TSE:NDM

Northern Dynasty Minerals Ltd (NDM.TO)

2.40
-0.07 (2.83%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Northern Dynasty Minerals Ltd (NDM-T) has faced significant challenges, particularly in its community relations, which have led to a checkered reputation. A substantial portion of its resources, around $80 million, has been directed towards legal disputes with a First Nations band, raising concerns among investors. Experts believe that improving relationships with the community is crucial before considering any investments in the company. However, there is optimism regarding potential opportunities, especially if the company can align itself with the current political climate under the Trump administration. This presents a unique chance for Northern Dynasty to not only mend its reputation but also to harness local support for its projects.

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Consensus
Cautious
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Valuation
Undervalued
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BUY
Has the largest, undeveloped copper/gold deposit in the world. Has over 50 million ounces of gold and 40 billion something in copper. Located in Alaska. Possible takeover target.
TOP PICK
They have the largest undeveloped gold/copper deposit in the world in Alaska. Has 31 million ounces of gold and 16 billion pounds of copper. The most targeted company in the world by majors. Just a matter of time.
DON'T BUY
Exceptionally good management. One of the largest copper/gold resources in North America. Huge deposit which keeps getting bigger. Limited infrastructure and the grades are modest at best. Also depends on copper. He is bearish on base metals.
DON'T BUY
Skeptical about this one. Big, big property, but very low grade. In Alaska where there are environmental issues. Have had some better grades when they drilled laterally, so may have a better shot than when he had any interest in it. Can find better things.
TRADE
Northern Dynasty Mines are working on getting environmental permits for land in Alaska. There is a group that is opposed to having a mine built in their backyard that are holding them back. NDM are pretty close to obtaining their permits. It is a pretty good project but it takes a long time to bull these mines. There are also opportunities in mines in Mexico.
BUY
It thought it found a deposit, and drilled it to see the end of it, but instead found the "e-zone" which may end up being bigger then the original deposit. Thinks by the end of 2006 a consoridum will be put together or NDM will be taken out.
PAST TOP PICK
(A Top Pick July 11/05. Up 10%.) The premier play in the world today. Expects they will be acquired. Excellent drill results.
TOP PICK
One of the most oustanding new discoveries in recent times. 42 million ounces of gold, 24/25 billion pounds of copper and 1.3 billion pounds of molybdenum in its Pebble deposit in southern Alaska and it's not finished. A takeout candidate.
TOP PICK
Developing what could be the largest deposit in the world. Latest find is so mind boggling it's almost too good to be true. The biggest risk is infrastructure and permitting.
TOP PICK
This is one that he expects will be acquired, merged or be a major joint venture within 12 months. Has 30 million ounces of measured indicated gold, 15 billion pounds of copper. Should be worth 3/4 X its current level.
DON'T BUY
Owns the Pebble deposit in Alaska which is one of the largest copper/gold deposits in the world. There is no infrastructure in the area, so the capital needed to build this project will be significant. The main reason he doesn't own is that he's bearish on the US economy and thus the global economy and thus base metals such as copper.
BUY
Would be shocked and disappointed if they weren't taken over by this time next year.
BUY
Have measured and indicated 31 million ounces of gold in Alaska. Now the concern is, will it ever get permitted. Expects a major will have to come after this company.
TOP PICK
Has gone against everyone's belief that they could find a deposit in Alaska. 31 million ounces of gold. 15.8 billion pounds of copper. Very cheap.
TOP PICK
Has one of the most remarkable deposits in the world, known as gold/copper periphery deposit located in south central Alaska. Either the largest or 2nd largest such deposit in the world and it's still growing. it has 31 million of ounces and 18.5 billion pounds of copper and 1 billion pounds of molybdenum. Will cost about $1 billion to put into production. Open pit mine, so very low stripping ratio.
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