
Ex-forex trader turned value investor focused on mining opportunities. Commodities trader, macro & data analyst.
https://www.rocketeller.com/If gold prices rise a lot, STLLR Gold could look very different because its large gold resource base becomes far more valuable. The key question is whether investors treat it like a real producer with a value tied to what it can pull out of the ground—or just a pile of ounces on paper.Read more

This miner is already digging ore and selling it, and the next big test is whether a new on-site plant can turn today’s early shipments into steadier, higher-quality sales. The story also has a twist: while its main project ramps up in Colombia, it’s juggling a second set of restart options in Spain—along with financing complexity that could trip things up.Read more

Southern Silver is trying to turn a large underground silver project in Mexico into a real mine, and the next round of drilling could make the early years look much stronger. The catch is that it still needs permits and major funding, so the path from promising deposit to steady production could get bumpy.Read more

A little-known silver explorer picks up a high-grade project in Argentina with roads, power, and underground access already in place, then starts drilling hard to show it could be far bigger than the current deposit. Big-name backers add credibility, but the big question is whether the company can turn exciting drill hits into a clearer path toward a real mine.Read more

A2Gold is betting big on new drill results in Nevada, where its main property already shows a large near-surface gold and silver system but still has plenty of ground left to test. A newly bought nearby district adds past-producing silver, early signs of gold and antimony, and a major miner as a supportive shareholder—along with the big question of whether any of it can become a real mine.Read more

Andean Silver is trying to bring a long-running Chilean silver-and-gold mine back to life, and it already has a working site, a big land package, and signs the district still holds more high-grade material. The big question is whether fresh drilling and upcoming engineering work can turn that potential into a clear restart plan—and whether the company can fund it without nasty surprises.Read more

Silver Tiger is moving from an explorer to a mine builder, with permits in hand and a clear path to start producing silver and gold from its open-pit project in Mexico. The bigger story is what comes next: deeper, higher-grade veins and nearby targets that could turn a starter mine into a much larger district play—if the team can fund and execute the build without costly delays.Read more

Alkane looks less like a one-mine gold story and more like a growing miner with several sites in different countries, plus exposure to a scarce industrial metal. The big question is whether today’s cash-generating mines can keep performing while the company works through the long, expensive path to a much larger copper-gold project.Read more

Silver Storm aims to bring a previously operating silver mine in Mexico back online soon, using an existing mill and underground workings instead of building from scratch. The big question is whether it can deliver steady production and costs without the comfort of a modern independent study to back the restart plan.Read more
