This is where you’ll find investment opportunities in Latin America [Twitter thread unrolled]

Stop. What if I told you there's a region with: • abundant opportunities across metals, energy and tech, • highly undervalued, yet • poised for growth? Well, there is. Let's talk about investing in Latin America, shall we? Here's what I'll cover today: Investment Agribusiness Metals & mining Technology & innovation Energy & related infrastructure … Continue reading This is where you’ll find investment opportunities in Latin America [Twitter thread unrolled]

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These 9 mining project platforms will help you find the ideal acquisition, partner, or buyers (for investors and mining corporates) [Twitter thread unrolled]

How to identify acquisition opportunities? Mining projects often change hands between exploration and production. This is due to the industry's long life cycle and market swings. Here's a list of platforms that help companies, investors and vendors complete transactions: 🎯 Mines Online Investors can browse for free, while vendors pay a 5% success fee or a … Continue reading These 9 mining project platforms will help you find the ideal acquisition, partner, or buyers (for investors and mining corporates) [Twitter thread unrolled]

‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]

The 'Goldman Sachs vs lithium' saga is far from over. Lithium stocks are bleeding everywhere. Yet GS’ lithium exposure has never been larger. I went through their 13F filings and the most recent news since my November thread. Here's your update: By the way... I've been investing in lithium since 2008 so I've seen a … Continue reading ‘Goldman Sachs vs lithium’ part 2 [Twitter thread unrolled]

5 cornerstone concepts for every mining investor [Twitter thread unrolled]

These 5 concepts, crucial for any mining & metals investor, took me years to learn and master. I'll teach them to you in 15 minutes: 1/6 Once a mining company reports a resource, things shift. Basically, it all becomes more 'real'. Work and investment bump up certainty. And resources are great! But reserves are better... … Continue reading 5 cornerstone concepts for every mining investor [Twitter thread unrolled]

These 10 simple tactics will make you a better investor, guaranteed [Twitter thread unrolled]

Investing in stocks is a journey that starts with knowing yourself. It continues with evergreen curiosity. Both benefit your portfolio. Here are 10 simple tactics that will make you a better investor: Figure out what you believe in. • Learn voraciously about those sectors/industries/stocks.• Read/listen/watch as much info as you can, given your schedule & … Continue reading These 10 simple tactics will make you a better investor, guaranteed [Twitter thread unrolled]

Define your ideal investment horizon by mastering the mining lifecycle | Paola Rojas’ Blog – Issue #3

Twitter has just announced that it will shut down its Revue newsletter platform. As a result, for now, this newsletter will be paused. "Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. All mines have a finite life, also called life of mine -LOM-. This implies the industry is always … Continue reading Define your ideal investment horizon by mastering the mining lifecycle | Paola Rojas’ Blog – Issue #3

Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]

1/ Here we go again. $GS and $CS announced bearish views on lithium. Stocks in the sector plummeted. I spent hours reading news and reports to give you a well-rounded summary of what investors and experts say. (and my thoughts at the end) Buckle up: 2/ What happened: • Goldman Sachs forecasted lithium supply to … Continue reading Goldman Sachs and Credit Suisse are bearish lithium. Here’s why you shouldn’t be [Twitter thread unrolled]

Let’s understand the value of these deposits, shall we? | Paola Rojas’ Blog – Issue #2

Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. Value is in the eye of the beholder. Kind of.Economic studies are how we put a value on both reserves and resources. From the rough strokes we get from a scoping study, to PEAs and beyond, clarity improves and certainty rises. … Continue reading Let’s understand the value of these deposits, shall we? | Paola Rojas’ Blog – Issue #2

5 fundamental reasons to add copper to your mining & metals portfolio [Twitter thread unrolled]

Copper pricing has weakened due to expected falling demand. But in the long term, we need the metal 😎 Here are my 5 favourite reasons to add copper to your portfolio: 1) Rising demand for EVs and decarbonisation fuels the need for metals used in electrification, including: • lithium • copper • nickel • cobalt … Continue reading 5 fundamental reasons to add copper to your mining & metals portfolio [Twitter thread unrolled]

5 cornerstone concepts for every mining investor | Paola Rojas’ Blog – Issue #1

Subscribe to read it on the day Hey hey! It's Sunday so let’s grab a cup of coffee* and dig in. It's been an interesting few weeks in the markets.From Goldman Sachs and Credit Suisse sharing bearish views on lithium (meanwhile GS is piling on developers like Lithium Americas, again! If you missed it, I … Continue reading 5 cornerstone concepts for every mining investor | Paola Rojas’ Blog – Issue #1