-
Inventus Mining, 564oz From Surface: Why McEwen and Sprott Own 51% of It?
In this deep dive series, we breakdown Inventus Mining (TSXV: IVS), a company that processed 9,842 tonnes at Pardo and recovered 564ounces. Sales beat direct costs by 53%. McEwen, Sprott and insiders report 51% combined ownership. SRK’s maiden estimate is…

-
When the 2-Year Yield Peaks, What happens to Gold? 1999, 2004, 2016 & 2023 Reveal
What this chart is really showing is a battle between gold and the price of money. When the Federal Reserve tightens policy, short-term yields rise, real borrowing costs increase, liquidity becomes more expensive, and gold suddenly has competition. Gold does…

-
Excellon Resources: Fully Permitted Silver Restart, Tiny Inventory, and a $70M FCF Claim With No PEA
In this episode of deep dive, we discuss Excellon Resources (TSXV: EXN), a company that has restarted Peru’s past-producing Mallay silver-lead-zinc mine and already made first concentrate without a PEA, reserves, or commercial production. We check the 12.01Moz indicated AgEq…

