Rockstone Research

​Rockstone is a research house specialized in the analysis and valuation of capital markets and publicly listed companies. The focus is set on exploration, development and production of resource deposits as well as marcoeconomic analysis of commodity and currency markets. Our international team of five analysts bring our German and English speaking readership a wealth of experience from the commodity markets: Stephan Bogner (mining analyst), John P. Barry (professional geologist), Chris Berry (macroeconomist), Prof. Dr. Hans Bocker (award-winning book author), and Boris Gerjovic (fundamental analyst).

Stephan Bogner
  • Stephan Bogner

Homerun Resources: A silica district where the sky is the limit

Some mining stories advance by adding metres, tonnes or permits. Others advance by crossing an invisible line, the moment when uncertainty gives way to control. Homerun Resources Inc. has now crossed that line. The latest news-releases do not simply report progress. Taken together, they reveal why Santa Maria Eterna (SME) stands among the most unusual and strategically powerful silica assets on the planet today, and why comparisons with conventional silica projects in Australia or elsewhere f...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: Expanded solar glass offtake aligns with Brazil’s r...

Today, Homerun Resources Inc. announced an amendment to its previously disclosed non-binding offtake arrangement with Brazilian photovoltaic module manufacturer Sengi Solar Importação e Exportação Indústria e Comércio, under which the anticipated supply of solar glass has been substantially increased. The amended terms raise the minimum annual volume from 20,000 to 100,000 tonnes, while maintaining the agreed price of 750 USD per tonne, free on board (FOB), at Homerun’s planned solar glass manuf...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: The road to Santa Maria Eterna takes shape

There is a moment in every great resource story when something quietly changes. Not with a drill result. Not with a headline number. But with certainty. For Homerun Resources Inc. that moment is now. For years, Santa Maria Eterna was a vision: A rare geological gift with the potential to anchor an entire silica-to-solar-glass value chain in Brazil. Investors could see the logic. The strategy made sense. The end markets were obvious. But great projects are not built on logic alone. They are bu...

Stephan Bogner
  • Stephan Bogner

Mother Nature built the processing plant: Homerun Resources sets a new...

Yesterday, Homerun Resources Inc. delivered another major technical milestone with the release of confirmation test results from Minerali Industriali Engineering (MIE). These independent results validate that the company’s Santa Maria Eterna (SME) silica sand is not only suitable for high-quality solar glass manufacturing, but in fact ranks among the naturally cleanest silica sand deposits known worldwide. The implications extend far beyond simple compliance: The exceptional purity confirm...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: When silica sand turns strategic: Ultra-pure by nat...

Today, Homerun Resources Inc. announced the results of an independent testwork program by Germany-based Dorfner Anzaplan GmbH – and the outcome marks a true turning point for the company. What was once “remarkably clean silica sand” has now been validated as something far more consequential: A strategic technology feedstock with the kind of purity, upgradeability, and processing flexibility so rare that only the most exceptional deposits on the planet even begin to compare.

Der Niedergang der EU

​Während das Magazin TIME unsere Kanzlerin, Angela Merkel, vor kurzem noch als "Person des Jahres" in den Himmel lob (siehe Artikel hier), so gibt es in den breiten Medien erstaunlich schwachen Gegenwind über Ihre politischen Maßnahmen bzw. "nicht-Maßnahmen". An dieser Stelle möchte ich eine gänzlich andere Meinung vorstellen, nämlich die von Boris Gerjovic aus Maribor in Slowenien. Sein Artikel "Der Niedergang der EU" wurde ins Deutsche übersetzt und ist untenstehend wiedergegeben. 

The Downturn of the EU

​After his first research paper for Rockstone, "The Truth About the Impact of Interest Rates on the Price of Gold", mag. Boris Gerjovic's second article takes a look at the European migrant crisis and the Euro. 

Stephan Bogner
  • Stephan Bogner

The Tech Company That The Cannabis Industry Has Been Waiting For

Interview with Edward Klaeger IV, CEO of Fiberlab Inc. According to an interview with Edward Klaeger, the supply of separated cannabinoids in bulk quantities is the market‘s bottleneck: “The problem with the medical and pharmaceutical markets in the cannabinoid industry: There is no bulk separation of cannabinoids to mass produce a prescription – and that’s where Fiberlab comes in.“ “The economies of scale is what sets Fiberlab technology apart and then the fact that we can create bulk isolat...

