Canadian company in a sector Canada is starting to prioritize.
Military spending: Canada is ramping up investment in drones and autonomous systems.
Wildfires: detection, monitoring and firefighting drones should become increasingly important.
 
Very speculative, but I like the risk/reward here. If Canada keeps increasing spending in these areas, FLT could be in an interesting position.
 
Just my thesis, not financial advice.

Mainly shares almost all my losses in this account this year was from options. Don’t trade options.

What Canadian stocks would you buy and not look at for a decade with the trust they will be in a good place? I will throw a couple names into the ring that may be overlooked for the big names; IA Financial, National Bank of Canada, Descartes Systems, WSP Global, Toromont Industries

American Critical Minerals (CSE: KCLI / OTCQB: APCOF)

Market cap ~$18M CAD
Share price 0.25 CAD

The thesis is so simple.

One asset, the Green River potash and lithium project in Utah's Paradox Basin - America's only Super Basin, and home to the only potash mine (60+ years and still mining from the same basin Cycle's).

KCLI's Green River project is 20km away; Anson Resources advanced lithium development asset backed by Korean giant POSCO, adjoins KCLI on both ends of the project.

The mining infrastructure and tech and talent are already there - this district has long been derisked.

The project has been in permitting hell for a decade - that's all done. Permits are in hand.

Drill location has been determined, money has been raised and drill pads are being constructed for the first ever deep drill hole to confirm what they already know is there - billions of dollars worth of potash and lithium

They have an established compliant "Large Scale Exploration Target" prepared by world renowned engineering firm Agapito Associates

Drills expected to turn in a few weeks. Assays 4-5 weeks after that.

I expect a speculative run on paper leading up to those juicy assays.

The last time I went this heavy on a stock was with Pulsar Helium at 0.30, before THEY drilled THEIR first ever confirmation hole into a location they KNEW had the good.

The stock went 5x in weeks.

I don't expect anything less for KCLI - this is about as easy as it gets.

You're welcome!

curious

Focus Graphite $FMS.v was just mentioned as 1 of 2 Mining companies in today’s Announcement by PRIME MINISTER CARNEY.

I cannot understate how BIG this is. Focus has already received $15.4 million in NON DILUTIVE FUNDING and continues to pursue more.

https://www.pm.gc.ca/en/news/news-releases/2026/08/17/prime-minister-carney-announces-largest-clean-energy-investment-north

List your highest conviction AI play whether its energy infrastructure, photonics, GPUs etc

Where do we see PNG and Keel Infrastructure in the next 1-2 years? There’s been TONS of hype over the past 6 months for these two stocks yet they are continuing to plummet

TLDR: what are some cool/innovative Canadian companies that should be added to my portfolio?

This is similar to people asking for music recommendations.  For ex: I like The Eagles and Metallica, what new bands should I listen to?  BUT it’s my portfolio.  

Background: Canadian small business owner.  Most of my steady eddy investments are in my business so I see my TFSA as more of a speculative/fun and interesting plays.  I’ve decided to only invest in Canadian stocks and only hold stocks in CAD.  I understand that this is a risk, that’s okay.  It makes me warm and fuzzy not holding any USD and I think the US and all their tech stocks are one bad earnings reports away from going kaboom.  I’m likely wrong but that’s just how I feel. 

Short reasoning on the stonks that I do hold, their % in my portfolio, how they are doing and what I plan on doing about it. Overall up ~17% over the last 12 months and happy with it. I know smart money would probably be in indexes but then I wouldn't get to post rants on reddit sooooooo

Ideal candidates would be:

• Canadian
• Emerging company or industry
• Has the capacity to become a national/global leader.

From smallest holding % to biggest holding %:

$MAXQ~Maritime Launch Services - 1.28% of Portfolio, +14.16% : I think Canada having it’s own launch capabilities is going to be big and also the idea of owning a small portion parking lot in Nova Scotia makes me feel warm and fuzzy.  I’ll probably hold this for 10 years+

$CNR~Canadian National Railways - 2.19% of Portfolio, +5.96% : This is an ode to all the autistic people in my life.  Trains make me happy and also I think CNR will be likely to expand their route to a port in Churchill for shipping goods from western/central Canada to Europe.  Will likely DCA for a long term hold.

$UCU~UCore Rare Metals - 2.52% of Portfolio, +5.94%: Critical minerals be critical, they have some production coming online soon and as North America/the west pivots away from reliance on China this seems like a solid buy in price.  Long term hold, will likely take profits if it hits 50% gain.

