Metals Co. Rediscovering the Iron Range
Michael Ballanger of GGM Advisory Inc. explains why he likes Green Bridge Metals Corp. (GRBM:CSE; GBMC:OTCQB).
I added Green Bridge Metals Corp. (GRBM:CSE; GBMC:OTCQB) to the portfolio in late 2025 after meeting CEO David Suda via a ZOOM call during which time he walked me through his Serpentine Project located in the Duluth Mining District in northeastern Minnesota. I know this area well, as back in 2007, I was part of a financing team for corporate issuer Duluth Metals that owned Twin Metals Minnesota Project, a large copper, nickel, and platinum group metal (PGM) deposit within the Duluth Complex, with key target areas including the Maturi, Birch Lake, and Spruce Road deposits. Duluth was eventually taken over by Antofagasta PLC of Chilean mining fame, but not before I had learned a great deal about the geological potential of the district.
The project back then was in an area called the "Iron Range" because of its history dating back to the early 1900s in iron ore mining. Today, it is called the "Duluth Mining District" and contains an absolute wealth of exploration and development projects that are shovel-ready, high-grade, and of world-class scale. From a geological point of view, this is one of the most highly-prospective regions on the planet and the host for some of the most economically-viable deposits of nickel-copper and platinum group metals ("PGMs") one could ever hope to acquire.
The environmentalists eventually won the battle against developing the region at great cost to both the companies involved and the local Duluth economy, as the jobs associated with the various mining projects would have been well-paying and plentiful. This unfortunate environmental bias was continued during the Biden years, as the area called "the boundary waters" had been handcuffed under a mining moratorium.
However, under the Trump administration, which is moving rapidly to eliminate permitting roadblocks for critical metals literally everywhere in the U.S., it is speculated that the intense lobbying by a Teck-Glencore joint venture on ground known as the "New Range Project" is about to receive a Trump-endorsed go-ahead with full permitting for development of their resource. That event is expected within the next full year, with every other project in the district looking to the New Range event as a precedent for securing their own permits. This is where the opportunity for Green Bridge Metals Corp. leaps off the page.
This link takes you to an article from the Associated Press entitled "Trump administration moves to lift Biden-era mining restrictions near Boundary Waters in Minnesota" that includes the following:
"Trump has singled out copper as a focus of his domestic minerals policy and promised during a campaign stop in St. Cloud, Minnesota, last year that he would quickly reverse the moratorium." Executive order "Fast 41" includes several mining projects that have been added to the Federal Permitting Improvement Steering Council's (Permitting Council) dashboard under Title 41 of the Fixing America's Surface Transportation Act (FAST-41), which provides for comprehensive timetables and transparent management to expedite the federal review process.
Another compelling reason to own GBRM/GBMCF is its focus on titanium, present in the mineralization at the South Contact Zone. From a recent White Paper on this metal:
"The ninth most abundant element in Earth's crust, titanium is a hard, silvery metal primarily occurring in oxide minerals. Recognized as a critical mineral by the U.S. Geological Survey (USGS) due to its essential role in economic and national security, titanium faces supply chain vulnerabilities. The U.S. Department of the Interior's final 2025 List of Critical Minerals includes titanium, emphasizing risks from supply disruptions that could impose high economic costs, particularly for critical commodities. The European Commission lists it as a Critical Raw Material, and Canada also classifies it as critical.
The U.S. is heavily import-reliant: 95% for titanium sponge (primarily from Japan, Kazakhstan, and Saudi Arabia) and 86% for mineral concentrates (from South Africa, Madagascar, Canada, and Australia). In 2024, the estimated value of imported titanium minerals and synthetic concentrates was $600 million. Domestic production is limited to about 100,000 metric tons of ilmenite and rutile combined annually, mainly from heavy mineral sands and mine tailings.
Recent U.S. government initiatives, including executive orders and funding programs, aim to bolster domestic critical mineral development, with titanium receiving significant support in 2025, such as $12.5 million to IperionX in August, followed by an additional $25 million in September for production scale-up."
This is important for the following reason: With stocks, bonds, and precious and base metals all elevated to unprecedented levels of valuation, it will be critical to have substantial portions of one's portfolio uncorrelated to the popular and over-owned sectors mentioned above. Owning a developer with a focus on a critical metal titanium accomplishes this. Companies exploring for and developing these strategic metals will be great places to "hide" in the event of a serious correction.
Drill programs at the South Contact Zone begin later this month, with drilling at Serpentine to follow.
The catalyst for immediate re-rating of this company (and upward revaluation) will not only be positive drill results. Since the White House is actively opposing the leftist leanings of Governor Walz, it is entirely possible that the Teck-Glencore joint venture on the New Range Copper Nickel LLC project (formerly owned by Polymet) will be given a full go-ahead for full-scale development and production.
This would pave the way for the development of the two major Green Bridge Metals Corp. projects, which would be accompanied by an immediate upward revaluation in share price to my 2026 target price of CA$0.75 / US$0.55.
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Important Disclosures:
Green Bridge Metals Corp. is a billboard sponsor of Streetwise Reports and pays SWR a monthly sponsorship fee between US$3,000 and US$6,000. As of the date of this article, officers, contractors, shareholders, and/or employees of Streetwise Reports LLC (including members of their household) own securities of Green Bridge Metals Corp.Michael Ballanger: I, or members of my immediate household or family, own securities of: Green Bridge Metals Corp. My company has a financial relationship with: None. My company has purchased stocks mentioned in this article for my management clients: None. I determined which companies would be included in this article based on my research and understanding of the sector.Statements and opinions expressed are the opinions of the author and not of Streetwise Reports, Street Smart, or their officers. The author is wholly responsible for the accuracy of the statements. Streetwise Reports was not paid by the author to publish or syndicate this article. Streetwise Reports requires contributing authors to disclose any shareholdings in, or economic relationships with, companies that they write about. Any disclosures from the author can be found below. Streetwise Reports relies upon the authors to accurately provide this information and Streetwise Reports has no means of verifying its accuracy. This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company.For additional disclosures, please click here.
Michael Ballanger Disclosures
This letter makes no guarantee or warranty on the accuracy or completeness of the data provided. Nothing contained herein is intended or shall be deemed to be investment advice, implied or otherwise. This letter represents my views and replicates trades that I am making but nothing more than that. Always consult your registered advisor to assist you with your investments. I accept no liability for any loss arising from the use of the data contained on this letter. Options and junior mining stocks contain a high level of risk that may result in the loss of part or all invested capital and therefore are suitable for experienced and professional investors and traders only. One should be familiar with the risks involved in junior mining and options trading and we recommend consulting a financial adviser if you feel you do not understand the risks involved.