What a month! Let's see what you (may have) missed.
Copper bulls are moving… 📝
Mining grade guides (cheat sheets)
When investing in mining, grade is a highly nuanced, yet a fundamental concept to, not only grasp but master.
Investment is flowing to the energy transition
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways:
10 of the best recent commodity investing quotes (that we can learn from)
As mining investors, we're always hunting for information. While I don't believe in copying anyone's thesis, paying close attention to sentiment is paramount. Here are some of my favourite quotes on commodities (including copper and lithium): → Via @LowellResFM $LRFM You can't do anything without copper! Lowell runs an exploration fund with exposure to $MKG … Continue reading 10 of the best recent commodity investing quotes (that we can learn from)
The energy transition is gaining speed
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both: