Lithium investing 101 to help you venture into this growing theme (whether you already invest in mining or not) [Twitter thread unrolled]

Lithium is the core of the batteries we use daily. All critical metals will continue expanding as the energy transition speeds up. Here's your “Lithium Investing 101” to help you venture into this growing theme. Before you buy a single share of a lithium-focused company, these 5 concepts will set the stage for you. These … Continue reading Lithium investing 101 to help you venture into this growing theme (whether you already invest in mining or not) [Twitter thread unrolled]

Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal

Lithium is widely found on earth, but to date, the market is still learning to grow and many challenges lie ahead. Rising prices Lithium and other battery metals and minerals are the bottleneck we must solve for the energy transition to go global. Before gigafactories existed, the raw materials in batteries represented only 40% of … Continue reading Lithium ‘charges on’… but these 4 challenges lie ahead for the battery metal

This breakdown of the mining life cycle will solve your holding period question mark (for investors) [Twitter thread unrolled]

Mining is a multi-year endeavour. At times, decades can go by. Understanding the process may help define your holding timeframe. Here is the mining life cycle in a thread: Think of phases as links in a chain. You need all working in harmony: • Exploration • Consultations, permitting and finance • Construction • Mining • … Continue reading This breakdown of the mining life cycle will solve your holding period question mark (for investors) [Twitter thread unrolled]

Lithium keeps rising, but guess who’s coming along for the ride? Graphite.

As the lithium thesis becomes mainstream, other commodities that play a role in the energy transition are gaining ground. Graphite tops the list. 📊 Bloomberg Markets Graphite is the largest component of li-ion batteries by volume, as it is most of the anode in an NMC chemistry. 📊 S&P Global Market Intelligence Time to ponder … Continue reading Lithium keeps rising, but guess who’s coming along for the ride? Graphite.

5 reasons you probably missed to invest in silver stocks (for mining investors) [Twitter thread unrolled]

Silver gets a cold shoulder from many in the investment community. But the precious metal is shifting. Here are 5 reasons to add silver stocks to your portfolio, today and for the long term: 1) Demand for silver is rising steeply For starters, we are mining so much more silver, that in the last 2 … Continue reading 5 reasons you probably missed to invest in silver stocks (for mining investors) [Twitter thread unrolled]

Here are 10 tips for CEOs to elevate your pitch deck and get you closer to the investment you seek

I've reviewed thousands of presentations over the last 15 years. Here are my 10 tips to elevate your deck and get you closer to the investment you seek: 1. Keep it under 20 slides (excluding appendices). Normally, you need at least 1-minute per slide. Your aim is to pike enough interest to generate questions but … Continue reading Here are 10 tips for CEOs to elevate your pitch deck and get you closer to the investment you seek

5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

(but if you listened, it would boost your portfolio) I've been investing for 16 years now. When you start things can be... interesting. If you're a relative newbie, and not getting results, hear me out: #1 The market is not against you. You're not getting returns because your strategy is sh*t 😳 #2 You second-guess … Continue reading 5 hard truths you don’t want to hear about your investment strategy (and why you absolutely want to)

Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

Copper is crucial for decarbonisation, yet we've been underinvesting for over a decade. To be copper-ready we must step up. Here's the skinny on porphyry deposits to help you take advantage of this lifetime opportunity. Today I'll cover some copper porphyry basics including: • characteristics • location • grades • tonnage • must & nice … Continue reading Copper porphyries explained to help you add the metal to your portfolio (for mining investors) [Twitter thread unrolled]

These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]

There is no decarbonisation without copper, and we've been underinvesting for over a decade. However, there are projects in the pipeline, if we can get past roadblocks... Here's your list of 10 deposits that could ignite the #energytransition, and bring over 200b lbs in supply 1 🇺🇸 Pebble $NDM.TO Located in Alaska, and potentially a … Continue reading These 10 copper deposits can ignite the energy transition and add 200b lbs of metal supply (for mining investors) [Twitter thread unrolled]

Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]

Here's your 'Mineral deposit types 101' (plus why you, as an investor, should care): Let's define mineral deposit: A body of rock that hosts a 'HIGH concentration'* of valuable minerals that may be extracted at a profit, given current technology and reasonable metal prices. *aka grade, is a moving target. We'll get back to that … Continue reading Deposit types explained (and why it matters to mining investors) [Twitter thread unrolled]