Subscribe for tools and educational materials for mining and energy transition investors, such as grades per deposit cheat sheets, research sources and more.
10 essential due diligence questions
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.
AMA: get your burning questions answered
We get questions all the time, via comments and DMs. While we can't reply directly to most, we'll share some insights in this new Q&A series. Answers are part of the blog's subscriber content.
Copper, China and the supply conundrum
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 and the hidden perk of investing in the world’s largest gold miners
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
Mineral processing: gold
Processing is key to investing in miners. After all, a bulky resource is not money in the bank (yet!).
Get started with your membership!
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:
These are the Most Popular YouTube Channels for Mining Investors
(for different ages, experience levels and market of focus, but all with AWESOME content)
Get started with the Energy Transition Investing Course
Welcome to the Energy Transition Investing Course! We're very excited to be sharing these strategies with you right here on the blog.
Here are 5 things you want to know before investing in gold stocks
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:
Grades and Commonly Used Units
Subscribe for tools and educational materials for mining investors, such as grades per deposit cheat sheets, research sources and more.
Morgan Stanley and their STRONG opinion on #copper and gold
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
Is the Australian mining sector changing FOR GOOD? Here’s my take
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
Questions to ask when analysing mining M&A
Whenever a company I'm looking into or hold is involved in a potential deal, these are the questions I ask myself:
Goldman Sachs’ view on commodities is SPOT ON
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
Mining grade guides (cheat sheets)
Subscribe for tools and educational materials for mining investors, such as grades per deposit cheat sheets, research sources and more.
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)
Main Critical Mineral Lists Compared (US and More)
- US - Europe - Australia - Canada
Mining Investing Toolkit 