Sprott Physical Gold Trust (PHYS.U)

$PHYS 🪙 Precious metals demand is accelerating
Industrial demand for metals like silver, platinum, palladium, iridium, and rare earths is rising faster than mining supply. Even gold — historically a monetary metal — is increasingly used in high-precision electronics and quantum-level circuitry.

Key drivers include:

Exploding demand for high-density chips

Massive expansion of AI data centers

Growth in EVs, solar, robotics, and aerospace

Limited new mining discoveries

Declining ore grades worldwide

This is the classic setup for a structural shortage: rising demand + constrained supply.

⚠️ The shortage problem: supply cannot keep up
Silver is the clearest example. It is essential for:

AI server cooling systems

High-efficiency electrical contacts

Photonics and quantum computing

Solar panels

Advanced sensors

Yet global silver mining output has been flat or declining, and many analysts expect multi-year deficits.

Gold faces a similar issue:

Ore grades have fallen for 20 years

New discoveries are rare

Extraction costs are rising

Central banks are hoarding supply

Industrialization is colliding with scarcity.

🧠 The “Fourth Dimension” of AI super-centers
AI super-centers — hyperscale facilities built for trillion-parameter models, quantum-enhanced compute, and ultra-dense photonic processing — require metals that can handle extreme conductivity, heat tolerance, and signal purity.

These facilities rely on:

Silver for ultra-conductive pathways

Gold for stable micro-connections

Platinum group metals for catalytic and thermal systems

Rare earths for magnetic and photonic components

As AI moves from silicon to photonic, quantum, and neuromorphic architectures, metal intensity increases dramatically.

This is why many analysts describe the coming era as a metal-based industrialization cycle, similar to the steel boom of the early 1900s — but on a global, digital scale.

🚀 Why this matters for America’s next industrial age
The U.S. is building:

New semiconductor fabs

AI super-centers

Quantum research hubs

Renewable energy megaprojects

Defense modernization programs

All of these require massive quantities of precious and strategic metals.

This is why some economists call it America’s new golden age — not metaphorically, but literally. The country’s technological expansion is tied directly to metals that are becoming scarce worldwide.

Building 12,000+ new data centers could lock up an estimated 60–120+ metric tons of gold — tiny per server, massive in aggregate. The AI era is quietly becoming a gold-intensive era. $PHYS

$PHYS 🌍 Why BRICS Are Moving Away From the U.S. Dollar
Strategic diversification: BRICS members have been reducing their reliance on the dollar to gain greater monetary independence. They view the dollar’s dominance as a geopolitical vulnerability, especially given the U.S.’s ability to impose sanctions.

Record gold accumulation: Central banks—especially those in BRICS—have been buying gold at multi-decade highs. In 2025 alone, they purchased 166 tonnes in Q2, a 41% jump above historical averages.

Shift in global reserves: BRICS+ nations now hold 17.4% of global gold reserves, up from 11.2% in 2019, while the dollar’s share of global reserves has fallen to its lowest level since 1994.

Plans for a new currency: Discussions continue around a BRICS trade currency—possibly gold-backed—to reduce dollar dependence.

This is not a temporary or cyclical move. Analysts describe it as policy-driven, price-insensitive, and long-term.

🟡 Why This Makes Gold Bullish
Gold is the natural alternative when nations want to reduce exposure to the dollar:

Neutral reserve asset: Gold carries no counterparty risk and is politically neutral—ideal for countries seeking independence from U.S. financial influence.

Structural demand surge: Central-bank buying is now the strongest in modern history, and BRICS nations account for more than half of global sovereign gold purchases.

Foundation for a multipolar monetary system: If BRICS introduces a gold-linked settlement mechanism, demand could rise even further, tightening supply and supporting higher prices.

Market impact already visible: Gold prices have rallied around BRICS summits and announcements, reflecting investor anticipation of continued de-dollarization.

This is why many analysts argue that gold’s bull market is structural, not speculative—driven by sovereign accumulation rather than retail flows.

Gold price could triple if 1970s bull market pattern holds, says Jeff Clark $PHYS - Gold 1 oz could triple from $4100 to $12,000/oz

$PHYS **100 Reasons why Gold be bullish at $10,000 oz** [$PHYS](mention://asset/PHYS)

