Northern Dynasty Minerals Ltd (NDM)

Wrote to Lee Zeldin, Administrator of EPA this morning, and let him know the USA is seriously running LOW on Munitions and Armaments...... Also, highlighted that he should put a high effort in getting the Nak Permit issued......... Ended my message to him, "Is the USA waiting for another Pearl Harbor????????????????"

https://www.nbcnews.com/politics/national-security/defense-industry-leaders-preparing-meet-trump-worries-grow-missile-sup-rcna349289

Why all the selling today and the past week? No one wants to own a company with the largest gold and copper deposits in the world.

COPPER, COPPER, COPPER!!!!!!!!!!!!!!!!!!

https://www.kitco.com/news/article/2026-06-04/deglobalization-sparks-race-strategic-resources-driving-gold-and-copper

https://www.telegraph.co.uk/business/2026/06/02/gold-overtakes-us-bonds-as-worlds-favourite-investment/

You got that right Sherman. What we need is the permits.

Talk about a Long Shot................ Could there be a better deal in town when Price of Gold is $4,500.00 dollars per oz, and NAK stock at $2.29.................... It would be hard to TOP Pebble......... It is Massive, with GREAT POTENTIAL...............

The Pebble deposit contains an estimated 161 million ounces of gold equivalent — nearly twice Barrick’s total reserves.

Northern Dynasty’s market cap as I write this: approximately $985 million. Under $1 billion!!!!!!!!!!!!!!!!!!!!!!!!!!!!

That values NAK’s gold at roughly $6 per ounce in the ground..............................................

Barrick: $764 per ounce. NAK: $6 per ounce!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Have a feeling we've been Pillaged - question is by whom

Trump auditing Fort KNOX

Joe Kaplan........ Looks as though we are warming UP for that Run........ :>)

Board......... Here is an interesting description of a bare knuckles fighter that Howard Lutnick is, AND he is a SUPPORTER of Northern Dynasty Minerals........... It is a long read, BUT Glad he is on OUR SIDE..........

https://www.nytimes.com/2026/05/28/nyregion/lutnick-commerce-companies-business.html?unlocked_article_code=1.l1A.1t9D.pzQMt64r89jb&smid=url-share

just a quick few questions - would appreciate a non-pumping answer
assuming the legal situation favors nak, why would they instantly get a permit? plus, the eis imo, is no longer timely (done years ago), would they have to do a new eis, which takes years, before a "permit" is granted?
finally, i was under the impression that the local tribes hold the right of way to the proposed mine, and refused to allow its use. i'm fairly certain that you cannot declare eminent domain over reservation land - anyone know if i'm wrong re: eminent domain over reservation land

btw, i was long nak years ago when trump was first elected .... made a nice profit - but sold as soon as trump's son said he wanted to protect salmon fishing.

With a non restricted permit 30 is a given. Come on permit.

Love to see an explosion in the price equivalent to about 2011 when it went over 21 dollars a share
Gold was at a much much lower price than today.
Lookin for a blast to over 30

Now is the time to get in.

Radly...... Over Six months ago, Nak was .80, today Nak is at $2.07....... Slowly ascending...... The best is yet to come...........

Obviously some believe it will get permitted or nobody would be here.

Looks like no one believes this will get the permits. Not moved in 6 months

Earnings means they are mining.

WHERE IS THE ORACLE OF DOOM AND GLOOM, SCOTTRADER, NOW THAT NAK HAS HAD SUCH A STRONG TURN.............. HAS ANYONE SEEN THIS HAUNT WHO DENOUNCED, TORMENTED AND RIDICULED NAK AND SUPPORT STOCKHOLDERS FOR YEARS............ MAYBE HE GOT DEEP SIXED..................

GREAT NEWS!!!!!!!!!!!!!! Astonishing turnaround of C$61 million!!!!!!!!!!!!!!!!!! Now the Permit will be the clincher for Success........ I have been in this stock, in and out, over 12 years........ There has never been a EARNINGS rebound that I can recall........

Good news ....NAK first-quarter 2026 results showing net income of C$21.13 million
https://simplywall.st/stocks/ca/materials/tsx-ndm/northern-dynasty-minerals-shares/news/earnings-turnaround-and-agm-focus-could-be-a-game-changer-fo

A GOOD READ...............

https://greenbullresearch.com/the-trumps-secret-2-gold-mine-stock-jim-rickards-is-teasing/

https://wallstwatchdogs.com/the-2-gold-miner-sitting-on-1-trillion-worth-of-gold/?fid=1&tlid=14&utm_source=GoogleAds&utm_campaign=23809883932&utm_content=807258978239&utm_term=www.kitco.com&gad_source=5&gad_campaignid=23809883932

" EPA Administrator Lee Zeldin is highly supportive of Northern Dynasty Minerals and the development of the Pebble Project copper-gold mine in Alaska.Under Zeldin, the Environmental Protection Agency has taken actions signaling a DRASTICALLY DIFFERENTt approach to the mine than the prior administration, notably:Lawsuit Pause: Shortly after taking office, Zeldin's EPA agreed to a 90-day abeyance in the ongoing legal battle with Northern Dynasty. This pause was explicitly requested to give the new administration time to familiarize itself with the case and reconsider the agency's stance.Deregulation Agenda: Zeldin has focused heavily on the Trump administration's "energy dominance" and resource development mandates. This includes EASING RESTRICTION ON MINING operations and critical minerals extraction.Reversing Protections: The EPA and associated agencies have actively sought to UNDO previous Biden-era environmental blockades, moving to restore permitting pathways that previously stood in the way of Northern Dynasty’s Pebble Project.The company's leadership has welcomed this political shift, citing a "renewed sense of optimism" for the Pebble Project's future approvals process."

