Northern Dynasty Minerals Ltd (NAK)

[Atinus]

The candid "interview" with NAK, if authentic, makes it sound like the company has its political ducks in a row: supportive Governor. That, plus 180 years of metals, all sounds bullish to me. Thiessen sounds incredibly confident about the future of the company.

The potential downside is politically the tape could hurt the governor, and then there's blowback against the company. The thing to watch for would a public pushback by Dunleavey against the company.

So far no comment from the governor. However, there is pushback from the Senators, including Murkowski. On that, I'd note that with Murkowski coming out against Trump's Supreme Court pick *and* Pebble Mine, the mine could be approved simply to spite Murkowski.

https://archive.is/1y9HI

“Let me be clear: I did not misunderstand the Army Corps' recent announcement," Murkowski said in response to the videos. "I am not ‘embarrassed’ by my statement on it and I will not be ‘quiet in the corner.’ I am dead set on a high bar for large-scale resource development in the Bristol Bay watershed. The reality of this situation is the Pebble project has not met that bar and a permit cannot be issued to it.”

Collier said in the tapes that Sen. Dan Sullivan, up for reelection on Nov. 3, has gone quiet on Pebble and is hoping to “ride out the election."

Sen. Sullivan’s office said he continues to believe a permit cannot be issued.

“Senator Sullivan stands by that clear statement — any suggestion otherwise by Tom Collier or anyone else is either wishful thinking, a blatant mischaracterization, or an irresponsible ploy to secure funding,” his office said in a prepared statement.