# Insights for funds & family offices
# Equity research
# Project + company due diligence
# Supply-demand modelling
# Consultations & knowledge exchange
Services subject to schedule availability
I'm a fundamentals-driven value investor & analyst with a strong track record in natural resources and hard assets. I'm combining tech, data & machine learning expertise with passion for the physical world, to generate above market returns over many years. I frequently connect with like-minded individuals and organizations (funds, family offices) and offer actionable insights on:
★ global supply and demand dynamics in commodity markets, and investment strategies in these markets
★ risks and opportunities associated with individual mining & energy projects and companies around the world
I'm sharing some of my insights publicly on https://x.com/rekurencja
The content we share is provided strictly for general informational, educational, and research purposes only. The research may discuss equity markets, commodities, supply-demand dynamics, macroeconomic trends, mining projects, public companies, private companies, financing structures, geology, jurisdictional risk, operating risk, valuation concepts, and other investment-related topics. No materials or opinions shared are intended to be, and must not be understood as, financial advice, investment advice, trading advice, legal advice, tax advice, accounting advice, or any other professional advice.
I am not a certified, licensed, or registered investment adviser, financial adviser, broker-dealer, commodity trading adviser, or other regulated financial professional, unless expressly stated otherwise in writing. I do not provide investment advisory services, portfolio management services, brokerage services, securities recommendations, commodity trading advice, or personalized financial planning.
No materials or opinions shared constitute a recommendation, personal recommendation, solicitation, inducement, invitation, or offer to buy, sell, hold, short, subscribe for, redeem, exchange, or otherwise transact in any security, commodity, derivative, fund, private placement, token, currency, or other financial instrument.
The content is not prepared for any specific person, fund, family office, institution, or individual investor. It does not take into account any reader’s investment objectives, financial situation, risk tolerance, liquidity needs, tax status, legal restrictions, time horizon, portfolio composition, or other personal circumstances. No reader should treat any research, opinion, valuation, chart, model, thesis, comment, or statement as suitable for that reader.
Any fund, family office, institutional investor, individual investor, or other person who accesses, reads, receives, or uses my research does so entirely at their own risk. You are solely and fully responsible for your own due diligence, analysis, investment decisions, trading decisions, risk management, and compliance with applicable laws and regulations.
You should not make any investment decision based solely, primarily, or automatically on anything shared in the course of an engagement with EntrophyBlue Solutions. Before making any investment or trading decision, you should conduct your own independent research and consult appropriately qualified, licensed, and independent financial, legal, tax, accounting, technical, geological, engineering, or other professional advisers.
Investing and trading involve substantial risk, including the possible loss of some or all of your capital. Commodities, mining equities, exploration-stage companies, development-stage projects, small-cap securities, private placements, and companies exposed to emerging markets or politically sensitive jurisdictions may be highly volatile, illiquid, speculative, and subject to significant operational, geological, technical, permitting, environmental, financing, political, regulatory, currency, commodity-price, and market risks.
Past performance, historical data, back-tested analysis, prior commodity cycles, valuation comparisons, management commentary, feasibility studies, resource estimates, production targets, or previous investment outcomes are not guarantees of future results.
Although I aim to use sources and methods that I believe to be reasonable, I make no representation or warranty, express or implied, as to the accuracy, completeness, reliability, suitability, or timeliness of any information shared with clients. Information may be incomplete, outdated, incorrect, misinterpreted, or subject to change without notice.
Company filings, technical reports, management statements, third-party databases, commodity statistics, government publications, industry reports, and market data may contain errors, assumptions, revisions, or omissions. I am not responsible for verifying every underlying source independently.
I have no obligation to update, revise, correct, or remove any content, even if facts, market conditions, company circumstances, commodity prices, regulatory matters, or my own views change.
Content shared may contain opinions, estimates, projections, forecasts, scenarios, price assumptions, valuation ranges, exploration upside cases, downside cases, production assumptions, supply-demand expectations, and other forward-looking statements. These are inherently uncertain and may prove to be wrong.
Any opinion expressed is my opinion only as of the date published, unless otherwise stated. Opinions may change without notice. Forward-looking statements should not be relied upon as predictions, promises, or guarantees.
I may, from time to time, hold, buy, sell, or otherwise have a financial interest in securities, commodities, companies, projects, or instruments discussed. I may trade before or after publishing research and may do so without notice. My views may be affected by my own financial interests, research focus, access to information, or other relationships.
Where required or appropriate, I may disclose specific positions or conflicts, but the absence of a disclosure should not be interpreted as confirmation that no interest, conflict, or relationship exists.
Your use of materials I share, subscription to any research, receipt of any email, participation in any discussion, or communication with me does not create an adviser-client relationship, fiduciary relationship, professional relationship, mandate, engagement, partnership, joint venture, or duty of care.
I do not undertake to monitor your portfolio, alert you to risks, notify you of changes, or provide ongoing advice.
To the fullest extent permitted by applicable law, EntrophyBlue Solutions and any related persons or entities disclaim all liability for any direct, indirect, incidental, consequential, special, punitive, or other losses or damages arising from or relating to the use of, reliance on, or inability to use any content published on this website. This includes, without limitation, investment losses, trading losses, lost profits, lost opportunities, tax consequences, regulatory consequences, or losses arising from errors, omissions, delays, interruptions, or inaccuracies.
This website and services described therein is not directed at any person in any jurisdiction where publication, access, distribution, or use would be contrary to law or regulation, or where it would require registration, licensing, authorization, or approval that has not been obtained. You are responsible for understanding and complying with all laws and regulations applicable to you.
By accessing our research, you acknowledge that you have read, understood, and agreed to this Warning and Legal Disclaimer.