Sunday Special Jones Edition: Why Isn’t Kinross Minting a Gold Coin JUST for shareholders of record? (Update 12/8)

   

Why Isn’t Kinross Minting a Gold Coin JUST for shareholders of record?

Important Update (Eligibility & Coin Sizes)

Eligibility could reasonably start at 50 shares at the proxy record date—enough to show real participation without shutting out smaller shareholders as KGC rises in price. When it comes to coin size, not every shareholder can buy a full ounce at once, so Kinross could offer 1/4 oz, 1/2 oz, and 1 oz options, with a maximum annual purchase equal to one total ounce per shareholder. This keeps things affordable, fair, and still genuinely scarce.

If Kinross ever chooses to pursue this idea, they’ll design the details their own way. The point is simply to spark the thinking—and highlight what’s possible.

Gold miners keep missing the moment:  Crypto invents digital scarcity out of nothing, while Kinross produces real scarcity from the ground—and still hasn’t leveraged it. That could change with one simple move. 

While Bitcoin floats in the digital ether—and new celebrity tokens appear every week—Kinross is sitting on the one asset those fantasies are trying to imitate: real physical gold. Not code. Not marketing. Not blockchain buzzwords. Gold you can actually hold in your hand. So here’s the idea: What if Kinross minted a gold coin  that ONLY eligible Kinross shareholders could purchase? Not another Maple Leaf. Not a public bullion product. A Kinross coin for Kinross owners. Something real, not imaginary.

Blockchains Don’t Change the Core Problem

Crypto has recently tried to rebrand itself as “blockchain infrastructure processing”—as if that somehow transforms digital tokens into tangible value. The technology may be real, but the token usually represents nothing but belief. Owning a crypto token is not owning a data center. Owning Kinross is owning a gold mine. Big difference.

Collectible Scarcity

There are two kinds of scarcity: 1) the physical scarcity of gold 2) the access scarcity of who’s allowed to purchase the coin. Anyone can buy a Krugerrand. But with this concept, only a verified Kinross shareholder could purchase a Kinross Gold Coin made from the very gold produced at the mine they already own a stake in. Bitcoin tried to manufacture scarcity with code. Kinross already has geological scarcity.

The Proxy Cycle: The Hidden Power Move

Most retail shareholders don’t vote. Companies beg for higher proxy participation every year. This concept solves verification AND boosts engagement at the same time: vote your shares, system confirms ownership automatically, receive a shareholder access token, use that token to purchase a Kinross Gold Coin. Clear: the coin is NOT free - voting only grants eligibility to BUY one. This verifies shareholder status, increases proxy voting, and gives investors a physical connection to the metal they already own a piece of. That’s alignment.

Eligibility Matters (Update 12/8)

Eligibility should require at least 50 shares held at the proxy record date—high enough to prevent one-share opportunists, yet realistic for smaller investors, especially if the stock price moves higher over time.

Reasonable Guardrails

• minimum 50 shares

• eligibility tied to proxy cycle

• annual purchase cap equal to one ounce

• token expires annually

• new token issued at next proxy cycle

• shareholders choose 1/4 oz, 1/2 oz, or 1 oz (up to one ounce total)

Simple. Clean. Limited.

Kinross Being First Is the Advantage

This isn’t about other miners. This is about Kinross doing something no gold miner has done before. Being first instantly makes the coin unique and bonds shareholders to the company in a way crypto never can. Crypto offers bits in the ether. Kinross could offer the metal the world has trusted for 3,000 years. Investors don’t need another digital fantasy. They need something real.

What About Hecla?

Hecla is primarily a silver producer—they could mint a silver coin for eligible holders. But the symbolic weight—and the disruptive potential—belongs with Kinross and gold. That’s where this idea truly lives.

An Idea Too Obvious to Ignore

Here’s the remarkable part: this concept has been suggested to Kinross before—and never even acknowledged. That alone says something about how traditional mining thinking overlooks simple opportunities to drive loyalty, identity, and engagement. This idea is already complete. Kinross doesn’t need a task force—it just needs a decision.

The Real Question

Do they have the imagination to see how a shareholder-only gold coin could bond an entire community of traders and long-term holders together—exactly at the moment digital fads are collapsing and investors are looking for something real?

Closing Thoughts

Kinross has the metal. Kinross has the refining. Kinross has the shareholders. Only the minting remains. Bitcoin sells belief made of code. Kinross could sell value made of gold. Sometimes disruption doesn’t require blockchain. Sometimes it just requires imagination—and a mint.

