John Rubino's Substack

John Rubino's Substack

Portfolio Addition: A New Stock From a Different Sector

Branching out into strategic minerals for this one

John Rubino's avatar
John Rubino
Jul 23, 2025
∙ Paid

Last week, I did an interview with Ahead of the Herd’s Rick Mills, in which he highlighted a “critical minerals” company with an interesting story. This broad, esoteric sector isn’t represented in our Portfolio, so maybe it’s time.

Here’s the company, mainly in Rick’s words:

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