
Ex-forex trader turned value investor. Commodities trader. Macro & data analyst.
https://www.rocketeller.com/Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, corporate presentations, and personal analysis at the time of writing, and they may change without notice.Read more

Cerrado Gold already runs a working gold mine, but the story may be getting overlooked because the company also has two very different “next chapters” in Portugal and Quebec. The big question is whether it can keep its Argentina operation running smoothly while moving the other projects forward without constantly raising new money.Read more

Maronan Metals is trying to turn a large Queensland silver deposit into an underground mine, and early study results suggest the first phase could work using only a small slice of what’s already been found. The big draw is room to grow through more drilling and a potentially cheaper processing route, while the make-or-break questions are funding, proving the rock performs as expected, and navigating a leadership change.Read more

American Resources is trying to reinvent itself from a coal-linked past into a U.S. supply-chain player for rare earths and other critical minerals, with a key stake in ReElement and a recycling-focused business it still controls. The catch is it hasn’t yet proven steady sales from its ongoing operations, so the big question is whether the new strategy turns into real customers and repeatable production before funding needs and reporting issues get in the way.Read more

Luca Mining has moved past the “someday” story and now runs two working mines in Mexico, with signs it’s bringing in cash and cleaning up its debt. The big question is whether this turnaround holds up as it ramps its newer mine and tries to squeeze more gold and silver out of its flagship operation.Read more

Lion One already has a working underground gold mine in Fiji, but results have been choppy and the next year is all about proving it can run smoothly day after day. If the new processing upgrades and a refreshed operations team can lift output and unlock more ore nearby, the upside could look very different—but debt, funding needs, and mining execution could still derail the turnaround.Read more

A little-known Australian miner is trying to turn its Paris project in South Australia from a drill story into an operating silver mine, and the payoff could swing sharply with the silver price. The catch is it still has to clear approvals and line up the money to build it without heavily watering down existing investors.Read more

Impact Silver already runs mines and a mill in Mexico, and a newly found high-grade vein could help it feed richer rock through the plant and boost results if silver prices stay strong. The catch is one of its key mines is paused after disappointing performance, so the story hinges on whether the core operation keeps improving while the stalled mine gets fixed.Read more

Heliostar already runs two gold mines in Mexico and wants to use that cash to build a much bigger, higher-grade project that could reshape the company over the next few years. The big question is whether it can get permits, financing, and smooth operations without stumbling on costs, delays, or share dilution.Read more
