Investing is a learning process that can be shortened with a wise word at the right time. Find here tips for both new and experienced investors seeking some fresh ideas.
JP Morgan just did something remarkable. No, I’m not talking about First Republic Bank. They released a note on copper with crucial insights on what's coming ahead for investors. Here are your key takeaways: Refined copper demand: • Forecasted to grow by a CAGR of 2.5% over the next decade (vs 2%). • Over 32MMT … Continue reading JP Morgan’s views on copper for investors [Twitter thread unrolled]
Every successful investor excels at spotting potential risks fast. Whether by instinct or training, it's a crucial skill. Here are 8 red flags you don't want to find while researching your next mining investment: Red flags are nothing more than *potential* dangers in the fundamentals of a company. I'll list them from minor to serious … Continue reading Here are 8 red flags you don’t want to find while researching your next mining investment [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]
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]
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]
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]
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]
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 Lithium oversupply is unlikely… and here are 5 reasons why. The battle between Benchmark Mineral Intelligence vs Goldman Sachs [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 This lifestyle companies’ checklist for mining investors will help you avoid explorers not ‘in it for the right reasons’ [Twitter thread unrolled]
This tip comes to you from Tavi Costa, portfolio manager at Crescat Capital. 'Make sure you're buying something geologically sound.' Tavi Costa What does he mean?
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