Tuesday, November 10, 2026

@StableBread Oct 4

Fajasy on X

The hoist at Levack, the flagship mine of Magna Mining $MGMNF (TSX: $NICU), was designed to move 6,000 tons a day, ~5.5x the record Q2 pace at McCreedy West, its producing mine. Most of Levack’s infrastructure is already built. Magna expects to finish refurbishing the hoist and the loading pocket where ore enters the shaft before the end of 2026. Magna is engineering a new ramp from surface (a sloped tunnel trucks can drive down) for the shallower zones, with the shaft serving the deeper Morrison ore. By mid-2026, crews had tunneled into the Intermediate Orebody (IOB), and Magna says mining the drilled part of the IOB “could begin immediately upon a positive restart decision.” CEO Jason Jessup said in July there’s a “very strong possibility that before the end of the year, we will skip first ore,” meaning hoist the first ore up the shaft, with shipments building through H1 2027. In the same interview, he said Levack and Crean Hill, Magna’s permitted nickel mine, are “both working towards commercial production in 2028.” On scale, he expects Levack to produce “possibly two to even three times” McCreedy West’s payable metal, which would make McCreedy West “our smallest mine within the next couple of years.” Magna’s first resource estimate for Levack (its estimate of the metal in the ground) found: → Contact deposits: 5.9Mt indicated at 3.2% copper equivalent (CuEq, which converts every metal into copper at set prices), mostly less than 750 meters deep. → Morrison footwall: 178,000 tonnes indicated at 15.5% CuEq, with the deposit continuing below the deepest drilling. → Total: 6.1Mt indicated at 3.54% CuEq and 5.2Mt inferred at 3.59% CuEq. Indicated tonnes come from drill holes spaced closely enough to support a mine plan. Inferred tonnes rest on fewer, more widely spaced holes, so their size and grade could still change with more drilling. Jessup says “the bulk of the PEA tons will come from the contact nickel zones,” so nickel matters far more to Levack’s PEA (preliminary economic assessment) than to McCreedy West, where it’s 10.3% of metal revenue. The PEA was due in Q3. On September 17, Magna pushed the PEA and Crean Hill’s pre-feasibility study to the first half of October to account for Canada’s proposed Productivity Mega Deduction. The deduction would let miners write off Canadian development spending right away, instead of deducting 30% of the balance a year, so both studies’ after-tax returns should come out higher. Jessup said of the PEA on September 24, “essentially it’s all done,” and he sees a “very high probability” of a restart declaration shortly after the PEA comes out.

@stockgutter Oct 4 1 click

SG on X

$CVM looks like this shitco is about to make another run. I'm sure it will be followed with massive dilution.

@convequity Oct 4 3 clicks

Convequity on X

What $MNDY can learn from Cursor’s breakout and $PLTR’s head start General productivity AI may still be waiting for the foundation-model capabilities that helped coding applications take off. That leaves a possible breakout ahead for MNDY. But waiting for the next model release would give its competitors the same opportunity. Our latest SaaS Survival Scorecard explores what MNDY could build in the meantime. During 2023 and early 2024, Cursor had already built its coding editor and an early harness around models such as GPT-4 and GPT-4 Turbo. That surrounding software supplied codebase context and helped developers apply and review changes. But the models still struggled to perform complex coding work reliably. Cursor had built a way to deliver AI assistance, while the intelligence available through it limited how much work developers could delegate. The turning point came with Claude 3.5 Sonnet in June 2024, which Cursor made its default model the following month. Its stronger coding capabilities made the application Cursor had already built much more valuable to developers. Subsequent releases, including Claude 3.7 Sonnet and Sonnet 4, extended what it could do. General productivity could experience a similar improvement. Coding, however, has an advantage that helps explain why it advanced earlier: verifiability. Code can be run. Tests can check whether it produces an expected result. A training system can try different approaches and reward the ones that pass. This gives model developers repeatable feedback about what worked. Work management combines verifiable actions with decisions that are much harder to judge. Did an agent send the document to the correct approver? That can be checked. Should the approval have been requested in the first place? Should one customer’s urgent request interrupt another team’s project? The answer may depend on commitments, exceptions and relationships that nobody has written down. The result may only become clear weeks later. Rewarding an agent for closing tasks quickly could even encourage it to close work before the customer’s problem is resolved. This helps explain why narrower AI-native applications have progressed faster. Harvey focuses on legal work. Sierra focuses on customer interactions. Their narrower scope makes it easier to define the job, connect the necessary systems and assess whether the customer received value. Legal interpretation and customer disputes still require judgment. The advantage is a more specific problem than “help everyone across this organisation work more effectively”. MNDY therefore has work to do before foundation models improve. It could capture more of the knowledge that managers use to coordinate people and departments, then turn that knowledge into rules and records an agent can check. For example, when a manager repeatedly overrides an assignment, the agent could ask why. When a project requires an extra approval, it could identify the condition that triggered it and ask the responsible person to confirm the rule. Over time, MNDY could connect those rules to named customers, documents, dependencies and permitted actions. It could then check whether the handoff was accepted, whether the work was reopened and whether the intended outcome occurred. That would improve the information available to today’s models and create better examples for evaluations and eventual post-training. $PLTR shows how valuable this preparation can become. Its forward-deployed engineers have spent years working directly with customers and the people who use its software. Those conversations reveal how work actually gets done, including exceptions that a standard process diagram leaves out. Consider a manufacturer waiting for a component. One customer can accept a substitute. Another requires a quality approval. A third faces a delivery penalty that makes the delay much more expensive. An engineer working with those users can discover these differences and build them into the software. This means the AI agent has explicit rules and relationships to follow instead of having to guess from a collection of documents. PLTR’s ontology also gives data from different systems a common vocabulary. The agent can recognise that an account in one application and a customer in another refer to the same organisation. This accumulated work helps explain why PLTR could make earlier, less capable models productive when it introduced AIP in 2023. It also gives PLTR an advantage that is difficult to reproduce quickly. MNDY’s off-the-shelf approach - as with typical SaaS - has historically placed more responsibility on customers to describe their processes through boards and automations. That makes the product easier to distribute, but leaves much of the unwritten knowledge in employees’ heads. PLTR’s customer-specific implementations have captured more of that knowledge through direct engineering work. MNDY’s opportunity is to find a cheaper, repeatable way to capture it across its installed base. Its existing harness work is a start. Context, memory, tool controls and evaluations take it beyond basic retrieval, which is why our report scores its model-layer integration at 2.5. The larger opportunity is to make more customer workflows explicit and verifiable. That could improve agent performance before the next model breakthrough arrives. Better foundation models would then operate with a maintained understanding of how each customer works. If customers depend on that understanding to complete work reliably, MNDY would have a stronger reason to retain their business than access to a model its competitors can also buy. The full MNDY report develops this analysis within our SaaS Survival Scorecard. #AgenticAI #SaaS

