
Ex-forex trader turned value investor. Commodities trader. Macro & data analyst.
https://www.rocketeller.com/Abitibi Metals is building a case around a high-grade mix of copper, gold, zinc, and silver in Québec, with a bigger stake in its main project and an active drill program aimed at growing what’s already been found. The catch is that the deposit still needs real proof it can become a profitable mine, so upcoming drilling, testing, and early study work matter a lot.Read more

Orezone is no longer a one‑mine story in West Africa: it now runs a second gold mine in Quebec, which could change how investors think about the company if operations improve. The big question is whether it can lift output and cash generation while managing higher costs, country risk, and new deal obligations tied to the Canadian mine.Read more

NeXGold is trying to move from "promising projects" to building an actual gold mine in Canada, with one site already well advanced on permits and a second that could follow using existing local infrastructure. The big question is whether it can lock in funding and deliver construction on time and on budget without heavy shareholder dilution.Read more

Montage Gold is moving from “promising discovery” to “real mine” as it builds its Koné project in Côte d’Ivoire, with the next big test being whether it can start producing gold on time and without cost surprises. The bigger upside depends on new nearby discoveries feeding the same site and turning the company into more than a one‑mine story—but the market already expects a lot to go right.Read more

Cerrado Gold is already digging gold today, but it also has two other projects that could turn it into a much bigger business if they move forward. The catch is execution: the current mine needs to run smoothly and last longer, while the next project needs permits and funding without flooding shareholders with new shares.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
