commodities – Page 6

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,

19/06/2026

Deep Dive Series·Latest

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

18/06/2026

Deep Dive·Latest

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

18/06/2026

Deep Dive·Latest

Rox Resources, Developer to Producer: Debt-Free Path, A$965M Post-Tax NPV, and Massive Gold Leverage

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

18/06/2026

Deep Dive·Latest

Why the 1973 Crash Did Not End When the Embargo Ended

This chart is the S&P 500’s long walk through the 1973 to 1974 oil embargo shock, and the message is brutally simple. The first punch was obvious. The recovery was not. The

16/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Ares Strategic Mining: $250M Pentagon Contract vs C$76M Market Cap

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

16/06/2026

Deep Dive·Latest

Aftermath Silver, Debt-Free Junior with 122 Moz Silver + Battery-Grade Manganese Still at US$214M FD Market Cap

In this deep dive series, we discuss Aftermath Silver that controls the massive silver-copper-manganese project in Peru at 122.5 Moz Ag M&I plus 2.93Mt manganese and 717Mlb copper. Their recent high-grade drilling

15/06/2026

Deep Dive Series·Latest

Revival Gold’s Beartrack + Mercur: $1.2B+ NAV Leverage to $4,000 Gold with Strong Management, 96% Undervalued?

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

14/06/2026

Deep Dive·Latest

Orezone Gold Could 3X–5X, Bomboré Ramp + Casa Berardi Quebec Asset Delivers 160-180Koz in 2026

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

14/06/2026

Deep Dive·Latest

NexGold Mining: 4.7Moz M&I Resources, $100M Cash + Debt-Free, Construction Decision 2026 Undervalued Canadian Gold Developer

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

14/06/2026

Deep Dive·Latest

commodities - Page 6