resource sector – Page 2

XXIX Metal: 17-Year Copper-Gold Mine Plan, 27% IRR, Massive Funding Gap

XXIX Metal Corp. TSXV: XXIX / OTCQB: QCCUF / FSE: 5LW0 Introduction XXIX Metal Corp. is a Canadian mineral exploration and development company advancing two principal copper projects, the 100%-owned Opemiska Copper

09/10/2026

Deep Dive·Latest

The Mining Sector Has Almost Disappeared From the Stock Market

This chart tells a powerful story. Gold became dramatically more expensive, yet mining companies became dramatically less important inside the global equity market. In the mid 20th century, mining represented a much

09/10/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

Norsemont Mining – 2.74Moz AuEq, a 3,000 tpd Mill, and a C$81M Market Cap, What’s the Catch?

In this deep dive episode, we go through Norsemont Mining (CSE: NOM), a company that owns 100% of Choquelimpie in northern Chile, a past-producing gold-silver system with 2.18Moz indicated and 557koz inferred

08/10/2026

Deep Dive Series·Latest

Gold Prices Drop, ETF Holdings Rise. Something Is Brewing

This chart tracks 2 different things. The black line shows total known gold ETF holdings in millions of ounces. The gold line shows spot gold prices in dollars per ounce. Separate scales,

06/10/2026

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

Theta Gold Mines: 6.1Moz, US$1,181 AISC, First Gold Targeted Q1 2027

Theta Gold Mines Limited ASX: TGM Introduction Theta Gold Mines Limited is an Australian-listed gold developer advancing the TGME Gold Project near Pilgrim’s Rest in Mpumalanga, South Africa. Through its wholly owned

05/10/2026

Deep Dive·Latest

Maronan Metals, Australia’s Next Silver Mine? PEA Uses Only 22%, Dilution, and the Reality Check

In this deep dive series, we review Maronan Metals (ASX:MMA), one of Australia’s largest undeveloped silver-lead projects. We audit their Starter Zone PEA, JORC resource, metallurgy, and the A$377m NPV case, then

05/10/2026

Deep Dive Series·Latest

Inventus Mining, 564oz From Surface: Why McEwen and Sprott Own 51% of It?

In this deep dive series, we breakdown Inventus Mining (TSXV: IVS), a company that processed 9,842 tonnes at Pardo and recovered 564ounces. Sales beat direct costs by 53%. McEwen, Sprott and insiders

03/10/2026

Deep Dive Series·Latest

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

Excellon Resources: Fully Permitted Silver Restart, Tiny Inventory, and a $70M FCF Claim With No PEA

In this episode of deep dive, we discuss Excellon Resources (TSXV: EXN), a company that has restarted Peru’s past-producing Mallay silver-lead-zinc mine and already made first concentrate without a PEA, reserves, or

01/10/2026

Deep Dive Series·Latest

Norsemont Mining, Marc Levy Sold the Last for C$520M. This One Has 2.18 Moz Indicated & Convertible Overhang

Norsemont Mining Inc. CSE: NOM / OTCQX: NRRSF / FRA: LXZ1 Introduction Norsemont Mining Inc. is a Canadian gold-silver-copper exploration and development company focused on advancing the 100%-owned Choquelimpie project in northern

30/09/2026

Deep Dive·Latest

resource sector - Page 2