Hey hey! We recently took part in this event and thought you'd find it interesting. Access the full video below. Enjoy!
This copper chart predicts exploration budgets for 2025 📝
What a month! Let's see what you (may have) missed.
The (junior mining) business model is broken and here’s why
The junior #mining sector operates with a broken business model. If you know me, you probably heard me say this before. Extreme risk with intrinsic low odds that only a gambler would consider advantageous, NIMBY, ambivalent politicians, exotic locations, the list goes on. And all wrapped up in a package that is conceived, for most … Continue reading The (junior mining) business model is broken and here’s why
This copper explorer is ready to *rock* and roll: NGEx Minerals 📝
For this analysis, we'll look at 9 tightly related concepts, analysing a recent news release. A brief background is provided as well as a preliminary opinion.
Here’s the solution to the lithium (stocks) blues… 📝
What a month! Let's see what you (may have) missed.
Copper: THIS is only the beginning 📝
What a month! Let's see what you (may have) missed.
Gold, volatility and a silver lining for metals 📝
What a month! Let's see what you (may have) missed.
Here’s what you can do, as a junior mining company, when investors move to cash
I speak with and listen to investors daily, from large institutions to retail. There are valuable insights to derive from what they are doing and what they perceive about any sector or specific investment. I wish juniors did a lot more on this front. Market research is crucial to understand your place in a competitive market, … Continue reading Here’s what you can do, as a junior mining company, when investors move to cash
The copper party is on! 📝
What a month! Let's see what you (may have) missed.
In mining and metals, grade is king. Right? 📝
We're here to talk about grades and why they matter to mining investors.
Copper bulls are moving… 📝
What a month! Let's see what you (may have) missed.
Copper vs cocoa? I did not see that coming 📝
What a month! Let's see what you (may have) missed.
Turns out investing in copper is not a sprint but a marathon 📝
Due to their massive scale, copper deposits are some of the most difficult to finance and build.
You Want Mineral Reserves but You’re Better Off Investing in Resources and Here’s Why 📝
Of course, it all ends up coming down to how much risk you're willing to take. I get it. It's not for everybody. But it's doable.
I’m sorry but this needs to be said (again): No copper, no energy transition 📝
The largest miners have been sounding the alarm for some time.
Opportunities in battery metals | 121 Mining Investment Sydney
Hey hey! We recently took part in this event and the conversation was excellent. Thought you’d find it interesting. Access the full video below. Enjoy!
It’s time to lead the shift and build your energy transition portfolio 📝
I have to confess, sometimes this very idea keeps me up at night...
These 5 Cornerstone Concepts Make Life Easier for Every Mining Investor 📝
Some sectors allow casual observers to easily waltz in, without much specific knowledge. Alas, mining & metals is not one of those sectors.
Let’s Understand The Value of Mineral Deposits, Shall We? 📝
Value is in the eye of the beholder. Kind of.
Define Your Ideal Investment Horizon by Understanding The Mining Lifecycle 📝
All mines have a life... and it's finite. Also called life of mine -LOM-.