Topics Covered

MODULES AND SECTIONS

• START HERE

  • Welcome for new members
  • Why a toolkit? My journey* (open access)
• Dashboard

  • Sentiment tracker and watchlist with weekly gem hunt, top movers, quick takes and deep dives on stocks
  • Charts
  • Glossary
  • Documents
  • Member requests
• MODULE 1: Foundation

  • Full mining life cycle: from exploration to reclamation*
  • Resources vs Reserves 101*
  • Deposit types*
  • Deposit sizes (tonnage)*
  • Grades 101, per type of deposit*
  • Mine size (tonnage) by deposit type
  • Mining tenements explained*
  • M&A, JVs and agreements*
  • Financing mineral exploration and development
  • Mineral commodities
  • Commodities, cycles and timing the market
  • Jurisdictions: Mining is a global endeavour
  • ESG, social licence and communities
• MODULE 2: the mining lifecycle

  • Main deposit types in detail:
    • Copper porphyries*
    • IOCG deposits
    • Gold deposits*
    • Rare earths deposits*
    • Lithium deposits*
  • Exploration methods:
    • Geological and geochemical 101*
    • Geophysics 101*
    • Drilling 101*
  • Economic Studies 101*
  • Outputs from economic studies*
  • Mining methods 101*
    • Open pit
    • Underground
  • Mineral processing:
    • Processing basics*
    • Gold*
    • Base metals*
• MODULE 3: Due diligence tools AND RESOURCES

  • Techniques/Processes:
    • Red flags in mining investments*
    • Lifestyle company checklist and more*
    • How to start due diligence on a mining company*
    • How to analyse drill results in news releases and reports*
    • Buy triggers*
    • Site visits
    • How to review mining projects (for non-geos)
    • Signals and catalysts
    • Deal closing probability
    • How to score an opportunity (both for assets and companies)
    • Valuation of mining projects and companies
  • List of research sources and investor tools* including:
    • Grade per commodity/deposit type cheat sheets
    • Unit conversion for grades
    • Critical minerals lists comparing US, Australia, Canada and EU
    • Common minerals per commodity
  • Due diligence concepts & vocabulary*
  • FAQ with community questions and answers*
  • Reporting standards
  • Recommended books, podcasts and software
  • All newsletter issues (2/month)
• PDF AND OTHER DOCUMENTS

  Links to all these documents can be found in your dashboard.

  • Mining Investing 101
  • Energy Transition Investing Quick Guide
  • Commodity Investing Guide
  • Why invest in Australia (report)
  • Why invest in Latin America (report)
  • Excel tool to evaluate lifestyle companies

Listed, w/links: content is already available to all members.
Listed, but no link: upcoming (members only). Online version updated monthly.
*Available in Mining Investing 101. If no link included, it will be available to members in an upcoming update.

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