If Kinross ever chooses to pursue this idea, they’ll design the details their own way. The point is simply to spark the thinking—and highlight what’s possible.

Spider Jones — Stocks to WATCH, Sunday Special Edition

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Market Talk: Opportunity, Strength, and Speculation

  

Market Talk 

The market pulled back over the past two weeks, mostly on the idea that the Fed might skip the December rate cut many had expected. That was enough to shake things out a bit. Since then, a few Fed officials have hinted that the economy still supports a cut, which helped steady the tone. For Jones readers who kept some powder dry, the dip may have opened the door to nibble on select tech and defense names. If buying back in, small batches and inching in still look like the prudent approach.

Stock  Talk 

With gold and silver holding firm and both metals sitting well above the levels most banks predicted for this year, the miners that actually deliver real grades and real cash flow are starting to separate from the pack. Two names stand out:

Hecla Mining Company (HL)

Hecla turned in a strong update across all three of its key sites. Midas (Nevada) hit high-grade gold with visible gold in the core, running from roughly 30 g/t up to over 200 g/t in the best pockets, with surrounding intervals in the 4–10 g/t range. Keno Hill (Yukon) added more silver zones, including the usual 80–200 g/t silver that fills out the system. Greens Creek (Alaska) confirmed additional ore in active areas, consistent with the strong silver, gold, zinc, and lead grades that make it one of the better producers in North America.
The grades at all three sites are high overall and show potential for high-value expansions at mines that are already highly productive.

Kinross Gold Corporation (KGC)

We don’t even need higher gold prices here. Kinross produces at low costs, and with gold holding well above what even Goldman Sachs predicted ($2,700), KGC stands out. They’re posting steady earnings, buying back shares, cutting debt, and raising dividends. That combination makes it one of the better stocks in the sector — and for that matter, the entire market.
On top of that, KGC has exposure to fresh exploration upside through its involvement with junior companies now trading at penny-stock levels, including Relevant Gold (RGCCF) in Wyoming and Puma Exploration (PUMXF) at the Williams Brook Gold Project in New Brunswick, Canada. These early-stage districts add inexpensive optionality that could matter over time.

Bottom Line

Earnings and growth are the key fundamental drivers, and both HL and KGC are showing those traits right now. That’s the hallmark of a stock worth watching, and it’s why both continue to stand out on the Jones report.

Speculation Corner – Oncolytics Biotech (ONCY)

ONCY, as a $1 penny stock may fit best as a “some stock” — an interesting speculative name, but not a “too much” stock. The company now has initial FDA alignment for a pivotal Phase 3 pancreatic cancer trial, which can draw attention from big pharmas whose checkpoint inhibitors struggle in cold-tumor cancers like pancreatic, ovarian, prostate, MSS-colorectal, and GBM. If a partner steps up, it could put the other checkpoint companies on alert — and once that happens, that’s where a pop could come from.
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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Special Jones Report — ONCY, Pelareorep, and Why a Buyout Scenario Is Back on the Table

  

The $1 Stock Holding a Potential $20 Billion Solution for Big Pharma’s Cold-Tumor Gap

Key Opinion Story:

Strong and growing evidence and data is showing that Pelareorep is the immune activator cold tumors have been missing. It is the naturally occurring, cancer-targeting virus that Oncolytics Biotech (ONCY)has learned to amplify — slipping into tumor cells, lysing them from within, exposing antigens, and triggering the T-cell activation cold tumors cannot produce on their own. In immunotherapy, that is the spark.

Checkpoint inhibitors, marketed by the Pharma giants, do not kill cancer. They block the suppressive proteins — PD-1, PD-L1, CTLA-4 and others — that tumors use to disable T-cells. The T-cells do the actual attacking, but only once they’ve been activated and driven into the tumor with force.

Pelareorep activates those T-cells and brings them to the tumor. Checkpoint inhibitors remove the blocks that were stopping those T-cells from working. That is why Pelareorep is a strategic asset, not an incremental add-on.

There’s also the quiet possibility that an early low-ball offer already came in — likely from a large pharma without a checkpoint program, testing whether ONCY would sell Pelareorep on the cheap. Instead of folding, ONCY locked in its Phase 3 design with the FDA, a classic move to raise the valuation floor and send a message: come back with real money. And that’s where the story shifts, because once the Phase 3 path was secured, the real intrigue moves to the companies with heavy checkpoint stakes on the line.

