What a month! Let's see what you (may have) missed.
This month’s topics: energy transition in focus, plus how to tell when mining grades are worth your investment
Mining grades cheat sheets
When investing in mining, grade is a highly nuanced, yet a fundamental concept to, not only grasp but master. Say, you're reviewing a new company or an announcement and they very cheerfully discuss a 0.55% Cu intercept. Is this good? Is it high grade? The response is... it depends. Many times a result could look … Continue reading Mining grades cheat sheets
Sprott has energy transition insights for you, mining investor
Sprott* manages several mining ETFs, and regularly puts out extensive research. They recently released a lengthy report on the minerals needed for the energy transition, with valuable insights for investors. Here are your key takeaways: In 2022, investment in the energy transition surpassed $1T and getting on par with those made in fossil fuels. By … Continue reading Sprott has energy transition insights for you, mining investor
10 of the best recent commodity investing quotes (that we can learn from)
As mining investors, we're always hunting for information. While I don't believe in copying anyone's thesis, paying close attention to sentiment is paramount. Here are some of my favourite quotes on commodities (including copper and lithium): → Via @LowellResFM $LRFM You can't do anything without copper! Lowell runs an exploration fund with exposure to $MKG … Continue reading 10 of the best recent commodity investing quotes (that we can learn from)
The energy transition is winning (and here’s how you can, too, investor)
Investment in the energy transition beat another record in 2023, up 17% on the previous year. Renewables and the grid are a fundamental piece of the theme. Here are clues and stock ideas on how you, as an investor, can participate in both: Global investment in the energy transition hit $1.77 trillion in 2023 A … Continue reading The energy transition is winning (and here’s how you can, too, investor)
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