President Trump's Commerce Secretary, Howard Lutnick, is supportive of the Nak.............

"Commerce Secretary Howard Lutnick is supportive of Northern Dynasty Minerals. Through his former firm, Cantor Fitzgerald, Lutnick previously helped raise more than \(\$123\) million to help the company move forward with its controversial Pebble Mine project in Alaska."

President Trump's Chief of Staff is Susie Wiles................. The Chief of Staff is mentioned in the story of Nak that there is support for Nak...........

CURRENT UPDATE ON WHITE HOUSE.........
"White House Chief of Staff Susie Wiles has historically supported Northern Dynasty Minerals. She worked as a registered lobbyist for the company's subsidiary, the Pebble Partnership, where she was paid to lobby the Trump White House and the EPA on the company's behalf."

Holdings of Jane Street, Millennium Management, and Citadel are:

Jane Street: $17.2 Million dollars in Nak

Millenium Mgm't: $26.3 Million
13.3 Shares

Citadel: 3.3 Million shares

Joe Kaplan..... Here is the Nak update from Kitco..........

https://wallstwatchdogs.com/the-2-gold-miner-sitting-on-1-trillion-worth-of-gold/?fid=1&tlid=14&utm_source=GoogleAds&utm_campaign=23809883932&utm_content=807258978239&utm_term=www.kitco.com&gad_source=5&gad_campaignid=23809883932

Joe Kaplan
Copied the blind ad from KITCO.... It is not showing up on my paste..... Go to Kitco to check the information about Jane Street in the ad........


Joe Kaplan...... Here is an updated blind ad on NAK...... As you mentioned in your post, Jane street has a large position, and also highlighted in this ad..................

https://wallstwatchdogs.com/the-2-gold-miner-sitting-on-1-trillion-worth-of-gold/?fid=1&tlid=14&utm_source=GoogleAds&utm_campaign=23809883932&utm_content=807258978239&utm_term=www.kitco.com&gad_source=5&gad_campaignid=23809883932

Joe Kaplan...... Here is an updated blind ad on NAK...... As you mentioned in your post, Jane street has a large position, and also highlighted in this ad..................

https://wallstwatchdogs.com/the-2-gold-miner-sitting-on-1-trillion-worth-of-gold/?fid=1&tlid=14&utm_source=GoogleAds&utm_campaign=23809883932&utm_content=807258978239&utm_term=www.kitco.com&gad_source=5&gad_campaignid=23809883932

nice find... and yes it is essential to limit the abuse of
power that has been happening.

As I have mentioned before, up where I live, we have seen
the eco-terrorists working hard to prevent mines from being
permitted, from logging being done (logging equipment damaged
in a situation somewhere around 2-3 years ago), and a necessary
wolf hunt to reduce their population interfered with (the tags
offered up to take out a wolf were bought up in order to limit
the number hunters got, reducing the number of wolves taken
out to less than intended: and note, they are in my back yard so
we have to deal with them)

Yep, legislation to reign in the eco-terrorists is necessary. But as we
have long seen, it doesn't matter to them, for they will find their way
to interfering in some manner. Hell, we just had an org out of Chicago
indicating they were going to interfere in a state effort to manage a
large chunk of forest some 400 miles from Chicago. And we sure
as hell don't need them up here when we know whats good for the
health of the forest/land.

Time will tell..... 🏔️ NAK Nation — Friday Analysis Post 🏔️

Part Three of Three. The Legislative Stream.

The Permitting Reform Bills. And the argument I have been building toward all week.

If you have followed along since Monday you now understand the three streams. The court case before Judge… pic.twitter.com/jzWCCW6PGq— Marc Milette (@MarcMilette) April 24, 2026

The real issue is whether or not the mining plan will or won't protect
the environment. And that is what the REGULATIONS they have to
satisfy are supposed to be designed to do.

So if the regulations are met, if the mining plan is sound, let it happen.

If not, fix the regulations that are not stringent enough.

But just because your EMOTIONS are not supportive, that is NOT a reason
for the epa in this case to abuse their power and deny the permit.

Just read your latest on Rocket Lab. Much appreciate your take.

I don't share your views on the Pebble. Nor do many Alaskans https://www.reddit.com/r/AskAlaska/comments/1kh97ap/looking_for_opinions_regarding_the_pebble_project/

Which is why I still feel dirty for buying here last fall at 1.51. But, being selfish and liking green in my account, I have set aside my desire (just for this stock) that the environment needs to be respected and protected. did you know the asshat Trump kids.. (Well, Eric, for sure) oppose the Pebble as they have fished the area.

I'll feel better when I take my profits.

Zeldin was on Fox last night talking about the overregulation
that was done by the epa, how they are working to cut it down,
et al. Overall, he sounded like they were following thru on the
expectation of getting rid of the abuses overregulating that the
epa had developed a reputation of doing.

