I'm liking what I've read about orbite aluminae. ort.to

They have a huge resource of aluminous clay and the technology to extract the alumina in a green way. New process replacing the more energy intesive 100+ year old bayer process. I've read the smelters in Quebec won't need to import the alumina from overseas. They have a plant comissioned now and will began making high purity alumina targeting q2. The cash flow should huge in coming years.

Wish the cuu liquity event would come soon, so I can add my position.

I like sandstorm gold as well, it won't be a home run, but with increasing energy cost and decreasing grades, they should do well.