Rick Rule on M&A Synergies, Agnico’s Strategy, Lithium Risks, and Uranium’s Energy-Security Tailwind

G Mining's acquisition of G2 Goldfields is uniquely accretive, as Rule estimates roughly $1 billion in combined operating and capital savings from developing a unified district over 10 years.

Agnico Eagle uses strategic junior investments as a 'farm team' to gain information advantages and toeholds, while maintaining a disciplined framework focused on per-share value creation.

Middle East energy shocks will most benefit uranium, as Rule argues the resulting energy-security policy shifts will create a sustained tailwind for the nuclear fuel commodity.