+100% YTD. Juicy. There are many reasons to like them but here are my favourites:
Call me crazy but I think Newmont is just warming up
Rare earth deposits
REEs are heating up but these elements are uniquely nuanced. Let's dig in:
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Financing mineral exploration and development
What's more important, finding capital or a great project?
Niobium 101, the critical metal you never heard of
Niobium is the critical metal you never heard of. And there is a funny reason...
Mineral processing 101
Processing starts with reducing size and separate valuable minerals from gangue. Let's review!
Mineral processing: base metals
Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Big or Small Mines? The Million Dollar (or Rather, Pound) Question
Supply may not come from where you'd expect...
Mine size (tonnage) by deposit type
Understanding the size and scale of mines across different deposit types is crucial for investment decisions in the mining sector.
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
How to research a new mining stock
So you found a stock we want to research further. Here's a detailed process:
These minerals are STRATEGIC for artificial intelligence
Minerals are critical in the race for tomorrow which has vast implications for investors and the markets.
Finding high-quality undervalued mining stocks
(aka: a repeatable process to find some to review and potentially invest in)
5 times to buy that mining stock in your watchlist (and when not to)
While there may be a million reasons you want to buy a certain stock, this quick checklist can help enhance your chances of achieving the best results.
Here’s exactly where gold is going in 2025… buckle up!
Gold had a cracking 2024. It reached an all-time high just below $2,780 in October, closing the year just above $2,600. Analysts expected it to end the year around the $2,700 mark. It almost did. Beyond that horizon…
BHP and RIO are betting BIG on copper (and they have good reasons!)
BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value*, combined. As leaders, their outlook is a crucial signal for investors. Here's what they see ahead for copper: BHP views long-term fundamentals as favourable. Commodity demand to be supported by: population/economic growth energy transition data centres (AI) substitution/thrifting However, commodity … Continue reading BHP and RIO are betting BIG on copper (and they have good reasons!)
9-step process to review mining projects (in news releases and reports)
These are the main things you'll need to analyse in company materials:
10 essential due diligence questions
These are the key questions to ask, before investing in any mining stock.
Gold deposits
Here's a quick guide to the most common gold deposit types to help you invest in the best projects (and companies):
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.