As far as where does NAK fit in to these activities? TBD'd...

Joe Kaplan...... When the Alaska Oil Pipeline was being considered back in the late 1960's early 1970's the same brick wall was built to prevent construction. It was not till 1973, President Nixon signed the AGREEMENT to have this Pipeline built, cutting ALL further opposition from The Environmental groups and Native People. What caused the final decision was the 1973 ARAB OIL cutbacks.

When you think of it today the USA is in the same situation...... Only now it is National Security for the USA with Rare Metals. The government gave away all the rights practically for miners to open new mines. Now President Trump sees the necessary changes to make it possible to bring domestic mines into production, and cutting out China's control. It is the same story retold only to generate Permits for mining now. President Trump needs to over power all of the OPPOSITION and get this Nak Permit underway, just as President Nixon did in 1973 for the Oil Pipeline....................................

Here is a brief followup of how the Oil Pipeline finally got its APPROVAL........

"Environmentalists still had the pipeline tied up in court in 1973 when Arab states declared an embargo on oil shipments to the U.S., plunging America into a serious energy crisis. Alaskan oil -- which some estimated could cut imports by one-third -- became a national security issue. In early November, President Richard Nixon signed the Trans-Alaska Pipeline Authorization Act, which prohibited any further legal challenges, and the pipeline forged ahead."

just one of my interesting questions to AI and the responses by AI............

what is the basis that NAK can reverse the denial by the epa ?

Northern Dynasty Minerals (NAK) and its subsidiary, the Pebble Limited Partnership, are pursuing a multi-pronged legal strategy in the U.S. District Court in Alaska to vacate the EPA's 2023 veto.Their primary arguments for reversing the denial include:1. Administrative Procedure Act (APA) ViolationsArbitrary and Capricious: NAK argues the EPA's decision was "arbitrary and capricious," meaning it was not based on a reasonable evaluation of the facts.Contradictory Evidence: They claim the EPA’s findings directly contradict the 2020 Final Environmental Impact Statement (EIS) prepared by the Army Corps of Engineers, which they argue should be the authoritative record.Predetermined Outcome: NAK asserts the EPA used an "illegal preemptive veto process" designed to reach a predetermined result rather than conducting an objective review.2. Statutory and Constitutional AuthorityExceeding Jurisdiction: The company argues the EPA exceeded its statutory authority under Section 404(c) of the Clean Water Act, interpreting its power too broadly.WOTUS Interpretation: Following the Supreme Court's Sackett v. EPA ruling, NAK argues much of the Pebble site no longer qualifies as "waters of the United States" (WOTUS), potentially stripping the EPA of its regulatory jurisdiction over the area.Statehood and Land Rights: They claim the veto violates Alaska's statehood rights and a 1976 land exchange approved by Congress, characterizing the ban as federal overreach on state land designated for mineral development.3. Economic and "Takings" ClaimsEconomic Impact: Proponents argue the EPA failed to properly consider the economic impact of blocking an estimated $800 billion mineral resource.Unlawful Seizure: In a separate "takings" case in the Federal Court of Claims, NAK alleges the veto constitutes an unlawful seizure of property, seeking compensation for the loss of development rights.Current Status:The briefing phase for the summary judgment challenge concluded in April 2024. Oral arguments are scheduled for June 25, 2024, which will determine if the court vacates the veto or allows it to stand.Would you like to know more about the legal timeline or the specific Supreme Court rulings affecting this case?AI responses may include mistakes. For legal advice, consult a professional. Learn more8 sitesPebble 404(c) Complaint - EPAApr 11, 2024 — For the reasons alleged hereinafter, EPA's Final Determination and its overbroad and unsupported prohibitions on the discharge of ...U.S. Environmental Protection Agency (.gov)Seeking to Vacate EPA's Illegal Veto and a Takings CaseMar 15, 2024 — One action, in Federal District Court in Alaska, seeks to vacate the Environmental Protection Agency's (“EPA”) veto of a developme...Northern Dynasty Minerals Ltd.Pebble Mine Update: Federal Court Deadline Looms as Alaska ...Feb 2, 2026 — The Legal Arguments Northern Dynasty's summary judgment filings challenge the EPA's veto on multiple grounds. Among the company's ...MidcurrentShow all

Took a position this morn for the following reason(s)

You look at NAKs 14 April response to the EPA filing, and they essentially
call the epa liars. distorters of the truth and abusers of power. Course, thats
what those with power do when they put their agenda over the rule of law, the
truth, et al. Something we are more than used to seeing the democrat/eco-terrorists
do (aka, see what just happened to the Virginia communists efforts to violate their
state Constitution). But I digress.

And why I took a position today? Started wondering, what IF the epa write up/filing
was so bad (as NAKs response indicated it was) that it gives the court little wiggle
room but to agree with NAKs position. What IF NAK is in a no-nonsense court, with
a judge who doesn't have their own agenda (as far too many do in our legal system
(put their intentionally because they will put agenda over the rule of law), and finally
calls out those in the epa for their abuse of power, lying?

Given its possible this could occur cause the ones that filed the epa brief have nothing
but their agenda to run with? I decided to finally take a small position just in case even tho
it will still be a year (more expected) before they would ever start mining.

