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 & 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!)
Another year is in the bag! Here are some final thoughts for you all.
These are the main things you'll need to analyse in company materials:
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For investors and the whole copper supply chain, there are a myriad of challenges ahead. Wood Mackenzie published an insightful report. Here are the most salient points: • Copper Demand Growth: WM estimates that demand for copper will grow by 75% to 56 million tonnes (Mt) by 2050, highlighting the crucial role of copper in … Continue reading Copper, China and the supply conundrum
Gold hit a new all-time high in July. Newmont, Agnico and Barrick are the world's largest gold miners. Together represent over $120b in market value. Here's what they expect ahead (and the extra perk of holding gold producers): Gold production globally in 2023 was over 3,000t. China, Australia and Russia were top 3. Over the … Continue reading Gold and the hidden perk of investing in the world’s largest gold miners
Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Welcome to the Mining Investor Toolkit, online edition! We're very excited to be sharing these strategies and tools with you. We cover the following topics:
(for different ages, experience levels and market of focus, but all with AWESOME content)
Welcome to the Energy Transition Investing Course! We're very excited to be sharing these strategies with you right here on the blog.
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:
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Morgan Stanley released a research note a while ago. It comes packed with a revised price and supply estimate for copper, plus insights on gold and stocks. You'll find plenty of *nuggets* within, investor: Given the massive disruptions we've seen in copper supply, they now expect: shortfall of 0.7mt (~2.6% of demand) higher deficit conditions … Continue reading Morgan Stanley and their STRONG opinion on #copper and gold
Earlier this month I attended the RIU conference in Sydney. Here are my insights from what I saw and the conversations I had: Over 50% of exhibitors were focused on gold, which is rarely shocking for Australia. Aussies love gold and the country is the second largest producer globally, after all. Now in terms of … Continue reading Is the Australian mining sector changing FOR GOOD? Here’s my take
Whenever a company I'm looking into or hold is involved in a potential deal, these are the questions I ask myself:
Goldman Sachs released a note recently that caught our eye. From where they see commodities at the end of the year, to which will benefit the most from lower interest rates. I promise you want to read this one, investor: 📊 @markets They reckon commodities may return 15%, as interest rates continue to fall. Among … Continue reading Goldman Sachs’ view on commodities is SPOT ON
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Mining Investing Toolkit 