Marcel Nally | Mining Capital Strategist

Mining entrepreneur. From zero to 2 billion-dollar valuation. Copper, gold, strategic metals. Weekly insights on mining finance ↓

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

The global hunt for copper is accelerating.

Are you following the deal flow?

Or missing out on deals?

I just made my mining & metal commodities research public.

Read about real deals & take part.

It’s a 3 minute read once a week, click here:

https://t.co/4WdXv8sdw8

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

Read the full breakdown here: https://t.co/POVgC6ODMO

You can also subscribe via the link to receive these structural #mining finance insights directly in your inbox every week 🚀

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

The latest issue of my Weekly #MiningFinance Newsletter is now available 🙌

This week’s editorial explores a major shift in resource funding. Traditional public equity is rapidly giving way to sovereign backstops, direct corporate joint ventures, and bilateral debt.

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[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

With significant moves from the IFC, Washington, and Beijing, advanced deliverability is drawing record capital.

If you want to track how serious capital is flowing beyond conventional retail channels, this is a highly relevant read.

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[TerraZar @TerraZar_co]

Discovery is just the starting line. Execution is what actually builds the business ⛏️

What happens immediately after a promising drill result is critical. This is exactly where most projects stall out.

👇

[Andy @andyyy]

Tokenization is a decade-long megatrend that will bring more capital onchain than we could have ever imagined in 2020 when DeFi Summer kicked off.

We're still early. Trillions...

[Minestarters @minestartersHQ]

We are officially live on @ceodotca ⛏️

#JuniorMining remains one of the most capital-starved sectors in the global market. The timeline from initial discovery to development is a massive structural bottleneck where viable projects simply stall out.

We wrote a complete breakdown of why traditional funding fails during this phase and how rules-based capital allocation provides a sustainable alternative.

If you are active in the #mining community, we would appreciate your support. Give it a read, drop a comment, and share your thoughts with us 👋 https://t.co/ivYwv83TLP

#MiningAssets #MiningCapital #MiningProjects #MiningFinance

[TerraZar @TerraZar_co]

Stay tuned here for direct, ground-truth updates as our field season and technical milestones advance.

Visit our website ➡️ https://t.co/Jv1R4YWnAG
Follow us on LinkedIn➡️ https://t.co/XsQgFDrhHl,
Or connect directly with our CEO @Marcel_Nally 👋

[TerraZar @TerraZar_co]

Here is a direct look at the foundation we are building at #TerraZar ⛏️ The founding team is the exact same core team that reunited after helping scale Moxico Resources from a 0.5p seed startup into a £1.6B #copper producer, delivering 250x returns for early-stage seed investors.

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

The divide between Western capital constraints and alternative sovereign liquidity has widened into a gulf. Sovereign balance sheets now dictate who enters production.

Read the full breakdown 👋https://t.co/jRMiO6D4aL

#MiningCapital #MiningFinance #PrivatePlacement #MiningIPO

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

If your asset is waiting on conventional junior equity markets to scale, you are functionally standing still.

A new McKinsey report reveals that fewer than 10% of African #CriticalMineral projects secure production financing, leaving $40B in regional asset value stranded.

🧵

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

Western institutions remain paralyzed by jurisdictional risk, but alternative capital networks are moving aggressively.

This week:
• $1.17B IDB package for #lithium (Argentina)
• $11.5B Abu Dhabi JV (India)
• Chinese investors taking 100% Capex for African infrastructure

👇

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

@illyism Hospital

[Minestarters @minestartersHQ]

There is a massive structural bottleneck in the #JuniorMining sector.

An exploration company makes a legitimate discovery, but traditional capital markets often fail to fund the transition from exploration to production.

🧵

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

@RaoulGMI 97% correlation. Everything Code. Modern economy decoded. Then there’s SOL: from $260 to $77. Turns out liquidity isn’t a substitute for valuation, timing or risk management. The market has a habit of humiliating grand unified theories.

[Minestarters @minestartersHQ]

When allocating institutional capital to early-stage #mining, you need a highly structured approach to risk.

Long before any real structural value is proven at the drill bit, a project has to clear some rigorous geological milestones 🧵

[TerraZar @TerraZar_co]

A geological discovery is just data until you put the right structure behind it. Turning a promising drill result into a producing asset requires strict capital allocation and operational discipline.

👇

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

@mmjukic This is Balkan superiority argument.

Now in the interests of balance, do the African superiority argument and see the numbers.

[Minestarters @minestartersHQ]

Institutional allocators want exposure to critical minerals. The problem is that most generalist funds do not have an in-house geologist. They want to back early-stage projects, but single-asset exploration carries too much risk.

We are building a structure to fix this. The #Minestarters platform is designed to pool technically screened projects into diversified vaults. By curating these baskets, our upcoming architecture aims to balance the risk profile and provide the technical data that outside investors require.

This framework is being built to expand the pool of global capital ready to fund your next drill program.

See if your project qualifies for our initial vault cohorts 🚀 https://t.co/Goq1fGO5si

[Marcel Nally | Mining Capital Strategist @Marcel_Nally]

Market outlook: no stock market crash in 2026 because of midterm elections but expect it in 2027-31. Consolidate gold stocks & critical commodities but don’t expect a broad tech stock crash + concomitant commodity price explosion until 2027-31.