
Ex-forex trader turned value investor focused on mining opportunities. Commodities trader, macro & data analyst.
https://www.rocketeller.com/Brightstar Resources Limited (ASX:BTR) Introduction Brightstar Resources Limited is an emerging Western Australian gold company building two principal production centres: the Goldfields Project around Laverton and Menzies, and the larger Sandstone Gold Project. The company currently controls approximately 4.5 million ounces of gold resources across granted mining leases, comprising around 1.6Moz in the Goldfields and 2.9Moz at Sandstone.Read more

Vizsla Silver is shifting from a drilling story to a mine-building story at its Panuco project in Mexico, with financing in place and a clear path toward starting production. The catch is that recent violence near the site puts safety and local stability at the center of the story, making the upside and the risks unusually tied together.Read more

Talisker is starting to sell gold from a long-running mining district in British Columbia, but it’s doing so before the usual proof work is finished. The big question is whether it can turn a large, high-quality discovery into steady, reliable mining without costs or logistics getting in the way.Read more

Vault Minerals already runs several gold mines and may soon combine with Regis Resources, a move that could turn it into one of the bigger names on the Australian market. The catch is that the story now hinges on smooth merger execution and proving today’s strong cash generation can hold up when costs, mine performance, and gold prices change.Read more

Discovery Silver shifts from a pure silver “story” into a real gold producer after buying Newmont’s Porcupine Operations, giving it cash coming in today and a huge silver project for later. The upside hinges on whether the team can lift output and control spending in Canada while still moving the Mexico project forward without stretching the balance sheet.Read more

A2Gold is drilling hard in Nevada after adding a second, ready-to-drill district that could bring more silver exposure and new targets beyond its existing gold and silver find. The upside hinges on whether ongoing drilling can turn a big but early-stage discovery into something bigger and more reliable, while proving the rock can be processed and funded without heavy dilution.Read more

STLLR Gold owns several large gold projects in Canada and has well-known backers, yet the market treats it like a much smaller, earlier-stage company. The catch is that turning these deposits into working mines needs major approvals, funding, and execution—especially for its biggest project.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