And do expect that the eco-terrorists will only regroup if the epa is overturned and continue
to try to deny NAK the right to start no matter how far they have to go to find some way to try
and stop them.

IMHO......the differences in the rulings by the Army Corp of Engineers and the EPA are outrageous.
This alone points to a serious problem of opposing Pebble.

Joseph Kaplan, I searched on Google this evening, and found some wonderful information. The Discovery made in Alaska in the 1980's was PEBBLE GOLD PROJECT........... Looking on Google I came up with this Information:

From GOOGLE:
"The massive gold/copper discovery in Alaska often dubbed "THE FIND OF A GENERATION" or a similar superlative is the Pebble Project, located in the Bristol Bay region of Southwest Alaska. Significance: It is considered one of the largest undeveloped copper-gold porphyry deposits in the world, often described as a "find of a generation" due to its scale and potential to be one of the largest mines globally. Contents: The deposit contains an estimated 80 billion pounds of copper, 107 million ounces of gold, 5.6 billion pounds of molybdenum, and other valuable minerals, valued at hundreds of billions of dollars.Controversy."

THE mine in the Kitco story is PEBBLE, and the Washington Administration is working on a solution............

Sleep sound tonight Joseph...........

Joseph wait a moment, I have some information that pertains to this story that is very encouraging.

Sherman.....thanks for posting....seems Richards has been developing this narrative for a while now... have seen it a number of times....
Hoping he is on track and approval is in the cards....
Only seems right that at some point....$5,000 AU, $7,000 AU, or $10, 000 AU...that NAK will get approval.. and even with approval today AU might be a 10000 before mining ops commence......
and.....it is just too massive an asset to ignore.
FYI..... side note ...noticed that one of the bigger institutional owners of NAK was JANE STREET...
which I found interesting only b/c they have huge revenues / profits in their last earnings announcement. ......

NAK Board, I came across this story on Kitco tonight, and it seems to parallel Northern Dynasty........ The timeline and Gold/Copper bounty sounds the same.
If so, Could be some magnificent News up ahead...............

https://www.theprofadvocate.com/lp/gm-1?aff_sub=a_pd-goldmine_aw_display_con_stb-gold-kw_lead_-_tpa&account=2405451705&source=adwords&campaign=23737365793&adgroup=190355134970&device=c&devicemodel=&aff_sub5=EAIaIQobChMI4Oqq-rOolAMVX76mBB0MPjk8EAEYASAAEgKIqvD_BwE&aff_sub2=www.kitco.com&code=c10c5qGsT&gad_source=5&gad_campaignid=23737365793

