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

Deep Dive Series

Vault Minerals, A$841M Cash, Zero Debt, Zero Hedges. Then Sold the Story to Genesis?

21/09/2026

In this deep dive episode, we explore Vault Minerals. A company that isn’t a standalone gold story, it’s a merger ticket into Genesis. The FY26 number is currently at 336,540oz,

Bravo Mining: $1.25B NPV, $239M EV, Why BRVO Still Trades at 0.19x

Deep Dive Series·Latest

20/09/2026

In this deep dive series, we review Bravo Mining (TSXV: BRVO / OTCQX: BRVMF), a company that owns 100% of Luanga in Brazil’s Carajás, 10.4 Moz PdEq Measured & Indicated

Silver Storm, No Reserve, No PEA… But Massive FCF Torque at Higher Silver? La Parrilla Deep Dive

Deep Dive Series·Latest

17/09/2026

In this deep dive episode, we explore Silver Storm Mining (TSXV: SVRS) a company that targets Q2 2026 restart at its past-producing La Parrilla Silver Mine Complex in Durango, Mexico.

Freegold Limited – Sprott Owns 27% of a 31-Million-Ounce Alaska Gold Deposit But Still No Mine Plan

Deep Dive Series·Latest

15/09/2026

In this deep dive episode, we present Freegold Limited (TSX: FVL). A company that controls Golden Summit in Alaska with 31.3 million ounces of gold, road access, and the legendary

Luca Mining at $177M Revenue, Almost Debt-Free, 0 Warrants, Buybacks Started – Why Still This Cheap?

Deep Dive Series·Latest

13/09/2026

In this deep dive series, we discuss Luca Mining (TSXV: LUCA / OTCQX: LUCMF), a company that runs two 100%-owned mines in Mexico, that are Campo Morado and Tahuehueto. In

Vizsla Silver, 17.4Moz, $10.61 AISC, 7-Month Payback – What’s the Catch?

Deep Dive Series·Latest

10/09/2026

In this deep dive episode, we review Vizsla Silver’s Panuco. The company FS shows 17.4 million silver-equivalent ounces a year, US$10.61 AISC, a US$1.8 billion after-tax NPV, and a seven-month

Macro charts

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Bigger Deficits, Weaker Money, Higher Commodities

Latest·Macro Fundamental·Market Cycles·Ratio Charts

18/09/2026

This chart is basically a warning light for America’s fiscal engine. The original CBO projection already showed the United States running deficits close to $2 trillion a year. The updated outlook makes the picture slightly worse, especially from 2026 onward.

The Biggest Shift in China’s Reserves in 20 Years

Latest·Macro Fundamental·Market Cycles·Ratio Charts

14/09/2026

This chart tells a much bigger story than gold going up. China has been steadily reducing its exposure to US Treasuries while pushing its gold reserves to record levels. At the same time, gold itself has exploded from roughly $291

America Keeps Borrowing While the World Holds Fewer Dollars

Latest·Macro Fundamental·Market Cycles·Ratio Charts

11/09/2026

This chart captures one of the biggest structural shifts quietly unfolding underneath global markets. Since 2000, US public debt has climbed from roughly $4.5 trillion to around $39 trillion. At the same time, the US dollar share of global foreign

Deep Dive

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Deep Dive Series

Vault Minerals, A$841M Cash, Zero Debt, Zero Hedges. Then Sold the Story to Genesis?

Bravo Mining: $1.25B NPV, $239M EV, Why BRVO Still Trades at 0.19x

Silver Storm, No Reserve, No PEA… But Massive FCF Torque at Higher Silver? La Parrilla Deep Dive

Freegold Limited – Sprott Owns 27% of a 31-Million-Ounce Alaska Gold Deposit But Still No Mine Plan

Luca Mining at $177M Revenue, Almost Debt-Free, 0 Warrants, Buybacks Started – Why Still This Cheap?

Vizsla Silver, 17.4Moz, $10.61 AISC, 7-Month Payback – What’s the Catch?

Macro charts

Bigger Deficits, Weaker Money, Higher Commodities

The Biggest Shift in China’s Reserves in 20 Years

America Keeps Borrowing While the World Holds Fewer Dollars

Deep Dive

Wallbridge Mining: Agnico, Waratah and Sprott Own Half. The Market Cap Is Still ~C$174M. That’s the Setup.

Thor Explorations, $219M Net Cash, a Built Mine, and a $633M Douta NPV – Can It Bridge Segilola’s Mine-Life Gap?

Silverco Mining: The Dual-Mine Silver Story Targeting 10 Moz And Why the $600M Cap Already Prices a Lot In

Bravo Mining, 15Moz PGM. $94M Cash. 49% IRR. Is This Next Avanco?

Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart

Vault Minerals: Debt-Free Gold Producer with 700Koz+ Potential