uranium – RockeTeller

Thor Explorations, $219M Net Cash, a Built Mine, and a $633M Douta NPV – Can It Bridge Segilola’s Mine-Life Gap?

Thor Explorations Ltd. TSXV: THX / AIM: THX / OTC: THXPF / FRA: T2X Introduction Thor Explorations Ltd. is a West African gold producer, developer, and explorer operating in Nigeria, Senegal, and

19/09/2026

Deep Dive·Latest

Borealis Mining, Kinross Founder. McEwen. Sprott. And a Permitted Mine Already Pouring Gold.

Borealis Mining Company Ltd. TSXV: BOGO / OTCQB: BORMF / FSE: L4B0 Introduction Borealis Mining Company Ltd. is an emerging Nevada-focused gold producer and developer built around three assets: the Borealis Mine,

08/09/2026

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Polymetals Resources, 338 g/t Silver A$28M Restart at A$414M NPV, The Numbers That Matter

Polymetals Resources Ltd (ASX: POL) Introduction Polymetals Resources is an Australian precious and base-metals producer focused on the Endeavor silver-zinc-lead mine, approximately 40 km north of Cobar in central-western New South Wales.

06/09/2026

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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

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

Buffett’s Favorite Valuation Signal Just Hit an Extreme

The Buffett Indicator is one of the simplest ways to measure how expensive the U.S. stock market has become. It compares the total value of U.S. equities with the size of the

21/08/2026

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

Benz Mining, From 510 koz Historical Resource to 10 Moz Target: Can Glenburgh Actually Convert?

Benz Mining Corp. TSXV: BZ / ASX: BNZ / OTC: BENZF / FRA: 1VU Introduction Benz Mining Corp. is a Canadian-listed, Australian-focused gold exploration company whose investment story has changed dramatically following the acquisition

14/08/2026

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Solar Just Passed Coal, but the Biggest Opportunity May Not Be Solar Stocks

This chart captures a symbolic turning point in the US power market. In May 2026, solar moved above coal in the electricity generation mix for the first time. The orange line is

15/07/2026

Latest·Macro Fundamental·Ratio Charts