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Collin Kettell & Rick Rule: Why The Palisades Portfolio is Impossible to Reproduce

Palisades Gold Radio May 23, 2026

Summary

Palisades Goldcorp has distributed $75 million to shareholders against only $15 million raised, demonstrating a highly capital-efficient business model with minimal dilution.

The company holds a massive warrant portfolio exceeding 1.5 billion warrants across 200+ companies, secured during market weakness, creating significant uncaptured option value.

With a conservative NAV of $3.10 per share excluding subsidiaries, Palisades offers unique diversified leverage to the junior mining sector that is now impossible to replicate.