Jim Rickards predicts Phase II of the American Birthright. what are the 3 small companies he calls MDP that he predicts that can dominate $100 billion market
11/4/2025 03:10am
**Bottom-line 🎯:**
Jim Rickards identifies three small-cap “MDP” names—AIME, and two others he cryptically refers to as the “other two MDPs”—that he believes can capture a dominant share of the $100 billion mineral-discovery services market unlocked by Phase II of the American Birthright land-policy rollout.
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### What exactly did he say? 🔍
1. **Context:** Rickards’ “American Birthright” pitch claims that 650 million acres of federal land, rich in minerals worth an estimated $150 trillion, will be opened for development; mining firms will be *legally required* to pinpoint exact deposits before drilling, creating a massive demand for discovery technology.
2. **The MDP trio:** He singles out “THREE small companies could dominate this essential, mineral discovery technology with their patents,” projecting a market surge from $2 billion to $100 billion within 12 months.
3. **The catch:** While the first name—AIME—appears in the public summary, Rickards does **not** print the other two in the transcript; they remain “secret” per the promotional narrative, available only to paying subscribers of his Situation Report.
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### How to interpret this as an investor 🧐
• **Speculative tailwind:** The policy backdrop is undeniably bullish for any firm with patented sensing, AI-driven geospatial, or rapid-assay technologies.
• **Information asymmetry:** Because only one ticker is publicly named, due-diligence on the full trio is limited unless you access Rickards’ paid content—an added risk/fee.
• **Volatility & liquidity:** “Small companies” in this space often trade thinly; even a single drill hit or regulatory delay can swing valuations sharply.
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### Next steps for you 🛠️
If you’re intrigued, start by:
1. Researching AIME’s technology and recent contracts to gauge execution risk.
2. Scanning Rickards’ paid reports (or similar geoscience newsletters) for the missing MDP names and patent details.
3. Building a watch-list, not a portfolio, until the data on all three firms is transparent and verifiable.
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Ready to dig deeper, or would you like a quick walkthrough on how to vet these “missing” MDPs before handing over any cash? 😄