Why the junior mining business model is broken: high risk, no revenue and reliance on equity capital, in a sector that feeds tomorrow's mines.
The (junior mining) business model is broken and here’s why
AMA: get your questions answered
We get questions all the time, via comments and DMs. While we can't reply directly to most, we'll share some insights in this new Q&A series. Answers are part of the blog's subscriber content.
This copper explorer is ready to *rock* and roll: NGEx Minerals 📝
For this analysis, we'll look at 9 tightly related concepts, analysing a recent news release. A brief background is provided as well as a preliminary opinion.
Copper, China and the supply conundrum
Wood Mackenzie expects copper demand to grow 75% to 56Mt by 2050. The supply chain challenges, including China, are less clear.
Here’s the solution to the lithium (stocks) blues… 📝
What a month! Let's see what you (may have) missed.
Gold and the hidden perk of investing in the world’s largest gold miners
What the world's largest gold miners expect ahead, and why gold's durability is a hidden perk of holding producers.