
Ex-forex trader turned value investor focused on mining opportunities. Commodities trader, macro & data analyst.
https://www.rocketeller.com/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

Ares Strategic Mining is trying to become a rare homegrown source of fluorspar in the U.S., backed by a major Defense Department deal that could turn it from a small miner into a strategic supplier. The catch is it still has to prove it can consistently process and deliver the right product at scale, without the usual studies investors rely on.Read more

Silver One aims to restart a past-producing Nevada silver mine by first reprocessing old heap material using a newer, less toxic method that could make an easier first step toward production. The catch is that the project still needs to prove the numbers with a detailed study, so the upside depends on whether upcoming test work and permitting confirm it can run as a real mine again.Read more

Silver Mines has one of Australia’s biggest known silver deposits, and a recent update points to lower running costs that could make it much more attractive if silver prices stay strong. The catch is it still needs to win back key government approval, and that decision could make or break how quickly the project moves forward.Read more

Santacruz Silver already pulls metal out of the ground across several mines in Bolivia and Mexico, so the story isn’t about hoping a project gets built—it’s about what happens if silver prices climb while production keeps running smoothly. The catch is that the business is complex, with political exposure, shared economics at key mines, and operational hiccups that can quickly squeeze profits.Read more

Aftermath Silver’s Peru flagship is no longer just a silver story — a battery-linked metal now looks like the main driver, with silver and copper as extra upside. The catch is that the project still needs key study results to show the plan works, so the next round of drilling and engineering updates matters a lot.Read more

Rox Resources is turning Youanmi from an old mine into a new underground gold operation in Western Australia, with funding in place and a clear path to a first gold pour. The upside hinges on strong gold output and extending mine life with more drilling, but it all comes down to whether the team can build and ramp up the mine without costly surprises.Read more

Rio Silver is trying to turn very high-grade silver hits in Peru into a small, early production operation by trucking ore to a third-party mill instead of building its own plant. The big question is whether it can secure permits and community access and then prove the narrow veins continue underground without heavy dilution along the way.Read more
