Junior mining,
read clearly.
Bellmare Capital writes about small cap mining and resource companies on the TSX Venture and Canadian Securities Exchange in plain language. No noise, no hype, sources cited.
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Bull Case, Bear Case: Writing Balanced Research
Balanced junior mining research includes both the bull case and the bear case for every name covered. Here is why, and how Bellmare Capital...
Reading a Junior’s Capital Structure: Shares, Warrants, Options
A junior mining company’s capital structure includes much more than just outstanding shares. Warrants, options, and convertibles all affect...
How We Build a Company Spotlight: The Four-Part Framework
Every Bellmare Capital company spotlight is sponsored and follows the same four parts: the setup, what the company has disclosed, the risks,...
Graphite: Natural vs Synthetic and Battery Anode Demand
Lithium-ion batteries need graphite anodes. The market is split between natural and synthetic graphite, each with different supply chains...
Cobalt Sourcing and the DRC Question
The Democratic Republic of the Congo supplies most of the world’s cobalt. Battery chemistry shifts and ESG concerns have changed how...
Tin and the Solder Demand Curve
Tin is small but strategic. About half of demand goes to solder, almost all of it for electronics. Here is what drives the market and why...
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Four Types of Junior Mining Companies, Explained
Before investing in a mining stock, understand what kind of business you are actually buying.
TSX vs TSXV vs CSE: A Plain-Language Guide to Canada’s Three Junior Exchanges
Canada hosts three of the world’s most active resource equity markets. Here is what each one is, how it works, and what investors should...
Understanding Dilution in Junior Mining
Before reacting to a financing announcement, understand what dilution is, why it occurs, and how to evaluate it.