Dear Reader,

This wind-scoured plateau is Silicon Ridge, Utah…

And those peaks rising from the desert are the Lake Mountains.

These ancient, silica‑rich volcanic tuffs have long been rumoured to hide one of the most valuable untapped mineral troves on Earth.

For years, this deposit was pure myth — the modern equivalent of El Dorado or King Solomon’s Mines.

Until, on a frigid December dawn in 2025…

This legend became reality…

Barely a hundred feet below the sage bushes poking out of the clay…

A tiny, unlisted miner called Ionic Mineral Technologies found something spectacular…

A single discovery which tilts the global geopolitical chessboard.

Ionic just unearthed America’s first domestic, shovel-ready motherlode of near‑surface ‘AI minerals’.

Rare earths and tech metals at the heart of AI chips, defence systems, and batteries.

All on US soil…rather than behind China’s processing wall.

Easy to extract.

Cleanly.

Which means this wasn’t a standard junior explorer drill hit…

It was Ionic planting a flag in the Utah desert — and marking ground zero in the war to rule the AI economy.

‘At first, we thought we
were hallucinating…’

That’s Ionic’s CEO describing viewing those first assays.

The grades and metal suite effectively turned a high‑conviction narrative into hard numbers — and billions of future dollars — overnight.

Independent labs at ALS Chemex confirmed they’d unearthed a geological jackpot…

One that could change the course of the global AI mineral arms race.

This is the arms race I want to explore with you today…

Including how investors like you and I can potentially benefit from right here in Australia.

The ‘Pax Silica’ Effect, as I call it, will define investment markets for the rest of this decade.

And it hinges on what’s playing out right now.

You see, major powers have entered a new race. Not for territory…not for ideology…

For STUFF — like
Ionic just found…

Minerals. Energy. Chips. Water.

These are the physical inputs that determine who builds the future…

And who gets left behind.

Ionic is one early combatant in this new war.

Others are having similar breakthroughs — and certain stocks are seeing some massive share price moves…

• Like the anonymous Aussie miner plugging a massive gap in non‑Chinese rare earth supply chains. A shock announcement in January saw it jump 151% in the next three sessions…

• …or a junior we’ll talk about in a moment who’s unlocked a key lithium ‘chokepoint’ and jumped 227% within three weeks during September–October last year…

• …and the mine‑to‑magnet rare earths play I only just clocked that’s already more than doubled in 2026…

• Then there’s the miner whose share price ripped up over 300% after it was revealed the US government was in talks to buy a stake in its Greenland rare earths project…

• …and we’ll also talk about an antimony specialist that shot from 2 cents to over 60 cents within FIVE months last year. This one really raised my eyebrows — because my former company covered it — and it was my mate who brought that deal in…

The driving force is the ‘Pax Silica’ Effect.

We’re about to dig into five companies at critical positions in this new landscape.

These aren’t names you’ll hear mentioned in the mainstream financial press…

Not yet at least.

But each sits at a chokepoint that major powers are competing to secure — just like Silicon Ridge.

Strategic assets that governments treat — or will soon treat — as national security matters.

They’re the kinds of opportunities that appear in the gap between policy decisions being made…

And markets waking up to what those decisions mean.

That gap is where
fortunes can be made.
And
right now, it’s wide open…

Look, if you’re a risk-taker, at least with a portion of your investing money…

Then I think these are some of the best speculations you can make for the next five years.

Now, each of my Pax Silica stock selections have near-term catalysts that could drive significant re-ratings…

So, you could see some serious moves soon.

But at the same time, each play also carries the risks you’d expect from small-cap resource plays…

And I’ll be direct about those risks.

Wild price swings mean the stocks we’re about to discuss here can go down as fast as up.

So, this is only for speculative capital.

But with that said, the setup is as good as I’ve seen in my entire career.

Let’s get into it straight away…

The new era we’re entering
is
all about CHOKEPOINTS.

This is what makes discoveries like Silicon Ridge so massive.

• Rare earth deposits outside Chinese control…

• Nickel sulphide projects feeding Western battery supply chains…

• Lithium in friendly jurisdictions…

• Water infrastructure in scarcity-constrained mining regions…

But simply being in critical minerals doesn’t make you a ‘critical’ company.

There are HUNDREDS of juniors chasing these commodities…

Most are noise.

What I’m looking for are the differentiating factors that makes a company the chokepoint — not just a participant.

And that’s exactly what Ionic achieved last December…

For months, rigs worked around the clock.

Piercing the terrain with 106 boreholes and 35 trenches…chewing through 10,000-plus metres of halloysite clay — nature’s sponge for rare elements.

This was a gamble more likely to sink a small explorer than make it famous.

The bet was this…

That Silicon Ridge mirrored China’s ion-adsorption clay deposits…which pump out 35–40% of the world’s rare earths…

…and over 70% of ones REALLY critical…

To advanced AI semiconductors, data centres, permanent magnets, defence surveillance systems and even energy technologies.

Silicon Ridge isn’t a knock-out punch to that supremacy — but it IS a round-winning one…

Especially now Beijing’s moving to choke off exports, and ring-fence AI and tech minerals for its own ambitions.

In this context, Ionic CEO Andre Zeitoun wasn’t exaggerating when he said…

They weren’t drilling for a ‘decent’ find.

Instead, they were looking to create what he calls…

‘A watershed
moment for
American
resource independence.’

Now, back when they leased those thousands of acres in 2023…

All they were doing was hunting for halloysite and ‘sniffing’ for critical minerals, based on geological theory and sparse early data.

And they immediately started haemorrhaging money.

Each metre of drilling ate up cash — with no revenue in sight.

This was a high‑impact, low‑probability thesis…

Based on a single geologist’s regional volcanic model…rather than decades of dense drill data.

But as I’ve said, this wasn’t the same ‘thin ice’ bet that hundreds of little explorers around the world are making every day.

Ionic were playing a greater geopolitical game.

Betting that this little‑studied clay district hid a China‑style rare earths motherlode INSIDE North America!

In other words…

The geology equivalent
of finding
the lost city
of Atlantis…

Except…they ACTUALLY FOUND IT.

A thick glue of halloysite clay collectively containing 16 critical minerals and rare earth elements in a 600-acre exploration area.

China has long strangled global supply of these minerals.

Exporting the lion’s share — and then tightening that grip with export controls at will.

The Silicon Ridge discovery is
just the
first to dramatically
tilt the scale back.

Turning Beijing’s once‑unquestioned chokehold into the opening move of a two‑player game…

Those on one side of the ‘Silicon Curtain’ — and those on the other.

This is at the core of my new ‘Pax Silica’ stock selection.

I’d like to share this curation of stocks with you today.

My name is Lachlann Tierney.

I’m an equities analyst specialising in very small stocks that sit at very big chokepoints in global supply chains.

I’ve spent years vetting seed round, pre-IPO and penny stock outfits operating in this space.

Not just from behind a keyboard.

I get to know the CEOs and the board.

And I’m willing to get on a plane and visit these ‘chokepoints’ firsthand.

A while back, for instance, I went to a DLE lithium processing facility in Arizona (it’s a company called Prairie Lithium now).

I met a guy there called Brett Rabe, and he let me in on how it all works…

And why he believed this would be such a huge deal in a few years’ time.

At one point, he noticed a pedestrian crossing onto the property and said:

‘Could be a spy!’

It sounded like a joke…

But I knew he was only half-joking.

That was actually an early sign that these critical minerals companies were being drafted into a war for resource power.

And that small companies like these would become big chess pieces in a new great game for supremacy.

I’ve shouted about this for years.

For example, in May 2024, I contacted a Biden-era official who was very high up and pulling levers on these kinds of moves.

I warned that unless Washington started upping its game in securing and ‘rolling out the cash’ on these chokepoint assets…like China was doing at the time…

America would lose this war.

Back then, I didn’t receive a response…

But two years later,
it appears
they’ve
taken my advice!

US Vice President JD Vance made it explicit after American special forces captured Venezuela’s Nicolás Maduro in January.

Vance said the US wouldn’t ‘allow a communist to steal our stuff in our hemisphere’.

OUR stuff…OUR hemisphere…

That phrase tells you everything.

Today, the US and China are dividing the world into spheres of influence — racing to lock down resources within their zones.

And for smart investors, the directive is simple:

Own the small stocks
sitting at
the heart of
these chokepoints…

As such, I’ve curated a set of publicly listed companies with potential to repeat what Ionic just did.

As you’ve just seen, Ionic’s discovery was massive — yielding a sizzling 2,700 ppm total grade…rivalling China’s best at 500–2,000 ppm.

We’re talking a full-spectrum payload: light and heavy rare earths, plus killer AI tech metals.

And get this…

Only 11% of the area’s been drilled so far…

And to a mere 100 feet — that’s really shallow.

Bottom line: Silicon Ridge just handed the US something it has never had in this new AI era…

A full spectrum of AI critical minerals — at similar grades, or better — to China’s benchmark deposits.

But I believe this is just the

start of a far bigger story…

Here’s where we get to the basket of highly speculative stocks I’m about to share with you.

Now, this basket does not include Ionic — since they’re a private, venture‑backed company…

And besides, the Silicon Ridge bonanza is now public knowledge.

In fact, Ionic is now credibly pitching themselves as the US’s first ‘sovereign, shovel-ready supply chain’ for advanced AI metals…

With potential to scale exponentially higher.

But since they’re not publicly listed…

All that exponential growth is going to go directly into the pockets of a handful of mysterious VCs that back them.

That’s the bad news.

But here’s the good news…

We are only in the opening

skirmishes of this new fight.

This is the game I warned Washington to ‘allocate capital’ to in 2024…

It’s now REAL in 2026.

Ionic and Silicon Ridge are clear evidence of this.

And the money is serious.

But AI critical minerals are just round one.

I believe the battlefield — and the investing opportunities — will only grow from here.

And if you can identify which companies sit at these chokepoints, you could benefit — regardless of which power wins.

Both need the same materials and secure supply.

Both will pay premium prices to get it.

And as I’m about to show you, thanks to ANOTHER critical event that took place last December…

American policy now openly favours the discovery of new ‘friendly’ AI critical mineral deposits.

Today, a great wall of strategic capital is flooding into the potential ‘next Ionics’…

In America, Canada, South America and, especially, right here in Australia.

Many of the companies poised to take advantage of this trend ARE listed on the ASX…

Many are currently trading in the small‑cap band.

And many are still small enough that a single catalyst, like…

• A government contract…

• A strategic investment…

• Or a permitting breakthrough…

Can potentially trigger a dramatic share price re-rating.

And we’re already seeing some
of these initial
upward moves…

These re-rates are popping off with increasing frequency — transforming risky share bets into jaw-dropping wins.

Take Critical Metals Group [NASDAQ:CRML]…

Like Ionic, these guys just experienced a cluster of ‘sovereign AI metal’ catalysts…

Including regulatory green lights, a huge rare‑earth acquisition, and speculation about direct US government involvement.

