swallow? Maybe. But better than keeping your company on life support while everyone pretends it’s just “early days.” #ZombieCompanies #CapitalMarkets #MicrocapRealityCheck #InvestorCapitalMatters #DoTheRightThing

People like to panic when Washington looks like a circus. I see opportunity. The Trump administration’s unpredictability on trade policy isn’t just chaos for the sake of headlines it’s one of the most powerful tailwinds we’ve seen for commodities in over a decade. When the global order gets shaken, smart capital doesn’t hide. It rotates. And it rotates into hard assets. Gold has been on a heater every time there’s a tariff tweet or trade war soundbite. It’s not about politics it’s about instability. Markets hate it, metals love it. Silver? Same story, with more volatility and more upside when retail starts paying attention. Copper? Look what happens every time there’s tension with China. Infrastructure promises soar, inventories get squeezed, and suddenly copper is back on every fund manager’s radar. This isn’t a one off trade. It’s a cycle. And it’s just warming up. Keep an eye on the noise, but invest in the signal. Real assets. Scarcity. Materials the world can’t digitize. Gold, silver, copper, lithium, uranium… they’re not just hedges anymore. They’re the main event

☢️ Uranium Isn’t Overhyped… It’s Underowned While most of the market moved on after the spot price cooled, I’ve been digging into Q1 updates from junior uranium developers and producers. The disconnect between equity sentiment and fundamental progress is widening… again. Here’s what I’m seeing: •Many juniors still trade below 2021 levels despite higher U₃O₈ prices and tighter supply •Utilities are back in the market signing long-term contracts not for press releases, but for security of supply •Developers have advanced permitting, locked in offtakes, and cleaned up capital structures quietly •A few have strategic investors or sovereign backers you won’t hear mentioned on CNBC Meanwhile, most investors are chasing whatever AI name dropped “nuclear compute” into their 10Q. That’s fine. But if you’re in the business of identifying real optionality, this is where the inefficiency lives. Start with uranium names under $500M market cap with: •Exposure to Tier 1 jurisdictions (Canada, U.S., Namibia, Kazakhstan) •Funded development pathways or near-term catalysts (feasibility, contracts, restarts) •Tight share structures and no promo hype You’ll find a few tickers trading like they’re running out of time when in fact they’re just getting closer to the starting line. #Uranium #EnergySecurity #CriticalMinerals #ContrarianInvesting #DeepValue #SmallCapMining #CapitalMarkets #UndiscoveredEquity

@Frank_Giustra Exactly. The percentage moves depend on the timeframe you choose but the takeaway is the same gold holds its value while fiat leaks it. It’s not about price action, it’s about purchasing power. Gold is the benchmark. Everything else is noise. Right as usual Frank.

@RealRickRule Agreed Rick. If it were almost anyone else I’d be skeptical. But with the Lundins you take it seriously. This is shaping up to be one of the most important copper gold discoveries on the planet right now.

Markets are confused. Rates are sticky. Liquidity is selective. And yet, good stories are still getting funded. We’re in an environment where capital doesn’t chase hype anymore. It chases credibility, cash flow, and conviction. I’m seeing deals get done, but only when the right story gets in front of the right room. That’s the edge now: relationships and real access.

The Golden Dome sounds great, but how will we pay for it? Trump estimates the construction cost at $175 billion. Given the government's track record on cost estimates, the actual cost will likely exceed $500 billion. Yet only $25 billion is included in the Big, Beautiful Bill.

AI Valuations and the Value of Substance There is no question that artificial intelligence is transforming the way we live and work. But the capital markets seem to be skipping a few chapters. Some early-stage AI companies with limited revenue and unproven tech are raising fifty to one hundred million at valuations close to half a billion or more. At the same time, established mining and biotech companies with tangible assets, cash flow, and decades of expertise are trading at deep discounts. Innovation deserves funding. But so does substance. A junior mining company sitting on real near term production or a biotech firm with strong clinical data should not be overlooked just because they are not part of the current narrative. As investors, we should be asking ourselves whether we are allocating capital based on potential or based on story. The best returns often come from sectors that are out of favor but grounded in fundamentals. Cycles always rotate. When they do, real value tends to rise to the surface. #Investing #CapitalMarkets #AI #Mining #Biotech #Valuations #PrivateEquity #GrowthCapital #ValueInvesting #Fundamentals #ArtificialIntelligence #MarketCycle #EmergingCompanies #InstitutionalInvesting

This kind of miscarriage of justice sends a clear message to law enforcement: if officers risk their lives only to be left unprotected by the system, why would anyone step up? There won’t be any cops left willing to do their jobs if this keeps happening. That’s not just a tragedy for one city or country, it’s a crisis for society as a whole.

The dollar’s decline isn’t about politics it’s about decades of unchecked spending and money printing. No president, no party, can reverse that structural trend without real fiscal discipline, and we haven’t seen any signs of that yet. Long term, investors have to prepare for a weaker dollar no matter who sits in the White House.

The slogan sounds good, but slogans do not rebuild supply chains or fix decades of offshoring. If we want “Made in America” to mean something, we need REAL investment, not just rhetoric. Energy, labor, capital all have to be competitive again. Otherwise we are just slapping a flag on imports and calling it victory.