5 reasons why lithium oversupply is unlikely. Benchmark Mineral Intelligence vs Goldman Sachs (Twitter thread unrolled)

Given recent developments, I feel fitting to bring back this piece by Benchmark Mineral Intelligence in response to Goldman Sachs. Minor edits for brevity. Lithium oversupply? Not likely. Why? 1) The industry cannot rely on China feedstock meeting the market Goldman sees the most “significant” new lithium supply coming from China. Despite progress, Chinese hard rock resources are … Continue reading 5 reasons why lithium oversupply is unlikely. Benchmark Mineral Intelligence vs Goldman Sachs (Twitter thread unrolled)

Lifestyle companies’ checklist for mining investors (Twitter thread unrolled)

Are you holding a 'lifestyle company' in your junior explorers' stock portfolio? Or considering one that might be? 5 questions to find out FAST, and reduce your risk: As a small cap investor, you do research on stocks in hopes of finding gems before they blow up. Recognizing risks as early on as possible is … Continue reading Lifestyle companies’ checklist for mining investors (Twitter thread unrolled)

Amplify what’s true and inspiring. Ignore what’s false and limiting

You get to choose. Today, everyone has the same potential chance of disseminating a message to the world. That means we must all be critical and analyse everything we read and listen to. Ask yourself: Does it sound believable? Is the source reliable? Does it bolster or attack any particular group? Does it feel fishy? … Continue reading Amplify what’s true and inspiring. Ignore what’s false and limiting

Lithium investing… Are you in? Part 1: ASX | The Weekly by Synergy

Mining companies have been roughly about 30% of listed entities on the Australian Stock Exchange, at least since we started tracking them, back in 2014. This makes Materials the most crowded sector in the exchange, translating into 674 companies… A growing number of these are focused on lithium, the chemical element that underpins the electric vehicle … Continue reading Lithium investing… Are you in? Part 1: ASX | The Weekly by Synergy

Investing in emerging markets… Worth the risk? | The Weekly by Synergy

As interest rates remain low in the developed world -with some countries such as Japan, still submerged in negative territory-, and inflation rising, investors are desperately seeking yield. This has seen equities soar, despite global woes. Emerging markets, as an alternative asset class, can infuse blue sky into a portfolio; however, the risk undoubtedly increases. … Continue reading Investing in emerging markets… Worth the risk? | The Weekly by Synergy

Make your portfolio stronger with this strategy | The Weekly by Synergy

The world is brimming with metals and minerals. Companies in virtually all countries seek, explore, and mine these commodities (or specialty chemicals/products) we use in today’s civilisation. Investors and corporates allocating capital, routinely take advantage of information asymmetries to discover and invest in undervalued opportunities every year, and many can be located outside of the … Continue reading Make your portfolio stronger with this strategy | The Weekly by Synergy

GameStop, meme stocks, and the rise of the retail investor | The Weekly by Synergy

It takes time to accurately identify the weight a certain event has in history; you need the perspective that years -or decades-provide. But today we will take a chance, and say with conviction that the shift in the landscape of retail investing is permanent and it will continue to expand. Taking a look at Google … Continue reading GameStop, meme stocks, and the rise of the retail investor | The Weekly by Synergy

These are the trends you will see among junior miners in 2021 | The Weekly by Synergy

We think that this current bull market could last until sometime mid-2021, although signs already exist that a less buoyant -while still positive- variant could stay among us for up to 18 months. To take advantage of the momentum while making the best of travel restrictions, many listed companies holding projects in a country different … Continue reading These are the trends you will see among junior miners in 2021 | The Weekly by Synergy