Investing in mining and metals requires a good grasp of complex processes and jargon. Here is a collection of my posts breaking down a few for mining investors.
If you love learning, you will enjoy them:
Mining investors know that grade is crucial, yet not simple. Because what's high for copper porphyry may be low for vein systems and so on. Hence, here is your primer on grades by metal and deposit type. (I promise you'll want to bookmark this) First, types of deposits* can be classified as: • Hydrothermal: Porphyry, … Continue reading Grade 101 for mining investors [Twitter thread unrolled]
Once an exploration project is advanced enough, economic studies are conducted to assess its viability in both current and near-future market conditions. It allows comparison with other projects. And the key unknowns become known. Here are the 12 main outputs from these studies to help you research any project for your portfolio Here we go: … Continue reading 12 secrets mining investors can uncover in every economic study [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]
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]
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]
Drilling is the most significant exploration method in mining. But all drilling is not created equal. Here's your quick guide to drilling, to help you understand reports and news releases: Let's start with definitions. Drilling is simultaneously a geological and a geochemical exploration tool, where rock is recovered from beneath the surface for examination and … Continue reading This ‘Drilling 101’ for mining investors will help you evaluate exploration results [Twitter thread unrolled]
Knowing the difference between the variety of economic studies used in mining and metals is crucial to any investor. Here's my 'Economic Studies 101', to help you predict how these could impact your investments: Let's get classification out of the way. There are 4 buckets: -Scoping, preliminary economic assessment or PEA -Preliminary feasibility or Pre-feasibility … Continue reading This ‘Economic Studies 101’ will guide your stock selection for mining investors [Twitter thread unrolled]
Understanding the difference between mineral resources & reserves is key to investing in mining and metals. Here's your 'Resources vs Reserves 101' to help you interpret news releases and reports: Let's get some definitions in first. Both are basically estimates of the grade and tonnage of economically interesting mineralisation existing in a deposit. While tonnage … Continue reading ‘Resources vs Reserves 101’ – an easy guide to help mining investors interpret news releases and reports [Twitter thread unrolled]
I am a big supporter of lithium. There are many reasons. I'd say it starts with the fact that there is such a huge potential for demand growth, as our requirements for batteries are expanding and we are most likely years away from a technology that can replace it (such as graphene supercapacitors). When you … Continue reading In lithium, we trust*
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