Now, you’ve probably heard that Greenland is in the news again…

And many are speculating this attention is due to Greenland’s natural resources, like its Tanbreez deposit.

Tanbreez is known as one of the largest heavy rare earth resources in the world.

Well, as it turns out, Critical Metals Group just lifted its stake in this Greenland-based deposit to over 90%...

And its stock recently popped 322% in two weeks.

This is a win you COULD have participated in.

Then there’s Thacker Pass.

Thacker Pass is a critical minerals project uncovered by Lithium Americas Corp [NYSE:LAC].

Now, remember Brett Rabe — the guy who showed me around that new lithium chokepoint in Arizona a few years ago?

Well, Brett led the engineering for THIS project, too.

And this is actually a common theme…

With the same bright minds popping up at these chokepoints again and again, ushering them onto the world stage…

And because Thacker Pass is now being seen as a cornerstone of America’s EV battery supply chain…

The US federal government recently moved to take a roughly 5% equity stake.

Shares in Lithium Americas Corp leapt from $3 to $10 last October — that’s a 227% gain in barely a few weeks.

Now, lithium prices had a great run in 2025.

But that wasn’t the driver for this huge move.

If you dig deeper, the pattern to look for is potential state backing — plus a wider national security narrative.

And this is not limited to US domestic resources, either…

This trend is emerging in practically every global mining region with ties to Washington…

Take Trilogy Metals Group [TSX:TMQ] — for me, this is another great example of the ‘Pax Silica’ trend that has been set in motion.

Where, just like with Ionic, a stranded critical minerals resource suddenly becomes a US national security project… 

Shortly after the US government unblocked key permits and ultimately took a 10% stake in late 2025…

Guess what happened next — Trilogy’s shares jumped over 400%.

This is a wider ‘de‑risking’ trend occurring in the West…

And it’s extending all the way down here to Australia right now…

Just take a look at ASX-listed Sunrise Energy Metals [ASX:SRL].

It’s been revealed that Sunrise Energy is sitting on potentially the world’s largest primary scandium deposit…

And government funding is now flooding in to help it.

The US Export–Import Bank has extended these guys US$103 million worth of financing support to help them build their Syerston scandium project in NSW.

Sunrise Energy’s stock experienced a BONKERS return of over 3,400% in 2025 alone…

And then another 40% gain this past January.

Look, it’s clear the US is eager to lock in priority access to a huge, non‑Chinese scandium supply from an ally…

Just as China imposed export controls on scandium in 2025.

This is a theme that’s
repeating…
ramping up…
and only just beginning…

In a moment, we’re going to start looking at some curated stock selections.

Each selection is designed to help you capture upside from a never-seen-before build-out of Western supply chains for the AI age.

Each of these stocks could soon benefit from an explicit policy push by the US and its allies — especially Australia…

To onshore, or ‘friendshore’, new discoveries and deposits.

Each has the same dynamics in play as the examples we’ve just talked about…

Projects that governments have started to treat as strategic assets rather than just commodity plays.

And all I’ll say is this: if you’re looking for a NEW speculative mega-theme to back early, and watch play out for the next few years…

You’ve just found it.

Let’s rewind again back to December 2025…

While Ionic VCs watched goggle-eyed as deposit grades scrolled past like a slot machine hitting triple sevens…

…something else huge happened that week.

The Pax Silica Declaration

was signed in Washington.

The Pax Silica Declaration is a US‑led pact to secure the full AI supply chain — from critical minerals and refining, through to chips, data centres, and energy.

It’s essentially a formalised framework for everything we’ve been talking about.

Now, Pax Silica is derived from the Latin pax — meaning peace and harmony.

Pax Romana described the 200-year period of stability in the Roman Empire.

More recently, Pax Americana has been used to describe the supposed calm after the Second World War.

Today, Pax Silica aims to unite nations that are home to the world’s most advanced technology companies…

And to help ‘unleash the economic potential of the new AI age’.

This agreement is a world-first.

It brings together countries including the US, Australia, Japan, South Korea, Singapore, Israel and more…

To build a secure, politically aligned technology supply chain for an AI‑driven era.

Essentially…

AI and tech-related
resource security
now
equals national security.

This is policy now — signed and formalised in a barely mentioned event at the end of 2025.

And every one of my Pax Silica stock selections mirrors this core thesis.

Pax Silica is the new order — built on silicon, rare earths, and the physical building blocks of the AI age.

Now, we all know about the explosive run in GPU chipmakers like Nvidia…

The crazy growth of certain mega-caps linked to developing frontier AI models…

And code that scales globally, captures network effects — basically, software ‘eating the world’.

That first wave of AI investment hype was digital…

And you could boil that ‘AI Trade 1.0’ down to three words:

Own. The. Chips.

It was rich pickings for those who saw it coming — and you likely did really well if you got in early.

The easy money has been made there…

But in December last year, something new kicked off…

‘AI Trade 2.0’

This ‘AI Trade 2.0’ opportunity is directly linked to the Pax Silica phenomenon I’ve been sharing with you today.

Because the 2.0 phase of investing in AI is a fundamental shift away from a tech narrative…to a resources one.

Which means, instead of software…

Investors will be best placed by owning stakes in the physical chokepoints…

These chokepoints will determine how many chips, data centres and robots the world can actually build.

And if I’m right…even
bigger money could
be
made here, especially
by the early movers…

Look, China has been playing the Pax Silica game for more than 15 years.

But in 2025, it crossed a line.

It started restricting the minerals that go into semiconductors.

