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Gold Prices High, Miner Cash Flows Higher: What Comes Next
The chart tracks the Philadelphia Gold and Silver Index against the aggregate cash flow per share generated by the major gold and silver miners. One line is pure price action of the sector. The other is the actual cash these…

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Benz Mining, From 510 koz Historical Resource to 10 Moz Target: Can Glenburgh Actually Convert?
Benz Mining Corp. TSXV: BZ / ASX: BNZ / OTC: BENZF / FRA: 1VU Introduction Benz Mining Corp. is a Canadian-listed, Australian-focused gold exploration company whose investment story has changed dramatically following the acquisition and rapid advancement of the Glenburgh Gold Project…

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Eloro Resources, Paying Just C$0.80 per Contained Silver Ounce – The Next Big Asymmetric Bet?
In this deep dive series, we explore Eloro Resources (TSX: ELO | OTCQX: ELRRF), a company that controls the massive Iska Iska silver-tin project in Bolivia. The April 2026 MRE delivered 109.5 Moz indicated silver plus 248.6 Moz inferred for…

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