Consolidated Rock

Consolidated Rock

The GROY analogy you didn't want

Updates to the metals and mining portfolio; Undisclosed royalty position revealed; Nobody is buying your Athabasca uranium junior

Sultan Ameerali's avatar
Sultan Ameerali
Jul 27, 2025
∙ Paid

Weekend notebook …

  • Portfolio updates

  • Cheap Industrials on the watchlist

  • Quick thoughts: NexGen, REEs

  • Interesting links

Portfolio updates

More turnover than I usually like over the last few weeks, but in a …

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Sultan Ameerali · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture