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25/08/2026

Value investor focused on mining opportunities. Commodities trader, macro & data analyst.

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resource sector - Page 5

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

24/06/2026

Latest·Macro Fundamental·Market Cycles·Ratio Charts

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

22/06/2026

Deep Dive Series·Latest

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

20/06/2026

Deep Dive·Latest

Silver Storm Mining, 34 Million Oz Produced, Now Targeting Q2 2026 Restart

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

20/06/2026

Deep Dive·Latest

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

20/06/2026

Deep Dive·Latest

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

20/06/2026

Deep Dive·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

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

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