Host Rock Capital

Metal prices gained in April, led by Ni by +12.5%, Li +8.5%, Cu +8.1% & Pd +7.2% - possibly on rising vehicle demand, with Co/Li/U miners standing out host-rock-rundown-monthly.beehiiv.com/p/monthly-meta…

Pd, Ni, and Li prices gained last week, possibly on rising vehicle demand, while other metals traded flat to down slightly; Li producer stocks gained. host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Europe needs manufacturing (and upstream raw materials mining). Made in Europe is the way / stand firm Europe! And China needs competitors - I reckon they are bluffing.

Historic tailings ➡️sustainable value

Ni price jumped +6% to $8.68/lb this past week (ending 24 Apr) 📈, while precious metals prices and broader mining equities fell by multi-percent 📉 Read more here: host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Values first

Wow that’s an impressive +35% YoY increase in quarterly gold production.

Cu price gained +4.6% this past week (ending 10 April), leading to most Cu producer stocks rising by >+7.4% 📈 while most other metals & miners gained slightly host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Precious metals cratered by double digit percent during March, while broader equities and mining stocks also fell 📉 host-rock-rundown-monthly.beehiiv.com/p/monthly-meta…

Precious metal prices surged this past week (ending 2 Apr), with PGMs rising +8-11% and Au & Ag rising +6-8%, which helped most Au & Ag producer stocks rise >9% host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Cu and Ni gained +2.5% and +1.4% this past week, to $5.47/lb Cu and $7.81/lb Ni 📈 Most Li producer stocks surged, while most other miners rose gently host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Metal prices tanked this past week, led by Ag falling -18% to <$70/oz with Au losing -10% to <$4,600/oz Most mining stocks dropped by double digits. host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Canada vs the USA, GDP per capita. Why is Canada falling so far behind? "a substantial share of Canadians who would rank among top earners in Canada have emigrated to the United States—roughly 40 percent of potential top 1 percent earners and 30 to 50 percent of the next nine percentiles." - Charles Lammam Canada is effectively exporting its most productive and talented to the USA. They gave up on Canada and left. The brain drain simultaneously lowers Canada's average income while raising American income, accounting for a significant share of the persistent GDP gap.

Oil up 67% since January. Bonds selling off. Stocks falling. The last time all three moved this way simultaneously was 1973. History doesn't repeat but it rhymes loudly.

Metal prices fell this week (ending 13 Mar), led by precious metals with Au & Ag falling -3% & -4.5% to ~$5,000 & ~$80/oz 📉 Mining stocks tanked, while broader equities also fell host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Metal prices dropped this past w/e 6 Mar, led by Li, Ag, and Pt falling -10% apiece to $22,500/t Li carb, $84/oz Ag, and $2,140/oz Pt Cu and Au also dropped, by -4% and -2% to $5.75/lb Cu and $5,150/oz Au; Most mining stocks tanked by -8% or more host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…

Precious metals prices & stocks SURGED in Feb, after sharp corrections in Jan; Ag rose +11%, Au +8%, Pt +12% - all reapproaching recent all-time highs host-rock-rundown-monthly.beehiiv.com/p/monthly-meta…

Lithium, silver, and platinum prices SURGED this past week (ending 27 Feb) 🚀 …ck-rundown-weekly-premium.beehiiv.com/p/weekly-metal…

2/ Gold, copper, and nickel rose a lesser 0.6-2.6% Mining stocks were mostly flat, except silver, gold, and uranium miners which were mostly green - especially silver stocks, most of which gained at least +6% across each of the explorer, developer and producer groups

1/ Metal prices gained this past week (ending 20 Feb), led by precious metals silver, platinum, and palladium rising +6.4%, +4.8%, and +4.5% 📈 (but they all still remaining down ~4-11% from recent highs ~one month ago) host-rock-rundown-weekly.beehiiv.com/p/weekly-metal…