I’m revealing the gold setup 🪙

Right in the middle of the supply race

Hey Folks, Jeff Bishop here (Bullseye members, look out for our team’s email promptly at 9:15am EST).

Yesterday, I told you I would reveal the name of the company sitting right in the middle of the new gold supply race.

And I’ll be as good as my word…

But before you click over to the page, let me quickly connect the dots from the past two emails…

I explained how Tether has become one of the largest new buyers of physical gold in the world.

But they’re not just buying bars… they’re investing in future supply.

And they’re doing it not by buying mines outright, but by taking stakes in royalty companies that collect royalties from gold mines around the world.

That structure is incredibly powerful.

A royalty company doesn’t pay for labor, fuel, equipment, or drilling. The operator handles all of that. The royalty company simply collects a percentage of the metal produced.

Every ounce that comes out of the ground sends cash their way.

That’s why this model has created some of the most successful stocks in the entire mining sector.

One pioneer of the strategy has returned more than 1,600% since its IPO.

Now a new contender is building a portfolio using the exact same blueprint… but doing it at remarkable speed.

In just a few years, it has assembled dozens of royalty and streaming interests across multiple continents, with several already producing cash flow today.

Production tied to those assets grew 94% last year, and management expects output to more than double again this year.

Meanwhile, gold itself has been on an absolute tear.

After crossing $5,000 per ounce, it recently hit an all-time high above $5,500.

For a royalty company, that matters enormously…

Because when gold prices rise, revenue rises right along with them, and without increasing costs.

And as I alluded to over the weekend, the leadership team behind this company has already run this exact playbook before… building a royalty business from scratch and eventually selling it for hundreds of millions of dollars.

Now they’re doing it again.

This time, they’ve attracted major cornerstone investors, a fresh Nasdaq listing this month, and hundreds of millions in available capital to continue expanding the portfolio.

In other words, the company is still early in building its public market profile, but the pieces for a major growth story are already in place.

I’ve laid out the full breakdown here, including why I believe this setup could become one of the most interesting royalty plays in the gold market right now.

With gold demand accelerating worldwide, the timing of this idea couldn’t be better. Feast your eyes on it now before things get moving…

To Your Success,

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