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Consolidated Rock Holding Company

Consolidated Rock Holding Company

Consolidated Rock - Investment Holding Company of Sultan Ameerali

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Mid-year review: Metals and Mining Positions

June 29, 2025

A lot of sales to reposition the portfolio since the last time I put one of these updates out. The idea is to get exposure to irreplaceable assets and structural demand for gold from central bank buying.

Carbon Streaming cash box

June 29, 2025

The money is the prize.

Interesting links: June 2025

June 29, 2025

Did you know North Korea has a beach resort?

Equinox Gold? More like Equinox blows

June 27, 2025

There’s no reason to own Equinox Gold. But it’s big just like they wanted.

Mining Stock Education Interview

April 14, 2025

Some added context and updates considering my conversation with Bill Powers took place on the morning of Liberation Day.

Via Twitter: My PDAC report on Mexico

March 5, 2025

My big takeaway from PDAC is the sentiment around Mexico/permits. Complete 180 from last year.

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Recent

  • Mid-year review: Metals and Mining Positions June 29, 2025
  • Carbon Streaming cash box June 29, 2025
  • Interesting links: June 2025 June 29, 2025

Recent

  • Mid-year review: Metals and Mining Positions
  • Carbon Streaming cash box
  • Interesting links: June 2025

Categories

  • Substack Newsletter
  • Mining Stock Education Interview – April 2025
  • TD Direct Investing Webinar
  • Mining Stock Education Interview – Aug 2023
  • Andy Millette Interview
  • Globe B2B Marketing Panel
  • Seeking Alpha

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