**Supply and Scarcity Factors (30 reasons)**

1. Declining high-grade gold deposits.
2. Existing mines producing less gold each year.
3. Exploration investment not keeping pace with demand.
4. Environmental regulations slowing new mines.
5. High energy costs raising extraction costs.
6. Political instability in major gold-producing countries.
7. Nationalization of gold mines.
8. Mining labor strikes.
9. Natural disasters halting production.
10. Loss of experienced mining engineers.
11. Increasing costs for equipment and machinery.
12. Limited capacity in gold refining.
13. Water shortages affecting mining operations.
14. Rising taxes on mining companies.
15. Limited gold recycling relative to demand.
16. Closure of older, high-yield mines.
17. Regulatory delays in mine approvals.
18. Competition with other metals reducing gold investment.
19. Gold export restrictions by governments.
20. Geopolitical sanctions on gold exporters.
21. Currency fluctuations making mining costs unpredictable.
22. Aging infrastructure in mining regions.
23. Rising insurance costs for mines.
24. Energy supply instability affecting operations.
25. Social unrest in mining areas.
26. Environmental activism blocking projects.
27. Limited exploration in politically sensitive regions.
28. Technological limits in deep-earth mining.
29. Rare-earth byproducts decreasing, affecting multi-metal mines.
30. Central banks hoarding gold reducing available supply.

**2. Industrial and Technological Demand (20 reasons)**

31. Electronics requiring gold for conductivity.
32. Growth in medical devices using gold.
33. Space and aerospace applications.
34. Nanotechnology using gold nanoparticles.
35. High-end electronics needing gold plating.
36. Green energy tech using gold (solar connectors, etc.).
37. Semiconductor industry demand.
38. AI computing infrastructure using gold components.
39. High-tech automotive electronics.
40. 5G networks requiring gold connectors.
41. Gold in premium medical implants.
42. Jewelry and luxury market expansion.
43. Optical devices needing gold coatings.
44. Silver-to-gold substitution in electronics under price pressure.
45. Gold in dental and surgical tools.
46. Specialized chemical catalysts using gold.
47. Satellite and military tech applications.
48. Advanced energy storage devices.
49. Laser and precision equipment uses.
50. Limited alternatives to gold for high-reliability applications.

**3. Investment Demand (40 reasons)**

51. Inflation spikes making gold a safe-haven.
52. Debt crises pushing investors into gold.
53. Fear of fiat currency collapse.
54. Central banks buying gold aggressively.
55. Hedge funds taking long gold positions.
56. ETFs accumulating physical gold.
57. Retail investor gold coins/bars purchases rising.
58. Gold as a “wealth insurance.”
59. Geopolitical crises triggering safe-haven buying.
60. Gold seen as portfolio diversification.
61. Currency devaluation boosting demand.
62. Rising global debt levels.
63. Fear of stock market crashes.
64. Low-interest-rate environment increasing gold appeal.
65. Gold-to-silver ratio attracting gold buying.
66. Increased numismatic gold interest.
67. Institutional adoption of gold reserves.
68. Sovereign wealth funds buying gold.
69. Corporations diversifying balance sheets.
70. Speculative trading momentum.
71. Gold-backed digital assets boosting visibility.
72. Fear of hyperinflation.
73. Safe-haven demand in emerging markets.
74. Cultural preference in India, China, Middle East.
75. Geopolitical risk premiums in pricing.
76. Long-term historical precedent for gold price spikes.
77. Increased gold futures market volatility.
78. Rising gold leasing rates.
79. Fear of systemic banking collapse.
80. Media coverage driving retail gold buying.
81. Political uncertainty pushing central banks into gold.
82. Currency wars favoring tangible assets.
83. Digital financial instability increasing trust in gold.
84. Major investors diversifying from crypto to gold.
85. Rising interest in gold-backed loans.
86. Inflation expectations baked into markets.
87. Government stockpiling for crisis hedges.
88. Rising gold demand relative to global money supply.
89. Fear-driven gold accumulation in private hands.
90. Limited liquidity in physical gold markets.
91. Safe-haven buying during trade wars.
92. Pension funds adding gold as insurance.
93. Insurance companies hedging against currency risk.
94. Rising geopolitical tensions in gold-rich regions.
95. Fear of major asset bubble collapse.
96. Rising sovereign debt risk premiums.
97. Global population growth increasing wealth preservation demand.
98. Digital gold investment platforms driving adoption.
99. Historical gold bull cycles repeating.
100. Wealth preservation for ultra-high-net-worth individuals.$

$PHYS 📈 Core Reasons Gold Is Bullish Right Now (Evidence-Based)
1. Record-High Global Demand
Q1 2026 gold demand hit 1,231 tonnes, worth a record $193B, up 74% YoY. Physical buyers stepped in aggressively during price dips, showing strong underlying demand.

Bar & coin demand rose 42% to 474 tonnes — the second-highest quarterly total ever recorded.

This behavior indicates a durable floor, not a market in distribution.

2. Central Banks Are Still Buying Aggressively
Central banks purchased 244 tonnes in Q1, up 3% YoY.

China and emerging markets are expected to continue diversifying reserves into gold, providing long-term structural support.

Central bank accumulation is one of the strongest multi-year bullish drivers.

