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

Deep Dive Series

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,

Honey Badger Just Bought a Built Silver Mine for $12M with 408Moz AgEq Sitting Idle in Canada

Deep Dive Series·Latest

30/08/2026

In this deep dive episode, we explore Honey Badger Silver (TSXV: TUF | OTCQB: HBEIF) that just bought the Prairie Creek silver-zinc-lead mine in April 2026 for C$12 million. The

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

Deep Dive Series·Latest

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 @

Macro charts

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Billions Spent Looking for Copper. But We Are Finding Less of It

Latest·Macro Fundamental·Ratio Charts

01/09/2026

This chart tells an uncomfortable copper story. The world is spending more money looking for copper, yet finding far less of it. In the 1990s, major discoveries delivered 705.3 million metric tons across 116 discoveries. The 2000s still produced 487.1

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

Deep Dive

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Deep Dive Series

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?

Honey Badger Just Bought a Built Silver Mine for $12M with 408Moz AgEq Sitting Idle in Canada

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

Macro charts

Billions Spent Looking for Copper. But We Are Finding Less of It

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

Deep Dive

Honey Badger: 766g/t AgEq, 5km of Tunnels, Mill Already There, Why September’s PEA Matters

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