Lake Victoria Gold Mobilizes Rigs for Sterilization Drilling at Imwelo as Project Advances Toward ProductionMay 7, 2026 11:00 AM
PR Newswire (Canada) Issued on behalf of Lake Victoria Gold Ltd.USANewsGroup.com News CommentaryVANCOUVER, BC, May 7, 2026 /CNW/ -- Companies mentioned: Lake Victoria Gold Ltd. (TSXV: LVG) (OTCQB: LVGLF) (FSE: E1K), Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM), Integra Resources Corp. (NYSE-A: ITRG) (TSXV: ITR), Northern Dynasty Minerals Ltd. (NYSE-A: NAK) (TSX: NDM), Contango Silver & Gold Inc. (NYSE-A: CTGO) (TSX: CTGO). Key Takeaways:Reverse circulation drill rigs are mobilizing to site at Lake Victoria Gold's Imwelo Project this week, with a ~21-day, ~1,050-metre sterilization program scheduled to begin mid-May ahead of construction.The financing stack is structured and advancing toward close: a US$25 million gold loan facility from Monetary Metals (non-dilutive, repayable in gold) plus a fully committed C$3.8 million convertible debenture financing.Imwelo is fully permitted for mine construction and production, with metallurgical testing confirmed gold recovery rates of up to ~97% in metallurgical testwork using conventional methods.Tanzania has formally begun incorporating its 16% statutory free-carried interest in the Tembo mining licences, signalling regulatory progress on Lake Victoria Gold's second 100% owned project.Macro setup: J.P. Morgan projects gold pushing toward $5,000 per ounce by Q4 2026; State Street's April 2026 Gold Monitor reports sovereign gold reserves at an all-time high of 2,309 tonnes; the World Gold Council expects another ~850 tonnes of central bank gold purchases through 2026.When global mine output is hitting a wall and central banks are buying every available ounce, the developers that already have a permit, advancing funding, and crews on site stop looking like junior miners and start to attract increased market attention as potential contributors to future supply. That is the lane Lake Victoria Gold Ltd. (TSXV: LVG) (OTCQB: LVGLF) (FSE: E1K) is now operating in.This week, the Company announced that reverse circulation ("RC") drill rigs are mobilizing to the fully permitted Imwelo Gold Project in Tanzania, with a ~21-day, ~1,050-metre sterilization drilling program scheduled to commence mid-May. The work is a defined pre-construction workstream — designed to confirm that planned plant, accommodation, and support facilities are not sitting on potentially mineralized ground that would later create a sterilization headache. Results will inform final site layout, engineering design, and the development sequencing that bridges the project from permitting to construction.Planned drilling includes ~500 metres at the proposed plant area (10 holes to ~50m depth), ~550 metres at the accommodation and stores area (11 holes to ~50m depth), and additional testing of NW and EW trending magnetic anomalies. The program is expected to be completed within approximately three weeks.Marc Cernovitch, President & CEO of Lake Victoria Gold, on the program:"Mobilizing drill rigs to site marks another important step as we advance Imwelo toward development and construction. This program is focused on de-risking the project at the infrastructure level, ensuring that key facilities are optimally located ahead of construction. With engineering work progressing in parallel, we continue to move Imwelo forward in a disciplined manner toward near-term production."Financing Strategy Supporting Near-TermConstructionEarlier this year, Lake Victoria Gold closed a binding term sheet for a gold loan facility worth up to US$25 million from Monetary Metals, backed by up to 6,000 ounces of gold. The Company also locked in a fully committed C$3.8 million convertible debenture financing led by a long-term significant shareholder. Together, the deals provide a clear pathway to fund near-term development activities and advance the project toward construction.The Monetary Metals gold loan is non-dilutive and production-linked. Repayment comes in gold ounces, not cash, so the facility scales naturally with output. The convertible debenture carries a 5.0% annual interest rate, converts at $0.31 per share, and includes half-warrants exercisable at $0.40. For a developer at this stage, the structure is purpose-built to advance the project without flooding the market with new shares.Imwelo's Technical Foundation Is Already In PlaceImwelo has confirmed gold recovery rates of up to approximately 97% in metallurgical testwork using conventional methods. A completed drill program at Area C returned grades including 11.88 g/t gold over 1.33 metres from 169.75m and confirmed mineralization extending well beyond the current pit design at depth and laterally. Geotechnical and specific-gravity studies have supported potential consolidation of Area C into a single open-pit design — a structural simplification that could improve the project's economics and reduce execution complexity.Tembo: The Optionality LayerLake Victoria Gold's 100% owned Tembo Project sits adjacent to Barrick's Bulyanhulu Mine and has more than 50,000 metres of historical drilling on it. Recent surface artisanal sampling returned grades up to 35.45 g/t gold. Tanzania's government has formally begun incorporating its statutory 16% free-carried interest in the Tembo mining licences — a required regulatory step that signals the project is advancing through the country's established framework.The Company advancing toward a binding toll-milling agreement with Nyati Resources, a well-established Tanzanian operator, to begin toll milling at Tembo. That deal would allow Lake Victoria Gold to process material through an existing facility, potentially opening a pathway to early cash flow without heavy upfront capital spending.Strategic Backing and Insider AlignmentLake Victoria Gold counts Barrick Gold among its strategic equity investors and the Taifa Group — Tanzania's largest mining contractor, with over 30 years of in-country experience and longstanding work for Petra, De Beers, Barrick, and AngloGold Ashanti — as a strategic partner. Through its wholly Tanzanian-owned subsidiary Taifa Mining, the Group has agreed to take an equity stake in the Company and will conduct contract mining and civil works for the Imwelo Project. Taifa owns the largest fleet of mining equipment in Tanzania.Management, directors, and strategic partners collectively own more than 60% of outstanding shares — an unusually high alignment ratio for a name at this development stage.NOTE: For a Cautionary Note on Production Decision, please see the Disclaimer below.In other industry developments and happenings in the market include:Agnico Eagle Mines Limited (NYSE: AEM) (TSX: AEM) reported first quarter 2026 results, including record quarterly operating margins and adjusted net income.Payable gold production in Q1 was 825,109 ounces — approximately 24% of the mid-point of full-year guidance — at production costs per ounce of $1,158, total cash costs of $1,093 per ounce, and all-in sustaining costs of $1,483 per ounce. Solid production combined with realized gold prices of $4,861 per ounce delivered net income of $1,695 million ($3.39 per share) and record adjusted net income of $1,706 million ($3.41 per share). Free cash flow was $732 million in the quarter. Fitch Ratings upgraded Agnico Eagle's long-term issuer default rating from BBB+ to A in April 2026."We delivered a solid start to 2026, achieving record operating margins while production and costs tracked well to plan," said Ammar Al-Joundi, Agnico Eagle's President and Chief Executive Officer. "We are excited by the strong progress across our industry leading growth pipeline and are beginning to look beyond the 20–30% production growth already expected over the next decade, with our recently announced proposed acquisitions in Finland marking a milestone in our next phase of long-term growth."Integra Resources Corp. (NYSE-A: ITRG) (TSXV: ITR) on April 23, 2026 reported first quarter 2026 production results from its Florida Canyon Mine in Nevada, including gold production of 12,635 ounces and a record mining rate of 76,800 total tonnes per day, while strengthening its balance sheet with $105.6 million in cash following a $61 million bought deal financing.The company has allocated $62–$68 million in sustaining capital for 2026, focused on capitalized waste stripping, mobile fleet upgrades, and infill drilling to position the mine for improved cost performance in subsequent years."The first quarter of 2026 marked a period of strong operational progress at Florida Canyon, with record mining rates and the successful ramp-up of our Phase IIIB leach pad. While gold production in the quarter reflects temporary constraints, the deferred ounces are expected to be recovered over the balance of the year. Importantly, we maintained our full-year production guidance, underscoring our confidence in the operation," said CEO George Salamis of Integra Resources.Northern Dynasty Minerals Ltd. (NYSE-A: NAK) (TSX: NDM) is actively contesting the EPA's Clean Water Act veto of its Pebble Project in Southwest Alaska. On April 14, 2026, plaintiffs filed response briefs in Alaska Federal Court challenging a Department of Justice brief filed February 17, 2026, and on April 23, 2026, the Federal District Court scheduled oral argument for June 25, 2026.The Pebble Project, located 200 miles from Anchorage, represents one of the largest undeveloped gold-copper-molybdenum deposits in the world, with the company maintaining it could generate significant revenue for Alaska and the broader U.S. economy."Our strategy has always been grounded in a solid legal case that this veto was illegal, and a high level of confidence that the court will agree with us," said Ron Thiessen, President and CEO of Northern Dynasty Minerals. "The flaws in this brief only increase that confidence."Contango Silver & Gold Inc. (NYSE-A: CTGO) (TSX: CTGO) announced a $9.0 million cash distribution from the Peak Gold JV and outlined a fully funded 2026 exploration program.The 2026 program includes a sustained underground drill program at Lucky Shot in Alaska to support a Feasibility Study due H1 2027, pivotal infrastructure construction and permitting at the Johnson Tract Critical Metals project, and an updated Mineral Resource Estimate at the Kitsault Valley project followed by a comprehensive drilling program supporting a preliminary development plan due H1 2027. Total planned 2026 drilling is approximately 60,000 metres across the portfolio. The company began trading on the Toronto Stock Exchange on April 13, 2026 under symbol CTGO, while continuing to trade on NYSE American."The $9 million cash distribution from the Peak Gold JV underscores the unique strength of our business model — using cash flow from our producing mine operations to fund the aggressive advancement of our 100%-owned assets," said Rick Van Nieuwenhuyse, the Company's Chief Executive Officer. "We are hitting the ground running in 2026 with the strongest balance sheet and the most aggressive operational schedule in our Company's history."CONTACT:
USA NEWS GROUP
info @acblanke1DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group, Inc. (MIQ). MIQ has been paid a fee for Lake Victoria Gold Ltd. advertising and digital media. There may also be 3rd parties who may have shares of Lake Victoria Gold Ltd. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of Lake Victoria Gold Ltd and reserve the right to buy and sell, and will buy and sell shares of Lake Victoria Gold Ltd. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, has been approved by Lake Victoria Gold Ltd. Technical information relating to Lake Victoria Gold Ltd. has been reviewed and approved by David Scott, Pr. Sci. Nat., a Qualified Person as defined by National Instrument 43-101. Mr. Scott is a registered member of the South African Council for Natural Scientific Professions (SACNASP) and is a Director of Lake Victoria Gold Ltd., and therefore is not independent of the Company.Cautionary Note on Production Decision:Although Imwelo has been the subject of JORC-compliant PEA, PFS and updated PFS work, these foreign-code studies are not current under NI 43-101. The Company has not completed a feasibility study on Imwelo that establishes mineral reserves demonstrating economic and technical viability and is not treating the JORC-based estimates or analyses as current under CIM Definition Standards. Any decision to commence production is not based on a feasibility study of mineral reserves and therefore involves increased uncertainty and a higher risk of economic and technical failure. There is no certainty that the planned low-capex open-pit operation will be economically viable or that production will occur as anticipated. Risks include, without limitation, variations in grade and recovery, unexpected geotechnical or metallurgical challenges, cost overruns, funding availability, and operational, regulatory, or permitting risks. This is a paid advertisement, we currently own shares of Lake Victoria Gold Ltd. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2838876/5958291/USA_News_Group_Logo.jpg  View original content to download multimedia:https://www.prnewswire.com/news-releases/lake-victoria-gold-mobilizes-rigs-for-sterilization-drilling-at-imwelo-as-project-advances-toward-production-302765617.htmlSOURCE USA News Group Original: Lake Victoria Gold Mobilizes Rigs for Sterilization Drilling at Imwelo as Project Advances Toward Production