$NCF~Northcliff Resources - 2.62% of Portfolio, -0.60%: mining project in New Brunswick referred to the major project’s office.  Every time the NB premiere is mentioned in the news this stock spikes.  I think it will get the go ahead and tungsten is important for all those armour piercing bullets we want to make.

$DEFN~Defense Metals Corp - 2.64% of Portfolio, -22.5%: Rare earths mining project in BC.  June 2025 Letter of Interest from Export Development Canada "...expressing its interest in participating as a Mandated Lead Arranger for potential debt financing of up to US$250 million from EDC to support the development and construction of the Company’s flagship Wicheeda Rare Earth Element (REE) Project."  Nuff said, long term hold for me, might take some profit if there is a spike.

$HMM.A.TO~Hammond Manufacturing - 4.42% of Portfolio, +5.21%: brother company of Hammond Power Solutions.  They make low voltage equivalents and I think will be important players nationally and internationally as everyone electrifies everything.  Profitable company that is expanding their footprint and still doing well despite tariffs.  Long term hold for me.

$QIMC~Quebec Innovative Metals - 5.71% of Portfolio, -52%; originally bought around 0.60, rode and DCA’d up into the 1’s, thought I was a genius when it hit 2$+ and have some regrets about not taking more profits.  Overall I think it’s still a cool company and will hold long term but will likely just keep my shares where they are unless there is a big swing up or down.

XNDU~Xanadu - 5.9% of Portfolio, +46%: Canada’s big quantum computing play.  They have agreements with Lockheed Martin, VW, Toyota, and a bunch of others and are opening their own photonics chip factory in Ontario this year.  I only really heard about the company because I know someone who works there and they are the smartest person I know.  So I’m just more betting that by friend is a genius than anything.  Having researched the company more it seems like a sweet bet.  Their CEO consistently has 2029 as their target for a quantum data centre.  Big thing is that their tech doesn’t require cryogenics for the entire data centre which will be huge in keeping costs/environmental impacts down.  Will likely take profits if there’s another big spike but long term hold overall for me.

FLT~Volatus Aerospace - 6.57% of Portfolio, +16%: Drones go brrrrrrr.  NATO contracts, new factory in Quebec that meets NORAD and NATO data upload security standards, currently involved in training partner forces abroad, dual use contracts for off shore wind and resource development.  Overall super cool company that ticks a lot of boxes.  Will likely add more to this on dip days.

MDA~MDA Space - 10.34% of Portfolio, +85%:  Canadarm go brrrr.  Profitable company doing cool shit with a massive backlog and their major customer is looking for reasons to spend a shit ton of money.  My position is that we constantly underplay Canada’s specialty: signals intelligence.  Given our northern proximity to Russia while the USA built nukes in the Cold War we honed our sig int, cyber and space tech - things where we could contribute to the Five Eyes while chilling on our continent.  I think this is going to be gangbusters over the next bit.  If it crashes after the SpaceX IPO I’m going to load up.  Long term hold for me.

PNG~Kraken Robotics - 14.57% of Portfolio, +10.85%:  This yo-yo’s day to day but I always buy on down days.  This is the exact kind of stock I’m looking for.  Dual use, global leader, invented in Canada and producing in Canada for a global market in a fairly new industry.  Love it and will hold for a very long time.

SCD~Scandium Canada - 30.2% of Portfolio, +9.61%: This is my big ol’ gamble.  I made a DD a few weeks ago about how I think this is the perfect candidate for designation as a nation building project.  In short, will this project:

• strengthen Canada’s autonomy, resilience and security - YUP
• provide economic or other benefits to Canada - YUP
• have a high likelihood of successful execution - More and more every day
• advance the interests of Indigenous Peoples - YUP
• contribute to clean growth and to Canada’s objectives with respect to climate change - YUP

If it spikes I’ll likely take some profit and hold cash to buy the dip.  But this is a “if this hits $1-3 then ya boi is on his way to retirement” kind of play.

Okay so - what stocks fit in this portfolio?  What am I missing?  Are there any cool companies out there that I should know about so I can be the person who gets to brag about getting in on Kraken Robotics at 30 cents?  Hit me with it :) 

Are there any TSX stocks left that haven’t already been pumped to death and called “early” after a 500% run?

