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XPXPL

Solitario Zinc Corp.

$XPL·$72M·Industrial Materials·Basic Materials
$0.76-1.3%YTD+8.6%1Y+16.6%
Mentions · last 7 days
2026-07-03: 229 posts2026-07-04: 216 posts2026-07-05: 169 posts2026-07-06: 190 posts2026-07-07: 152 posts2026-07-08: 114 posts2026-07-09: 125 posts1,202
Price updated 44m ago·X counts updated 4d ago
XPXPL
$XPLSolitario Zinc Corp.
$0.76-1.30%1.2k posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $XPL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellStalledAI verdict · as of 2026-07-13

The move has stalled — likely just drifts unless something new shows up.

A $70M zinc exploration name with no revenue — the ticker chatter is entirely a Layer-1 crypto project, not this equity.

Solitario Zinc is a small-cap mineral-exploration company with primary interests in zinc and precious-metals prospects. The bundle shows no meaningful revenue, no imminent earnings event, and a market cap of just $70M — this is a pure exploration-optionality vehicle where the equity price will be decided by drilling results and commodity prices, not by a P&L.

What's actually visible in the bundle:

  • There is no business to underwrite yet: Q1 revenue was $0 and the company doesn't yet generate operating cash flow — every valuation input is either the value of unproven mineral resources or the probability of a partnership/sale, which is a category of investment where public-market analysis has limited traction.
  • The tape is quiet, not directional: 53rd percentile of the 52-week range, slightly below the 50-day but above the 200-day moving average, volume 30% of the 30-day average — this is a name being carried by a small holder base with occasional retail interest, not by institutional flow.
  • The June 2026 8-K under Item 8.01 references a material corporate event of undisclosed size — worth watching whether that develops into a partnership or drilling milestone that changes the setup, but absent that, this is dormancy.

August 5 earnings (10-Q) will be functionally an operational-status update rather than a driver of the price; the tape will move on drilling news or metals prices. This is an option on zinc and precious-metals discovery, not a business that supports fundamental analysis at this stage. The size and the setup argue for treating it that way.

What to watch: Any 8-K disclosing drilling results, a joint-venture partnership, or a change in the material corporate event referenced in the June 4 filing. Without a hard catalyst, the tape is likely to remain dormant.

On the calendar: 2026-08-05 — Q2 10-Q

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment18 posts analyzed · as of 2026-07-12

Posts describe Plasma ($XPL) as a Layer 1 chain for stablecoins with zero-gas transfers, sitting near a monthly setup that looks legit good and reclaiming range with H12 trend. Traders open longs around $0.09-0.10 with bull targets at $13 and note a major US public sale is loading. Some contrarian shorts and dead-chart calls exist alongside the bullish accumulation setup.

Read the AI verdict + X sentiment for $XPL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Exploration-stage junior mining company with zinc and base metal projects in Peru and Brazil.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $XPL.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

What this means for $XPL

Neutral — Exploration-stage junior mining company with zinc and base metal projects in Peru and Brazil; end markets and revenue mix have limited overlap with the US domestic rare earth supply chain build-out and critical mineral security.

Industry benchmark

8-name peer basket
+0.8%YTD
+63.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-19.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-15.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$-0.01$-0.010.0%
Q4 2025Mar 5, 2026$-0.01$-0.010.0%
Q3 2025Oct 29, 2025$-0.02$-0.01-100.0%
Q2 2025Aug 6, 2025$-0.01$-0.02+50.0%
Next earningsWed, Aug 5·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.01$-1.2M
Q4 FY25$0———$-0.01$-532K
Q3 FY25$0———$-0.02$-1.7M
Q2 FY25$0———$-0.01$0

Forward consensus

2-year forecast
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0-$0.06-$0.06 – -$0.040
FY27$0$0 – $0-$0.07-$0.07 – -$0.070

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.53%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 70.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Solitario Resources Corp. held its 2026 Annual Meeting of Shareholders on June 17, 2026, with 51,707,349 shares represented; six directors were elected including John Labate (99.34% for), James Hesketh (90.38% for), and Christopher Herald; a corporate investor presentation was also furnished under Reg FD. Annual governance meeting plus investor relations update for this Colorado-based mining company with gold and platinum-group metal projects.

8-KMaterial eventJun 48-K — Item 4.01
AI summary

XPL (XPL) filed an 8-K under Item 8.01 (other events) to disclose a material corporate event. The filing involves a transaction or event valued at approximately $0. The disclosure covers information the company determined was material and required prompt public disclosure under SEC reporting obligations. Item 8.01 and Item 7.01 filings cover events not specifically addressed by other 8-K items but considered significant enough to warrant prompt investor notification.

+ 6 other (2 proxys · 2 10-Ks · 1 10-Q · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Solitario (XPL) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·18d agoVoting Results from Solitario Resources Corp Annual Meeting Held June 17, 2026accessnewswire.com·26d agoSolitario Advances 2026 Ponderosa Drilling Programaccessnewswire.com·27d agoSolitario Resources Announces Share Issuance to Newmont Under the Amended Investor Rights Agreementaccessnewswire.com·62d agoSolitario Resources CEO to Present at Mining Forum Europe in Zurich, Switzerlandaccessnewswire.com·92d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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