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

Deep Dive Series

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

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

Wallbridge Mining 20-for-1 & Sunday Lake Rebrand Hit Sep 29, Fenelon PEA: $706M NPV, $1,046 AISC

Deep Dive Series·Latest

23/09/2026

In this deep dive series, we discuss Wallbridge Mining (TSX: WM), a company that controls Fenelon and Martiniere on Quebec’s Detour-Fenelon trend. The March 2025 PEA shows 107koz/year over 16

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

Deep Dive Series·Latest

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

Macro charts

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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

The 1970s Made Commodity Investors Rich. Today Almost Nobody Is Positioned

Latest·Macro Fundamental·Market Cycles·Ratio Charts

25/09/2026

This chart tells a simple story, when inflation changes the rules, the assets that investors ignore can suddenly become the assets everyone wants. During the 1970s, the global financial system was hit by a powerful combination of currency instability, oil

This Leading Indicator Says Inflation Is Not Finished Yet

Latest·Macro Fundamental·Market Cycles·Ratio Charts

22/09/2026

This chart is basically inflation’s smoke detector. The black line shows US CPI, while the red line tracks the ISM Services Prices Paid Index pushed forward by 6 months. In simple terms, ISM is telling us whether businesses are paying

Deep Dive

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

Deep Dive·Latest

30/09/2026

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

Deep Dive·Latest

30/09/2026

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

Deep Dive·Latest

30/09/2026

Deep Dive Series

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?

Wallbridge Mining 20-for-1 & Sunday Lake Rebrand Hit Sep 29, Fenelon PEA: $706M NPV, $1,046 AISC

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

Macro charts

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

The 1970s Made Commodity Investors Rich. Today Almost Nobody Is Positioned

This Leading Indicator Says Inflation Is Not Finished Yet

Deep Dive

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?

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