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

Deep Dive Series

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

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

Macro charts

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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

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

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

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?

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

Macro charts

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

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

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?