The YouTuber suggests Aryan Phosphate as a speculative short-term trade due to its development-stage mining project in Quebec, which could become valuable if phosphate becomes a strategic mineral and supply tightens. However, he cautions that it is pre-revenue and very risky, and its long-term benefit after the current disruption is uncertain.
“If phosphate becomes a strategic mineral and supply tightens globally, new deposits in stable regions like Canada could become very valuable.”