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Consolidated Rock Holding Company

Consolidated Rock Holding Company

Consolidated Rock - Investment Holding Company of Sultan Ameerali

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Interesting links: June 2025

June 29, 2025

Everyone wants the summary. But the summary is what’s left after someone else decided what matters. Their priorities aren’t yours. Their filters aren’t yours. When you operate on summaries, you’re thinking with someone else’s brain. – Shane Parrish, Farnam Street


There’s a peace deal in place, but your Congolese mining assets aren’t safe until Rwandan troops actually withdraw. The relative sizes of the countries is misleading. Rwanda is densely populated and can overrun Congo anytime it wants.

The Russians have control of a key lithium field in Ukraine.

Trump tariff scorecard

China is still choking exports of rare earths.

North Korea has a beach resort.

Filed Under: Notes and Concepts Tagged With: China, Copper, Lithium, North Korea, Rare Earths, Russia, Rwanda

Recent Posts

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

Recent Tweets

Sultan Ameerali Follow

Investor. Don’t buy any stock because I mentioned it. Boxer, award-winning reporter, author in a different life. Ex-BNN, 680News, CTV News etc

SultanAmeerali
sultanameerali Sultan Ameerali @sultanameerali ·
19h

The Sinaloa cartel used hacked phone data and surveillance cameras to identify and target FBI informants.

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sultanameerali Sultan Ameerali @sultanameerali ·
29 Jun

Now available on the 'Stack...
When you pick minings stocks like you're eating out of the trash, you don't pick the assets. The assets pick you.
Portfolio positioning with comments on $LODE, $MAI.V, $STRR.V, $KGCRF, $OGN.V, $TFPM.TO, $UAN, $MLX.AX.
I also dump on $NETZ.NE and…

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sultanameerali Sultan Ameerali @sultanameerali ·
27 Jun

There's so much embedded value inside Kenorland they announced they were walking away from a JV with Newmont and $KLD.V went UP.
Downside protection through diversification and effective capital allocation - the prospect generator business model done right

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Retweet on Twitter Sultan Ameerali Retweeted
kjkltd Ken K - Mine Engineer 🇨🇦⚒️ @kjkltd ·
27 Jun

It appears that Quebec requires upfront reclamation bonding, which is a good idea. I don't think I have ever seen a cashflow model where closure has been address like this. Closure is usually a big number far off in the future and discounted down to a small number in the NPV.

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sultanameerali Sultan Ameerali @sultanameerali ·
27 Jun

When insider selling is combined with a surge in Google searches and social media activity around 'uranium' and 'uranium stocks' you should be cautious. Or at least self aware enough to recognize a local top.

InsiderAlert @InsiderAlertApp

⚡INSIDER SELLING⚡🇨🇦
🟥Grychowski, Cherise Marie sells $191,152
Cameco Corporation $CCO.TO
▪Shares: -1,953
▪Price: $97.88
▪Tx date: 2025-06-24 (2 trades)
▪Now owns: 1,583 shares (value: $160,674)

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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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