The First Real Bullish Signal in Lithium This Year
In this note, I look into the lithium market and related equities from both a fundamental and technical analysis standpoint…
Are these Citadel’s highest conviction metals?
In this note, I analyse Citadel’s holdings as reported in their latest Q2 filing: more than 15K positions across sectors.…
Gold miners have broken out. Are Canadian juniors next?
In this note, I look into the relationship between gold miners and TSX-V-listed companies, and a fascinating possibility that may…
A practical guide to understanding SEDEX deposits (Sedimentary Exhalative Deposits)
Here are the essential aspects to consider when reviewing companies holding these types of deposits.
Copper exploration budgets follow prices, but discoveries don’t
In this note, I investigated the relationship between copper prices, exploration budgets and discoveries over the last 36 years. This…
Can the world’s largest copper producer still grow production?
In this note, I cover the medium- to long-term trajectory of Chile’s copper production, how it relates to other top…
Chips are winning, but for how long? Bank of America and Goldman Sachs have opinions…
In this piece, I cover a chart that made me think, given broad implications for metals.
Have investors forgotten the physical economy?
In this piece, I discuss the signs of an upcoming shift in commodity valuations and what could potentially be a…
The case for mid-tier silver producers
In this note, we chose 10 peers to analyse within this production range, allowing some flexibility, across jurisdictions relevant to…
Understanding VMS deposits
Here are the essential aspects to consider when reviewing these types of deposits.
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