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

Deep Dive Series

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

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

Borealis Mining, The Kinross Founder, McEwen, Sprott & a Permitted Mine. $36M Capex. 105% IRR.

Deep Dive Series·Latest

08/09/2026

In this deep dive series, we explore Borealis Mining (TSXV: BOGO), a Nevada gold restart with real sales, US$6.06M revenue and US$1.83M gross profit last quarter. Plus the Sandman PEA,

Tristar Gold, $1,111 AISC at $3,200 Gold = $1.35B NPV. So Why Is TSG Still a Penny Stock

Deep Dive Series·Latest

06/09/2026

In this deep dive series, we discuss TriStar Gold (TSXV: TSG / OTCQB: TSGZF), a company that owns 100% of Castelo de Sonhos in Pará, Brazil, at 1.8Moz indicated, 0.7Moz

Montage Gold at C$8B Before First Pour, 349koz and $998 AISC, Is Koné Already Priced to Perfection?

Deep Dive Series·Latest

02/09/2026

In this deep dive series, we explore Montage Gold (TSX: MAU), a miner that is no longer a hidden developer. Koné in Côte d’Ivoire is under construction, with first gold

NeXGold Mining – $100M Cash, High-Grade Goldboro + Path to 200k oz/Year Are You Still Sleeping?

Deep Dive Series·Latest

31/08/2026

In this deep dive series, we review NeXGold Mining (TSXV: NEXG / OTCQX: NXGCF), a gold mining company that is advancing Canadian projects. The 2 key assets are fully permitted,

Macro charts

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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

Private Gold Allocation Was 7.3% in 1981. Today It Is Just 2.45%

Latest·Macro Fundamental·Market Cycles·Ratio Charts

07/09/2026

This chart tells a surprisingly simple story. Gold has already exploded higher in price, but private investors still barely own it. That is the stronger story. The key is not simply that gold allocation is near the bottom of the

Deep Dive

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Deep Dive Series

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?

Borealis Mining, The Kinross Founder, McEwen, Sprott & a Permitted Mine. $36M Capex. 105% IRR.

Tristar Gold, $1,111 AISC at $3,200 Gold = $1.35B NPV. So Why Is TSG Still a Penny Stock

Montage Gold at C$8B Before First Pour, 349koz and $998 AISC, Is Koné Already Priced to Perfection?

NeXGold Mining – $100M Cash, High-Grade Goldboro + Path to 200k oz/Year Are You Still Sleeping?

Macro charts

The Biggest Shift in China’s Reserves in 20 Years

America Keeps Borrowing While the World Holds Fewer Dollars

Private Gold Allocation Was 7.3% in 1981. Today It Is Just 2.45%

Deep Dive

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

Borealis Mining, Kinross Founder. McEwen. Sprott. And a Permitted Mine Already Pouring Gold.

Silver X Made $17.3M Last Quarter, Why AISC Is Still $46 Not $15.80

Polymetals Resources, 338 g/t Silver A$28M Restart at A$414M NPV, The Numbers That Matter