Throwing the baby out with the bathwater šŸ‘€

There's a reason why this oneā€™s still up over 100%

March 30, 2026

*This email contains promotional content

Good morning Folks, Jeff Bishop here. (Bullseye members, look out for our teamā€™s email at 9:15am as usual.)

Iā€™m riding high after UConn (barely!) pulled it off against Duke last night šŸ€ā€¦

Before the game, I asked my friend if he had a lock for the game, and he said to bet on UConnā€¦ which I did, and won!

I now owe him at least a few rounds of drinks.

But on to businessā€¦

Markets are coming into the week on shaky footing.

Futures were down Sunday night, and last weekā€™s action wasnā€™t prettyā€¦

The Dow dropped nearly 800 points Friday, the S&P 500 hit a 7-month low, and the Nasdaq slid deeper into correction territory.

With the Iran conflict dragging into week five, investors are clearly getting uneasy.

I think for select companies, this is definitely a case of throwing the baby out with the bathwater. Just like during the trade war, there is real opportunity out there.

The stock Iā€™m locked on right now has pulled back with the broader market, but itā€™s still up over 100% in the past year.

The company itself is focused on gold, silver, and copper. But it doesnā€™t actually mine anything.

Instead, it operates a model that gives it exposure to the metals without the typical risks that come with mining.

-> No massive capex.

-> No labor issues.

-> No cost overruns.

Just participation in production and leverage to metal prices.

The numbers backing it up are hard to ignore: Revenue just doubled year-over-year, cash flow surged over 270%, adjusted EBITDA jumped more than 200%.

And production is projected to grow at a 35%+ annual rate over the coming years.

On top of that, earlier this month, Tether Investments took a ~10% stake, which is the kind of signal I always pay attention to.

I broke everything down, including the key assets, growth drivers, and why this model can outperform traditional miners, on the page below.

Check out the details yourself and see if you think this recent downturn is simply an opportunity on a stock that has still climbed 100% over the past year.

To Your Success,

(ALL are welcome)

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*PAID PROMOTION/COMPENSATION DISCLOSURE: SV has received twenty five thousand dollars (cash) for a one day marketing program on March 30, 2026 for marketing efforts to increase public awareness of the company mentioned on this page HERE. Please scroll to the bottom for full disclosure details including historical records (if applicable). As SV has received compensation from companies, these parties have financial interests in the securities referenced. SV and its affiliates may buy, sell, or hold positions in securities mentioned at any time without notice.

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