3. Geopolitical Tensions Are Elevated
U.S.–Iran tensions, Middle East instability, and energy-route risks continue to boost safe-haven demand.

Geopolitical uncertainty is one of the top drivers of gold demand in 2026.

4. Inflation Pressures Remain Sticky
U.S. inflation hit 3.8%, the highest since May 2023.

Energy costs are up 17.9% YoY, keeping real wages negative.

Sticky inflation historically strengthens gold’s appeal as a store of value.

5. Interest-Rate Uncertainty Favors Gold
Markets have priced out near-term rate cuts due to inflation and oil shocks.

Any shift toward dovish policy — especially with Powell’s term ending May 15 — is bullish fuel for gold.

Even in base-case scenarios, central banks are expected to maintain dovish or neutral stances, keeping yields under pressure.

6. Gold Remains the Premier Safe-Haven Asset
Analysts note that safe-haven demand is the main support for gold in the current environment.

Investors continue reallocating into “real assets” amid global uncertainty.

7. Institutional Forecasts Are Strongly Bullish
Goldman Sachs: End-2026 forecast raised to $5,400/oz.

UBS: Sees potential move toward $6,200/oz in 2026.

J.P. Morgan: Projects $6,300/oz by end-2026.

Reuters poll: Median 2026 forecast at $4,916/oz.

8. Technical Structure Remains Bullish
Key support at $4,600 and breakout zone at $4,800 show strong structural resilience.

Analysts expect sideways-to-bullish movement with limited downside risk.

9. Energy-Driven Inflation Risk Supports Gold
Oil above $100 due to Strait of Hormuz disruptions has reignited inflation fears.

Higher oil ? higher inflation ? stronger gold demand.

10. Macro Calendar Favors Volatility (Bullish Catalyst)
Major events in May — CPI, PPI, NFP, and Powell’s term ending — create high-impact volatility, which historically benefits gold.

🚨 Gold supply is tightening. Central banks are buying aggressively, mining growth is slow, and above-ground stocks are getting absorbed. Physical premiums rising show real pressure in the gold market. $PHYS

$NAK has 70,000,000 oz Gold × $5,000/oz= $350,000,000,000
˜ $350 billion worth of gold in the ground $PHYS

$PHYS 🌎 10 Reasons Gold Shortages Are Happening Worldwide
1. Central Banks Are Buying Record Amounts
Many central banks — especially in emerging markets — have been aggressively increasing their gold reserves.
This removes huge volumes from the open market and tightens supply for everyone else.

2. Mining Production Has Plateaued
Global gold mine output has been essentially flat for years.
New large deposits are rare, and existing mines are aging or producing lower-grade ore.

3. High Costs and Long Timelines for New Mines
Opening a new gold mine can take 10–20 years due to:

Environmental regulations

Permitting delays

High capital costs

This makes supply slow to respond to rising demand.

4. Geopolitical Instability in Key Mining Regions
Major gold-producing countries have faced:

Political upheaval

Labor strikes

Resource nationalism

Export restrictions

Any disruption in these regions affects global supply.

5. Strong Investment Demand During Economic Uncertainty
Gold is a classic safe-haven asset.
Periods of:

Inflation

Currency volatility

Recession fears

Geopolitical conflict

…all push investors toward physical gold, tightening availability.

6. Growing Demand for Gold in Technology
Gold is essential in:

Semiconductors

High-end electronics

Medical devices

Aerospace systems

Even though industrial use is smaller than silver’s, it’s still rising steadily.

7. Refinery Bottlenecks
Even when gold is mined, it must be refined before entering the market.
Refineries have faced:

Capacity limits

Labor shortages

Supply chain disruptions

These slowdowns create temporary shortages of deliverable gold.

8. Declining Alluvial and Artisanal Production
Small-scale and river-based gold production has dropped due to:

Environmental crackdowns

Depleted deposits

Stricter regulations

This removes a meaningful portion of global supply.

9. High Demand for Physical Bars and Coins
Retail investors have been buying more physical gold than usual.
When demand spikes, mints and dealers often run out of inventory even if total global supply hasn’t changed.

🏆 Why Many Choose Bullion Over ETFs
For investors who prioritize security, independence, and wealth preservation, physical bullion often wins out. Bars and coins are immune to digital system failures, custodial mismanagement, or paper dilution. While ETFs are convenient for short-term trading, bullion is seen as the ultimate long-term safeguard—a timeless asset you can hold in your hand. $PHYS

$PHYS 🌍 Geopolitics and Gold
Safe-haven asset: Gold is the ultimate hedge during wars, sanctions, and global instability. When geopolitical tensions rise, investors flock to gold as a store of value.

Currency hedge: Gold protects against weakening fiat currencies. In times of political uncertainty, central banks often increase gold reserves to reduce reliance on the U.S. dollar.