Pelareorep unlocks cold tumors, and the pharma that owns it will be the only one with a checkpoint that actually works there. Merck and BMS are the obvious examples — and several other pharmas with checkpoint ambitions are watching just as closely.

If Merck owns Pelareorep, Keytruda dominates cold tumors.
If BMS owns it, Opdivo gains a second life where checkpoints currently fail.
If both hesitate, other checkpoint players — Roche, AstraZeneca, Pfizer/Seagen — have every reason to step in and reshape the field.

This is not a minor asset. Major oncology platforms routinely command $10–$20+ billion deals, and Pelareorep fits the platform category, not the bolt-on category. Cold tumors remain one of the biggest failures in modern immunotherapy, and Pelareorep is one of the first credible solutions.

ONCY trades today as a $1 penny stock, dismissed by skeptics who stare at the price instead of the science and strategy. But the price does not change the fundamentals. The FDA’s alignment with ONCY on the Phase 3 pancreatic cancer design puts Pelareorep directly in view of companies whose checkpoint franchises depend on solving the cold-tumor problem.

Markets often miss the obvious. This might be one of those times.

Market Talk 

The market feels jumpy again. AI stocks are back in the news with big earnings, and people are already arguing whether this run is the real thing or just another bubble forming. These tech bursts can lift the whole market for a day or two, but then they fade right back into the same choppy selloffs we’ve been seeing. The money comes in fast and leaves just as fast.

Meanwhile, the real economy hasn’t changed — inflation still hangs around, the world is a mess, and traders are reacting to every headline like it’s the next crisis. That’s why the resource names still matter. Gold and silver don’t depend on hype or perfect conditions. They sit underneath all the noise, and eventually the market comes back to them when things get shaky.

Today’s sudden market turn doesn’t feel great to most people holding stocks, but the bigger story hasn’t changed just yet. These kinds of selloffs show up fast, and they usually settle once the panic eases. Nothing in the fundamentals broke — the market just got loud again.

Not every story in the market moves with the indices. Some move on science, not sentiment. ONCY fits that lane. While the tape is shaky, the work behind Pelareorep continues, and the latest FDA alignment puts the spotlight back where it belongs — on whether the data can change outcomes in a cancer with very few options.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Stock Talk Update on Hecla Mining, Kinross Gold, and ONCY — Is BMS the Dark Horse?

  

Market Talk 

NVDA gave the market another lift, powered by the nonstop AI buildout and its latest round of strong earnings. Tech names jump back into the spotlight fast, but the leadership never stays in one place for long. What does stay steady is the resource story — real demand, real supply pressure, and none of the hype cycles. That’s why names like Hecla and Kinross remain mainstays here, even when the market is busy chasing whatever tech star lit up the headlines this week. Sometimes the best trades are the ones that don’t need headlines at all.

Stock Talk 

Hecla Mining (HL)

Hecla is one of the few solid U.S. silver producers in a market where China is tightening export controls to keep more silver at home for its vast solar-panel manufacturing and expansive military-equipment buildouts. That means less silver coming out of China and more focus on dependable North American supply. With global silver demand rising and supply tightening, Hecla’s position only gets stronger. Add in gold by-product production from its U.S. mines and the Casa Berardi gold mine in Canada, and Hecla remains a mainstay in the Jones view, with breakout potential still to be seen. It appears to be a good stock to hold and possibly accumulate on dips.

Kinross Gold (KGC)

With gold holding near the $4,000 range, Kinross stands out as one of the steadier names in the gold sector. The company keeps costs low, throws off solid cash flow, and continues to reward shareholders with buybacks and dividend increases instead of dilution. Even if gold dips from these levels, KGC’s all-in sustaining costs are low enough that earnings still look solidly positive. Kinross is also taking a smart, lower-risk expansion path by partnering with junior explorers in high-grade potential plays like RGCCF and PUMXF, all operating in safe North American mining regions. As long as gold stays firm — and even if it softens — KGC’s disciplined strategy and strong cost position give it plenty of room to keep delivering.

Speculation Corner — ONCY (and BMS?)

ONCY just shifted gears with the FDA’s alignment on its Phase 3 pancreatic trial. The design is agreed to, and Pelareorep’s cancer-lysing and immune-activating profile is now in front of regulators — a milestone that finally puts real structure behind the PDAC program.

