commodities – Page 7

Montage Gold at C$8B Before First Pour, 349koz and $998 AISC, Is Koné Already Priced to Perfection?

In this deep dive series, we explore Montage Gold (TSX: MAU), a miner that is no longer a hidden developer. Koné in Côte d’Ivoire is under construction, with first gold targeted late

02/09/2026

Deep Dive Series·Latest

Billions Spent Looking for Copper. But We Are Finding Less of It

This chart tells an uncomfortable copper story. The world is spending more money looking for copper, yet finding far less of it. In the 1990s, major discoveries delivered 705.3 million metric tons

01/09/2026

Latest·Macro Fundamental·Ratio Charts

NeXGold Mining – $100M Cash, High-Grade Goldboro + Path to 200k oz/Year Are You Still Sleeping?

In this deep dive series, we review NeXGold Mining (TSXV: NEXG / OTCQX: NXGCF), a gold mining company that is advancing Canadian projects. The 2 key assets are fully permitted, high-grade Goldboro

31/08/2026

Deep Dive Series·Latest

Honey Badger Just Bought a Built Silver Mine for $12M with 408Moz AgEq Sitting Idle in Canada

In this deep dive episode, we explore Honey Badger Silver (TSXV: TUF | OTCQB: HBEIF) that just bought the Prairie Creek silver-zinc-lead mine in April 2026 for C$12 million. The historical 2021

30/08/2026

Deep Dive Series·Latest

Honey Badger: 766g/t AgEq, 5km of Tunnels, Mill Already There, Why September’s PEA Matters

Honey Badger Silver Inc. TSXV: TUF / OTCQB: HBEIF / FSE: 1QA / Tradegate: 1QA Introduction Honey Badger Silver Inc. is a Canadian silver and critical-minerals development company with a portfolio of eight

30/08/2026

Deep Dive·Latest

Manuka Resources Just Restarted Gold, Silver Hits Q4 with $805M NPV vs $152M Cap

Manuka Resources Limited ASX: MKR / NZX: MKR Introduction Manuka Resources Limited is an Australian precious-metals producer and development company with three major assets: the Wonawinta Silver Mine, the Mt Boppy Gold

29/08/2026

Deep Dive·Latest

Lahontan Gold: Past-Producing Nevada Gold Mine Targets 2027 Construction

Lahontan Gold Corp. TSXV: LG / OTCQB: LGCXF / FSE: Y2F Introduction Lahontan Gold Corp. is a Nevada-focused gold and silver mine development company advancing four projects in the Walker Lane mineral

29/08/2026

Deep Dive·Latest

Oracle Just Broke Its 2008 Credit Risk Peak. What Does the Bond Market Know?

This chart is not really about Oracle. It is about what happens when the AI boom collides with the cost of money. Oracle’s 5-year CDS has surged to around 215 basis points,

28/08/2026

Latest·Macro Fundamental·Ratio Charts

Meeka Metals, WA Gold Producer – FY26 Reality Check + Underground Transition Deliver the DFS?

In this deep dive series, we review Meeka Metals (ASX: MEK). A company that already poured first gold in July 2025 and now holds a 1.235Moz @ 3.0g/t Murchison resource with high-grade

26/08/2026

Deep Dive Series·Latest

Gold Miners vs Stocks Are Approaching a 15 Year Pattern Break. Only the Beginning

This chart tracks GDX against the S&P 500, measuring the relative strength of gold miners versus the US equity market. The key message is simple, after more than a decade of underperformance,

26/08/2026

Latest·Macro Fundamental·Ratio Charts·Technical Timing

commodities - Page 7