
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, ASX releases, presentations, news releases, company websites, and personal analysis at the time of writing, and they may change without notice.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

American Resources tries to reinvent itself from coal into the U.S. supply chain for rare earths and other hard-to-source materials, with a stake in ReElement and a recycling-focused operating arm. The big question is whether this shift turns into real customers and steady sales before delays, reporting issues, or new fundraising get in the way.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

Guanajuato Silver already pulls metals out of the ground from several old Mexican mines, and a newly added mine nearby could let it run its mills harder without building everything from scratch. The catch is whether the company can stitch these sites into a steady, low-cost operation without leaning too much on raising money and issuing more shares.Read more

This Canadian gold miner is trying to bring an old mine back to life using a site that already has key equipment and approvals, which could speed up the path to selling gold. The big question is whether the team can pull off the restart and prove the underground ore can be mined reliably enough to unlock the wider exploration upside around it.Read more

GoGold already has a money-making mine in Mexico, and it says it has enough cash on hand to build its next, much larger silver-and-gold project without scrambling for new funding. The big question is whether it can secure permits and execute the build on time in a country where politics, costs, and local challenges can quickly change the story.Read more

NGEx Minerals sits in a fast-heating mining district in South America, pairing a fresh high-grade copper and gold discovery with a much larger, already defined deposit nearby. The big question is whether it can turn exciting drill hits into a real mine before high expectations, technical hurdles, and politics catch up.Read more

A little-known gold explorer in Alaska is trying to turn a huge, road-accessible deposit near Fairbanks into a real mine, with a well-known resource investor backing it. The big question is whether upcoming engineering work can turn that scale into a buildable plan without nasty surprises in processing, permits, or funding.Read more