The bigger angle? The checkpoint players. Keytruda has been everywhere, but checkpoints still struggle in cold-tumor settings like pancreatic, ovarian, and several other solid cancers where ALL the checkpoints usually fail. Opdivo (BMS) is in the same situation — results and sales in these tough cancers have been slower than hoped. If Merck drags its feet, BMS is known to move faster when a new drug can make their checkpoint work in places it normally falls flat. Pelareorep is that kind of immune primer — the piece that turns a “cold” tumor into something a checkpoint can actually attack.

And this is where the story gets bigger. When a small biotech holds something that could strengthen multiple big-pharma checkpoint franchises, you’re not just looking at partnership potential — maybe even buyout potential starts creeping in. Big pharma doesn’t like watching competitors gain the upper hand in cancers they’ve been failing to crack for years. ONCY — it’s a company to watch closely. Here at the Jones Report, we use the word maybe on speculation — maybe some.

Ramaco Resources struggles in a coal mindset

Ramaco Resources with it's METC and METCB has been pushed back into the coal bucket by the market, despite the rare-earth potential sitting under the Brook Mine. The stock is acting like a pure coal play and is being priced that way. The rare-earth story hasn’t clicked with investors because Washington hasn’t moved, the defense sector hasn’t leaned in publicly, and investors don’t reward “potential” without partners or independently verified assays that change the narrative. Until that happens, Ramaco trades like a dog and gets valued like one. The long-term rare-earth opportunity may still be real, but for now it sits in the background rather than driving the stock.

Staying Nimble

In a market that swings from AI euphoria to resource strength and back again, keeping some dry powder never hurts. Some weeks it’s tech, some weeks it’s metals — but opportunity tends to show up for those who stay flexible.  When the headlines get louder and the swings get wider, having room to move can matter more than making the perfect call.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Reading Signals in a Noisy Market - KGC, HL, METCB and ONCY

    

Market Talk 

The world gets weirder and stranger every day. A Marxist-leaning mayor in New York City, war grinding on in Ukraine, sticky inflation from years of lingering Biden inflation, overspending, and China hinting at rare-earth pressure while trade policy shifts week to week. At the same time, the major indices keep bouncing around their highs, with volatility throwing some stock  into ten-percent swings — plenty of charts look stretched. Finding a way to gain leverage on gold and silver may be the smarter play these days.

But at this point, we’ve already seen some nice gains, and while the trend still looks steady, it’s not always easy to stay steadfast with that stretched feeling hanging over trader sentiment. Still, the miners are holding their ground, and plenty of investors think we may be on the verge of a breakout that finally recognizes the growth these companies are showing in their earnings results.

Stock Talk 

Kinross Gold (KGC)

Kinross has stayed disciplined. With gold prices firm, their cash flow supports share buybacks and dividend bumps — not something you see often in a sector known for dilution. If gold simply holds steady, the lower share count alone gives KGC a natural lift, and management seems committed to rewarding shareholders instead of chasing expansion.

Hecla Mining (HL)

Hecla remains one of the cleanest plays on rising silver demand in the U.S. Silver stays tight thanks to solar, electronics, and data-center build-outs. Add in their gold by-product credits — which help lower operating costs — and HL has more breathing room than most silver producers. Their recent earnings already reflect what stronger metal prices can mean.

Rare Earths — A Story Waiting to Break Out?

President Trump keeps talking about securing rare-earths, but most of the attention is on foreign sources or “friend-shoring.” Meanwhile, our own domestic opportunities — especially the rare-earth potential in Ramaco’s Brook Mine in Wyoming — barely get mentioned. That’s where METC and METCB come in. If Washington takes a serious look at what’s sitting in our own backyard, Ramaco’s rare-earth angle could move from background chatter to headlines. If that happens, METC and METCB may find themselves in the spotlight for something far more valuable than coal.

Speculation Corner — ONCY

ONCY drew attention today after Anson filed a new 13G showing 7% ownership on the same morning HC Wainwright doubled their price target to $10 — a timing that feels like they may be sensing something the market hasn’t fully picked up on yet. The one question mark — the kind that could set a fire under the stock — is ONCY’s upcoming FDA design meeting. If the FDA raises the fairness issue about putting late-stage pancreatic patients into an old standard-of-care control arm — something the agency has questioned before in other deadly cancers — it could reshape the trial in a way investors, institutions, and even a few big pharmas with checkpoint drugs may not ignore.

