October 2026 – RockeTeller

XXIX Metal: Canada Copper Junior With 697,000 oz Gold Credit and a C$617M Problem

In this episode of deep dive, we breakdown XXIX Metal (TSXV: XXIX), a Canadian copper developer with 2 main assets, Opemiska in Quebec and Thierry in Ontario. The opemiska’s October 2025 PEA

17/10/2026

Deep Dive Series·Latest

Revival Gold, Mercur’s 27% IRR Is a PEA. The Q1 2027 PFS Is the Real Test.

In this deep dive series, we discuss Revival Gold, a gold miner that is advancing Mercur in Utah and Beartrack-Arnett in Idaho. Mercur’s 2025 PEA outlines about 95,600oz a year for 10

14/10/2026

Deep Dive Series·Latest

Silver One: 472 g/t Silver, 400 Metres Deeper, ~25–35% Recovery, Construction Call in 2027?

In this episode of deep dive, we go through Silver One Resources (TSXV: SVE), a Nevada-Arizona silver developer advancing the past-producing Candelaria mine toward a pre-feasibility study targeted for Q4 2026. The

12/10/2026

Deep Dive Series·Latest

Theta Gold Mines: 29-Month Payback on Paper. Execution Is the Trade.

In today deep dive series, we explore Theta Gold Mines (ASX: TGM), a producer that is building the TGME gold project in Mpumalanga, South Africa, on a 6.1 million ounce resource with

10/10/2026

Deep Dive Series·Latest

XXIX Metal: 17-Year Copper-Gold Mine Plan, 27% IRR, Massive Funding Gap

XXIX Metal Corp. TSXV: XXIX / OTCQB: QCCUF / FSE: 5LW0 Introduction XXIX Metal Corp. is a Canadian mineral exploration and development company advancing two principal copper projects, the 100%-owned Opemiska Copper

09/10/2026

Deep Dive·Latest

The Mining Sector Has Almost Disappeared From the Stock Market

This chart tells a powerful story. Gold became dramatically more expensive, yet mining companies became dramatically less important inside the global equity market. In the mid 20th century, mining represented a much

09/10/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Norsemont Mining – 2.74Moz AuEq, a 3,000 tpd Mill, and a C$81M Market Cap, What’s the Catch?

In this deep dive episode, we go through Norsemont Mining (CSE: NOM), a company that owns 100% of Choquelimpie in northern Chile, a past-producing gold-silver system with 2.18Moz indicated and 557koz inferred

08/10/2026

Deep Dive Series·Latest

Gold Prices Drop, ETF Holdings Rise. Something Is Brewing

This chart tracks 2 different things. The black line shows total known gold ETF holdings in millions of ounces. The gold line shows spot gold prices in dollars per ounce. Separate scales,

06/10/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

Theta Gold Mines: 6.1Moz, US$1,181 AISC, First Gold Targeted Q1 2027

Theta Gold Mines Limited ASX: TGM Introduction Theta Gold Mines Limited is an Australian-listed gold developer advancing the TGME Gold Project near Pilgrim’s Rest in Mpumalanga, South Africa. Through its wholly owned

05/10/2026

Deep Dive·Latest

Maronan Metals, Australia’s Next Silver Mine? PEA Uses Only 22%, Dilution, and the Reality Check

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 case, then

05/10/2026

Deep Dive Series·Latest