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

Deep Dive Series

Norsemont Mining – 2.74Moz AuEq, a 3,000 tpd Mill, and a C$81M Market Cap, What’s the Catch?

08/10/2026

In this deep dive episode, we go through Norsemont Mining (CSE: NOM), a company that owns 100% of Choquelimpie in northern Chile, a past-producing gold-silver system with 2.18Moz indicated and

Maronan Metals, Australia’s Next Silver Mine? PEA Uses Only 22%, Dilution, and the Reality Check

Deep Dive Series·Latest

05/10/2026

In this deep dive series, we review Maronan Metals (ASX:MMA), one of Australia’s largest undeveloped silver-lead projects. We audit their Starter Zone PEA, JORC resource, metallurgy, and the A$377m NPV

Inventus Mining, 564oz From Surface: Why McEwen and Sprott Own 51% of It?

Deep Dive Series·Latest

03/10/2026

In this deep dive series, we breakdown Inventus Mining (TSXV: IVS), a company that processed 9,842 tonnes at Pardo and recovered 564ounces. Sales beat direct costs by 53%. McEwen, Sprott

Excellon Resources: Fully Permitted Silver Restart, Tiny Inventory, and a $70M FCF Claim With No PEA

Deep Dive Series·Latest

01/10/2026

In this episode of deep dive, we discuss Excellon Resources (TSXV: EXN), a company that has restarted Peru’s past-producing Mallay silver-lead-zinc mine and already made first concentrate without a PEA,

STLLR Gold: 16 Million Ounces, $265M Cap, Why Sprott and Agnico Are Here?

Deep Dive Series·Latest

29/09/2026

In this deep dive series, we check into STLLR Gold (TSX: STLR), a company that controls Tower, Colomac, and Hollinger, about 7.8 Moz indicated and 8.8 Moz inferred in Canada.

IMPACT Silver – $52M Cash, No Debt, Kena Vein Live, But What the Issues Here?

Deep Dive Series·Latest

26/09/2026

In this deep dive episode, we reviews IMPACT Silver (TSXV: IPT / OTCQB: ISVLF), their 2025 results, Zacualpan grades, the Kena Vein, Plomosas shutdown, cash, warrants, and others. The H1

Macro charts

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Gold Prices Drop, ETF Holdings Rise. Something Is Brewing

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

06/10/2026

This chart tracks 2 different things. The black line shows total known gold ETF holdings in millions of ounces. The gold line shows spot gold prices in dollars per ounce. Separate scales, same timeline. At the far right, holdings climb

When the 2-Year Yield Peaks, What happens to Gold? 1999, 2004, 2016 & 2023 Reveal

Latest·Macro Fundamental·Ratio Charts

02/10/2026

What this chart is really showing is a battle between gold and the price of money. When the Federal Reserve tightens policy, short-term yields rise, real borrowing costs increase, liquidity becomes more expensive, and gold suddenly has competition. Gold does

The 4-Year Delay, 18 Years to Build a Mine? The Mining’s Time Bomb

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

30/09/2026

This infographic tells a powerful story. You’re looking at the single most important chart in commodities right now and it’s not about prices, it’s about time. This reveals a shocking reality, new mines now take almost 18 years to reach

Deep Dive

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Excellon Resources, Restarted a $115M Silver Mine With No Feasibility Study, First Concentrate Is Already Out & The Problems?

Deep Dive·Latest

30/09/2026

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

Deep Dive·Latest

19/09/2026

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

Deep Dive·Latest

19/09/2026

Deep Dive Series

Norsemont Mining – 2.74Moz AuEq, a 3,000 tpd Mill, and a C$81M Market Cap, What’s the Catch?

Maronan Metals, Australia’s Next Silver Mine? PEA Uses Only 22%, Dilution, and the Reality Check

Inventus Mining, 564oz From Surface: Why McEwen and Sprott Own 51% of It?

Excellon Resources: Fully Permitted Silver Restart, Tiny Inventory, and a $70M FCF Claim With No PEA

STLLR Gold: 16 Million Ounces, $265M Cap, Why Sprott and Agnico Are Here?

IMPACT Silver – $52M Cash, No Debt, Kena Vein Live, But What the Issues Here?

Macro charts

Gold Prices Drop, ETF Holdings Rise. Something Is Brewing

When the 2-Year Yield Peaks, What happens to Gold? 1999, 2004, 2016 & 2023 Reveal

The 4-Year Delay, 18 Years to Build a Mine? The Mining’s Time Bomb

Deep Dive

Theta Gold Mines: 6.1Moz, US$1,181 AISC, First Gold Targeted Q1 2027

Norsemont Mining, Marc Levy Sold the Last for C$520M. This One Has 2.18 Moz Indicated & Convertible Overhang

Inventus Mining, Pardo “River of Gold”: Bulk Samples Work. The Mine Plan Doesn’t Exist Yet.

Excellon Resources, Restarted a $115M Silver Mine With No Feasibility Study, First Concentrate Is Already Out & The Problems?

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?