Dry Powder

In a noisy market, keeping some dry powder and avoiding the all-in mentality is one way to stay nimble. When the headlines get louder and the swings get wider, having room to move can matter more than making the perfect call.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

TWO Stocks: Kinross Gold Corporation (KGC) and Hecla Mining company (HL) - and penny stock corner on two others with Kinross eyes on them

   

Market Talk 

Much has happened since our last post.  The Fed cut rates, as expected, but also noted that a follow-on rate cut in December is uncertain as they try to monitor inflation in a government shutdown.  Then -we saw the elections that show further polarization of the country.  

The Markets have shown that although at all- time highs, individual stocks are stretched.  Meanwhile the fiat currencies are becoming more devalued, including the dollar.
Gold and silver prices, although bouncing around high thresholds are holding near all-time highs. 

Stock  Talk 

Two mining companies, as described in prior posts here, stand out as continued high performers,

Kinross Gold Corporation (KGC)

                    and,

Hecla MiningCompany (HL)

Speculation Corner penny stock - Relevant Gold (RGCCF)

Kinross recently exercised its warrants and boosted its stake in Relevant Gold (RGCCF). No fanfare, no hype — just a modest $2.9 million top-up and a show of quiet confidence.

Relevant trades around $0.30, a true penny stock with light volume — average about 38,000 shares a day. That means only small limit trades, and only for those willing to wait and speculate on what Kinross may also be seeing out there.

Relevant Gold – Wyoming Project Portfolio” map showing 40,000 + acres]

Kinross already knows this kind of ground. It built part of its success mining the same ancient, gold-bearing formations farther north. Wyoming’s belt offers that same geology inside the U.S. — stable laws, open ground, and less competition.

Relevant controls more than 40,000 acres across several projects, with mapped shear zones and visible gold at surface. For Kinross, a small investment secures a front-row seat on a big land story. The first drill results are due early next year. It’s a waiting game, thin volume and all, but sometimes that’s where the quiet setups start.

Update: PUMXF is another penny stock connected with Kinross Interest and backing that looks prospecting interesting at 12 cents a share.

https://finance.yahoo.com/news/puma-exploration-samples-126-g-130200758.html

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Disclosure:  Jones bought 5,000 shares of RGCCF with a limit order at $0.30 and 5,000 of PUMXF at $0.12 with the gamble alongside Kinross. The Jones Report has no affiliations or arrangements with any company mentioned here in StocksToWatch. This isn’t a pump site, just conversation about what’s out there — and what may or may not be.

__

If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

______________

More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
________

Navitas Semiconductor (NVTS) -- The Coming Game Changer Behind AI’s Power Revolution

   

Sunday Special Jones Report

Navitas Semiconductor (NVTS) -- The Coming Game Changer Behind AI’s Power Revolution

Navitas — Latin for “Power and Energy”
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How and Why Navitas Semiconductor (NVTS) Will Save Billions in Energy Costs — The Navitas of Power

Introduction:

This report is all about a coming change that astute institutions as well as real investors should take notes on. The leader is Navitas Semiconductor Corporation (NVTS) based in America, headquarters at Torrance, California.

AI’s hunger for power is forcing a complete rethink of how data centers are fed.  While most people focus on GPUs and servers, the real bottleneck is electrical — and it starts with how energy gets from the grid to the racks.

Behind the scenes, every computer and AI server runs on Direct Current (DC) power, not Alternating Current (AC) from the power lines. This means every watt must first be converted to DC before it can drive computation. In data centers, the conversion from AC to DC is done before the power reaches the server. This saves energy and heat.  When scaled to the numbers involved in AI data centers the savings can be enormous with the NVTS driven architecture. Lower current is needed for the same power delivered, less copper on the path and far less energy lost as heat across the power chain.  The result is leaner, faster and cooler data halls -- a transformation that goes beyond performance to pure efficiency. NVTS’s Silicon semiconductors make that shift possible, turning what was once wasted energy into usable computing power.

It is where NVTS steps in with two key technologies: Silicon Carbide (SiC) for the high-voltage front end and Gallium Nitride (GaN) for the fast rack-level converters.  Together, they form the backbone of a new revolution in power delivery -- one that will save Billions each year in wasted energy.

Why SiC and GaN Matter

Traditional silicon power devices are hitting their limits. SiC and GaN push far beyond, both switching faster and running cooler.
SiC handles very high voltages and current — perfect for converting grid-level AC into the 800-volt DC that feeds the building.
GaN excels at ultra-fast switching at lower voltages — ideal for converting that 800-volt DC bus down to 48 volts at the server racks.
The result: smaller equipment, less heat, and much higher overall efficiency.
It’s the high-speed switching itself — turning current on and off thousands of times per second — that performs the real work of converting AC into smooth, usable DC power.
    

