commodities – Page 4

The 4-Year Delay, 18 Years to Build a Mine? The Mining’s Time Bomb

This infographic tells a powerful story. You’re looking at the single most important chart in commodities right now and it’s not about prices, it’s about time. This reveals a shocking reality, new

30/09/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts·Technical Timing

STLLR Gold: 16 Million Ounces, $265M Cap, Why Sprott and Agnico Are Here?

In this deep dive series, we check into STLLR Gold (TSX: STLR), a company that controls Tower, Colomac, and Hollinger, about 7.8 Moz indicated and 8.8 Moz inferred in Canada. The Tower’s

29/09/2026

Deep Dive Series·Latest

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

commodities - Page 4