In April that year, it restricted seven heavy rare earth elements for permanent magnets, defence systems, and AI chips.

Then in October, China’s controls expanded to processing equipment, extraction technology and…the ‘50% Rule’…

So, if your product contains Chinese-origin rare earths above a certain threshold…

You need an export licence from Beijing — even if you’re a European company manufacturing in Germany.

That last point is extraordinary.

It’s basically China asserting control over global value chains, not just its own exports.

And China currently controls 60% of rare earths mining and 90% of the processing.

So, it’s not randomly withholding supply here.

It’s targeting the materials that feed directly into the chips that power the AI arms race.

The message is clear. You want to build advanced semiconductors?

You need Chinese minerals…

But China will decide who gets them.

In December, Pax Silica was the West’s counterstrike.

And certain chokepoint stocks are ALREADY starting to move as a result…

Which brings me to my first selection…

Pax Silica Selection #1:

The Nickel Chokepoint

This stock currently trades well under 80 cents on the ASX.

I think this is one of the best kept secrets on our local market.

This mid-tier Aussie outfit has quietly stitched together one of the largest undeveloped nickel sulphide endowments on the planet…

And it’s outside China’s sphere of influence.

This is exactly the type of player I’m scouting for — a fleet-footed company prowling the edges of the great-power resource war.

Now, nickel is NOT a direct AI mineral like rare earths or gallium.

But here’s what almost no one is tracking...

The AI build-out could consume over ONE MILLION TONNES of nickel between now and 2030.

So, let me break down the numbers on the macro scenario here.

Now, we know data centres are nickel-hungry beasts.

In fact, every major hyperscale facility embeds between 150–350 tonnes of nickel in its bones.

Stainless steel cooling systems. Server racks. Piping. Cable trays.

All the stuff that keeps AI chips from melting under load.

And the AI-optimised facilities run so hot, they need liquid cooling everywhere.

That means MORE nickel — MUCH more…

So, based on a bill of material assumptions…

This infrastructure build-out could end up consuming roughly 500,000 tonnes of nickel.

Then there’s the battery storage side.

Every AI data centre needs backup power.

Which is a big reason why grid-scale battery storage — Battery Energy Storage Systems, or BESS — are exploding right now…

We’re talking 50% annual growth rates.

And if we extrapolate from JP Morgan’s BESS rollout numbers, in an upside scenario…

By 2030, BESS installations could use up as much as 575,000 tonnes of nickel.

And tech usually surprises to the UPSIDE from my experience.

Put BESS and data centre construction together...

That’s over one million tonnes of nickel — or nearly ALL of the current global nickel surplus.

And right now, there aren’t many options when it comes to sourcing high-purity nickel.

Indonesia dominates global supply with about 60% of production.

And many of its mines are backed by China.

So, given everything we’ve been talking about today…just imagine if Indonesian supply falters — or gets wiped from the market?

That’s precisely where my first selection enters the picture...

This company is sitting on
one of the only
large-scale,
high-grade, Class-1 nickel

sulphide deposits the West
can rely on.

18-year mine life. Tier-1 jurisdiction. Feasibility study complete.

Plus, if nickel prices keep moving as I expect — and they’re already up off their recent lows…

This company should hit its Final Investment Decision this year.

Worth pointing out, too, that similar ASX nickel plays have just had sizeable runs…

Including Nickel Industries — which has been up as much as 49% since last November.

Runs like these could be just the beginning, especially if supply from key sources like Indonesia falls off.

Again, we’re talking about a real body of ore. With real economics. And a real path to production.

Veteran resource investors including Rick Rule are also rating these guys very highly.

And the wider AI infrastructure trend should only add to their tailwind.

No guarantees they’ll succeed, of course…

But if you want to bet on a potential dramatic re-rate as ‘Pax Silica’ capital floods into Western nickel assets...

You should seriously consider adding this play to your portfolio as soon as possible.

And this is just a taste
of the kind of plays
I’m
targeting for this new
era of AI resources…

If you want more proof-of-concept of investing in Pax Silica-type plays, take a look at a company called Locksley Resources [ASX:LKY].

They’re a team of Aussie miners who own the Mojave Project in California.

Mojave sits just 1.5 kilometres from Mountain Pass, which has done deals with the Pentagon and Apple.

So, Locksley is effectively selling itself as ‘the next critical minerals piece’ in an already strategic district.

Its shares began 2025 at around 2 Australian cents each.

Then the company aggressively expanded its claim package to 491 claims over 40 square kilometres, directly adjacent to Mountain Pass.

Its recent finds include pockets of high-grade antimony, a critical defence metalloid used in ammunition, armour and specialist alloys.

Soon, investors woke up to what was happening here…

And by September, Locksley’s stock was worth almost 65 cents — that’s a gain of more than 3,900% in under 10 months.

Now, it’s no surprise that shares have since fallen back hard to around 21 cents…

A classic post‑mania comedown in a tiny, pre‑revenue explorer: profit‑taking after a 30–40x move.

That’s rational profit-taking behaviour...

But even so, if you owned Locksley shares at the start of 2025 you’d STILL be up over 1,200%.

Now, this fallback emphasises the breakneck volatility of these kinds of stocks.

Which brings me to an important word on risk before we get to my own Pax Silica Selection…

You’d be a tough customer to please if you’re moaning about a four-digit one-year return.

But weekly volatility in Locksley remains around 17% — WAY above market norms.

So, there’s no guarantee that slide won’t keep going.

Meaning you’re entering very risky territory with these stocks we’re about to start talking about.

