Archive

Dive into a collection of past posts and rediscover timeless content.

Resource Brief

The Nuclear Operator, The Beryllium Monopoly, The Met Coal Ramp

Oct 2, 2026

•

7 min read

The Nuclear Operator, The Beryllium Monopoly, The Met Coal Ramp

A nuclear fleet that gets paid more, a beryllium chain with no Western rival, a met coal ramp.

Resource Brief

A 97% Margin Gold Royalty, A Brazil Copper Ramp, And A Jet Metals Engine

Sep 30, 2026

•

8 min read

A 97% Margin Gold Royalty, A Brazil Copper Ramp, And A Jet Metals Engine

A gold royalty at 97% cash margins, a Brazil copper mine ramping up, and guidance going up.

Resource Brief

A Greek Copper-Gold Ramp, A Steel Aluminum Bet, And A Cash-Rich Gold Major

Sep 28, 2026

•

8 min read

A Greek Copper-Gold Ramp, A Steel Aluminum Bet, And A Cash-Rich Gold Major

A miner starting two new mines, a steelmaker adding aluminum, and a gold major cutting its debt.

Resource Brief

A Gold Turnaround, A Cash Machine, And A Steel Sleepe

Sep 25, 2026

•

7 min read

A Gold Turnaround, A Cash Machine, And A Steel Sleepe

A Canadian gold ramp buying back stock, a record-cash African miner, and a Mexican steel build.

Resource Brief

The Gold Miner, The Steel Reset, And The Phosphate Squeeze

Sep 23, 2026

•

7 min read

The Gold Miner, The Steel Reset, And The Phosphate Squeeze

A gold miner still priced for Mali, a steelmaker resetting contracts, and a phosphate squeeze.

Resource Brief

The Gold Major, The Royalty Machine, The Titanium Forg

Sep 21, 2026

•

7 min read

The Gold Major, The Royalty Machine, The Titanium Forg

A discounted African gold producer, a debt-free royalty machine, and the F-35 titanium forge.

Resource Brief

The Royalty Name Lagging Gold, Plus Potash And Silver Torque

Sep 18, 2026

•

7 min read

The Royalty Name Lagging Gold, Plus Potash And Silver Torque

A royalty book lagging gold, the largest potash producer, and a silver miner with real torque.

Resource Brief

Cheap Domestic Silver, Skipped Gold, Nuclear Instruments

Sep 16, 2026

•

7 min read

Cheap Domestic Silver, Skipped Gold, Nuclear Instruments

A cheap US silver producer, an overlooked gold major, and the nuclear buildout's toll booth.

Resource Brief

The Gold Rebrand, The HALEU Bottleneck, and The Copper Ramp

Sep 14, 2026

•

6 min read

The Gold Rebrand, The HALEU Bottleneck, and The Copper Ramp

A gold major's rebrand, the US HALEU bottleneck, and a copper ramp hitting stride

Resource Brief

The Copper Giant, The Gold Major, And A Cheap Brazil Steelmaker

Sep 11, 2026

•

6 min read

The Copper Giant, The Gold Major, And A Cheap Brazil Steelmaker

The cleanest copper major, the gold major funds buy first, and a cheap Brazil name