REEs are heating up but these elements are uniquely nuanced. Let's dig in:
Rare earth deposits
I dare you to read this and NOT invest in rare earths immediately
We are at a pivotal point for rare earths.
Financing mineral exploration and development
What's more important, finding capital or a great project?
Niobium 101, the critical metal you never heard of
Niobium is the critical metal you never heard of. And there is a funny reason...
Mineral processing 101
Processing starts with reducing size and separate valuable minerals from gangue. Let's review!
Mineral processing: base metals
Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Big or Small Mines? The Million Dollar (or Rather, Pound) Question
Supply may not come from where you'd expect...
Mine size (tonnage) by deposit type
Every month we add new topics or tools for due diligence on mining investments. Enjoy!
Where are the mines of tomorrow coming from?
Let's breakdown current exploration strategies and investment trends.
How to research a new mining stock
So we found a stock we want to research further. Here's my process:
It’s all new here!
Dear subscriber, The Mining Investor Toolkit is undergoing renovation!
These minerals are STRATEGIC for artificial intelligence
Minerals are critical in the race for tomorrow which has vast implications for investors and the markets.
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.
Here’s exactly where gold is going in 2025… buckle up!
Gold had a cracking 2024. It reached an all-time high just below $2,780 in October, closing the year just above $2,600. Analysts expected it to end the year around the $2,700 mark. It almost did. Beyond that horizon…
BHP and RIO are betting BIG on copper (and they have good reasons!)
BHP & Rio Tinto are the world's largest mining companies. $237 billion in market value*, combined. As leaders, their outlook is a crucial signal for investors. Here's what they see ahead for copper: BHP views long-term fundamentals as favourable. Commodity demand to be supported by: population/economic growth energy transition data centres (AI) substitution/thrifting However, commodity … Continue reading BHP and RIO are betting BIG on copper (and they have good reasons!)
Happy New Year! And some final thoughts to say goodbye to 2024
Another year is in the bag! Here are some final thoughts for you all.
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
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Gold deposits
Subscribe for tools and educational materials for mining and energy transition investors, such as grades per deposit cheat sheets, research sources and more.
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