Most of my Pax Silica selections are small-cap stocks.

They need capital to explore — or to develop and go into production.

These are plays that sit at the intersection of policy risk, a great geopolitical game, hype cycles, and exploration risk.

And there’s no guarantees they’ll find what they’re looking for — or secure the money needed to develop their deposits!

Blow-off upward moves can often be followed by corrections…

Because even listed companies who’ve hit an Ionic-style jackpot can halve just as quickly…

If the marginal shareholder who was there for the discovery trade decides to exit before the long-term build-out.

As you can see with Locksley, though…

You can still be left with a 1,000% gain in a year even after that pullback.

Those are the rewards on the table we’re talking about here.

To be clear: you can lose money on these stocks if you are not careful. So, you should not invest anything you’re unprepared to lose.

But I believe the Pax Silica Declaration, and the megatrend it represents, significantly increases your odds of big wins over the next few years.

That’s why I’ve compiled all my research and analysis into a brand-new report. It’s titled…

‘Pax Silica: Five
Stocks to Buy
as AI and
Commodities Converge’

I’ll show you how you can download a digital copy of my report in just a moment.

Again, the Pax Silica phenomenon I’ve documented inside this report doesn’t completely negate the risks involved in this investment opportunity…

But it does amplify the potential size and frequency of rewards for companies that operate at chokepoints.

That’s why I think your chances of finding the next Locksley-style play just dramatically increased, in THREE SPECIFIC WAYS:

1. By increasing the likelihood of government backing — both Australian AND American. Through loans, equity stakes and offtake contracts for projects here and all over the world.
2. By creating a huge support level under the already rebounding junior mining space. Especially those hunting for big, non‑Chinese AI critical mineral deposits.
3. And Pax Silica signals to me that the type of huge share price re-rates we’ve been talking about will likely intensify in 2026 and 2027. Direct venture capital…American bank and Washington funding…strategic stakes…huge finds like Silicon Ridge…these catalyst events should broaden investor appetite across the whole AI minerals space.

In other words:

This remains highly risky investing.

But now with this new, long-term, macro and policy backbone…

Certain things are becoming possible that previously weren’t on the cards.

And my second selection fits into that framework like a glove…

Pax Silica Selection #2:

The Next Ionic?

Full disclosure: we’re already up 45% since we entered this position in July 2025.

But that’s a tiny jump compared to what could be coming.

This company controls what could soon be one of the largest battery metal chokepoints in the Americas.

It’s strategically located in a mining-friendly Canadian province with hydroelectric infrastructure…

And its potential to scale is exceptional.

There’s a very smart man named Ken behind this company.

He’s an absolute guru in the battery metals space.

I got to sit across from him in a private dining room in Melbourne about a couple of years ago…

And I was fortunate to get to ask him some very specific questions about this industry.

Two years later, the company has expanded its suite of chokepoint minerals dramatically.

So, this play ticks all my Pax Silica boxes.

There’s a motherlode of lithium. But also caesium, gallium and tantalum.

These are explicitly cited in the official Pax Silica documents as battery and AI critical minerals.

Not only could this multi-metal endowment catapult this company into the big leagues…

But it has just signed a strategic partnership with a major carmaker.

At the time of writing, its stock is trading under 70 cents, even after its recent 45% up-move.

Of course, stocks don’t trade at that level without baked-in risk, volatility and uncertainty.

But if the Pax Silica pattern holds…

Potential government backing — from the US or Canada — is likely to be the next catalyst for a massive share price explosion.

This is probably the closest you’ll get to getting early exposure to a Silicon Ridge-type discovery before it’s made public.

So, if you’re a risk-taker…

…THIS IS YOUR TIME!

Now, speaking of risk, you’ve probably heard of the board game called Risk.

I grew up playing Risk throughout my childhood.

We’d pass notes…form elaborate alliances…betray each other.

The game taught us something that still shapes how I analyse markets today.

Real power isn’t in the territories you control…

It’s in the alliances you forge…the enemies you create for others…the resources you secure before anyone else notices their value…

And right now, that game is playing out on a global scale.

This forms the heart of my current stock selection strategy.

The game board is being redrawn in real time.

Alliances are forming and shifting.

Certain ‘chokepoint’ stocks are making dramatic moves.

And I believe there’s good odds that these guys will be next…

Pax Silica Selection #3:

The African Chokepoint

Back in 2024, I flew to Cape Town for the largest mining conference in the world.

It’s called Indaba.

Indaba brings together companies, investors, downstream buyers and communities to discuss and finance mining across the continent.

Source: Indaba

This visit to Cape Town confirmed for me where future bottlenecks in global critical mineral supply chains are most likely to emerge…

And I came away with a conviction about the importance of African mining — which is driving my third stock selection here.

Africa is ‘chokepoint central’.

It’s THE key battlefield in this new game — and our Aussie miners are all over the scene.

Now, West Africa has become a focal point for Western mining investment as the US competes with China for access to its commodities.

And the third company I’m targeting has a mine with an estimated 12.5-year mine life, about to come online.

• The government has already invested millions…

• It’s in proximity to deep-water ports…

• It has access to the national grid and road infrastructure…

And now, if its Parliament approves its new Mining Convention…

The US government and development banks could be about to get behind these guys very soon — and then…

BANG — there’s your potential re-rate.

Which could be hundreds of per cent within days, like some of the examples I showed you earlier.

Now, it’s important for you to know that the Pax Silica Declaration firing up these stocks is not mere words…

What matters is the action behind it — and the actions have been aggressive.

Consider the US’s push to re-shore domestic chip-making capacity.

