Long-form theses, field reports, and market commentary. Documented in the open — the thinking behind the positions, not just the trades. Filter, search, and sort the full catalogue below.
Categories are a descriptive organisation of the founder's own Field Notes — not a market-wide index and not investment advice.
A silver-lead and copper-gold developer with the Maronan deposit in north-west Queensland — a spin-out of ASX-listed Red Metal, with a granted MDL, a completed PEA and fresh high-grade drill hits. A sector and company analysis of Maronan Metals (ASX: MMA).
A silver developer that, since February 2026, controls the world's largest fully permitted primary silver project — debt-free, with roughly US$100M cash and a producing gold cash-flow leg. A sector and company analysis of Highlander Silver (TSX/NYSE-A: HSLV).