In terms of abundance in the Earth's crust, the rarest metals are: gold, platinum, osmium, iridium, palladium, ruthenium, rhodium, tellurium and RHENIUM........................... These metals are different from Rare Earth Elements, which aren't actually rare in terms of abundance, but are rarely found in concentrated ore deposits.

Any NAK never ever perma bears out there.... just to keep things interesting and entertaining.
Gotta wonder how the perma bears make any dinero on their positions,

On the court date, nice to see the news that the filings are
completed, and they can proceed with out further 'delaying'
tactics.

And speaking of the eco terrorists? Our states DNR just filed to
have a large tract of forest harvested with some of it clear cut to
help keep the forest healthy and the fire danger down. And of
course, the eco terrorists are crawling out of the woodwork
with their canned 'reasons' to oppose. And the most interesting part
is to see something out of the Chicago area (approx 450 MILES from us)
getting involved.
SOBS need to be stopped. Come on NAK, hold the line and tell the
SOBs enough is enough. AKA, if we meet the regs, stop spreading and using
lies and an abuse of your power to thwart the use of our natural resources.

What would be nice to see happen is that NAK demands all the groups that have
caused them pain the last several years of delays/denial? That the LEADERS of
these orgs be told to sell your fossil fueled cars, that they have to go vegetarian ONLY
in their diet in order to prevent them from eating fish, cows, chickens (meat)
And on top of it, IF the court find an abuse of power did take place? That again, those
involved have to be identified and FINED heavily for doing so. IE, they can't be allowed
to just walk away from the damage they did.

