
Ex-forex trader turned value investor. Commodities traders. Macro & data analyst.
https://www.rocketeller.com/🪙 Boab Metals Limited (ASX:BML) Boab Metals Limited (ASX:BML) is a near-term Australian polymetal developer advancing the Sorby Hills Lead–Silver–Zinc Project in Western Australia toward production, with first output targeted for H2 2027. The project is a bulk-tonnage, medium-grade system (≈35–39 g/t Ag and 3–4% Pb) where economics are driven by scale and strong by-product credits**, rather than high grades.Read more

Silver X Mining Corp. (TSXV: AGX) Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice.Read more

Barton Gold Holdings Limited (ASX: BGD) Projects / Location / MRE / Grades Introduction Barton Gold Holdings Limited is an Australian gold developer focused on building a regional gold production platform in the Central Gawler Craton of South Australia. The company’s story is not just one project, one drill target, or one speculative discovery.Read more

🪙 Polymetals Resources Ltd (ASX:POL) Polymetals Resources (ASX:POL) is an Australian polymetal producer/restart story centered on the Endeavor silver–zinc–lead mine in the Cobar Basin, NSW. Unlike a “pure silver” discovery play, Endeavor’s economics are driven by multi-metal concentrates (Zn + Pb with Ag credits) and the operational ramp to steadier shipments/cashflow.Read more

🪙 Silverco Mining Ltd. (TSXV:SICO) Updated Snapshot (Feb 2026) Silverco is a restart-stage, high-grade-ish silver district consolidator advancing the Cusi Mine Complex (underground mine + permitted 1,200 tpd mill ) toward a restart decision —but the company explicitly says no production decision has been made yet , pending technical/financial/permitting milestones.Read more

🪙 Manuka Resources Limited (ASX:MKR) Manuka Resources (ASX:MKR) is a near-term restart precious-metals producer targeting gold + silver production in Q2 CY2026 from its Cobar Basin (NSW) asset base, using the existing 1Mtpa Wonawinta processing plant and feed from Wonawinta silver plus Mt Boppy gold (including stockpiles). This is a restart + financing + execution story (plant refurbishment/upgrade, mining start-up, concentrate/ ore sales), with meaningful commodity torque.Read more

🪙 Lahontan Gold – Updated Snapshot (2025) Open-pit Nevada gold developer advancing toward a 2027 construction decision. Still very low market cap and truly undervalued to be ignore!Read more

🪙 Thor Explorations Ltd (TSXV: THX | AIM: THX) - Info (Mid-Jan 2026) Shares outstanding (basic): 665,297,482 (company presentation dated Nov 2025). Fully diluted shares: 665,297,482 Latest AISC / cost indicator (Segilola operating guidance): FY2026 AISC guidance: US$1,000–1,200/oz (release dated Jan 13, 2026 ).Read more

🪙 KUYA SILVER (CSE:KUYA) Kuya is transitioning from small-scale restart/ramp-up at Bethania into a Phase-1 commercial platform anchored by 350 tpd mine rate and vertical integration (owning a flotation plant), with exploration upside from Silver Kings. Updated Snapshot — Feb 2026 Capital Structure Issued & Outstanding (Basic): ~189.66M shares Reserved for Issuance: ~45.65M Rough Fully Diluted (basic + reserved): ~235.31M (proxy) ⛏️ Cost Structure Latest published PEA AISC (LOM): ~US$12.15/oz AgEq (This is the most “official” AISC-style metric I can cite; current ramp-up/toll-milling financials will not look like steady-state AISC yet.) Projects Overview & Grade Quality 1) Bethania Silver Project (Peru) — Operating / Ramp-Up Resource (Near-surface maiden resource): Indicated: 404,000 t @ 332 g/t Ag and 469 g/t AgEq (6.09M oz AgEq) Inferred: 700,000 t @ 249 g/t Ag and 369 g/t AgEq (8.30M oz AgEq) Grade feel: High-grade underground vein system (hundreds g/t AgEq) — but production outcome is execution + processing control.Read more
