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Consolidated Rock

Sultan Ameerali

A Substack about investing in commodities and other indignities that cross the mind of Sultan Ameerali. Sultan is a former business journalist turned investor.

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Substack
PricingFreemiumPublishesWeekly
Issues43Founded4 years agoLast Issue14 days ago
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Latest Issues

Long weekend notebook: bull market > brains

Truer words. Never said.

The emotions of investing consisting of fear, excitement, embarrassment, frustration are all part of taking on risk in uncertain situations. The idea is to stop allowing those emotions to determine what the facts...

14 days ago
5

Subscriber Exclusive: Fight for TNR moves into the endgame

Less than a month from the AGM, newly-issued TNR paper does not change the prize. We take a look at the cap structure, the players and who is sitting in the room when the ballots are counted.

Catch up

22 days ago
1
2
Paid

Mid-Year Review: Metals & Mining Portfolio

I guess a mid-year review stops being a mid-year review when you’re closer to Labour Day than Canada Day. Let’s get right to it since I’m already running late.

Fun fact: Borrowing costs are going up for the US Government. A $25-billion off...

a month ago
6
4

July Subscriber Exclusive: Ranked portfolio and watchlist

My trade journal. What micro caps looks interesting as liquidity drains out of the market.

For reasons I can’t figure out, several of you have decided to pay for this newsletter, so now I feel honour-bound to give you a look behind the cur...

3 months ago
Paid

Planet Microcap recap

In this issue…

  • LibertyStream impresses at Planet Microcap

  • Updated Portfolio

  • Adding to Surge Copper post-PFS

  • How far to push the Rupert —> Agnico trade?

  • Interesting Links

Viva Las Vegas

This will be short....

3 months ago
10
9

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  • Sultan Ameerali

    Investor. Businessman. Author. Former business journalist. Former reporter. Former boxer. My friends call me Cloudy.

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