Strategic importance: Nations like China, Russia, and India have been steadily accumulating gold, signaling its role as a geopolitical tool in diversifying reserves.

🛡️ Safety and Gold
Wealth preservation: Gold has been trusted for thousands of years as a way to preserve wealth across generations.

Inflation protection: Gold historically rises during periods of high inflation, making it a hedge against currency debasement.

Crisis resilience: Unlike paper assets, gold is tangible, universally recognized, and not dependent on financial intermediaries or digital systems.

📉 Demand Shortages and Gold
Central bank buying: Global central banks are purchasing gold at record levels, tightening supply in the bullion market.

Mining constraints: Gold mining faces rising costs, environmental restrictions, and declining ore grades, limiting new supply.

Investment demand: ETFs, bullion coins, and bars continue to see strong inflows, especially during market volatility.

Jewelry and industrial use: Beyond investment, gold demand remains strong in jewelry markets (India, China) and in electronics, adding pressure to limited supply.

📈 Why Gold Bullion Is Bullish
Dual role: Gold is both a monetary asset and a commodity, benefiting from financial stress and consumer demand.

Geopolitical hedge: Rising global tensions make gold attractive as a protective asset.

Supply-demand imbalance: Central bank accumulation and limited mining growth create structural shortages.

Historical resilience: Gold has maintained value across centuries, making it a timeless safe-haven investment.

👉 In short: Gold bullion is bullish because it is the ultimate safe-haven asset, backed by geopolitical demand, central bank accumulation, and supply constraints. It thrives in uncertainty, protects wealth, and benefits from structural shortages in the global market.

China, India, Russia Are Buying Silver… Here’s Why It Matters - Robert Kiyosaki, Andy Schectman
$PHYS

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176426224 $PHYS

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=176418449 $PHYS

The bill died.

https://www.govtrack.us/congress/bills/118/hr8279

Undervalued? or Mismanaged, which one?

HMM,

"London Silver Market Verges on Silver Delivery Default" EXCLUSIVE INTERVIEW.
$PHYS

U.S. Representative Introduced Bill to End Federal Taxation on Gold and Silver

https://abc27.com/business/press-releases/accesswire/860879/u-s-representative-introduces-bill-to-end-federal-taxation-on-gold-and-silver/ $PHYS

Gold Price Forecast – Expert Predicts $10,000 Gold and $300 Silver
https://www.fxempire.com/forecasts/article/gold-price-forecast-expert-predicts-10000-gold-and-300-silver-1382665 $PHYS

Banks are 'big casinos': When the system implodes, it'll take everything with it – Lynette Zang https://kitco.com/news/article/2025-01-27/banks-are-big-casinos-when-system-implodes-itll-take-everything-it-lynette $PHYS

Silver’s secret military demand: The hidden force driving price growth https://www.kitco.com/news/article/2024-10-22/silvers-secret-military-demand-hidden-force-driving-price-growth $PHYS

U.S. Representative Introduces Bill to End Federal Taxation on Gold and Silver
https://www.moneymetals.com/uploads/content/Monetary-Metals-Tax-Neutrality-Act-text.pdf $PHYS $GLD $NUGT

Ryan McIntyre, Managing Partner at Sprott Inc., echoed this sentiment, expressing a bullish outlook for gold as geopolitical uncertainty weighs on overvalued equity markets.

“With global debt levels at historic highs, gold remains the most attractive asset in a multipolar world,” McIntyre told Kitco News. “Long-term geopolitical uncertainty will continue to underpin gold as a safe-haven asset, outweighing any short-term price fluctuations.” https://www.kitco.com/news/article/2025-01-07/wef-says-globalization-stalling-trump-mulls-gulf-america-analysts-see $PHYS

The silver market has been experiencing a structural deficit for several years, with demand exceeding supply:

2021: Deficit of 81 million ounces

2022: Deficit of 253 million ounces

2023: Deficit of 184.3 million ounces, the second highest on record $phys

China's high demand for silver is driving up prices and causing a supply and demand gap. Silver is used in many applications in China, including solar panels, electronics, and automotive components. In fact, China is the world's leading producer of photovoltaic panels. Demand from solar PV panel manufacturers in China is expected to increase by almost 170% by 2030, which could account for one-fifth of total silver demand. $PHYS

In May, Poland’s central bank, Narodowy Bank Polski, bought 10 tonnes of gold; Turkey’s central bank bought six tonnes of gold; the Reserve Bank of India bought four tonnes of gold; and the Czech Nation. Central banks buy 10 tonnes $PHYS

Silver to see second-highest deficit in 20 years, as record industrial demand rises 9% in 2024 - Silver Institute’s World Silver Survey https://www.kitco.com/news/article/2024-04-17/silver-see-second-highest-deficit-20-years-record-industrial-demand-rises-9 $PHYS

Silver can be a better investment than gold in some scenarios, largely due to its industrial uses. https://cbsnews.com/news/is-gold-or-silver-a-better-investment-when-inflation-cools/ $PHYS

‘Big Short’ investor Michael Burry piles into physical gold fund, making it his biggest bet
https://twitter.com/SafeHavenMoney/status/1791241015346524598 $PHYS $PSLV

dis ready to take off, 30 by year end? most likely much higher

Nice day!

