Plus sentiment on socials, market update and opportunities in mining stocks.
What Trump Means for Mining in the US 📝
Lithium Argentina | TSX: $LAAC
Quick insights on specific stocks
This will be THE catalyser for metal demand (even bigger than EVs) 📝
Plus investment flows, recycling and related news.
Tesla vs BHP and the top 50 miners: size does matter 📝
Plus sentiment on socials, market update and opportunities within mining stocks.
Geopolitics creates risks but also BIG opportunities 📝
Let's see what you (may have) missed last month.
The biggest challenge for metals and the energy transition 📝
Challenges ahead plus where investors can find opportunities through it all.
Hear from 4 emerging ASX-listed juniors | Webinar, Mines and Money 5@5
Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
The (junior mining) business model is broken and here’s why
The junior #mining sector operates with a broken business model. If you know me, you probably heard me say this before. Extreme risk with intrinsic low odds that only a gambler would consider advantageous, NIMBY, ambivalent politicians, exotic locations, the list goes on. And all wrapped up in a package that is conceived, for most … Continue reading The (junior mining) business model is broken and here’s why
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.
Here’s the solution to the lithium (stocks) blues… 📝
What a month! Let's see what you (may have) missed.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Here’s what you can do, as a junior mining company, when investors move to cash
I speak with and listen to investors daily, from large institutions to retail. There are valuable insights to derive from what they are doing and what they perceive about any sector or specific investment. I wish juniors did a lot more on this front. Market research is crucial to understand your place in a competitive market, … Continue reading Here’s what you can do, as a junior mining company, when investors move to cash
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
In mining and metals, grade is king. Right? 📝
We're here to talk about grades and why they matter to mining investors.
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Turns out investing in copper is not a sprint but a marathon 📝
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why 📝
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.