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Zac Loney

Navigating commodity supercycles amid deglobalization and the scramble for hard assets: Cycle tops/bottoms, technical analysis, and ideas in miners, metals & more.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues10Founded9 months agoLast Issue13 days ago
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Latest Issues

New Position: Playfair Mining

The following article is not investment advice. This article is solely intended to be the author’s opinion and subjective interpretation of the company in focus. Junior mining stocks, and especially exploration stocks, carry higher risk alo...

13 days ago
6
5

Hydrograph: Major Technical Development

August 7, 2026 was the day

Look at the chart below for Hydrograph, especially the period between last August/September and today, after the epic run last year. Can you spot a structure or pattern from that 11-month period? And if so, what...

a month ago
17
7
Paid

What is Cycle Analysis and How Does it Work?

  • Including an application to Hydrograph's price chart

Introduction + seasons analogy

2 months ago
4
5
Paid

EDM Resources: Evaporites

More minerals?

My first write up on EDM underlined the glaring undervaluation of the project based on the easy low lying fruit that the market was simply unaware of. Most of that low lying fruit was staring straight at you, but now, severa...

3 months ago
8
6
Paid

Granada Gold Mine (GGM.v)

“Gold Bullion (now Granada Gold Mine) releases results from 54 backlogged Granada drill holes with hole GR-11-310 returning 15.61 g/t Au over 29.23 metres including 443.78 g/t Au over 1.0 metre near surface” - November 8, 2012 news release...

7 months ago
1
3

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    Discovering and capitalizing on deep hidden value in the resource sector - looking for the best of the best

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