Divergence on the 1hr chart - back in $PHYS

Out PHYS 14.80467

Looking for a bounce here.

Added again

Added today

Back in PHYS

Added

I hate black candles and dojis can spell trouble, albeit indecision in this situation is warranted. Sure would like to see the 200dma get taken out (again)

Looking better

Trying some of this.

I am reminded of the quote by FOFOA, "gold will only reset once in your life, and once will be enough". h/t @LukeGromen— Lawrence Lepard, "fix the money, fix the world" (@LawrenceLepard) March 5, 2022

Wow... that is deep and complex. TY!!!

https://www.zerohedge.com/news/2022-03-05/lbmas-fear-stoking-russian-bear-etf-concerns-monetary-mayhem

https://www.archives.gov/founding-docs/declaration-transcript

Grabbing couple here. Reset to gold coming

$Sprott Research - Moneta a Monster Project


https://sprott.com/media/3870/210430-me-scp-initiation.pdf


$MONETA EXTENDS GOLD MINERALIZATION ON THE DISCOVERY DEPOSIT AT
GOLDEN HIGHWAY
Toronto, Ontario – April 29, 2021 -

$Moneta Porcupine: One of the Largest Undeveloped Gold Projects in North America.

$Moneta Porcupine Mines Inc. (TSX:ME) (OTC:MPUCF) (XETRA:MOP)
(“Moneta”) is pleased to announce the results from drilling on
the extensions of the Discovery Deposit
outside of the current NI 43-101 resource.

The drill holes were drilled as part of the expanded 2020/2021
winter drill program on the Golden Highway Project, 100 kilometres
(“km”) east of Timmins, Ontario.

Highlights:

Drilling has intersected significant gold mineralization to extend
the NI 43-101 underground gold
resource estimate at Discovery:

• MGH20-165, located up-dip of the current Discovery resource:
o Intersected 13.00 m @ 1.80 grams per tonne “g/t” gold “Au”,
including 3.00 m @ 3.34g/t Au,
including 1.00 m @ 4.05 g/t Au

o Intersected 4.00 m @ 2.70 g/t Au,
including 2.00 m @ 4.25 g/t Au,
including 1.00 m @
5.63 g/t Au

• MGH20-166, located west and up-dip of the current Discovery gold
resource:

o Intersected 7.00 m @ 2.06 g/t Au,
including 1.00 m @ 3.91 g/t Au

• MGH20-167, located west and down plunge of the current Discovery
resource:

o Intersected 20.40 m @ 0.89 g/t Au,
including 0.90 m @ 2.39 g/t Au

• MGH20-171, located 500 m west of the current Discovery resource:

o Intersected 6.50 m @ 1.30 g/t Au,
including 2.70 m @ 2.28 g/t Au,

including 1.00 m @
4.55 g/t Au

“We are pleased to be continuing to intersect new gold mineralization
outside of our current gold resources with our latest drilling,”
commented CEO, Gary O’Connor.

“The drilling has intersected extensions of gold mineralization at
Discovery, located on the northern splay of the Destor Porcupine
Fault Zone, north of the South West underground resource and
Windjammer South open pit deposit.

Significant gold mineralization has been intersected up to 500 m west,
150 m east and up to 100 m below
the current Discovery resource.

$The drill results highlight the opportunity to continue to expand
the underground resources at Discovery.

$The adjacent Discovery and Windjammer North underground
resources currently contain 39,100 ounces gold in the indicated
category and 191,200 ounces of gold in
the inferred category at a 3.0 g/t Au cut-off,
within a total project gold resource endowment
of 3,967,000 ounces gold indicated and
4,399,000 ounces gold inferred.”

The latest assay results are from seven (7) drill holes,
including one hole extension, for a
total of 2,680.0 m of drilling, completed as part of
the current 70,000 m 2020/2021 winter drill program.

The seven
reported holes were targeting extensions of the Discovery resource
that occurs north of the current
Windjammer South and South West resources.

Drilling was focussed on extending the mineralization to
the west and east as well as at depth.


The resource expansion drill program is continuing on the
2
Westaway, 55 Zone, South West, Windjammer South and
new Halfway areas and further results are
pending.