Figure 1: Power Flow Using NVTS SiC + GaN Architecture             

Stage 1: The Front End — 13.8 kV AC to 800 V DC

At the front end of every AI data center, incoming 13.8-kilovolt AC power from the grid is stepped down and rectified into DC.
This is where Silicon Carbide (SiC) devices take charge.
They handle high voltage and high current, switching cleanly and fast enough to convert that grid power into a stable 800-volt DC bus that feeds the rest of the system.
The rapid switching feeds and shapes the current through the rectifier and filter stages, turning raw AC into the steady DC bus that powers everything downstream.
Each 1-megawatt power block uses about forty SiC devices, and a 300-megawatt campus will need roughly twelve thousand of them.
The result is less heat, smaller hardware, and higher overall efficiency -- the essential first step in making AI’s enormous power demand sustainable.

            Figure 2 — Inside a SiC Front-End Power Cabinet

How it works:

Incoming 13.8 kV AC passes through protection breakers and a step-down transformer.
From there, rows of SiC power switches rapidly turn current on and off to perform the AC-to-DC conversion.
These high-speed switches — known technically as MOSFETs (metal-oxide semiconductor field-effect transistors) — are the key to high-efficiency power transfer.
DC link capacitors and bus bars stabilize the current, while a liquid-cooling loop keeps the system running efficiently under heavy load.

Stage 2: The Rack Level — 800 V DC to 48 V DC

Once power reaches the data hall, Gallium Nitride (GaN) devices take over.
Each rack’s converters step the 800-volt DC bus down to a regulated 48-volt DC supply that feeds the GPU and CPU power modules.
GaN switches operate with less loss and much higher switching speed than legacy silicon.
A single 80-kilowatt rack uses around forty to fifty GaN devices, which means roughly 180,000 NVTS GaN chips across a 300-megawatt campus.
Higher frequency means smaller transformers, less copper, and far less heat — all translating to lower power bills and lighter cooling loads.

Why 48 V Matters

48 volts DC is the sweet spot — high enough for real efficiency, low enough to stay safely serviceable. It’s classed as SELV (Safety Extra-Low Voltage) under IEC standards, meaning technicians can work around it without full high-voltage PPE. Compared to today’s 12-volt rack systems, the shift to 48 V slashes distribution losses and heat — a necessary upgrade as AI loads grow.

NVTS SiC devices handle the heavy lift at the 800-volt front end, while NVTS GaN chips drive the high-frequency 800-to-48-volt step at each rack. Together they form the silicon backbone of this quiet power revolution.

The Scale of the Silicon

Across that same 300-megawatt AI campus:
About 12,000 SiC devices at the front end and 180,000 GaN devices at the racks. That’s nearly 200,000 NVTS power semiconductors per site, with each one quietly working to turn waste into efficiency.

Multiply that by the wave of new AI campuses on the planning boards, and the numbers rise into the tens of millions — and billions of dollars in energy savings every year.

The New Power Player

Every watt that feeds the AI revolution must first pass through semiconductors like these.
And as thousands of new megawatts come online, so will the demand for hundreds of thousands of NVTS power chips per site.
This is the quiet foundation under the entire AI buildout — silicon that doesn’t compute, but makes the computing possible.
When you look at that scale, it’s clear where this story leads.
If NVIDIA designs the brains of AI, then Navitas builds the power behind it — the Navitas of Power.

With so much at stake, and NVIDIA already the one to recognize what’s unfolding, the question isn’t if the market wakes up — it’s when.

Bottom Line

NVTS isn’t chasing AI hype — it’s helping fix the power drain that AI created. As the market wakes up to the 800-volt DC revolution, the traders chasing chips will find that the real story — and the real savings — may run straight through NVTS.

WORTH REPEATING:

Add up all the high - powered planned AI data centers now on the drawing boards at NVIDIA, Amazon, Google, Meta, and Microsoft, and the result is staggering -- Billions of dollars in potential energy savings every year AND millions of NVTS semiconductors every year.

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If interested - scroll back and view notes on other stocks, we watch here at the Jones report.  Why not? With the caveat that things change and we try to stay aware - It's all FREE to read and make your own calls and decisions.  Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare!

For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality.  Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor. 

All in all - we use the word maybe "some", not "too much" and play it accordingly.  Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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