Northern Dynasty: Alaska Court Moves Quickly, Setting Date for Oral Argument for June 25, 2026April 23, 2026 5:15 PM
ACCESS NewswireVANCOUVER, BC / ACCESS Newswire / April 23, 2026 / Northern Dynasty Minerals Ltd. (TSX:NDM)(NYSE American:NAK) ("Northern Dynasty" or the "Company") and its 100%-owned, U.S.-based subsidiary Pebble Limited Partnership ("Pebble Partnership") advise that in their Federal District Court litigation in Alaska seeking to vacate the EPA veto, all briefs by all parties have been filed and the court moved quickly to schedule oral argument (which includes answering all questions which may be asked by the court) for June 25, 2026.About Northern Dynasty Minerals Ltd.Northern Dynasty is a mineral exploration and development company based in Vancouver, Canada. Northern Dynasty's principal asset, owned through its wholly owned Alaska-based U.S. subsidiary, Pebble Limited Partnership, is a 100% interest in a contiguous block of 1,840 mineral claims in Southwest Alaska, including the Pebble deposit, located 200 miles from Anchorage and 125 miles from Bristol Bay. The Pebble Partnership is the proponent of the Pebble Project.For further details on Northern Dynasty and the Pebble Project, please visit the Company's website at www.northerndynastyminerals.com or contact Investor services at (604) 684-6365 or within North America at 1-800-667-2114. Public filings, which include forward looking information cautionary language and risk factor disclosure regarding the Company and the Pebble Project can be found in Canada at www.sedarplus.ca and in the United States at www.sec.gov.Ronald W. Thiessen
President & CEOU.S. Media Contact:
Dan Gagnier, Gagnier Communications (646) 569-5897Forward Looking Information and other Cautionary FactorsThis document includes certain statements that may be deemed "forward-looking statements" under the United States Private Securities Litigation Reform Act of 1995 and under applicable provisions of Canadian provincial securities laws. All statements in this document, other than statements of historical facts are forward-looking statements. Additional forward looking statements made by the Company under its continuous disclosure obligations include statements regarding (i) the development plan for the Pebble Project (ii) the right-sizing and de-risking of the Pebble Project, (iii) the design and operating parameters for the Pebble Project development plan, including projected capital and operating costs, (iv) the social integration of the Pebble Project into the Bristol Bay region and benefits for Alaska, (v) the political and public support for the permitting process, (vi) the ability of the Pebble Project to ultimately secure all required federal and state permits, (vii) the ability of the Company and/or the State of Alaska to challenge the EPA's Final Determination process under the Clean Water Act and ultimately the USACE's Record of Decision ("USACE ROD") through legal actions; (viii) exploration potential of the Pebble Project, (ix) future demand for copper, gold and other metals, (x) if permitting is ultimately secured, the ability to demonstrate the Pebble Project is ultimately commercially viable, and (xi) the potential addition of partners in the Pebble Project. Although NDM believes the expectations expressed in these forward-looking statements are based on reasonable assumptions, such statements should not be in any way be construed as guarantees that the Pebble Project will secure all required government permits or regarding the ability of NDM to develop the Pebble Project in light of the USACE ROD and its subsequent remand decision and the EPA's Final Determination, establish the commercial feasibility of the Pebble Project, achieve the required financing or develop the Pebble Project.Forward-looking statements are necessarily based upon a number of factors and assumptions that, while considered reasonable by NDM as of the date of such statements, are inherently subject to significant business, economic and competitive uncertainties and contingencies. Assumptions used by NDM to develop forward-looking statements include the assumptions that (i) the Pebble Project will obtain all required environmental and other permits and all land use and other licenses without undue delay, (ii) any feasibility studies prepared for the development of the Pebble Project will be positive, (iii) NDM's estimates of mineral resources will not change, and NDM will be successful in converting mineral resources to mineral reserves, (iv) NDM will be able to establish the commercial feasibility of the Pebble Project, and (v) NDM will be successful in its legal action against the EPA and the USACE and any action taken by the EPA in connection with the Final Determination will ultimately not be successful in restricting or prohibiting development of the Pebble Project.In addition, the likelihood of future mining at the Pebble Project is subject to a large number of risks and will require achievement of a number of technical, economic and legal objectives, including (i) the current development plan may not reflect the ultimate mine plan for the Pebble Project, (ii) obtaining necessary mining and construction permits, licenses and approvals without undue delay, including without delay due to third party opposition or changes in government policies, (iii) finalization of the mine plan for the Pebble Project, (iv) the completion of feasibility studies demonstrating that any Pebble Project mineral resources that can be economically mined, (v) completion of all necessary engineering for mining and processing facilities, (vi) the ability of NDM to secure a partner for the development of the Pebble Project, and (vi) receipt by NDM of significant additional financing to fund these objectives as well as funding mine construction. NDM is also subject to the specific risks inherent in the mining business as well as general economic and business conditions. Investors should also consider the risk factors identified in the Company's Annual Information Form for the year ended December 31, 2025, as filed on SEDAR+ (www.sedarplus.ca) and included in its annual report on Form 40-F filed on EDGAR (www.sec.gov), as well as the risk factors set out in the Company's subsequent public continuous disclosure filings available on SEDAR+ and EDGAR. For more information on the Company, Investors should review the Company's filings with the United States Securities and Exchange Commission at www.sec.gov and its home jurisdiction filings that are available at www.sedarplus.ca.The National Environment Policy Act Environmental Impact Statement process requires a comprehensive "alternatives assessment" be undertaken to consider a broad range of development alternatives, the final project design and operating parameters for the Pebble Project and associated infrastructure may vary significantly from that currently contemplated. As a result, the Company will continue to consider various development options and no final project design has been selected at this time.SOURCE: Northern Dynasty Minerals Ltd.View the original press release on ACCESS NewswireOriginal: Northern Dynasty: Alaska Court Moves Quickly, Setting Date for Oral Argument for June 25, 2026