Discussion of Discovery Drill Results

https://www.monetaporcupine.com/uploads/ME-PR-08-2021.pdf


Figure 1: Location Map- Golden Highway Project

To view an enhanced version of Figure 1, please visit:


Figure 2: Discovery Deposit - Drill Hole Locations

To view an enhanced version of Figure 2, please visit:


https://orders.newsfilecorp.com/files/4852/82195_14d9b42b24f7daa1_003.jpg

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/82195


$Moneta Porcupine: One of the Largest Undeveloped Gold Projects in North America.





https://www.youtube.com/watch?v=xXeuuoHYDlw


https://content.jwplatform.com/videos/yBsz66rH-gJjLxEC2.mp4


$Why Invest in NewCo – Moneta Porcupine and O3 Mining Partnership





Why Invest in Moneta Porcupine?

Canada’s most prolific gold producing mining camp.

https://www.monetaporcupine.com/why-invest/


Safe jurisdiction in Timmins, Ontario with well established infrastructure.

Growing resources and new discoveries. Recent partnership with O3

$Mining’s Garrison Project to increase resources by 85% to
4.0MM gold ounces indicated and

by 32% to 4.4MM gold ounces inferred.

Moneta will hold one of the largest undeveloped gold projects
in North America.

PEA results on South West deposit proves a robust gold project
at US$1,500/ounce that produces C$236 million after-tax NPV5% and
on our new partnership with O3 Mining’s Garrison project at
US$1,450/ounce C$321 million after-tax NPV5%.

C$694 million after tax cash flow over the life of mine,
South West and Garrison combined.

Regional scale exploration potential.

Creates largest land holder by a gold development company
in the Timmins camp.

Expanding resource base.

An updated resource estimate will be announced in Q3, 2021 followed
by an updated PEA on a much larger scale for the combined projects
in early 2022.

Low cost discovery ounces.

Significant and growing resource with an active exploration program
in Timmins, surrounded by major mining firms such as Pan American
Silver, Kirkland Lake Gold, Newmont, OIII and McEwen Mining.

Insiders and investors aligned for long-term value creation.

Shareholders include Eric Sprott, K2 & Associates, Dundee Corporation,
RBC, Mackenzie Funds, US Global, 1832 Asset Management.

Potential to fast track to feasibility study and production.
Experienced management team.

https://www.monetaporcupine.com/why-invest/



$Richest Real Money Pit Of The World -

The Golden Horse Shoe Bellow James Bay -





https://digigeodata.com/area/timmins/


THE MONETA REAl MONEY )

Moneta Files NI 43-101 Technical Report on the
Preliminary Economic Assessment Study of
the South West Deposit, Golden
Highway Project

https://www.monetaporcupine.com/press-releases-2020/

https://www.monetaporcupine.com/corporate-presentation/

https://www.monetaporcupine.com/projects-overview/

https://www.monetaporcupine.com/


Cannot view this image? Visit: https://orders.newsfilecorp.com/files/4852/66555_6361dcfd44d9c8e0_002.jpg


Figure 1: Golden Highway Project: Location of Deposits and Targets

To view an enhanced version of Figure 1, please visit:
https://orders.newsfilecorp.com/files/4852/66555_6361dcfd44d9c8e0_002full.jpg

About Moneta
The Company holds a 100% interest in 6 core gold projects strategically located
along the Destor-Porcupine Fault Zone in the Timmins Gold Camp with
over 85 million ounces of past gold production.
The main Golden Highway Project covers 12 km of prospective ground along
the DPFZ of which 2 km hosts the current 43-101 mineral resource estimate
comprised of an indicated resource of 676,900 ounces gold contained
within 5.11 Mt @ 4.12 g/t Au and a total of 1,386,600 ounces gold
contained within 10.78 Mt @ 4.00 g/t Au in the inferred category
at a 2.60 g/t Au at South West and 3.00 g/t Au cut-off for the other deposits.
A PEA study completed on the South West Deposit, one of 6 deposits located
on the Golden Highway project, highlighted an 11-year mine life with an
after-tax NPV5% of C$236MM, IRR of 30% and a 3.4 year payback,
generating C$371MM LOM after-tax free cash flow.
The project envisaged underground mining producing 76,000 oz/pa at a cash
cost of US$590/oz.

FOR FURTHER INFORMATION, PLEASE CONTACT:

Gary V. O'Connor, CEO
416-357-3319

Linda Armstrong, Investor Relations
647-456-9223

The Company's public documents may be accessed at www.sedar.com. For further information on the Company, please visit our website at
www.monetaporcupine.com
or email us at info@monetaporcupine.com.

This news release includes certain forward-looking information and ----arry out its anticipated goals and objectives.

Forward-looking statements are based on the current opinions and expectations of management---to revise or update these forward-looking statements.

