JP Morgan just did something remarkable. No, I’m not talking about First Republic Bank. They released a note on copper with crucial insights on what's coming ahead for investors. Here are your key takeaways: Refined copper demand: • Forecasted to grow by a CAGR of 2.5% over the next decade (vs 2%). • Over 32MMT … Continue reading JP Morgan’s views on copper for investors [Twitter thread unrolled]
Mining investors know that grade is crucial, yet not simple. Because what's high for copper porphyry may be low for vein systems and so on. Hence, here is your primer on grades by metal and deposit type. (I promise you'll want to bookmark this) First, types of deposits* can be classified as: • Hydrothermal: Porphyry, … Continue reading Grade 101 for mining investors [Twitter thread unrolled]
Gold is soaring due to the banking crisis. 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: I believe gold has a place in every portfolio, whether in explorers, miners, ETFs, bullion or … Continue reading Gold Investing 101 for investors (already in mining or generalists) [Twitter thread unrolled]
Every successful investor excels at spotting potential risks fast. Whether by instinct or training, it's a crucial skill. Here are 8 red flags you don't want to find while researching your next mining investment: Red flags are nothing more than *potential* dangers in the fundamentals of a company. I'll list them from minor to serious … Continue reading Here are 8 red flags you don’t want to find while researching your next mining investment [Twitter thread unrolled]
Once an exploration project is advanced enough, economic studies are conducted to assess its viability in both current and near-future market conditions. It allows comparison with other projects. And the key unknowns become known. Here are the 12 main outputs from these studies to help you research any project for your portfolio Here we go: … Continue reading 12 secrets mining investors can uncover in every economic study [Twitter thread unrolled]
Record-breaking. Well, almost. Last week the #lithium space woke up to $ALB Albemarle’s massive $3.7 billion bid for $LTR Liontown being rejected. Let's dissect: While it may not move the needle on a sector-wide scale, it would have been the largest lithium #acquisition on record, as per S&P Global’s data. But management decided the offer … Continue reading Albemarle wants more Australian lithium but the price tag will be hefty [Twitter thread unrolled]
Promising. Chile, the 2nd lithium producer globally, may be gearing up to simplify & incentivise lithium investment, according to news reports. This could shift the landscape for the sector. Let's dissect 🧵 Reports say a bidding scheme process is in the works. https://www.emol.com/noticias/Economia/2023/03/01/1088056/licitar-litio-oficialistas.html Additionally, the Undersecretary of Mining, @willykracht said this to El Mercurio (leading … Continue reading Is Chile moving to incentivise lithium investment? [Twitter thread unrolled]
Stop. What if I told you there's a region with: • abundant opportunities across metals, energy and tech, • highly undervalued, yet • poised for growth? Well, there is. Let's talk about investing in Latin America, shall we? Here's what I'll cover today: Investment Agribusiness Metals & mining Technology & innovation Energy & related infrastructure … Continue reading This is where you’ll find investment opportunities in Latin America [Twitter thread unrolled]
How to identify acquisition opportunities? Mining projects often change hands between exploration and production. This is due to the industry's long life cycle and market swings. Here's a list of platforms that help companies, investors and vendors complete transactions: 🎯 Mines Online Investors can browse for free, while vendors pay a 5% success fee or a … Continue reading These 9 mining project platforms will help you find the ideal acquisition, partner, or buyers (for investors and mining corporates) [Twitter thread unrolled]
The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings and the most recent news since my November thread. Here's your update: By the way... I've been investing in lithium since 2008 so I've seen a … Continue reading ‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]
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