Gold is soaring due to geopolitics chaos and overall uncertainty. 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:
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
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 key outputs in economic studies
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
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?
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
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, vendors and mining corporates)
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
These 5 concepts, crucial for any mining & metals investor, took me years to learn and master. I'll teach them to you in 15 minutes: 1/6 Once a mining company reports a resource, things shift. Basically, it all becomes more 'real'. Work and investment bump up certainty. And resources are great! But reserves are better... … Continue reading 5 cornerstone concepts for every mining investor
Investing in stocks is a journey that starts with knowing yourself. It continues with evergreen curiosity. Both benefit your portfolio. Here are 10 simple tactics that will make you a better investor: Figure out what you believe in. • Learn voraciously about those sectors/industries/stocks.• Read/listen/watch as much info as you can, given your schedule & … Continue reading These 10 simple tactics will make you a better investor, guaranteed
1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be
Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio
We live in a mineral-intensive world, yet many investors are on the fence about the sector. If that's you, here my reasons to gain exposure to mining and metals (there are many but I will give you my top 5):
Lithium is the core of the batteries we use daily. Critical minerals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme.
Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal
Mining is a multi-year endeavour. At times, decades can go by. Understanding the process may help define your holding timeframe. Here is the full mining life cycle: Think of phases as links in a chain. You need all working in harmony: Exploration Consultations, permitting and finance Construction Mining Mineral processing Smelting & refining Closure & … Continue reading The full mining life cycle made simple
As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list. 📊 Bloomberg Markets Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry. 📊 S&P Global Market Intelligence Time to ponder … Continue reading Lithium keeps rising, but guess who’s coming along for the ride? Graphite.
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