
Ex-forex trader turned value investor focused on mining opportunities. Commodities trader, macro & data analyst.
https://www.rocketeller.com/Silver Tiger is moving from an explorer into a mine builder, with permits in hand and a clear path to getting metal out of the ground in Mexico. The bigger twist is that the planned starter mine is more gold-heavy than many expect, while the deeper, higher-grade veins could become the real long-term upside if the build and funding go smoothly.Read more

Eloro Resources says its flagship Iska Iska project in Bolivia has grown into a huge silver discovery, and recent drilling hints there may be a richer “core” that could make the first mine plan more attractive. The catch is it’s still early—key engineering work isn’t finished, the rock is tricky to process, and operating in Bolivia adds extra uncertainty.Read more

An Australian mine developer is trying to turn a known silver deposit in South Australia into a straightforward open-pit operation, and its results could swing sharply with changes in the silver price. The big question is whether it can secure the money and approvals and then build the mine without delays or heavy new share issuance.Read more

A small Canadian gold miner just turned its flagship site from a long-running restart project into a working mine, and the next year should show whether it can produce steadily and bring costs down. The bigger question is whether a nearby high-grade deposit can eventually feed the same plant and help turn this into more than a one-mine story.Read more

Brightstar is building its own gold plant in Western Australia and says it has the funding in place, with first output targeted in the near term. The bigger swing factor sits in its second project, where new drilling and upcoming studies could change what the company looks like in a few years—if construction, costs, and debt don’t bite first.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
