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Ares Strategic Mining, Only US Fluorspar Mine + $250M Contract Potential
In this deep dive series, we discuss Ares Strategic Mining (CSE: ARS) controls the only permitted fluorspar mine in the US at Lost Sheep, Utah. With mining underway, processing plant commissioning advancing, and a major US$169M initial DoD contract (ceiling…

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Santacruz Silver, 5.6M Oz Silver Producer Trading at Low Multiples, 100X Per-Share Upside in $200 Silver
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, company…

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Rio Silver, 35% Insider Aligned, Debt-Light, High-Grade Surface Silver, Path to 500K-1M Oz/Year FCF Torque by 2027
Disclaimer This material is provided for informational and educational purposes only and should not be considered financial, investment, legal, tax, or other professional advice. The views expressed are based on publicly available information, company filings, technical reports, news releases, company…

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