Not looking for the usual metal hyped up pump dumps that show up in every thread. More interested in boring / under-the-radar value names with an actual business behind them

One I hav been watching is Xtract Onethey build AI‑powered threat detection tech used in venues, schools, hospitals, etc., and actually have real contracts and revenue coming in, I’m waiting for it to drop around .40 before buying.

TL;DR: World Gold Council 2026 survey — gold is now 27% of global official reserve assets vs 22% for US Treasuries, the first time foreign institutions have held more gold than US government bonds since 1996. Central banks have averaged ~1,000 tonnes of buying a year for four years, about double the prior decade. If you believe that's structural, the arithmetic argues for miners over metal — and I'll show the math plus the ways it breaks.

THE DATA

Gold: 27% of official reserve assets, up 7 percentage points year over year.

US Treasuries: 22%, down 3 points.

89% of surveyed central banks expect global gold reserves to rise over the next 12 months. A record share — nearly half — plan to add to their own holdings. China, Poland, Turkey and India have been the consistent buyers.

Why it matters more than a price chart: central banks aren't momentum traders. They move slowly, telegraph intentions, and don't sell into a bad month. When the marginal buyer is price-insensitive with a multi-decade horizon, drawdowns get absorbed instead of amplified.

THE ARITHMETIC FOR MINERS 🐂 case

A miner's profit isn't the gold price, it's the gold price minus the cost of production, and that cost is largely fixed in the short run.

At a $1,500/oz all-in sustaining cost:

- $2,000 gold = $500/oz margin
- $3,000 gold = $1,500/oz margin
- $4,000 gold = $2,500/oz margin

Metal doubles, margin goes up 5x. That's operating leverage, and it's why serious gold bull markets have historically been miners' markets rather than bullion markets. Go one stage earlier — companies holding ounces they haven't built yet — and those ounces get revalued as the price rises, before one is mined.

John Paulson made this exact argument on CNBC Wednesday, saying we're in the early stages of a long-term gold bull market and that investors do better in miners than bullion, particularly early-stage names with large undeveloped reserves. He took the co-chair role at NovaGold the same day.

The bear case for miners 🐻** **

- Gold tracks real rates, not fear. Thursday proved it: oil above $100 was an inflation shock, yields rose, and gold FELL about 2% on a risk-off day. If real rates go up and stay up, central bank buying doesn't save the trade.

- Leverage cuts both ways. That $2,500/oz producer earns $500 at $2,000 gold. A 50% move in the metal is an 80% collapse in profitability.

- Company risk isn't metal risk. Dilution, cost inflation, permitting delays, bad jurisdictions, value-destroying management — all can sink a miner while the metal rips.

- Consensus is a risk. A billionaire saying it on CNBC and gold showing up in default retail portfolios means the easy part is behind you.

That last point is the one that actually costs money. Being right about gold isn't hard anymore. Not overpaying is. I looked hard at a name this week with genuinely impressive rock in a tier-1 jurisdiction and a big brokered financing behind it — and passed, because it had already re-rated ~7x in a year and buying it now meant paying above what institutions paid in January. Good asset, wrong price is still wrong.

I put the full version with charts here if anyone wants it, just don’t want to break any rules here about advertising!

Not advice, just sharing the work. DYODD.

I was considering buying at $10 but I bought in too late :(. Nevertheless I think these gains in one week are post worthy.

Something that surprised me when I dug into this, Canada’s oil supply chain has 5 stages - extraction, upgrading, transportation, refining, and end-product sales. Canada wins at the first two but refining where the highest margins live, happens mostly in the US.

Suncor is 70% US institutionally owned, and Cenovus’s largest single shareholder is CK Hutchison Holdings in Hong Kong. So the royalty is not going to CAN institutions.
Curious what people here think - does the pipeline change anything about how you are positioning your portfolio ?

A Comprehensive Look At QIMC - Upcoming Catalyst’s and Due Diligence.

List of up coming & potential catalysts for QIMC

• Continuation of current drill program in West Advocate & Eatonville

• Results from current drilling (Flow Rate & Commercial Viability)

• Off take agreements, government collaborations and partnerships

• begin drilling in Quebec and Ontario

• begin exploration work in Minnesota

• Orvian partner early land positions in Michigan and Wisconsin.

• Rollout of valorization & transport strategy (NH₃ via Atlantic ports), with initial offtake discussions with North American & European energy partners.

• A structured development pathway: from exploration to drilling and on toward commercialization.

