Resource Brief

The Pentagon's Alloy Supplier and the Picks Behind Every New Mine

Oct 7, 2026

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7 min read

The Pentagon's Alloy Supplier and the Picks Behind Every New Mine

An alloy maker guiding 21-25% profit growth, plus the safety and engineering names behind new mines.

Resource Brief

The Steel Giant Hiding A Lithium Business

Oct 5, 2026

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7 min read

The Steel Giant Hiding A Lithium Business

A Korean steelmaker's lithium arm turns profitable, plus a Peruvian miner sitting on net cash.

Resource Brief

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

Oct 2, 2026

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

Resource Brief

The Copper Major Priced Like You Don't Know It

Sep 9, 2026

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7 min read

The Copper Major Priced Like You Don't Know It

A copper major the multiple ignores, a uranium pure-play, and the only US magnet mine

Resource Brief

Gold's Biggest Producer, a Royalty Machine, and a PGM Reset

Sep 7, 2026

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7 min read

Gold's Biggest Producer, a Royalty Machine, and a PGM Reset

Diversified ounces, a streaming model with expanding margins, and a beaten-down PGM turnaround.

Resource Brief

The 8% Yield Sitting On The Copper Deficit

Sep 4, 2026

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7 min read

The 8% Yield Sitting On The Copper Deficit

A base metals major, a low-cost lithium operator, and a tariff-shielded steel processor.

Resource Brief

Sep 2, 2026

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8 min read

Copper, Crushers, And The Control Room

The copper major, the crusher maker, and the control stack running the automated mine.

Resource Brief

A Steel Giant, A Copper Discount, and A Lithium Rebound

Aug 31, 2026

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7 min read

A Steel Giant, A Copper Discount, and A Lithium Rebound

A domestic steel leader, a mispriced copper-gold miner, and a beaten-down lithium producer.

Resource Brief

The Miners Are Printing Money: Here's Where We'd Dig

Aug 28, 2026

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7 min read

The Miners Are Printing Money: Here's Where We'd Dig

A silver permit catalyst, an unhedged U.S. uranium producer, and a giant that pays you to wait.

Resource Brief

Three Names Built for the Supply Squeeze

Aug 26, 2026

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7 min read

Three Names Built for the Supply Squeeze

Cement for the data centers, pipe for every new mine, and the ground the housing cycle runs on.

Resource Brief

Three Picks Wall Street Still Prices As Boring Industrials

Aug 24, 2026

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7 min read

Three Picks Wall Street Still Prices As Boring Industrials

A chemicals name plating AI boards, a battery-linked carbon black maker, and a 10% yielder.

Resource Brief

Aug 21, 2026

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6 min read

The Hormuz Squeeze Is Back

Missiles are flying, ships are vanishing, and one dividend giant just became a steal.

Resource Brief

Three Physical-Layer Picks Powering The AI Build-Out

Aug 19, 2026

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7 min read

Three Physical-Layer Picks Powering The AI Build-Out

An aggregates duopoly, a cement giant, and a met coal pure play. Three picks in today's issue.

Resource Brief

Three Miners Built for Gold, Copper, Silver and Antimony

Aug 17, 2026

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7 min read

Three Miners Built for Gold, Copper, Silver and Antimony

Gold plus copper in one ticker, a silver ramp, and the U.S. antimony project.

Resource Brief

Three Mining Stocks Worth Your Attention Today

Aug 14, 2026

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7 min read

Three Mining Stocks Worth Your Attention Today

Three mining names: West African gold, nuclear power for AI, and the automation layer under mines.

Resource Brief

Aggregates, Automation, Uranium: A Trio Setting Up Now

Aug 12, 2026

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7 min read

Aggregates, Automation, Uranium: A Trio Setting Up Now

The three mining stocks on today's list, one aggregates giant, one automation backbone, and one high-grade uranium developer.