commodities – RockeTeller

IMPACT Silver – $52M Cash, No Debt, Kena Vein Live, But What the Issues Here?

In this deep dive episode, we reviews IMPACT Silver (TSXV: IPT / OTCQB: ISVLF), their 2025 results, Zacualpan grades, the Kena Vein, Plomosas shutdown, cash, warrants, and others. The H1 2026 already

26/09/2026

Deep Dive Series·Latest

The 1970s Made Commodity Investors Rich. Today Almost Nobody Is Positioned

This chart tells a simple story, when inflation changes the rules, the assets that investors ignore can suddenly become the assets everyone wants. During the 1970s, the global financial system was hit

25/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Wallbridge Mining 20-for-1 & Sunday Lake Rebrand Hit Sep 29, Fenelon PEA: $706M NPV, $1,046 AISC

In this deep dive series, we discuss Wallbridge Mining (TSX: WM), a company that controls Fenelon and Martiniere on Quebec’s Detour-Fenelon trend. The March 2025 PEA shows 107koz/year over 16 years, US$1,046

23/09/2026

Deep Dive Series·Latest

This Leading Indicator Says Inflation Is Not Finished Yet

This chart is basically inflation’s smoke detector. The black line shows US CPI, while the red line tracks the ISM Services Prices Paid Index pushed forward by 6 months. In simple terms,

22/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Vault Minerals, A$841M Cash, Zero Debt, Zero Hedges. Then Sold the Story to Genesis?

In this deep dive episode, we explore Vault Minerals. A company that isn’t a standalone gold story, it’s a merger ticket into Genesis. The FY26 number is currently at 336,540oz, A$1.88B sales,

21/09/2026

Deep Dive Series·Latest

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