Corporate Logo

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/66555



Newsfile Corp.
October 22, 2020 - 5:00 AM PDT
Tags:
INDUSTRIAL METALS & MINERALS
1
Moneta Porcupine commences drilling
'We think we're going to play a big role in the future of Timmins'

Andrew Autio, Local Journalism Initiative reporterAndrew Autio, Local Journalism Initiative reporter
Published on: October 19, 2020 | Last Updated: October 19, 2020 8:32 PM EDT

https://www.timminspress.com/news/local-news/moneta-porcupine-commences-drilling

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=158338038

O’Connor said they are very excited to be a new developer in the Timmins camp, alongside some major players, and they have high hopes attached to The Golden Highway project.

“We should be able to grow significantly,” he said. “We think we’re going to play a big role in the future of Timmins.”

https://www.timminspress.com/news/local-news/moneta-porcupine-commences-drilling

Moneta Porcupine Mines Inc (TSX:ME) Seeking Alpha -

Seeking Alpha article

https://seekingalpha.com/article/4374634-moneta-porcupine-digging-south-west-pea?utm_medium=email&utm_source=seeking_alpha#alt1&mail_subject=mpucf-moneta-porcupine-digging-into-the-south-west-pea&utm_campaign=rta-stock-article&utm_content=link-0


Industrial Alliance comments on Moneta Porcupine Mines inc.
According to Industrial Alliance Securities:

https://www.iavaleursmobilieres.ca/research/MESept92020.pdf

Research Update

September 9, 2020

Moneta Porcupine Mines Inc. (ME-T)

Rating: BUY (unchanged)

Price Target: $0.35 (unchanged

South West Deposit PEA Returns Positive Economics on Both Stand-Alone and Toll Milling Scenarios

This morning, Moneta released a PEA (Exhibits 1-4) for the South West deposit, part of its Golden Highway project in Timmins, Ontario. A conference call will be held tomorrow at 10:30am ET; dial-in: 343.761.2596.

Highlights

• Works as Stand-Alone Mine: The base case models a 1,750tpd processing plant (94% recovery) that will ramp up (over two years) production in the UG mine to ~86Koz pa (by year 5; average 76Koz pa @ 3.9g/t diluted LOM). The initial capex on the 11 year mine is $144M (includes 15% contingency). The average long-hole stoping mining width is projected to be 8m (minimum 3m). The ore will be brought to surface via a ramp that’ll use 30t trucks. Costs are expected to be around $90/t and during the LOM the average AISC is forecasted at US$747/oz. Using a $1,500/oz Au price the PEA returned a NPV5% of $236M and ~30% IRR.

• Works as a Toll Milling Mine: The alternate scenario would be a quick, low capex operation whereby ore is trucked to an existing plant in the area. In this option the company would incur no processing plant and tailings facility costs and permitting would be a breeze. The toll milling options assumed lower recoveries at 92%, removing the cheaper gravity circuit from the plan. The production profile is similar (average 74Koz pa over the 11 year LOM) but operating costs would be higher at $119/t and US$938 AISC. However, with the lower upfront capex at $65M the IRR improves to ~44% (NPV5%: $197M).

• Growing Resource Presents Upside: The PEA used a lower cut-off at 2.6g/t (from 3.0g/t) from the previously stated South West resource. This increased the size of the total indicated and inferred South West resource by 22% to 1.8Moz (from ~1.5Moz). We note, this PEA was based on where the majority of drilling has been so far, the South West deposit and is more than enough to get started. Satellite deposits could offer additional upside in the future.

• Surrounded by Operating Mines/Mills: Toll milling could occur at any of the existing mills in the area including Holt Holloway, Black Fox, Hoyle Pond, Hollinger, Timmins West, and Bell Creek. Kirkland Lake’s (KL-T, Not Rated) and Newmont’s (NEM-N, Not Rated) recent formation of a strategic alliance on exploration in the area also bodes well for the camp and Moneta.

Valuation – Cheap on Existing Resource

Our $0.35/share price target is based on an in-situ multiple (~US$50/oz Au or ~3% of our long-term gold price) on the 1.7Moz Golden Highway resource.

Bottom Line – Build it or Toll It, Either Way Works

The resource growth, stock valuation, and gold price will make the decision in the next year or so if industry players don’t act first. With a desirable location in an existing camp with many underutilized mills the existing resource alone renders Moneta undervalued. We maintain our Buy recommendation and $0.35/share target price.

https://stockhouse.com/companies/bullboard?symbol=t.me&postid=31532663



Timmins About time for KL to lift the veil on their last 4
Timmins

About time for KL to lift the veil on their last 4 months in Timmins.
They are going crazy in timmins, hiring, etc.

let the world know.

https://stockhouse.com/companies/bullboard?symbol=t.kl&postid=31531334


Industrial Alliance comments on Moneta Porcupine Mines inc.
According to Industrial Alliance Securities:

https://www.iavaleursmobilieres.ca/research/MESept92020.pdf

Research Update

September 9, 2020

Moneta Porcupine Mines Inc. (ME-T)

bigone yes its exciting, well I held on to Moneta for long time and
I think it precious resources can help to feed Dome Mill -
ex....