$165 billion has already been committed towards bringing TSMC production to Arizona.

The goal: moving about 40% of Taiwan’s chip supply chain onto American soil.

Trump has also imposed a 25% tariff on advanced semiconductors.

And he’s created a licensing regime that forces chips to be imported into the US for testing, before they can be exported to China.

Every move here is designed to pull critical capabilities inside Western borders…

To reduce dependence on supply chains that run through hostile or potentially contested territory.

Now, the media has described Trump’s geopolitical moves as ‘transactional diplomacy’.

The idea that everything is now a deal to be negotiated. That alliances are just business arrangements.

But that framing misses something important…

These alliances aren’t purely transactional — they’re strategic.

There are NEW rules emerging…

And knowing those rules is essential if you want to invest successfully in this environment.

We’ve already established that the chokepoints are what matter.

But not all of these chokepoints are about critical minerals — case in point…

Pax Silica Selection #4:

The Water Chokepoint

Yes, Selection #4 is a WATER play.

And according to my research, it’s a play that could determine the fate of an entire mining region.

This company is looking to control and service the local and regional water systems.

These systems are also turning into strategic chokepoints, just like rare minerals or advanced chips.

This is because its assets and services are incredibly hard to replace.

Which is exactly the kind of leverage my Pax Silica strategy is zeroing in on.

Especially given the recent events surrounding Greenland, and diplomatic overtures to certain geographical regions and other ‘deal spaces’.

When policy shifts start weaponising infrastructure and resources — like approvals, tariffs, export controls or preferential financing…

The entities that own or operate irreplaceable nodes in those systems gain power.

That’s where my fourth play comes in…

I only recommended it a few weeks before I released this — and it’s already up 10%.

Now, this little company makes the list not because it is a water ‘utility’ in the old, regulated sense…

…but because it’s tied directly to the most fundamental chokepoint of all: secure, high-quality water.

Drill programs and site camps require immense amounts of water to operate.

So, no water means no mining.

And this company is located in one of the world’s biggest mining hotspots…

With a chance to secure a licence which could cement it as a critical player in the region.

These events have flow-on effects to the entire country, as it works to deliver on promises to export its critical minerals.

This is EXACTLY the kind of asset that gains strategic value as this new strategic order hardens.

That’s why I’ve packaged together all the essential details for you into my brand-new report, titled ‘Pax Silica: Five Stocks to Buy as AI and Commodities Converge’.

Each selection here is a company I think could be a next winner in this Pax Silica game of Risk that is in its opening rounds.

I’m talking about…

• The companies sitting at the intersection of geopolitical tensions and cutting-edge technologies…

• The infrastructure plays in resource-constrained regions...

• And the owners of deposits in key locations that the US wants to keep out of China’s reach…

These are real businesses, listed on public exchanges, that you can buy today.

And they sit at the exact points where major powers are now competing for control.

Make no mistake: just like the boardgame Risk, this is not a game for the risk-averse.

But from my perspective, there has never been a better time in decades to start making some calculated plays.

Inside my special ‘Pax Silica’ report, you’re getting my foundational stocks — positioned to benefit enormously as major powers race to secure the physical world.

And I intend to add even more stock selections to this portfolio theme over time.

So, how can you claim your digital copy of ‘Pax Silica: Five Stocks to Buy as AI and Commodities Converge’?

Well, it’s pretty easy…

You can get instant
access when you become
a
member of Australian
Small-Cap Investigator.

Australian Small-Cap Investigator is my stock advisory letter — designed to help you build a curated list of high-potential stocks…

Just like the ones we’ve been talking about today.   

The benefits of joining now…this year in particular…are potentially massive.

And as you’ll see, the dues are absurdly low — almost non-existent.

In fact, it would actually cost you more for a membership to Costco!

The goal of Australian Small-Cap Investigator is to help you identify the unfolding — and often colliding — investment mega-themes that the mainstream press often isn’t seeing.

And I recommend specific, uncovered, small-cap stocks that I believe are positioned at the heart of these themes.

At the risk of sounding a bit cocky, I’m quite good at this…

Practically everything I predicted several years ago is falling into place.

Maybe I was a bit too early on the curve here…

But certain AI critical mineral stocks are beginning to move RIGHT NOW.

And the companies that occupy chokepoints in the global race to secure commodity supply chains should prove to be the best investments of the next decade.

But remember:
Critical minerals and
critical COMPANIES are
two different things.

We’ll discuss five of these ‘critical’ companies in my new ‘Pax Silica’ report.

I’ll take you through the evidence that convinced me this is one of the most important investment themes of the next decade…

I’ll share my specific criteria for making these selections…

And then we’ll move to the recommendations themselves.

You can claim your copy instantly by taking out an introductory membership to Australian Small-Cap Investigator today.

Look, there are plenty of investment advisories out there. Many are excellent.

But as far as I’m aware, no one is doing what I’m doing with this specialist small stock advisory.

And my followers tend to agree — you can see some of their messages here.

Look, very few out there are sitting on a track record that matches my current performance.

As you know, these smaller stocks are dynamic and can move up and down very quickly.

The same goes for the overall performance of my track record.

But I can tell you that, at the time of writing, we have SIXTEEN open positions…with an average gain of 72%.

That’s with an average hold time of only 362 days. So, around a year.

And I can tell you, that’s a very good outcome most in the business would kill for.

I would say typical long‑only Australian small-cap funds, considered to be doing a ‘decent’ job, might produce roughly 10–15% per year over time.