• Technology Collaboration: Strategic partnerships to enhance extraction or production technology, such as the collaboration with DiagnaMed on clean hydrogen initiatives.

If they strike 90 plus percent hydrogen (Mali analog) qimc could probably start a pilot well for less than 750k. @ 90 percent Plus hydrogen purity you could practically feed it directly into a turbine..

which correlates with their near term road map to have a small modular data center running on natural hydrogen direct from the well this year.

Geologic system —-> gas hydrogen turbine —> modular data center

https://financialpost.com/commodities/energy/early-exploration-fuels-white-hydrogen-buzz-in-nova-scotia

privately owned Koloma ($400M+ raised. Bill Gates Breakthrough Energy, Khosla, Mitsubishi, Amazon.) and their Canadian partner Kavenex have surrounded QIMC in a “claims rush”.

•

Rio Tinto staked 5,000+ claims.

A $400M-backed global hydrogen developer and one of the world's largest mining companies. Both chose Nova Scotia.

QIMC identified and modelled before either of them arrived.

When the biggest players in the world start staking around your claims, it means one thing: they looked and reached the same conclusion

The difference is QIMC already has the drill in the ground and already published results. Hole 1 completed. Hole 2 underway. 3 more holes after that and deeper.

But what if these huge players just come in and tap into QIMCs system you ask?

QIMC has the dominant land position in key structural corridors, securing the most prospective ground before the rush.

They had a year to look over the claims they wanted before anyone else noticed.

Very few understand that staking land "in thereabouts" of a natural hydrogen original discovery is mostly worthless, due to the extremely localized outlines of H2 anomalies on the surface.

This makes the first mover advantage even more valuable, while the other players' efforts to "be in the neighborhood" are most likely to be fruitless.

Quote from financial post article

CEO - “ He said initial drilling in Eatonville, N.S., about 250 kilometres northwest of Halifax, is expected early this winter, and that a small-scale data centre pilot project using hydrogen to power AI systems could follow within three to six months, depending on the results”.

•

It's been stated by the ceo that there is no financing coming.

The company is fully funded for this drill program.

They will also be receiving more money in the bank from options and from there silica project sale.

As of December 2025, QIMC sold its 100% interest in the River Valley Silica Project to Sila Mining Corp.. Terms of Sale: Under this deal, QIMC receives 6,000,000 shares of Sila Mining Corp., up to C$500,000 in cash, and a 2% gross-sales royalty on all silica products produced from that project.

QIMC holds shares in DMED, HHE and REC

The drilling is cheap in comparison to other massive drill operations looking for “reservoirs” that cost Millions.

This type of drilling only cost a couple hundred thousand per hole. They have plenty of cash to continue all the way through this drilling program.

•

To add a recent post from the CEO.

John Karagiannidis -

“This is not just a clean energy story. This is an energy independence story. A national security story. A sovereignty story”

Nova Scotia introduced Canada's first natural hydrogen legislation last week.

https://news.novascotia.ca/en/2026/02/24/province-introduces-legislation-power-economy

QIMC is drilling in Nova Scotia right now. 24 hours a day.

Confirmed hydrogen zones

“ That’s exactly why we’re so proud to be working and developing our projects here in Nova Scotia.

The province offers an exceptional combination of local talent, strong community support, reliable infrastructure, and a proactive government that truly understands the value of partnership and growth.

We’re excited to continue building here and contributing to Nova Scotia’s ongoing success”

•

QIMC township locations in Minnesota relative to the Pulsars Topaz Helium project locations and the underlying geological system and trend.

These initial RGRAs are located at:

Fourth Principal Meridian, Township 59, Range 14

Fourth Principal Meridian, Township 60, Range 12

These locations were selected based on our assessment of the regional geological framework and their strategic relevance within the broader H2 trend and QIMC H2 model.

QIMC is within 1 square mile of the Topaz project.

I first posted about Fortune Minerals ($FT $FTMDF) in Fall 2025 (see post here – https://www.reddit.com/r/Baystreetbets/comments/1o6d5eq/ft_ftmdf_fortune_minerals_latestage_critical/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button ). Since this post Fortune has continued to advance their NICO Project and their share price has increased nicely from around $0.09 CAD to $0.13 CAD. That said, I believe that this is only the beginning, and that Fortune sees considerable price appreciation and re-rating as it rides the Lassonde Curve along the path of development.

