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New ways of communication and financing for resource companies is our mission! Transparency, quality and education our booster!

14/10/2026

Near-term production potential is one thing. Proving the project could be much bigger is another.

That is exactly what AXO Metals is working on at its San Antonio Gold Project in Sonora, Mexico.

The company is advancing a low-capital-intensity path toward production by building on existing infrastructure and permits, while at the same time pushing aggressively on resource expansion.

Around two thirds of current drilling capacity is focused on expanding the resource rather than infill drilling — a clear signal that AXO sees substantial upside beyond the existing development case.

For investors, that creates an interesting two-part story: a project moving toward production, combined with the potential to demonstrate significantly greater scale.

If successful, San Antonio could evolve from a straightforward restart and expansion story into a much larger gold development opportunity.

Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the companys mentioned. This is not investment advice.

12/10/2026

Gold miners are still printing cash. 🥇

Despite higher energy costs and rising operating expenses, margins across the sector remain exceptionally strong.
The reason is simple: gold prices have risen much faster than production costs.

That is translating into strong free cash flow, healthier balance sheets and greater flexibility for dividends, buybacks, acquisitions and new project development.

For investors, the key takeaway is clear: gold does not necessarily need to move significantly higher for producers to remain highly profitable at current levels.

A strong fundamental setup for gold mining equities.

Disclaimer: This is not investment advice.

09/10/2026

Millennial Potash is moving its Banio Potash Project in Gabon closer to development, targeting first production in 2029.

The company expects to complete its Definitive Feasibility Study by the end of 2026, with a potential final investment decision in early 2027.

Banio is gaining strategic relevance as global potash supply remains highly concentrated in Canada, Russia and Belarus. A new Atlantic Basin source could strengthen supply diversification for Africa, the US, Brazil and other major agricultural markets.

The project has also attracted support from the U.S. International Development Finance Corporation, which has already provided USD 3 million for feasibility work and has expressed interest in supporting future project construction.

At the same time, Millennial Potash continues to advance drilling, infrastructure planning and potential offtake discussions. The company is also evaluating production scenarios above the 800,000 tonnes per year outlined in the PEA.

With fertilizer security, food security and supply chain diversification becoming increasingly important, Banio could develop into a strategically significant potash project.

07/10/2026

Gold miners are up 275% — but investors are still pulling billions out.

Over the past three years, GDXJ gained around 275%, while recording approximately US$2.62 billion in net outflows.

The broader GDX shows a similar pattern, with around US$1.31 billion in net outflows over the most recent month.
Strong performance, strong fundamentals — but still limited investor participation.

That disconnect is what makes the sector so interesting right now.

Past performance is not indicative of future results. This is not investment advice.

05/10/2026

A 2.3 billion pound uranium supply deficit by 2045.

That is the cumulative shortfall Goldman Sachs Global Investment Research expects for the uranium market between 2025 and 2045.

According to the forecast, the deficit could widen from around 366 million lbs by 2035 to roughly 1.08 billion lbs by 2040 and 2.33 billion lbs by 2045.

The implication is clear: if demand develops as projected, new production will be essential.

This puts companies with exposure to future uranium supply increasingly in focus. UraniumEnergy is already expanding U.S. production, including the start-up of Burke Hollow in Texas in 2026, while IsoEnergy Ltd continues to advance a diversified uranium portfolio across Canada, the U.S. and Australia.

A structural gap of this scale highlights why mine development, production growth and secure uranium supply chains remain central themes for the sector.

Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the companys mentioned. This is not investment advice.

02/10/2026

Higher yields hit differently when debt is this much larger.

U.S. national debt has grown from roughly $8.9 trillion in 2007 to around $40.1 trillion today.
That means the sensitivity of federal finances to borrowing costs has changed dramatically.

A 1 percentage point increase in the average interest cost of the debt now equates to about $401 billion in additional annual interest expense. In 2007, the same increase would have added only around $89 billion.

In other words, the same move in borrowing costs carries roughly $312 billion more annual impact today than it did 19 years ago.

This is why the bond market has become even more important for fiscal policy, capital markets and the broader macro environment.

Disclaimer: This is not investment advice.

30/09/2026

What should investors watch as a gold developer moves closer to a construction decision? 👀

For Revival Gold Inc., the next phase is increasingly about ex*****on.

With work progressing at Beartrack-Arnett and Mercur, the focus is shifting from simply defining resources to answering the questions that matter for development: How robust is the project? How straightforward is the permitting path? And what needs to happen before a construction decision can be made?

Those are the kinds of milestones that can reshape how the market looks at a development-stage gold company.

🎥 In the full interview, CEO Hugh Agro explains what investors should be watching over the coming months and how Revival Gold is positioning its U.S. projects toward the next major development steps.

Watch the full video on our Youtube-Channel. Link in Bio!

Disclaimer: Advertisement. Swiss Resource Capital AG has a business relationship with the company mentioned. This is not investment advice.

28/09/2026

Copper is piling up in the US – while supply tightens elsewhere.

COMEX copper inventories surged 712% between February 2025 and August 2026, according to Sprott. The US now holds around 69% of all exchange-monitored copper inventories, while stocks in London and Shanghai have declined.

At the same time, available LME copper has fallen to 133,725 tonnes, and Chinese import premiums recently reached their highest level in nearly four years.

One key driver is the prospect of a 15% US tariff on refined copper from January 1, 2027, which has encouraged traders to move metal into the US.

The result: global copper inventories may look comfortable at first glance, but availability is becoming increasingly concentrated.

Disclaimer: This is not investment advice.

25/09/2026

Mogotes Metals is entering a significantly more active exploration phase.

The company has outlined its plans for the next 12 months, with major drill programs planned across three projects in Argentina/Chile, Kazakhstan and the United States.

The key focus remains Filo Sur, where up to 20,000 metres of drilling are planned for the 2026/2027 season – more than three times the amount drilled in the previous campaign. The program will follow up on the Albor and Cruz del Sur discoveries and test additional porphyry targets along the Macho Mu**to Fault Zone.

At the same time, Mogotes is advancing Beskauga in Kazakhstan with up to 50,000 metres of drilling, while Copper Cliff in Montana is expected to move into drilling once permits are received.

What stands out is the scale of activity now planned across the portfolio. With multiple drill programs, first assays expected from Beskauga in Q4 2026 and a PEA targeted within 12 months, Mogotes is entering an important phase of exploration and project development.

Advertisement / Advertorial: Swiss Resource Capital AG provides marketing and communication services to Mogotes Metals Inc. This post is therefore promotional in nature.

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