critical metals – RockeTeller

When the 2-Year Yield Peaks, What happens to Gold? 1999, 2004, 2016 & 2023 Reveal

What this chart is really showing is a battle between gold and the price of money. When the Federal Reserve tightens policy, short-term yields rise, real borrowing costs increase, liquidity becomes more

02/10/2026

Latest·Macro Fundamental·Ratio Charts

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

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

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

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

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