Manage episode 520141853 series 3696165
We explore the story of Grizzly Discoveries (TSXV: GZD), which AlphaLabs Research identifies as potentially the most asymmetric copper-gold exploration play left in North America.
This overlooked opportunity centers on the Greenwood Mining Camp in southern British Columbia, a region that was once the largest copper producer in the entire British Dominion in 1905. The historic camp produced over 1.3 billion lbs of copper and millions of ounces of gold in the early 1900s, including high-grade skarn ore from the Motherlode Mine.
Key Discussion Points:
• The Land Package: Grizzly controls a massive, consolidated land package of ~180,000 acres (72,700 ha) in this historic area, a size significantly larger than typical BC Copper Junior Peers (10,000–50,000 acres). Crucially, GZD recently acquired the Motherlode Crown Grants, which retain full subsurface rights—a rarity that offers legal precedence.
• Macro Tailwinds: We examine why this district is perfectly positioned for the 2025–2030 Copper Tsunami. The global refined copper deficit is exploding due to the demands of the AI/Data Center/Power Chokepoint Supercycle. BC is highlighted as a Tier-1 jurisdiction desperate for domestic supply.
• Asymmetric Valuation: Despite the historic production on its ground (77M lbs Cu + 173k oz Au), GZD is trading at a "microscopic" market cap of approximately C4–6M.Thisvaluationisdescribedas"laughablycheap"comparedtotypicalpeersvaluedatC50–300M+.
• Near-Term Catalysts: Grizzly has secured drilling and trenching permits for multiple targets (Midway, Sappho, Copper Mountain, and Imperial) and is launching an aggressive fall/winter program (Sept 2025). With permits in hand and a tiny float, the sources suggest that "one good drill hole could send this stock 10–50× from current levels", echoing the violent rerates seen across other BC copper juniors in 2024–2025.
Listen in to understand why Grizzly is being defined as "the ultimate lottery ticket on the next major copper-gold skarn/porphyry discovery" and an overlooked story that could become a "2026 legend".
Podcast Disclaimer
This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.
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16 episodes