RockeTeller – Value investor focused on mining opportunities. Commodities trader, macro & data analyst.

Deep Dive Series

Meeka Metals, WA Gold Producer – FY26 Reality Check + Underground Transition Deliver the DFS?

26/08/2026

In this deep dive series, we review Meeka Metals (ASX: MEK). A company that already poured first gold in July 2025 and now holds a 1.235Moz @ 3.0g/t Murchison resource

West Red Lake Gold, The High-Grade Mine Producing – Can They Deliver 67,000 oz and Rerate Hard?

Deep Dive Series·Latest

24/08/2026

In this deep dive series, we breakdown West Red Lake Gold (TSXV: WRLG / OTCQB: WRLGF), a company that is no longer just an explorer. The Madsen Mine in Red

BP Silver Deep Dive: High-Grade Hits, Ownership Red Flag & What Comes Next

Deep Dive Series·Latest

22/08/2026

In this deep dive episode, we discuss BP Silver (TSXV: BPAG / OTCQB: BPSCF), a pure discovery-stage silver story in Bolivia’s historic Potosí belt. Flagship Cosuño delivered 38 m @

Heliostar Metals, From 50koz Cash-Flow Producer to 500koz Giant 7.2Moz & Self-Funded Growth?

Deep Dive Series·Latest

19/08/2026

In this deep dive series episode, we dig through Heliostar Metals (TSXV: HSTR / OTCQX: HSTXF), a company that is transforming from a small gold producer into a potential mid-tier

Benz Mining’s 10-12 Moz Glenburgh Target: Is a C$1.3B Valuation Already Pricing in the Dream?

Deep Dive Series·Latest

17/08/2026

In this deep dive series episode, we explore Benz Mining (TSXV: BZ / ASX: BNZ), a company that just outlined a 10.1-12.0 Moz Exploration Target at Glenburgh, including a 6.1-7.3

Santacruz Silver, 5.6M Oz Producer with Tight 94M Shares – Explosive Torque of Silver Price?

Deep Dive Series·Latest

15/08/2026

In this deep dive series episode, we dig into Santacruz Silver (TSXV: SCZ / NASDAQ: SCZM), a multi-asset silver-zinc producer with 14.4M AgEq oz in 2025 output and strong Q1

Macro charts

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Oracle Just Broke Its 2008 Credit Risk Peak. What Does the Bond Market Know?

Latest·Macro Fundamental·Ratio Charts

28/08/2026

This chart is not really about Oracle. It is about what happens when the AI boom collides with the cost of money. Oracle’s 5-year CDS has surged to around 215 basis points, above its GFC peak. Think of CDS as

Gold Miners vs Stocks Are Approaching a 15 Year Pattern Break. Only the Beginning

Latest·Macro Fundamental·Ratio Charts·Technical Timing

26/08/2026

This chart tracks GDX against the S&P 500, measuring the relative strength of gold miners versus the US equity market. The key message is simple, after more than a decade of underperformance, gold miners may be trying to break out

Buffett’s Favorite Valuation Signal Just Hit an Extreme

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

21/08/2026

The Buffett Indicator is one of the simplest ways to measure how expensive the U.S. stock market has become. It compares the total value of U.S. equities with the size of the American economy. In this chart, the ratio has

Deep Dive

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Deep Dive Series

Meeka Metals, WA Gold Producer – FY26 Reality Check + Underground Transition Deliver the DFS?

West Red Lake Gold, The High-Grade Mine Producing – Can They Deliver 67,000 oz and Rerate Hard?

BP Silver Deep Dive: High-Grade Hits, Ownership Red Flag & What Comes Next

Heliostar Metals, From 50koz Cash-Flow Producer to 500koz Giant 7.2Moz & Self-Funded Growth?

Benz Mining’s 10-12 Moz Glenburgh Target: Is a C$1.3B Valuation Already Pricing in the Dream?

Santacruz Silver, 5.6M Oz Producer with Tight 94M Shares – Explosive Torque of Silver Price?

Macro charts

Oracle Just Broke Its 2008 Credit Risk Peak. What Does the Bond Market Know?

Gold Miners vs Stocks Are Approaching a 15 Year Pattern Break. Only the Beginning

Buffett’s Favorite Valuation Signal Just Hit an Extreme

Deep Dive

Manuka Resources Just Restarted Gold, Silver Hits Q4 with $805M NPV vs $152M Cap

Lahontan Gold: Past-Producing Nevada Gold Mine Targets 2027 Construction

Meeka Metals: 1.2 Moz High-Grade Gold Producer – Open Pit Failure to Underground Transition?

Boab Metals, Sorby Hills Project $411M NPV at $27 Silver, Imagine $150–$200 Silver

Blackrock Silver, $1.55B NPV Silver Stock Most Investors Are Sleeping On

Kuya Silver, The High-Octane Rocket With 15,372 g/t Silver + $12 AISC