Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Mineral processing: gold
These are the Most Popular YouTube Channels for Mining Investors
(for different ages, experience levels and market of focus, but all with AWESOME content)
Here are 5 things you want to know before investing in gold stocks
Gold is soaring due to geopolitics chaos and overall uncertainty. Precious metals -and gold in particular- are considered a flight to quality move for investors. Given the pain is not over... Here's your “Gold Investing 101” to help you get started:
Grades and Commonly Used Units
Units at different stages of a mining project tell a story. Making sure you understand these correctly will help assess each project in the best light.
Morgan Stanley and their STRONG opinion on #copper and gold
Morgan Stanley's revised copper price and supply estimates, plus its view on gold and why it hesitates to chase copper stocks.
Is the Australian mining sector changing FOR GOOD? Here’s my take
My takeaways from the RIU conference in Sydney: a strong gold focus, a domestic tilt and what it says about Australian mining.
Questions to ask when analysing mining M&A
Whenever a company is involved in a potential deal, these are the questions to ask:
Goldman Sachs’ view on commodities is SPOT ON
Goldman Sachs sees commodities returning about 15% as rates fall. Which ones it favours, and why selectivity still matters.
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)
Ten commodity quotes worth learning from, including views on copper and lithium, plus some related ETFs.
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:
Main Critical Mineral Lists Compared
- US - Europe - Australia - Canada
Using artificial intelligence for stock and investment research (for the best possible outcomes)
How I use AI tools like ChatGPT and Bard as a research intern for stock research, and what to expect from them.
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
A recap of 2023 and early 2024 in commodities, with links to my best analyses of copper, lithium and the major miners.
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport-McMoRan's copper outlook and how the US's largest copper producer compares with its peers.
This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
Robert Friedland's views on copper in 2024: a tight physical market, a possible bottom and why $9,000/t may not be enough.
All you need when investing in copper, graphite and more. Ready, set, go!
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:
12 essential due diligence concepts
Here are some important concepts and tips for conducting your due diligence on mining stocks
Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
Two challenges for copper investors: longer timelines from exploration to production, and too few advanced projects that reach it.