Stephan Bogner
  • Stephan Bogner

Das Technologie-Unternehmen, auf das die Cannabis-Industrie gewartet h...

Das Interview wurde am 20. April 2018 in Zürich, Schweiz, aufgezeichnet und fand zwischen Stephan Bogner von Rockstone Research und Edward Klaeger IV, CEO von Fiberlab Inc., statt. 

Oh grosser König Salman, gepriesen seien deine Mega-Ölkavernen

2. Teil vom Artikel â€œJuppsaudi und juppsauda - neuer König im Lande von Allah” von Prof. Dr. Hans J. Bocker. 

Q&A Session About Commerce Resources Corp. and the Rare Earth Market

​Following my latest article “Shedding Light onto the REE Playing Field”, there were some questions that my newsletter subscribers asked me to address.I have attempted to be a positive force in this sector by, as much as possible, levelling the playing field by explaining the rare earth element (REE) space and its particularities with a series of focused articles. As in all commodity spaces, some projects and management teams are good, and some projects and management teams are not. Throu...

Fragen und Antworten über Commerce Resources Corp. und dem Markt für...

​Nach meinem Artikel “Beleuchtung des Spielfelds der Seltenen Erden” gab es einige Fragen meiner Newsletter-Abonnenten. Ich habe versucht, eine positive Kraft in diesem Sektor zu sein, indem das “Spielfeld” so gut wie möglich ins richtige Licht gerückt wird – und zwar mit einer Serie an fokussierten Artikel, die darauf abzielten, den Markt für Seltenen Erden (“REEs”), einschliesslich seinen Eigenarten, zu erklären. Wie in allen Rohstoffklassen sind manche Projekte und Managem...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: A silica district where the sky is the limit

Some mining stories advance by adding metres, tonnes or permits. Others advance by crossing an invisible line, the moment when uncertainty gives way to control. Homerun Resources Inc. has now crossed that line. The latest news-releases do not simply report progress. Taken together, they reveal why Santa Maria Eterna (SME) stands among the most unusual and strategically powerful silica assets on the planet today, and why comparisons with conventional silica projects in Australia or elsewhere f...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: Expanded solar glass offtake aligns with Brazil’s r...

Today, Homerun Resources Inc. announced an amendment to its previously disclosed non-binding offtake arrangement with Brazilian photovoltaic module manufacturer Sengi Solar Importação e Exportação Indústria e Comércio, under which the anticipated supply of solar glass has been substantially increased. The amended terms raise the minimum annual volume from 20,000 to 100,000 tonnes, while maintaining the agreed price of 750 USD per tonne, free on board (FOB), at Homerun’s planned solar glass manuf...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: The road to Santa Maria Eterna takes shape

There is a moment in every great resource story when something quietly changes. Not with a drill result. Not with a headline number. But with certainty. For Homerun Resources Inc. that moment is now. For years, Santa Maria Eterna was a vision: A rare geological gift with the potential to anchor an entire silica-to-solar-glass value chain in Brazil. Investors could see the logic. The strategy made sense. The end markets were obvious. But great projects are not built on logic alone. They are bu...

Stephan Bogner
  • Stephan Bogner

Mother Nature built the processing plant: Homerun Resources sets a new...

Yesterday, Homerun Resources Inc. delivered another major technical milestone with the release of confirmation test results from Minerali Industriali Engineering (MIE). These independent results validate that the company’s Santa Maria Eterna (SME) silica sand is not only suitable for high-quality solar glass manufacturing, but in fact ranks among the naturally cleanest silica sand deposits known worldwide. The implications extend far beyond simple compliance: The exceptional purity confirm...

Stephan Bogner
  • Stephan Bogner

Homerun Resources: When silica sand turns strategic: Ultra-pure by nat...

Today, Homerun Resources Inc. announced the results of an independent testwork program by Germany-based Dorfner Anzaplan GmbH – and the outcome marks a true turning point for the company. What was once “remarkably clean silica sand” has now been validated as something far more consequential: A strategic technology feedstock with the kind of purity, upgradeability, and processing flexibility so rare that only the most exceptional deposits on the planet even begin to compare.

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