commodities – Page 2

Silver Storm, No Reserve, No PEA… But Massive FCF Torque at Higher Silver? La Parrilla Deep Dive

In this deep dive episode, we explore Silver Storm Mining (TSXV: SVRS) a company that targets Q2 2026 restart at its past-producing La Parrilla Silver Mine Complex in Durango, Mexico. With a

17/09/2026

Deep Dive Series·Latest

Freegold Limited – Sprott Owns 27% of a 31-Million-Ounce Alaska Gold Deposit But Still No Mine Plan

In this deep dive episode, we present Freegold Limited (TSX: FVL). A company that controls Golden Summit in Alaska with 31.3 million ounces of gold, road access, and the legendary Eric Sprott

15/09/2026

Deep Dive Series·Latest

The Biggest Shift in China’s Reserves in 20 Years

This chart tells a much bigger story than gold going up. China has been steadily reducing its exposure to US Treasuries while pushing its gold reserves to record levels. At the same

14/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Bravo Mining, 15Moz PGM. $94M Cash. 49% IRR. Is This Next Avanco?

Bravo Mining Corp. TSXV: BRVO / OTCQX: BRVMF Introduction Bravo Mining Corp. is a Canadian- and Brazil-based mineral exploration and development company focused on advancing its 100%-owned Luanga PGM+Au+Ni Project in Para

14/09/2026

Deep Dive·Latest

Luca Mining at $177M Revenue, Almost Debt-Free, 0 Warrants, Buybacks Started – Why Still This Cheap?

In this deep dive series, we discuss Luca Mining (TSXV: LUCA / OTCQX: LUCMF), a company that runs two 100%-owned mines in Mexico, that are Campo Morado and Tahuehueto. In 2025, revenue

13/09/2026

Deep Dive Series·Latest

Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart

Silver Storm Mining Ltd. TSXV: SVRS / OTCQX: SVRSF / FSE: SVR Introduction Silver Storm Mining Ltd. is a Canadian silver-focused mining company whose primary assets are located in Durango State, Mexico.

13/09/2026

Deep Dive·Latest

Vault Minerals: Debt-Free Gold Producer with 700Koz+ Potential

Vault Minerals Limited ASX: VAU Introduction Vault Minerals Limited is an Australian intermediate gold producer operating a diversified portfolio of mines and processing infrastructure in Western Australia, together with the Sugar Zone

12/09/2026

Deep Dive·Latest

America Keeps Borrowing While the World Holds Fewer Dollars

This chart captures one of the biggest structural shifts quietly unfolding underneath global markets. Since 2000, US public debt has climbed from roughly $4.5 trillion to around $39 trillion. At the same

11/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Vizsla Silver, 17.4Moz, $10.61 AISC, 7-Month Payback – What’s the Catch?

In this deep dive episode, we review Vizsla Silver’s Panuco. The company FS shows 17.4 million silver-equivalent ounces a year, US$10.61 AISC, a US$1.8 billion after-tax NPV, and a seven-month payback. We

10/09/2026

Deep Dive Series·Latest

Borealis Mining, The Kinross Founder, McEwen, Sprott & a Permitted Mine. $36M Capex. 105% IRR.

In this deep dive series, we explore Borealis Mining (TSXV: BOGO), a Nevada gold restart with real sales, US$6.06M revenue and US$1.83M gross profit last quarter. Plus the Sandman PEA, ~38koz a

08/09/2026

Deep Dive Series·Latest

commodities - Page 2