September 2026 – Page 2

Bravo Mining: $1.25B NPV, $239M EV, Why BRVO Still Trades at 0.19x

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 plus 5.0

20/09/2026

Deep Dive Series·Latest

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

Wallbridge Mining Company Limited TSX: WM / OTCQB: WLBMF Introduction Wallbridge Mining Company Limited is a Canadian gold exploration and development company focused on the Detour-Fenelon Gold Trend in northern Québec’s Abitibi

19/09/2026

Deep Dive·Latest

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

Thor Explorations Ltd. TSXV: THX / AIM: THX / OTC: THXPF / FRA: T2X Introduction Thor Explorations Ltd. is a West African gold producer, developer, and explorer operating in Nigeria, Senegal, and

19/09/2026

Deep Dive·Latest

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

Silverco Mining Ltd. TSXV: SICO / OTCQB: SICOF Introduction Silverco Mining Ltd. is a Canadian silver producer and mine-restart company focused on building a multi-asset silver portfolio in Mexico. The company owns

19/09/2026

Deep Dive·Latest

Bigger Deficits, Weaker Money, Higher Commodities

This chart is basically a warning light for America’s fiscal engine. The original CBO projection already showed the United States running deficits close to $2 trillion a year. The updated outlook makes

18/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Silver Storm, No Reserve, No PEA… But Massive FCF Torque at Higher Silver? La Parrilla Deep Dive

In this deep dive episode, we explore Silver Storm Mining (TSXV: SVRS) a company that targets Q2 2026 restart at its past-producing La Parrilla Silver Mine Complex in Durango, Mexico. With a

17/09/2026

Deep Dive Series·Latest

Freegold Limited – Sprott Owns 27% of a 31-Million-Ounce Alaska Gold Deposit But Still No Mine Plan

In this deep dive episode, we present Freegold Limited (TSX: FVL). A company that controls Golden Summit in Alaska with 31.3 million ounces of gold, road access, and the legendary Eric Sprott

15/09/2026

Deep Dive Series·Latest

The Biggest Shift in China’s Reserves in 20 Years

This chart tells a much bigger story than gold going up. China has been steadily reducing its exposure to US Treasuries while pushing its gold reserves to record levels. At the same

14/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Bravo Mining, 15Moz PGM. $94M Cash. 49% IRR. Is This Next Avanco?

Bravo Mining Corp. TSXV: BRVO / OTCQX: BRVMF Introduction Bravo Mining Corp. is a Canadian- and Brazil-based mineral exploration and development company focused on advancing its 100%-owned Luanga PGM+Au+Ni Project in Para

14/09/2026

Deep Dive·Latest

Luca Mining at $177M Revenue, Almost Debt-Free, 0 Warrants, Buybacks Started – Why Still This Cheap?

In this deep dive series, we discuss Luca Mining (TSXV: LUCA / OTCQX: LUCMF), a company that runs two 100%-owned mines in Mexico, that are Campo Morado and Tahuehueto. In 2025, revenue

13/09/2026

Deep Dive Series·Latest

September 2026 - Page 2