Even ‘top decile’ small-cap managers in a good year are often in the 25–35% range on a one‑year basis…

Not 70%-plus on individual positions, averaged across a book.

So, we’re already doing great.

But as I’ve just shown you, we’re only in the beginning stages of a new megatrend…

And this is precisely where many of my recommendations will be geared towards going forward.

So, if you’re in, simply click the button below now.

When you do, you’ll be taken to a secure order form.

And in just a few minutes from now, you can be reading my brand-new report I’ve been sharing with you today…

‘Pax Silica: Five Stocks to Buy as AI and Commodities Converge’.

It’s all included as part of your membership to Australian Small-Cap Investigator.

Look, I’ve been neck-deep in this arena for eight years — including four years working as a senior equities analyst.

I specialised in the very smallest equities…

And some days, I was vetting literally dozens of ‘chokepoint’-type critical minerals projects back-to-back.

This is an intricate and
opaque world —
where big
sweeping forces meet small,

mysterious stocks…

This is an arena you can’t fully understand from a laptop.

Which is why I love getting out in the field, into the thick of it.

Part of that means flying into some pretty dicey situations!

Backwater parts of the world like rural Arkansas — places like that where some of the best deposits are located.

Of course, you can’t go everywhere — but that’s where my contact book comes in.

For instance, my old workmate Jason was in Tanzania, scouting an important graphite project with a US Department of Defense attaché.

The name of that organisation may have changed now, but Jason made it exceptionally clear that the US was planning a massive strategy pivot here.

My research also entails meeting the CEOs, brokers, corporate advisors and board members from time to time.

That is oftentimes when you pick up on the people who are orbiting a company.

You get to assess their character — and you get to assess how trustworthy they are.

It’s a pretty wild world —
and
it’s usually quite closed off…

Even many sophisticated investors and traders are treated as ‘outsiders’ here.

And retail investors…well, to be honest, most CEOs don’t have much time for them.

Now, I don’t want to imply that I’m any kind of ‘insider’…

And I absolutely do not handle what’s called ‘Material Non‑Public Information’.

Meaning price‑sensitive info about a company or security that is not yet available to the general public.

That is simply out of bounds.

I’m an independent observer who uses my expertise and contacts to try and get the full picture of the companies I recommend.

That means understanding the track record and experience of CEOs first-hand.

And occasionally, heading out into the field to see these projects for myself.

Most mainstream stock analysts’ contact with ‘real discovery’ people and projects is often indirect.

They rely heavily on corporate presentations, management calls and desktop data.

They crunch DCFs and develop complex spreadsheet formulas.

But all of that is only part of the story…

It’s not how I work. And it’s not what informs my stock decisions.

Because small-cap stocks are a completely different beast.

That’s why I believe
Australian Small-Cap
Investigator is in a
league of its own.

Now, it goes without saying the risks of this kind of investing are extremely high.

As is the failure rate among the kind of stocks I’ll be targeting.

Consider these stocks with your eyes wide open to that fact.

This is also a space where raw self-interest and bad deals are rife.

There are characters out there — sharks — who, if I find out they’re attached to a project…

I’ll instantly steer clear!

So again — these are treacherous waters to tread!

But as you’ll see in my new ‘Pax Silica’ report…

This is pretty much the only area of the market where gains in the hundreds of per cent can happen very quickly…

And in rare cases, gains in the thousands of per cent can accrue over time.

So, what does it cost
to join
Australian Small-
Cap Investigator?

Well, the official sticker price is $299 per year.

And frankly, it’s a bargain at that price…

We’re talking less than a buck a day.

That’s a steal even if you were just getting my new ‘Pax Silica’ report on its own.

But I want to make this as easy as possible for you today.

So, for a limited time, you can activate your membership to Australian Small-Cap Investigator for three months for just $49.

Now, that’s an absurdly low fee for this kind of specialist market intelligence.

Why so low?

Well, you don’t know me yet.

I’m very confident you’ll be with me for life once you see what we’re up to here.

This is your chance to get a feel for this — for an incredibly low fee.

And if our guidance and stock recommendations don’t make you money?

You can cancel your membership at any time…

And you won’t owe us another cent.

Now, that’s a weird arrangement in the small-cap world.

In fact, I don’t know of any business like ours in Australia with a similar degree of expertise — that would willingly operate on such a results-based arrangement.

• Read my complete ‘Pax Silica’ report from cover to cover…

• Poke around inside our members-only website…

• Go through my ENTIRE buy list of open recommendations, including the stock names, ticker symbols, buy-up-to prices — everything…

• Get every piece of intel and fresh buy recommendations for the next three months…

And after all that, if you end up deciding this style of investing simply isn’t for you…

You’re still entitled to claim a full and immediate refund of that $49.

Simply contact our Melbourne-based customer service team within your first 90 days…

And we’ll return every cent of the membership fee you’ve paid today.

No hassles, and no questions asked.

That’s a remarkable ‘test-drive’ deal, right?

So, if this is a no-brainer to you, simply click the button below…

And in just minutes from now, you’ll be able to start reading your digital copy of ‘Pax Silica: Five Stocks to Buy as AI and Commodities Converge’.

GET STARTED HERE

Plus, that $49 gets you into EVERYTHING we’ve been talking about — and more…

Our prime directive at Australian Small-Cap Investigator is searching for unknown stocks that could have massive upward re-ratings…

But we’ll also be digging beneath the mainstream news…pulling at threads…and piecing seemingly disparate data points together…

Soon, things will start to make a lot more sense when viewed through the Pax Silica prism.

For instance, a few months ago, I noticed something very…very…odd.

