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

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

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

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

A small U.S.-focused gold developer is trying to bring two past-producing districts in Utah and Idaho back to life, leaning on existing infrastructure and a simpler “restart” plan rather than a brand-new discovery. The upside comes if its first project moves smoothly through testing, permits, and funding—while the bigger second project proves it can add a richer underground zone without blowing up costs or timelines.Read more

Orezone is no longer a one‑mine story in West Africa: it now runs a second gold mine in Quebec, which could change how investors think about the company if operations improve. The big question is whether it can lift output and cash generation while managing higher costs, country risk, and new deal obligations tied to the Canadian mine.Read more

Montage Gold is moving from “promising discovery” to “real mine” as it builds its Koné project in Côte d’Ivoire, with the next big test being whether it can start producing gold on time and without cost surprises. The bigger upside depends on new nearby discoveries feeding the same site and turning the company into more than a one‑mine story—but the market already expects a lot to go right.Read more

Maronan Metals is trying to turn a large Queensland silver deposit into an underground mine, and early study results suggest the first phase could work using only a small slice of what’s already been found. The big draw is room to grow through more drilling and a potentially cheaper processing route, while the make-or-break questions are funding, proving the rock performs as expected, and navigating a leadership change.Read more

Luca Mining has moved past the “someday” story and now runs two working mines in Mexico, with signs it’s bringing in cash and cleaning up its debt. The big question is whether this turnaround holds up as it ramps its newer mine and tries to squeeze more gold and silver out of its flagship operation.Read more
