Mining Margins Hit 31%. No Other Challenger, Here Is Why It Matters
This chart is not just comparing profit margins. It is showing where the money is being made. At the top, the mining industry stands out with a median profit margin of 31
Past Supercycles Lasted 14 to 22 Years. This One Is Only 6
This chart is basically the commodity market’s history book in one clean picture. It shows past supercycles lasting 18, 22, 17, and 14 years, while the current cycle from 2020 to today
Alkane Resources, 3-Mine Gold & Antimony Producer Emerges After Mandalay Merger
In this deep dive series, we examine Alkane Resources (ASX: ALK / TSX: ALK), which has transformed into a cash-generating multi-mine gold and antimony producer following the 2025 Mandalay merger. With operations
Silver Tiger Metals: Permitted Mine + $304M Underground PEA, Low AISC, First Pour 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
Silver One Resources, US$0.96/oz for 137Moz AgEq Past-Producing Silver Project, Eric Sprott Owns 15.61%
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
Silver Mines, Australia’s Largest Undeveloped Silver Project Just Got a Low-Cost Makeover
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
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
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
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
The World Needs More Copper, But Chile Is Starting To Struggle
This chart tells a very important story hiding in plain sight. Chile, the heavyweight champion of global copper supply, is no longer pushing production higher with the same force it once did.