Thanks for the info in your last two posts. Those are the reasons I believe NAK will be permitted soon. This is of course along with the fact that corruption is the only reason it is not already permitted.

🏔️⚡ $NAK: The Untapped Critical-Minerals Giant Sitting on One of the World’s Largest Rhenium Resources
Northern Dynasty Minerals ($NAK) controls one of the most strategically important mineral deposits on Earth — the Pebble Project in Alaska. Most investors know Pebble for its massive copper and gold endowment, but the real sleeping giant inside this deposit is something far rarer:

Rhenium — one of the most valuable, supply-constrained critical minerals in the world.
And Pebble contains a staggering amount of it.

According to Northern Dynasty’s published resource data, the Pebble Project holds:

2.6 million kg of rhenium in the Measured & Indicated categories

1.6 million kg of rhenium in the Inferred category

That’s 4.2 million kilograms of one of the rarest industrial metals on the planet — a resource that could reshape America’s strategic mineral independence.

This is the part of the $NAK story the market has barely begun to price in.

🌐 Why Rhenium Matters: A Critical Mineral for High-Tech, Aerospace, and National Security
Rhenium is not a common metal. It’s one of the rarest elements in Earth’s crust and is essential for:

High-temperature superalloys

Jet engine turbine blades

Aerospace components

Industrial catalysts

Advanced electronics

High-performance manufacturing

Because of its extreme heat resistance and structural stability, rhenium is used in aerospace, defense systems, and advanced propulsion technologies — sectors where reliability and performance are non-negotiable.

Global supply is tiny.
Demand is rising.
And the U.S. imports nearly all of it.

Pebble could change that.

🇺🇸 Strategic Importance: Rhenium Is a National-Security Mineral
The U.S. Geological Survey classifies rhenium as a critical mineral due to:

Extremely limited global supply

Heavy dependence on foreign sources

Essential use in aerospace and high-tech industries

Lack of domestic production

Pebble is one of the largest known undeveloped rhenium resources in the world.

In an era of supply-chain disruptions, geopolitical tension, and rising demand for advanced materials, a domestic source of rhenium is not just valuable — it’s strategically vital.

This positions $NAK as a potential cornerstone in America’s long-term critical-minerals strategy.

🔥 The Market Is Sleeping on Pebble’s Rhenium Value
Most investors only focus on Pebble’s copper and gold — which are enormous on their own — but the rhenium component adds a layer of strategic value that few mining projects can match.

Consider the setup:

Rhenium prices are historically high

Supply is extremely constrained

Demand from aerospace and high-tech sectors is rising

The U.S. has almost no domestic rhenium production

Pebble contains one of the world’s largest undeveloped rhenium resources

This is asymmetric upside at its finest.

$NAK trades like a speculative micro-cap, but the minerals it controls are globally significant.

⚡ Pebble: A Multi-Metal Powerhouse for the Energy Transition
Pebble isn’t just about rhenium. It’s also one of the world’s largest undeveloped sources of:

Copper (critical for EVs, solar, wind, and grid expansion)

Gold (a monetary hedge and industrial metal)

Molybdenum (used in steel, energy, and advanced alloys)

Silver and other strategic minerals

In a world racing toward electrification, renewable energy, and advanced manufacturing, Pebble is a multi-metal solution to multiple global shortages.

📈 Why $NAK Has Massive Long-Term Upside
Here’s the bullish setup:

One of the largest undeveloped copper-gold deposits on Earth

One of the largest undeveloped rhenium resources globally

A critical-minerals profile aligned with U.S. strategic needs

A tiny market cap relative to its resource value

Increasing global demand for copper, gold, and rhenium

Rising geopolitical pressure for domestic mineral supply

A project that becomes more valuable every year the world electrifies

This is the kind of deep-value, high-optionality play that can deliver outsized returns when sentiment shifts.

🚀 Conclusion: $NAK Is a Critical-Minerals Sleeper With Strategic Rhenium Leverage
Northern Dynasty’s Pebble Project is not just another mining deposit — it’s a strategic asset containing metals essential for:

Aerospace

Advanced manufacturing

Clean energy

National security

High-tech industries

With 4.2 million kilograms of rhenium identified across categories, Pebble holds a resource that is both rare and strategically vital.

The market hasn’t priced this in.
But the energy transition will.
And so will the semiconductor, aerospace, and critical-minerals sectors.

$NAK is a sleeping giant — and rhenium is the catalyst the world hasn’t noticed yet.