America’s Critical Mineral Comeback… And the Undervalued Company Leading It?
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Saga Metals (TSX-V: SAGA | OTCQB: SAGMF)
Not financial advice. Disseminated on behalf of Saga Metals Inc.
The Hidden Crisis Beneath the Surface
North America’s supply of the materials that power everything from fighter jets to EV batteries is hanging by a thread.
China controls over 60 % of global titanium processing. Lithium refining is even more concentrated. Uranium? Largely dependent on imports.
In short, we can’t build the future (or defend it) without foreign supply chains.
That’s the problem Saga Metals was built to solve.
The Mission: Build a Secure, Independent Mineral Future
Saga isn’t another exploration hopeful chasing headlines. It’s assembling a portfolio that directly supports North American mineral independence, spanning three of the most strategic elements of the decade: titanium, lithium, and uranium.
The company has already raised over C$11 million, holds an “Outperform” rating from analysts, and has delivered a +119 % share gain in six months—with the story still largely under the radar.
The ‘Radar Titanium Project’
At the heart of Saga’s story is the Radar Project, a 160 km² mineralized system in Labrador that’s already drawing comparisons to some of the world’s largest titanium mines.
Why titanium matters: it’s essential for aerospace, defense, and clean tech. No titanium, no F-35s.
Saga’s ongoing 15,000-meter drill program is designed to define an indicated mineral resource with global significance. Early geophysics have “maxed out the equipment”, a strong sign of a major system.
As one analyst put it: “Radar looks like a major discovery in the making.”
Legacy Lithium Project
Saga’s lithium story sits in one of the most coveted EV-battery regions on the continent: James Bay.
Through a joint-venture with Rio Tinto, Saga has structured a deal that lets Rio earn up to 75% ownership by investing C$44 million into the project.
That means investors get exposure to world-class lithium exploration without dilution. All with the credibility that comes from partnering with one of the largest miners on the planet.
Double Mer Uranium
Saga’s third pillar is drill-ready and built for the times.
With uranium prices climbing and nuclear demand set to double by 2040, mineralization at surface spanning 18 km in strike length put Saga squarely in the conversation among emerging North American uranium players.
Historical data from nearby discoveries suggests readings this high often precede large, high-value deposits.
Why This Matters Now
The U.S. government just added copper, titanium, and uranium to its critical minerals list. The goal: secure domestic supply for energy, technology, and defense.
Saga’s projects are all in tier-1 Canadian jurisdictions, close to infrastructure and ports, and directly aligned with this policy shift.
As protectionist policies gain momentum, domestic producers like Saga endeavors to be, could benefit from both strategic relevance and valuation re-rates.
The Setup
Market cap: ~C$26.8 M
Funding: ~C$3 M cash on hand; no immediate financing needs
Analyst rating: Outperform – Alphabridge Group
Analyst rating: Buy, 156% upside potential - Cashu Research
Near-term catalysts: assay results from the 15 000 m program at Radar and news flow from Rio Tinto’s lithium commitment
The Bottom Line
Saga Metals isn’t betting on a single drill hole—it’s building a diversified portfolio around three strategic resources the West can’t live without.
With its first large-scale drill program underway, lithium exposure through Rio Tinto, and uranium leverage as the nuclear sector surges, Saga is positioned as one of the most compelling critical-mineral stories on the TSX-V.
In a world waking up to supply-chain sovereignty, this is a company that could go from quiet to essential—fast.
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Disclaimer: “This newsletter was sponsored by Saga Metals Corp, and was funded by CAPITALIZ ON IT. We have been compensated for this newsletter. we only express my opinion based on my experience. Your experience may be different. This newsletter is for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments. Please do your own due diligence. we are not a financial advisors, and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody’s specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional.
The securities of Saga Metals Corp are speculative, and the company has not yet achieved consistent positive cash flow from operations. As a growth-stage company, it anticipates negative cash flow for the foreseeable future as it focuses on development and commercialization efforts. Parties viewing this video should thoroughly review the company’s public disclosure and documents available on sedarplus.ca.
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