The Software Stock We Flagged Last Month Is Up 30% And the Story Just Got Bigger
This is not the one you want to miss.
Not financial advice. Disseminated on behalf of MineHub Technologies Inc.
Last month, we introduced MineHub Technologies (TSXV: MHUB | OTCQB: MHUBF) calling it “the Palantir of mining” and one of the most overlooked SaaS plays in the entire commodities sector.
Since that report went live, the stock is already up 30%.
But here’s the thing: that move happened before a wave of new deals that have quietly expanded MineHub’s reach from gold and copper into iron ore, scrap metals, and digital trade finance.
In other words… the real story might just be starting.
Quick Recap (For New Readers)
MineHub is building the digital backbone for global metals and mining supply chains replacing the spreadsheets, PDFs, emails, and manual settlement processes still used to move trillions of dollars in copper, iron ore, gold, and steel around the world.
Global giants like BHP, Rio Tinto, Trafigura, Sumitomo, and China Baowu are already using the platform to execute live commodity trades.
If Palantir is the brain behind government and defense, MineHub is positioning itself as the operating system that powers global metals trade.
The market cap? Still under C$40M.
What’s New Since Our First Coverage
In the last few weeks, MineHub has moved faster than most people realize:
Jules AI Acquisition
– Expands MineHub into recycled and scrap metals, a high-growth category tied to ESG and circular economy mandates.
Iron Ore Deal Signed in Singapore
– Opens access to the US$275B global iron ore trade, one of the largest commodity markets on earth.
Surecomp Integration
– Enables same-day digital letters of credit, something that normally takes 7–10 days.
– This is a CFO-level value unlock and could accelerate platform monetization.
Abaxx Digital Titles
– Creates tokenized ownership certificates for in-transit metals, unlocking new financing revenue MineHub never touched before.
Price Target Raised
– Our research analyst, Fox Slotemaker, updated his target from C$0.80 to C$0.90 based on expanded market access and integrated financial services.
– For context: three other analysts covering MineHub carry an average target of $2.65 CAD. Meaning the broader market is modeling a much larger upside.
Why This Matters Right Now
The first phase of MineHub’s story was about proving adoption.
That box is ticked: over US$15B in annual trade volume flows through the platform and 198 counterparties are plugged into the network.
The second phase (the one we are stepping into now) is about scaling revenue across multiple metals, multiple regions, and now financial transactions.
That’s where SaaS models start to compound.
Bottom Line
MineHub is no longer just “a mining tech junior.” It’s quietly evolving into critical digital infrastructure for the commodity world. With new verticals (scrap metals), new geographies (Singapore iron ore), and new financial rails (credit, financing, digital titles).
With the stock still trading around ~C$0.50, and Buy targets ranging from C$0.90 to over C$2.50, the disconnect between adoption and valuation remains wide.
The first 30% move probably signaled awareness.
The next move could be about repricing.
👉 Read our full research report HERE.
Disclaimer: Cashu Markets has received compensation from MineHub Technologies for content creation and distribution. This newsletter is not investment advice. Always do your own due diligence before investing.