Strategic Metals Ltd

Description

Strategic Metals Ltd is a Canadian project generator with more than 100 mineral interests, including 72 wholly owned projects, 19 projects under option or joint venture, and 17 NSR royalties. The investment case is based on a broad asset-backed portfolio, substantial working capital and equity holdings, no corporate debt, and exposure to precious metals, base metals and critical-mineral projects.
Division Mountain is the company's most advanced wholly owned project. Its August 2026 PEA outlines a road-accessible 52.5 Mt measured coal resource, a potential 500,000 t/year open-pit mine and a proposed 100 MW power plant. Gold-silver exposure is led by Strategic's 28% interest in Rockhaven Resources and its Klaza Project, which has a 12-year PEA, more than 1 Moz gold and 27 Moz silver in resources, together with a 2026 bulk-sample program. Additional value comes from partner-funded exploration, royalty interests and a large public/private equity portfolio.

List of Projects:

Project 1: Division Mountain
Yukon, Canada — 100%-owned coal and power-development concept. The 2026 PEA/scoping study uses a 52.5 Mt measured resource and a proposed mine-plus-power development model.

Project 2: Wholly Owned Discovery Portfolio
Canada — Gold, copper, tungsten, tin, vanadium and other critical-mineral exposure. Includes Boot, Hidden, Bix, Van, Nikki, Mint, Vault, Meloy, Triple Crown, Saloon, Sawbuck, Dabb, Hartless Joe and other projects within the 72-project wholly owned portfolio.

Project 3: Partnered Projects
Canada — Multi-commodity exploration interests funded or advanced by partners. Includes Alotta with Forge; CD with GT; Hopper, Kluane, Batt and Moraine with GGL; Mount Hinton, Rye and other Tombstone Belt projects with Trifecta; and Crag/Rod with Hertz.

Project 4: Royalty Portfolio
Canada — 17 NSR interests including King Tut, Keno Summit, Einarson, Plata and MacPass, together with royalties retained from prior transactions.

Project 5: Equity Portfolio
Strategic interests include 28.0% of Rockhaven Resources/Klaza, 30.4% of GGL Resources, 31.9% of Broden Mining/Faro, 15.6% of Silver Range, 3.6% of Trifecta, 15 million Terra CO2 shares and multiple smaller public holdings.

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List of projects

Project details have not been added yet.

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