@partners_road Oct 4 4 clicks

RiverRoadPartners on X

$PSKY and $ORCL: The cost to insure the debt of both companies against default has converged and is increasingly moving in lock-step, a sign investors are beginning to treat the two credits as intertwined. This appears, to me, a very dangerous game the Ellison family is playing.

@finphysnerd Oct 3 2 clicks

Myles on X

Adding long exposure (through $IWM and $RSP mainly) makes me feel sick, which backs up my belief that the timing is good to add long exposure.

@irbezek Oct 3 1 click

Ian Bezek on X

@coffeesnob @DELAESPRIELLAE Fun because this is 1. my local airport and 2. an $ASR property.

@calvinblissett Oct 3 1 click

Calvin Blissett on X

@UsefulSupplyCo @grok for $ARTNA respond with the correct figures about what I mentioned and is there any current analyst coverage? If so how many, who and what price target

@StableBread Oct 3

Fajasy on X

The ransomware software of Nubeva Technologies $NBVAF (TSXV: $NBVA) passed every test in a month-long third-party lab evaluation in 2023, and its biggest customer, Kroll, walked away anyway. In January 2022, Nubeva launched Ransomware Reversal, or NuRR, the product the company is now built around. It’s a lightweight agent installed on servers, desktops, and laptops that watches for the file encryption a ransomware attack produces, captures copies of the encryption keys as the malware generates them, and stores those keys on the customer’s own network. After the attack, Nubeva uses the captured keys to build a decryptor (a program that reverses the encryption) and hands the customer its data back, without the ransom. The only outside test of NuRR I found was a month-long evaluation in 2023 at DreamPort, a lab in Maryland (the test doesn’t appear to have been commissioned by Nubeva). DreamPort is run by the Maryland Innovation and Security Institute (MISI), a nonprofit that partners with U.S. Cyber Command to connect the military with outside cybersecurity products. Per Nubeva’s July 20, 2023 release, NuRR passed all 17 tests in MISI’s test plan and captured the encryption keys in every attack, including ones using the LockBit, Ragnar Locker, and BlackBasta ransomware strains. But less than two months after the MISI results, Nubeva lost its biggest customer: → January 2023: Nubeva named Kroll, the risk advisory firm that runs more than 3,000 incident-response investigations a year, as a strategic partner using the product in its ransomware cases. → September 2023: Kroll ended the relationship and paid $180,000 to walk away. It had been 86% of FY2023 revenue (~$1.78M of $2.07M). Neither company gave a reason in a filing or press release. But in a July 2024 video on Nubeva’s YouTube channel, CEO Randy Chou said Kroll sometimes brought in 10 ransomware cases on the same weekend, and “neither the partner or us as a complete solution could handle the emergency services.” In an October 2025 video, he explained the constraint further. Each new ransomware variant needs its own decryptor, which Nubeva’s engineers built by hand. With 10 to 30 attacks running at once, “you don’t have enough engineers to go figure out the new decryptor.” Chou added that Nubeva “simply cannot afford to scale” its support, “and that’s still the reality,” so it’s waiting on automation before it grows again. A longtime investor I spoke with, who has followed Nubeva for years and has spoken with people who’ve used NuRR in the field, described the same constraint. He also says Kroll’s exit is why Nubeva stopped trying to grow on its own and bet on AI to write the decryptors.