And it leads straight to my final core selection you’ll learn about in my new report…

Pax Silica Selection #5:

Pax Silica Gold

At face value, gold and cryptocurrencies don’t seem like strategic pieces on the Pax Silica chessboard.

But don’t be fooled…

Tether, the company behind the world’s largest stablecoin, has quietly started buying physical resources…specifically gold.

Tonnes and tonnes of physical gold.

In fact, it was enough to make the mainstream news!

Now, this headline disappeared almost as quickly as it appeared.

No one seemed to care…

But over the years, I’ve learned that the headlines that vanish the quickest can often be the ones that matter the most.

You’ll see what I mean by this if you click the button below and subscribe to Australian Small-Cap Investigator for $49 today.

Now, why is that headline central to what we’ve been talking about today?

Well, when I saw it, I pondered…

Why would one of the most digital companies on Earth suddenly start hoarding the most ancient store of value?

I’ve seen gold-backed cryptos before…

But the biggest stablecoin provider in the world?

That question sent me down a rabbit hole. And what I found absolutely cemented the Pax Silica investment thesis I’ve been building since around 2020.

You see, Tether isn’t alone…

Central banks are also hoarding gold.

And if I’m right…

The US dollar is about to be
weaponised
in ways we
have never seen before.

Trump’s administration isn’t just fighting a trade war with China.

It’s also fighting a currency war…

It’s a war for control of the global financial plumbing:

• Where China has been building dollar alternatives…

• Digital currency experiments have been expanding across Asia and Africa…

• And several BRICS nations have been whispering about a new reserve currency…

This is why, back in 2019, I wrote an article called ‘China to fire first shot in war on cash’.

But these moves are now real — and big.

You see, Washington sees the currency threat clearly.

And its response aims to make the dollar indispensable again…

To tie the US dollar so deeply to physical resources the world needs — so that no one can escape its orbit.

I believe stablecoins like Tether could soon be part of that strategy.

Stablecoins are keeping billions of dollars circulating in crypto markets that might otherwise flow into Chinese alternatives.

But here’s the thing about stablecoins…

They need backing. Real backing.

And Tether, whether by design or by instinct, has started accumulating the one asset that no government can print or sanction out of existence: gold.

Gold is central to the Pax Silica game of Risk.

And I have found what I believe to be the single best small-cap stock in the world to help you leverage this chokepoint…

I’m not going to say a word more on it here.

To get the full story on this stock, you’ll need to get your hands on…

‘Pax Silica: Five Stocks to Buy as AI and Commodities Converge’.

You can do that right now by clicking the button below.

GET STARTED HERE

When you do, you’ll be taken to a secure order form on the next page.

There, you’ll have the chance to access everything we’ve been talking about…

For just $49.

You’re free to pick and choose which investment recommendations you want to build stakes in.

Then, each month going forward, you’ll receive a new issue of Australian Small-Cap Investigator via private email.

You’ll get a deep — and, most importantly, independent — analysis of each company…

What it does, why I believe it’s poised for growth, and my straightforward assessment of both the risks and the potential rewards.

• I’ll give you the name and ticker symbol.
• I’ll tell you the story BEHIND the mainstream narrative.
• I’ll tell you exactly what to pay for the stock, when to buy, and — crucially — when to sell.

Now, I can’t make promises on any recommendation — and I’ve been very clear on the risks.

You can’t come back to me and say, ‘This stock tanked 50%! You said it would go up!’…

Because I’ve been ultra-clear from the outset that this is a high-stakes game where we’ll likely incur some losses as well as some massive wins.

Sometimes we might have to sell to stop a small loss from turning into a bigger one.

But I’ll monitor each stock the entire time the position is open…

And I’ll email you the moment something happens that changes our recommendation.

You’ll also get weekly updates via email on all of our open positions.

So, what happens

after three months?

Well, if you’re loving the investment ideas and research you’re getting from Australian Small-Cap Investigator, and you want to keep receiving it…

You don’t need to do a thing.

The newsletter will continue to arrive in your inbox each month.

And as I mentioned earlier, since the official price for an annual membership is $299…

You’ll be saving more than $100 over the next 12 months with today’s limited-time offer.

And my new ‘Pax Silica’ report is yours to keep — no matter what you decide.

Look, I know this won’t be everyone’s cup of tea. These stocks can be volatile. They don’t always work out.

And they’re certainly not where you should put your retirement fund, next month’s mortgage payment, or your last 500 bucks.

But if you can handle the extra risk on a portion of your investing capital…

And you want to get involved in what I believe will become one of the leading global megatrends in the coming months and years…

I’ve teed up my entire ‘Pax Silica’ investment thesis for you today — so you can take advantage of this intel immediately.

But this early positioning window is closing — and some of the stocks I’m watching have already begun to move.

So, if all that makes sense to you...and you’ve nodded along as I’ve talked you through everything today...

PLEASE don’t sit back and think, ‘I’ll do this later.’

Because you KNOW nothing happens when you say that.

The only way to create wealth is through action.

And I believe the time for action is RIGHT NOW…

While the Pax Silica phenomenon is JUST BEGINNING.

All you’ll pay today is 49 bucks...

You’re covered by my 90-day money-back guarantee…

And you get to keep everything – even if you decide my service isn’t for you.

I simply can’t make this any easier...

I’ve done the research...

I’ve identified the stocks...

And if you’re ready to join us in playing the Pax Silica ‘Great Game’…

All YOU have to do is click the button below.

Thanks for your time today — I look forward to seeing you inside!

GET STARTED HERE