Close to The Old Moneta Mine's large property
on the South part is Dome Gold Mine:
Ex....
Goldcorp/Newmont makes headway with plan to give Dome mine a new life
Cecilia Jamasmie | July 4, 2017


(Image courtesy of Goldcorp via Flickr)

Goldcorp/Newmont makes headway with plan to give Dome mine a new life
Porcupine’s Dome started as an open pit and then went underground.
Newmont’s Goldcorp (TSX:NGT) (NYSE:NEM), the world’s number one bullion
miner in terms of output, is moving forward with its Century project,
which aims to extend the life its century-old Dome mine in Ontario.

The Dome mine received a negative sentence in January 2016, when
Goldcorp announced it was closing the operation in the summer due to
weak bullion prices that nearly half the company’s share price over the
previous year.

A few months later, however, the company literally stroke gold as it
found indicated mineral resource of 4.5 million ounces and a gold
inferred mineral resource of 0.9 million ounces (for a total of 5.4
million ounces) at what is now being called the Dome Century Project.

Dome Mine
From Wikipedia, the free encyclopedia -

https://en.wikipedia.org/wiki/Dome_Mine


GOLDCORP MAY BE ABLE TO BEGIN DEVELOPING THE OPEN-PIT CENTURY PROJECT -

Goldcorp kicked off then a conceptual study to expand the open-pit mine,
which has just completed, and the project is entering its
prefeasibility stage, expected to take about 18 months.

“If we want to be economically viable and continue to contribute to
Timmins, we need projects like this to make that happen (…) this is
just an example of some of the ideas we have to take
PGM (Porcupine Gold Mines) into a second century,”
Marc Lauzier, general manager at PGM-Goldcorp told Timmins Today.

Dome is one of the oldest operating gold mines in North America
and one of the other two assets —
Hoyle Pond and Hollinger open pit —
that are part of the Porcupine operation.

While Dome has been what Goldcorp calls a “prolific” gold producer since
it began production in 1910, reserves are declining fast.
That leaves Porcupine with the Hollinger open pit, set to shut down by
2019, the Hoyle Pond underground operations and the processing
facility, which is fed by all three mines.

The potential large-scale open pit Century mine is expected to be
close to its development stage by the time Dome approaches the end of
its life, Lauzier said.

Despite having sold quite a few mines recently, Goldcorp expects to
produce approximately 2.5 million ounces of gold in 2017 and has set
itself some ambitious targets for the next five years.

The Vancouver-based miner expects gold production to increase 20% to
approximately 3 million ounces, excluding potential production from its
Canadian projects and its NuevaUnión joint venture in Chile.

Beside Moneta Gold Mine property is
Hollinger Gold Mines.
Lord Conrad Black has been the major owner of Hollinger Mines
for many years.
The large Hollinger Mines underground workings butt right up to
Moneta Porcupine Mine border -

Recently Lord Conrad Black was at Gold Show in Vancouver
and questioned by Kitco
about what he was thinking about that the dollar again
be backed by:
A Gold Standard return?
Here’s how
Lord Conrad Black sees it -
27,421 views • Jan 21, 2020




https://www.youtube.com/watch?v=wkbF50_NgRE

Click on image of Hollinger Gold Mine -
Lord Conrad Black used to be owner to Hollinger Mines -




Hollinger Mines (one of the richest Mother Load of Au-ore in
the world - and it butt right up to Moneta Gold Mine large virgine
AuMother loads,
imo!

https://en.wikipedia.org/wiki/Hollinger_Mines

Kirkland Lake & Newmont Goldcorp makes headway with plan to give Holt Mine & Dome mines, Hollinger Mines etc. a new life -

https://stockhouse.com/companies/bullboard?symbol=t.kl&postid=31440991

https://stockhouse.com/companies/bullboard?symbol=t.me&postid=31423217


In GOD We Trust - Real Money -







https://www.kitco.com/images/live/silver.gif?0.8344882022363285









http://www.kitconet.com/images/live/au0001wb.gif


Gold & Silver is the only REAL Legal Tender -

by The Founding Fathers for your -

Rights, Liberty and Freedom -

http://www.biblebelievers.org.au/monie.htm

God Bless America
Ps.
opinion appreciated
TIA

And it’s even closer now. Tick tock tick tock. PHYS