These are the main variables you'll need to review when analysing mining assets, and why each matters:
Analysing mining projects (for non-geos)
Jurisdictions: the global footprint of mining
In this section, we'll review the unique characteristics and challenges this brings.
IOCG deposits (Iron Oxide Copper Gold)
Today we'll cover some deposit basics including: characteristics, grades and tonnage and more
Exploration methods: geological and geochemical
Investors need an understanding of the tools and techniques used, as these insights will help conduct due diligence and research.
Lithium deposits
Today we'll cover some deposit basics including: characteristics, grades and tonnage and more
Rare earth deposits
REEs are heating up but these elements are uniquely nuanced. Let's dig in:
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.
How to research a new mining stock
So you found a stock we want to research further. Here's a detailed process:
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.
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.
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.
These are the Most Popular YouTube Channels for Mining Investors
(for different ages, experience levels and market of focus, but all with AWESOME content)
Questions to ask when analysing mining M&A
Whenever a company is involved in a potential deal, these are the questions to ask:
In mining and metals, grade is king. Right? 📝
We're here to talk about grades and why they matter to mining investors.
Mining grade guides (cheat sheets)
When investing in mining, grade is a highly nuanced, yet a fundamental concept to, not only grasp but master.
Using artificial intelligence for stock and investment research (for the best possible outcomes)
Imagine you could use AI for stock and investment research. Well, you can. I’ve been enjoying working with ChatGPT + Bard over the last few months and I’m sure my process will help you: (plus whether you can expect it to tell you which stocks to buy) First of all... Consider ChatGPT/Bard as your very … Continue reading Using artificial intelligence for stock and investment research (for the best possible outcomes)
Top 9 cheap information sources for mining investors
Keeping up to date with the markets is a race that never stops. Check out these gems and thank me later: (a little bonus ahead too) Commodities on Reuters Get a snapshot of what's happening with commodities, and save news for later. Can even save topics of interest to 'your view'. Free https://www.reuters.com/markets/commodities/metals/news/ Commodities on … Continue reading Top 9 cheap information sources for mining investors
10 Awesome (and Cheap) Tools Every Mining Investor Needs
(updated Dec 2024) 1. Research aid: Airtable An easy-to-use relational database to gather relevant data and then dive deeper into it to derive powerful insights. I'm obsessed with Airtable - use it every single day. $20/mo and up, free tier Try it out 2. Tax reporting: Sharesight Such a brilliant product. Keep your portfolio organised, … Continue reading 10 Awesome (and Cheap) Tools Every Mining Investor Needs