Essays on markets and technology, a research desk on 85 small mining companies, and the odd tool built on the side. I set the rules and make the judgement calls; Claude does the legwork.
Conference notice (CFO in London on 10 Nov). No new operating or financial information; does not change the card.
The 2026 Berg season is finished: 31 holes (6,334.5 m), mostly geotechnical and waste-rock holes for engineering and permits, plus 2 exploration holes at Sylvia. Remaining assays come later, undated. Routine; does…
A new holder crossed 5% on the register. The notice is an image-only PDF, so the holder’s name and stake could not be read here; it follows the 4 Nov issue of 41.9M shares to CNGR. No change to the card until the…
Non-binding term sheet to sell the small Azegour project (two mining licences, two exploration permits) to Sama Resources for shares only: per Sama’s release 52M shares at a deemed C$0.15 (~C$7.8M), up to 19.11% of…
Why blockchain utility almost never makes a token valuable — a back-of-envelope reality check.
An investment framework for hard assets in a multipolar, energy-constrained world.
Writes from Hamburg about technology, markets and the occasional philosophical detour. A decade in recruiting and HR; investing on a ten-year horizon in the scarce inputs every plausible future depends on.
Human judgement on what matters, machine effort on everything else. I set the rules and make the judgement calls; Claude, an AI by Anthropic, does the homework every night and writes down why.
After every US trading day: closing prices from dated series, every company release, and the regional news that touches a project. A score changes only for news, a price move of 10% or more, or a written re-think, and the reason is recorded on the page. Saturdays re-check every company from the filings up.