HeyJaredConsolidated Rock
A Substack about investing in commodities and other indignities that cross the mind of Sultan Ameerali. Sultan is a former business journalist turned investor.
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 28, 2026
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- Earliest in this view
- Aug 23, 2026
Latest issues
Beaver Creek notebook: Mining Stock Education interview (opens the original)
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In this issue …MSE interviewBuy CanadaInteresting presentationsVizsla SilverFenech vs. FeneckPortfolio updatesInteresting linksWe’re jam packed this morning.Mining Stock Education interviewI cover my thoughts on this year’s Precious Metals conference in Beaver Creek, the bullish sentiment and how I collect useful data points in this interview with Bill Powers of Mining Stock Education.
Long weekend notebook: bull market > brains (opens the original)
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Truer words. Never said.The emotions of investing consisting of fear, excitement, embarrassment, frustration are all part of taking on risk in uncertain situations. The idea is to stop allowing those emotions to determine what the facts mean.Unfortunately, you’re never quite as smart as a rising stock makes you feel. And fortunately, you’re never as dumb as a falling stock makes you feel either.- Adam Wilk, The stories we tell ourselvesIt should go without saying that none of u
Subscriber Exclusive: Fight for TNR moves into the endgame (opens the original)
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Catch upTNR Gold is a microcap royalty name. The company owns: 90% of a 1.5% Mariana lithium NSR (Ganfeng, already in production), 90% of a 0.4% Los Azules copper NSR (McEwen Inc., feasibility study done), 90% of the Shotgun gold deposit in Alaska, plus a 7% net profit interest on the Lundin’s Josemaria project. As you’ll see below, TNR still trades well below the value of the underlying parts.CEO Kirill Klip has run TNR since 2017. Jon Christian Evensen — AKA the Koala from #mintwit — has been
Mid-Year Review: Metals & Mining Portfolio (opens the original)
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I guess a mid-year review stops being a mid-year review when you’re closer to Labour Day than Canada Day. Let’s get right to it since I’m already running late.Fun fact: Borrowing costs are going up for the US Government. A $25-billion offering of 30-year Treasury bonds closed with yields as high as 5.22 per cent, which just happens to be a 25-year high.There’s nothing new to say on gold’s fundamentals. Real rates are negative with no political will to raise them. Central banks are structural buy
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