u/Sharp-Amount-7836

I’ve been running a bunch of recent Reddit threads, StockTwits chatter, and forum posts through Grok, Gemini, and GPT for analysis. Nothing super fancy asking them to scour all the Forums and the news and report back. Just incase I’m missing something, and because well, there’s not much being reported by them and rumours are rampant.

What the models are consistently saying:

Overall Sentiment: Mixed but leaning Cautiously Optimistic
Most models score it around 55-65% positive right now. There’s real excitement about the fundamentals (DoD contract, domestic production, critical mineral angle), but a lot of frustration with the pace.

Main Bullish Points:

Strong tailwinds from geopolitics and U.S. supply chain security.
Tangible progress: stockpiles growing, conveyor done, automation upgrades, Hinkinite claims settled.

The DoD IDIQ contract is seen as a game-changer that most junior miners don’t have.

Long-term potential once production starts - models are calljng this a “real manufacturing business, not just a dig-and-ship story.

Main Bearish / Frustrated Points:

Slow execution - James Walker and the team get roasted pretty regularly for timelines slipping and “overpromising.”
Dilution / warrant overhang concerns.

Lack of a proper resource estimate or feasibility study - although I think that’s been long squashed as not really mattering and James answered this himself .

General junior mining fatigue

One model summed it up well:
“Sentiment is impatient bullish. Shareholders believe in the story but are tired of waiting. The recent operational updates (conveyor, control room, claims) are helping restore some confidence, but the market wants to see first revenue before going all-in.”

Bottom line: The narrative is shifting from pure speculation to “execution phase,” but patience is still required. Frustration is high because people see the potential, but the stock hasn’t rewarded holders much yet.

I’m still in it, still adding small on weakness, but yeah, we’re all feeling the wait 

What do you guys think?