‘Drilling 101’ for 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 ‘Drilling 101’ for mining investors (Twitter thread unrolled)

5 reasons to invest in lithium stocks for mining investors (Twitter thread unrolled)

The energy transition is upon us, whether you like it or not. So... here are 5 reasons you SHOULD consider investing in lithium, today and for the long term: 1) To start, rising quantities of batteries are desperately needed to push electrification forward. Electric vehicles require efficient and lightweight power storage (aka batteries) that can … Continue reading 5 reasons to invest in lithium stocks for mining investors (Twitter thread unrolled)

‘Economic Studies 101’ for mining investors (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 ‘Economic Studies 101’ for mining investors (Twitter thread unrolled)

‘Resources vs Reserves 101’ 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’ for mining investors (Twitter thread unrolled)

In lithium, we trust*

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*