Subscribe for tools and educational materials for mining investors, such as grades per deposit cheat sheets, research sources and more.
Mining grade guides (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)
Main Critical Mineral Lists Compared (US and More)
- US - Europe - Australia - Canada
Using artificial intelligence for stock and investment research (for the best possible outcomes)
Imagine you could use AI for stock and investment research. Well, you can. I’ve been enjoying working with ChatGPT + Bard over the last few months and I’m sure my process will help you: (plus whether you can expect it to tell you which stocks to buy) First of all... Consider ChatGPT/Bard as your very … Continue reading Using artificial intelligence for stock and investment research (for the best possible outcomes)
Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
It's been a CRAZY few months for commodities. We've seen copper above $4 and lithium falling much lower than expected, uranium soaring and nickel plummetting. I spent more time dissecting projections from mining companies to banks to gain insights into what's ahead (not an easy job!) and posted some of these analyses. You all seem … Continue reading Crazy commodities (my belated 2023 recap plus what’s happening now in 2024)
Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
Freeport McMoran is the largest copper producer in the US and worth ~$54 billion. Yet it flies under the radar. You may have just seen them in the news (due to CFO Kathleen Quirk being appointed as new CEO), so... Here's an overview plus their outlook for the commodity: Freeport produced more copper than BHP … Continue reading Here’s what Freeport McMoran sees ahead for copper (and how they can bring significant upside to your portfolio)
This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
Robert Friedland has made billions from mining. He founded Ivanhoe Mines* in 1993, now worth a whopping $18B. The man truly knows copper. Even if you don't agree with everything he says. He has BOLD views on the metal. Here's what he sees ahead: The physical market is very tight, and now in deficit. In … Continue reading This billionaire has BOLD views on copper for 2024 (and you’d be wise to listen)
All you need when investing in copper, graphite and more. Ready, set, go!
Investing in mining and metals is a long-term passion of mine. Over the last 18 months, I posted several 101s and bull cases for most metals and minerals in our criteria to help others get started. Here are the best:
12 essential due diligence Concepts
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Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
When it comes to copper and the future, the challenges ahead for investors are quite clear to me. This a topic I've spent years working on (a big portion with my father, a copper porphyry expert involved in the Escondida discovery) hence very dear to me, both personally and professionally. So I've thought A LOT … Continue reading Solving these 2 challenges will keep copper investors in the game (including BHP, you and me)
Top 9 cheap information sources for mining investors
Keeping up to date with the markets is a race that never stops. Check out these gems and thank me later: (a little bonus ahead too) Commodities on Reuters Get a snapshot of what's happening with commodities, and save news for later. Can even save topics of interest to 'your view'. Free https://www.reuters.com/markets/commodities/metals/news/ Commodities on … Continue reading Top 9 cheap information sources for mining investors
Glencore’s copper 2040 outlook is DARING
Glencore is the 3rd largest mining company and valued at $70 billion. They are betting BIG on growth. Given their 2040 outlook, particularly for copper, hard to fault their investment strategy. Here's what they see ahead and what we can all learn: In their base case, $GLEN views copper production falling -36% by 2040 (from … Continue reading Glencore’s copper 2040 outlook is DARING
FAQ (with insights from fellow mining investors and industry insiders)
Here's a compilation of typical questions investors have, with some magnificent answers from the community:
The Mining Investor Toolkit (and how it can help you become a better investor)
I started posting long-form content about 18 months ago. I was in for a shocking ride. Today, we have over 30K followers across platforms (from ~5K). I never expected you'd enjoy these posts so much (and I'd keep wanting to write, to be honest)! A few months in, I decided to also publish them on … Continue reading The Mining Investor Toolkit (and how it can help you become a better investor)
Tools and resources (including 3rd party)
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Get started with copper and ignite your portfolio (in a good way!)
Copper is the most important metal. While prices have been weak recently, this remains true: No copper, no energy transition! Hence, here's your “Copper Investing 101” to help you start or expand your exposure:
Exploration methods: geophysics
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Here’s exactly where copper is headed in 2024… buckle up!
Top investment banks assumed they knew what was coming for copper in 2024. But things have changed over the last few weeks. BMO, Deutsche Bank and others say we're in for a surprise: During LME Week in October, sentiment was gloomy. ICSG even forecasted a surplus of nearly half a million metric tons. Large mine … Continue reading Here’s exactly where copper is headed in 2024… buckle up!
Mining Investing Toolkit 