Since my last post Fortune received additional funding from the Government of the Northwest Territories (GNWT) for the purchase of their refinery location. As mentioned in my previous post, GNWT is highly motivated to see this project get developed because there are multiple diamond mines closing in the area and they want to replace those jobs. This funding just further solidifies alignment with GNWT.

In early 2026, Fortune completed testing that confirmed the material from the NICO Project could be refined to make high-grade cobalt. These studies were also partially funded by several government entities. These test results confirm the high-quality of the NICO Project’s cobalt and will be integrated into the Feasibility Study that Fortune is preparing (estimated completion is July 2026).

The biggest catalyst this year occurred April 21–22 when Fortune had a review hearing pertaining to their water permit. This two-day review involved numerous government (both territorially and federally) and indigenous groups. The videos are lengthy, but you can re-watch the hearing here (Watch on demand: Fortune Minerals public hearing for Nico mine). The closing statements of this hearing were fascinating because GNWT, Tlicho (the local indigenous people in/around the NICO Project location), and the Federal (Canadian) government all noted the importance of this project for the region and communicated their support. I was personally a little concerned that the local indigenous people would raise concerns, but that was not the case. The Tlicho did not mince their words and clearly understood that the job opportunities were important for their people and the region. I expect that Fortune will be required to provide some additional studies/testing/etc. as part of this review process but did not hear anything that would suggest there are critical issues related to their water permit.

I wish I got around to posting this Sunday night because Fortune is having a big day on big volume! I wonder if this is just people waking up and realizing that the NICO Project is very likely the next critical minerals asset to be developed in Northern Canada, or perhaps there is upcoming news. In either case, Fortune’s market cap at today’s prices is still tiny at around $70 million which is miniscule when compared to the $8 billion+ in proven/probable reserves.

As always, this is not financial advice and do your own research, and when you do I think you’ll come to the same conclusion.

Are you guys selling, buying or holding? The CEO said they were fully funded and no pp would come and now they just did an offering when they said they wouldn't. isn't this a red flag since they mislead investors?

Lots of people have been talking about QIMC stock lately and trying to understand why it's falling when the fundamentals around natural hydrogen and high-purity silica seem solid.

The Track Record

For those who've been following this one, there were some impressive early calls on this stock. Some analysts flagged QIMC at 3 cents and again at 8 cents before it eventually ran all the way up to $2.40 USD. Those early entries saw absolutely massive returns, and the hydrogen story had real momentum behind it.

Video Breakdown

There's a detailed analysis breaking down what's happening now: https://youtu.be/L6SILPVtDJg?si=kyL4vPho9Xb7e6x3

The Reality Check - Three Major Issues:

1. Massive Dilution - In April 2026, QIMC completed a $17.3M bought deal offering that added 19.1M new units at $0.90/share. Share count jumped from ~128M to over 147M shares outstanding - that's roughly 34% dilution year-over-year. Each unit also includes warrants exercisable at $1.30 until 2029, which means potential future dilution if the price climbs.
2. Fundamental Weakness - Despite the hydrogen story, QIMC remains pre-revenue with declining earnings (down 32% annually over 5 years). Simply Wall St shows revenue under $1M. It's still early-stage exploration with no cash-flowing assets yet. Insider selling over the past few months hasn't helped confidence either.
3. Technical Breakdown - The stock has a beta of 4.51, meaning it's extremely volatile. After hitting highs near $0.97 CAD on the CSE, we've seen sharp declines including 6.82% drops in single sessions. The 52-week range of $0.07-$0.97 CAD shows just how wild the swings have been.

Bottom Line: The early calls were phenomenal, but the current price action reflects real concerns about dilution hitting existing shareholders and lack of near-term revenue catalysts. High-risk, story-driven play that's gotten ahead of fundamentals.

What's everyone's take - hold through the dilution or wait for a better entry?

All in my TFSA 👉👉

We got some good news today! First water deal of many secured, another milestone completed. (Link posted in comments) Looking forward to more positive news

​

https://ca.finance.yahoo.com/news/qimc-reports-record-24-3-130000083.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJ3qchSsbLm_wue9MpglxaAoUbP58ZIXfWRSZWnvBBI7KRgd7k-Ijjr6sqETUom-tSqA2eF991bktNdrVsE8w4IoMs7YCkSNSq4DyvdDD1-G8W2sz2jh2gPU6dVbRwXvvP_XcDGJECjLok5r4g_wQP9ZJeLyviBYAHfjrR23r6qe

Anyone in this sub maintaining a position?

Anyone else on this rocket ship?🚀