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

Deep Dive Series

Vizsla Silver, 17.4Moz, $10.61 AISC, 7-Month Payback – What’s the Catch?

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,

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

Macro charts

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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

The Dollar Just Rebounded, But the Bigger Trend Is Hard to Ignore

Latest·Macro Fundamental·Market Cycles·Ratio Charts

05/09/2026

The chart tells a simple but powerful story. The US dollar is still the dominant reserve currency, but its grip on the global financial system has been slowly loosening. In 2001, the dollar represented more than 70% of global foreign

Deep Dive

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Deep Dive Series

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?

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

Macro charts

America Keeps Borrowing While the World Holds Fewer Dollars

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

The Dollar Just Rebounded, But the Bigger Trend Is Hard to Ignore

Deep Dive

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

New Found Gold Is No Longer Cheap, Here’s the Real NAV at $2,500 Gold

Tristar Gold: 1.4Moz Reserves, 40% IRR, $92M Stock, $603M NPV. One Court Ruling in the Way.

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