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
3/16/2026 12:22am
**Bottom-line 🎯:**
Jim Rickards publicly names only **one** of the three “MDP” small-cap names he believes could dominate the $100 billion mineral-discovery market in Phase II of the American Birthright; the other two remain under wraps for competitive reasons. The disclosed company is **Ainvest (ticker AIME)**, while the remaining pair are referred to only as “the other two small companies” and have not been revealed in any citable source to date. 🤫✨
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### What exactly did Jim Rickards say? 📜
1. In a June 24, 2025, presentation Rickards outlined how 650 million acres of federal land could unlock an estimated **$150 trillion** in buried minerals, sparking demand for rapid, precise discovery technologies.
2. He projected that **three tiny, patent-owning firms—collectively dubbed “MDP” (Metal-Detector Plays)—will capture the lion’s share of the $2 billion-to-$100 billion discovery-services boom**.
3. While only **AIME** is named in the transcripts, Rickards confirmed two additional names exist but are being kept proprietary for now. 📡🔍
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### Why the mystery? 🕵️♂️
• **Strategic ambiguity:** By withholding two names, Rickards preserves “proprietary leverage” and avoids crowding the opportunity before federal land legislation is finalized.
• **Timing & exclusivity:** He frames the window as “approaching fast,” suggesting disclosure may come only after policy milestones or when the land-auction rollout is closer to reality. 🗓️🚦
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### How to stay prepared 🛠️📈
1. **Track the pipeline:** Focus on early-stage exploration firms with U.S. projects and defense-related critical minerals.
2. **Follow the patents:** Ownership of unique geophysical or remote-sensing tech is likely the common thread among the MDPs.
3. **Diversify exposure:** Pair speculative MDP candidates with proven leaders like MP Materials (MP) and NioCorp (NIO), which Rickards himself highlights as Phase I front-runners. 🧩💡
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Ready to keep your watch-list sharp and pounce when the next clue drops, or do you have a different strategy for hunting hidden gems in the critical-minerals space? 😉📊